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Lunch & Learn: Financial Management for Associations

September 17, 2019 @ 11:45 am - 1:00 pm

| $25

Speaker: John Bellenfant, CPA, MAcc

Looking to learn how to read and understand financial statements or prepare an effective budget? Could you use a refresher and learn possible red flags? Are you considering sitting for your CAE? The below outline highlights the takeaways from this lunch & learn. 

Financial Management for Associations

a. How to Assess Your Financial Statements, Point Out Red Flags, Prepare an Effective Budget and Win Your Audit
i. Statement of Financial Position
ii. Statement of Activities 
iii. Statement of Functional Expenses
iv. Statement of Cash Flows

b. CAE Financial Management Section Overview (from the CAE Exam Content Outline)
i. Develop, recommend, and oversee organizational financial and business planning to achieve strategic objectives.
ii. Identify and establish user‐friendly systems, metrics, and tools to monitor, and manage financial performance. 
iii. Provide clear, transparent, and accurate financial reporting to board, staff, members, and the public to reflect the financial health of the organization. 
iv. Recommend, implement, and manage revenue, investment, and reserve policies to enhance and protect the financial security and viability of the organization.
v. Develop a policy of independent periodic review and audit of the organization’s finances to identify weaknesses and capitalize on strengths to respond to the management letter.
vi. Communicate the financial status of the organization to members and volunteers to support the decision making process.
vii. Recognize and respond to the impact of economic and other external factors to effectively guide financial planning, investment policies, and financial performance. 
viii. Develop business plans and financial modeling to evaluate return on investment (ROI).


John graduated from the University of Tennessee, Knoxville with a BBA in Accounting (Magna Cum Laude) and Masters of Accountancy with a focus in taxation. John has a variety of professional experience with two of the top eight national accounting firms, including Ernst & Young and Crowe Horwath. At Bellenfant, PLLC, John serves as managing partner on audit, tax and accounting engagements. He is passionate about serving his clients with the professionalism of a national firm and the attention of a local firm. John is active in the local community and is a member of the American Institute of CPAs, Tennessee Society of CPAs (Federal Taxation Committee), Tennessee Chamber of Commerce, Williamson, Inc, Tennessee Society of Association Executives, and many more.

John provides professional services to over 60 associations and societies, most of which are in Middle Tennessee. He and his team of seven other professionals are constantly taking on new clients and would be happy to schedule an initial consultion with your association!


September 17, 2019
11:45 am - 1:00 pm


Home Builders Association of Middle Tennessee
9007 Overlook Blvd.
Brentwood, TN 37027 United States
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