MANAGING YOUR ORGANIZATION'S BUDGET – TIPS YOU CAN USE
Date: Tuesday, June 20, 2017
Time: 3:30 p.m. - 4:30 p.m. EDT
Presenter: Douglas R. Palmer, CPA, Owner/Partner, Palmer Financial, LLC and Paul Preziotti, Principal, Johnson Lambert, LLP
Competency: Fiscal Responsibility
Track: Financial Management
Certificate Credits(s): 1
Budgeting is a process most nonprofits undertake annually. Although budgeting can be time-consuming and sometimes difficult, it is one of the most important tasks an organization completes each year. Join presenters Paul Preziotti, principal at Johnson Lambert, LLP and Douglas R. Palmer, owner/partner at Palmer Financial, LLC, a firm that provides outsourced accounting services to nonprofit organizations, on Tuesday, June 20 at 3:30 p.m. EDT to learn best practices and tips on managing your organization’s budget.
- Receive a refresher on budgeting for nonprofit organizations;
- Learn tips on how to better plan the budget process and how to monitor budgets; and
- Learn how to present budgets to different audiences, your Board, donors, legislators, including the use of dashboards.
Douglas R. Palmer, CPA, Owner/Partner, Palmer Financial, LLC
Douglas R. Palmer, CPA, is an owner/partner of a firm that provides outsourced accounting services to nonprofit organizations. He is also the author of The CFO Handbook for Nonprofits.
For over two decades, Doug has been a CPA and CFO serving large and small organizations both domestically and abroad. He has been in private sector CFO, controller and accounting roles and spent a number of years at a “Big Four” public accounting firm, PricewaterhouseCoopers. Doug oversees and serves the firm’s client base of corporate and nonprofit organizations.
Doug is a graduate of the University of Maryland and, over the years, has been involved in sponsoring and mentoring various entrepreneurship programs. He serves on select boards and is the chairman of St. John’s Community Services Foundation, one of the oldest charities in Washington, DC.
Paul Preziotti, Principal, Johnson Lambert, LLP
Paul Preziotti is responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans at Johnson Lambert LLP. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Additionally, Paul is responsible for the oversight and coordination of the firm's internal training for the nonprofit niche.
Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating. He is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He was also recently appointed to the 2016 AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. Furthermore, he currently serves as the chair for the GWSCPA’s Nonprofit Finance & Accounting Symposium. Additionally, Paul serves as a board and audit committee member for Food for Others, as a board and audit committee member for St John’s Community Services and on the AICPA’s Uniform Accountancy Act Committee.