Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principles and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements such as a balance sheet and income statement, as well as how to understand the true importance of proper budget planning. If you are looking for a refresher or are new to financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
MEET YOUR TRAINER:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Managing IT Teams for Nonprofit Leaders: Strategies for Success
Effective IT management is crucial for nonprofits to stay agile and impactful in today’s fast-paced digital landscape.
"Managing IT Teams for Nonprofit Leaders: Strategies for Success" is designed to equip nonprofit leaders with the skills needed to manage IT teams effectively, ensuring that technology supports and accelerates your mission. Gain practical insights and strategies to lead your IT department confidently, even if you're not a tech expert.
OneOC has partnered with Tech Heights to deliver transformative content, empowering nonprofits to achieve greater success.
Learning Objectives:
Understand the role of IT in supporting your nonprofit's mission and goals.
Learn how to communicate effectively with your IT team and bridge the gap between technology and leadership.
Develop strategies to manage IT projects, prioritize tasks, and allocate resources efficiently.
Explore best practices for cybersecurity and data management specific to nonprofit organizations.
Meet Your Trainer: Michael Christie, MBA
Michael Christie is a seasoned organizational consultant, client advocate, and sales coach with over 20 years of experience in managed technology services. As the Chief Revenue Officer at TechHeights, he has advised numerous non-profit clients on effective cybersecurity solutions, resulting in over $2 million in annual recurring revenue and maintaining a 97% client retention rate. His career includes roles at Visual Edge IT and NexusTek, where he significantly increased revenue and developed strategic partnership programs. Michael’s strength lies in communicating complex technical challenges to his audience in a way that is understandable and focuses on results. His mission is to help organizations succeed through technology, navigating the delicate balance between productivity and security.
Maintaining Your Books - Tax Prep for Your 990
Ensure your nonprofit stays compliant and financially sound with our course, "Maintaining Your Books: Tax Prep for Your 990”.
This essential training is designed to demystify the often-overwhelming process of preparing your Form 990. You’ll learn how to maintain accurate financial records, prepare necessary documentation, and understand the requirements of the IRS. With expert guidance, you’ll walk away equipped with the skills to effectively manage your bookkeeping and confidently file your 990, minimizing the risk of audits and ensuring your nonprofit remains in good standing. Join us to streamline your financial processes and empower your organization for success!
Learning Objectives:
Gain insight into the various sections of Form 990, including financial statements, governance, and compliance issues, to ensure a thorough understanding of the form's requirements.
Identify the essential documents required for completing Form 990, including financial reports, budgets, and board meeting minutes, ensuring that you have everything in order before filing.
Learn best practices for maintaining your nonprofit financial records throughout the year, enabling you to prepare for tax season with confidence and ease.
Understand the common mistakes nonprofits make when preparing their 990 and learn strategies to avoid them, ensuring your organization stays compliant and reduces the risk of penalties.
Meet Your Trainer:
Annamarie Licina, an Enrolled Agent, specializes in tax preparation, small business accounting, and financial planning. She earned her BS in Business Administration, focusing on Management and International Business, with a minor in Leadership and Organization Studies from Chapman University. Annamarie volunteers as a Big Sister with Big Brothers Big Sisters and enjoys teaching financial literacy to youth. She joined OneOC in 2020, where she combines her passion for accounting and nonprofit support.
Executive Succession Planning Seminar
Executive transitions can be challenging and complex, creating uncertainty for leaders, board members, and staff. With a growing wave of retirements and increasing burnout in the nonprofit sector, preparing for leadership changes has never been more crucial.
Join us for an engaging and interactive two-hour seminar designed specifically for Executive Directors and Board Members. This session will equip you with the tools and insights needed to navigate leadership transitions successfully, whether as part of a long-term strategy or in response to an unexpected departure.
By attending, you’ll gain clarity on the process, have the opportunity to ask key questions, and learn how to guide your organization toward a thriving future during this critical chapter of change.
Learning Objectives:
Strategic Transition Planning: Understand how to create an environment where your organization can thrive before, during, and after a leadership transition.
Roles and Responsibilities: Define the roles of the board, executives, and staff throughout the transition process to ensure seamless collaboration and accountability.
Staff Development: Learn how to cultivate and prepare internal talent to strengthen the organization during leadership changes.
Anticipating Challenges: Recognize common pitfalls in executive transitions, how to avoid them, and what personal and professional impacts to expect.
Equip your organization with the confidence and strategy to handle executive transitions effectively and sustainably. Don’t miss this opportunity to prepare for success in the face of change!
Meet Your Instructor:
Regina Birdsell has over 30 years of experience collaborating across business, philanthropy, government, media, and the nonprofit sector to tackle complex issues and foster positive change, primarily in Southern California. With a background in journalism and a Master's in Social Work from USC, she's been recognized as a Most Admired CEO by the Los Angeles Business Journal and as one of Women Making a Difference. Presently, she heads USC's Master's Degree Program in Nonprofit Leadership and Management, while also facilitating leadership training, board retreats, and providing executive support during leadership transitions.
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principals and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
Meet Your Trainer:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
HR Risk Management and Compliance for Nonprofits Compliance
Managing risk is essential to protecting your organization from financial, legal, and reputational harm.
In this course, you’ll learn how to identify potential risks, develop mitigation strategies, and maintain compliance with laws and regulations. Ensure your nonprofit operates safely and securely in an increasingly complex world.
Learning Objectives:
Identify common risks facing nonprofit organizations.
Learn strategies to mitigate financial, operational, and reputational risks.
Understand the legal and regulatory compliance requirements for nonprofits.
Develop a risk management plan tailored to your organization.
Create a culture of proactive risk awareness and management.