Finances without Fear

Finances without Fear

Matt Deutsch, Berberich Trahan & Co

Thursday, April 30, 2015

8:30 am Registration and Coffee

9:00 am Program

Kansas Bankers Association

610 SW Corporate View, Topeka

Participants will enhance their financial acumen by attending this program, which will include: reviewing basic accounting principles, examining and analyzing financial statements and discussing how to prepare and monitor a program budget. Key finance terms and concepts, many contained on the CAE exam, will be reviewed.

After attending this session, you’ll be able to:

• Read and understand a Statement of Activities (P&L Statements),Statement of Financial Position and a monthly budget variance report;
• Prepare revenue budget items, expense budget items and discuss the overall budget process;
• Apply definitions related to statements such as reserves, unrestricted net assets, accrual accounting vs. cash accounting and other terms.