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SF Controller's Office Webinar 1 - Financial Management 101 - Shared screen with speaker view
Robert Pascual
38:36
Rob Pascual, PRC
Jeff Thomas
38:37
Jeff Thomas - ED @ San Francisco Center for the Book
nklaymoon
38:38
Nicole Klaymoon, Embodiment Project
Lawrence
38:38
Lawrence Villegas - Oakes Children's Center Hello.
darin
38:39
Darin Ow-Wing, Livable City
Huong Le
38:39
Huong Le, Asian Women’s Shelter
Holly Wong
38:42
Holly Wong, UCSF Alliance Health Project
Katie Marcel
38:44
Katie Marcel, Livermore Shakespeare Festival
deirdreashby
38:44
Deirdre Ashby, Tandem Partners in Early Learning
Sarah McKinney
38:45
Sarah McKinney, Toolworks
Kayla
38:45
Kayla Nine-Espinosa, Seneca Family of Agencies
Carol Henri
38:45
Carol Henri - SF Bach Choir
MatthewC
38:45
Matthew Cimino, Openhouse
conchita
38:46
Conchita Campos, El/La Para Translatinas
Joninna Simpson
38:47
Joninna Simpson - Youth Leadership Institute
Gladys L
38:48
Gladys Lim, Self-Help for the Elderly
Cecilia Chacon
38:49
Hello Cecilia Chacon, Hamilton Families
Jamie
38:49
Jamie Tang, Seneca Family of Agencies
Caroline Cabading
38:49
Caroline Cabading, Manilatown Heritage Foundation
18 Reasons
38:50
Claudia Guerrero, 18 Reasons, SF
karenfrost
38:50
Karen Frost - Swords to Plowshares.
Terri Winston
38:50
Terri Winston, Women’s Audio Mission
Lori Jones
38:50
Hi Folks! Lori Jones, Finance Manager from MyPath -- thanks for doing this!
Thomas Laffey
38:51
Thomas Laffey @Springboard Collaborative
Edward Honey
38:51
Edward Honey: Mission Neighborhood Centers
Chris Shelton
38:52
Chris Shelton- Director of Ops. Booker T. Washington
Gary Lindsay
38:52
Gary Lindsay, Treasurer, MFDPSF (GFTA grantee)Mark Foehringer, Artistic Director
rmartinez
38:52
Rosa Martinez, Hamilton Families
Elena Botkin-Levy
38:53
Elena Botkin-Levy, Women’s Audio Mission
Louisa Balch
38:53
Louisa Balch - American Conservatory Theater
Belinda Ong
38:53
Belinda Ong - Tides
Patricia Schnedar
38:53
Tricia Schnedar, Shanti Project, CFO
michellemagat
38:54
Michelle Magat, La Cocina
Kim DiGiacomo
38:54
Kim DiGiacomo with the Low Income Investment Fund
Gabriella
38:55
Gabriella Baxter, Spark in the Bay
Ilana A
38:55
ilana with CubaCaribe
Marco Austin
38:55
Marco Austin - Aguilas
Melinda Deng
38:55
Melinda Deng, Kai Ming Head Start
robyn
38:55
Robyn Neither-Gold Conard House Inc.
Tandem, Partners in Early Learning
38:56
Savitha Moorthy; ED; Tandem, Partners in Early Learning
Cristy Dantes
38:57
Cristy Dantes, Brilliant Corners
Robert Hand II
38:57
Robert Hand II - The Richmond Neighborhood Center
Shari Wooldridge
38:58
Shari Wooldridge ED SVDP-SF
kaylacameron
38:58
Kayla Cameron, Young Women’s Freedom Center
Emmett Phelan
38:59
Emmett Phelan Grattan After School Program
ellec
38:59
Marielle Concejo, Manilatown Heritage Foundation
admin
38:59
Layla Sharief, Admin Director, Camp Krem
DFFernandez
39:00
David Fernandez with Mercy Housing
Raffaella Falchi Macias
39:00
Raffaella Falchi Macias, Youth Art Exchange
Valerie Imus (she/her)
39:00
Valerie Imus, Artistic & Co-Director, Southern Exposure
Kimochi Inc
39:01
Shawne O'Connell, Director of Programs Kimochi, Inc.
Sally Nielsen
39:01
Sally Nielsen San Francisco Bach Choir
Tom Kostosky
39:02
Tom Kostosky SFHDC
Maureen Guerrero
39:03
Maureen Guerrero - Urban YMCA
Andrew Feil
39:05
Andrew Feil - Every Neighborhood Partnership - Fresno, CA
natalie
39:06
Natalie Ho, Self- Help for the Elderly
stretch
39:06
Heidy Braverman, Root Division, BOD
lsoares
39:07
Laureen Soares, Accts Mngr. @ UCP of Stanislaus County
Emily
39:09
Emily Lo, JCYC, Fiscal Director
Stephen Victoriano
39:09
Life Steps Foundation
Maria Acuna-Feldman
39:09
Maria Acuna-Feldman, Mercy Housing
Horizons
39:09
Phyllis Lozano - Horizons Unlimited of San Francisco
stevepolta
39:11
Steve Polta — San Francisco Cinematheque
Chinese Culture Center
39:11
Jenny Leung, Chinese Culture Center
StephenHu
39:13
Steve Hu Family Caregiver Alliance
Eda Wei
39:14
Eda Wei —Kai Ming Head Start
Tam To
39:14
Tam To - Finance Director from Family Connections Center
Clarissa Kalman
39:14
Clarissa Kalman Museum of Craft and Design
Eva
39:15
Eva Gutierrez - Regenerate California Innovation
Meko Ma
39:15
Meko Ma, On Lok Day Services
Gloria Romero-Roadmap to Peace Initiative/IFR
39:15
Gloria Romero, Roadmap to Peace Initiative, Instituto Familiar de la Raza
Alex Cohn
39:16
Alex Cohn - Chapin Hall Center for Children
mhuang
39:18
Macy Huang- JVS
Suzanne Tan
39:18
Suzanne Tan - Interim Executive Director/Consultant
CEwers
39:25
Cheryl Ewers, Catholic Charities
Allegra
39:26
Allegra Fortunati, SF Long-Term Care Ombudsman Program
Maria Tolkunov Trubkina
39:27
FCA
Lorena Moreno
39:27
Lorena Moreno, San Francisco Arts Commission
jarrodrondeau
39:28
Jarrod Rondeau - Executive Director - Playmates Cooperative Preschool
Aracely
39:28
Aracely Barrio, Renaissance Entrepreneurship Center
Bernadette Sy
39:32
Bernadette Sy - Filipino-American Development Foundation/Bayanihan Community Center
Rosario
39:37
Rosario Zatarain
ligia
39:42
Ligia Taylor - Special Services for Group SF
robinkeefe
39:47
Robin Keefe, Spark Program
Madi
39:52
Madison Blanton - One Step Beyond Disability Services
JLim
39:54
Jessica Lim, Catholic Charities CYO of SF
mooreb
40:09
Bernadette Moore- Easter Seals Superior Ca
Marga Dusedau
40:13
Marga Dusedau Children’s Council
lsalazar
40:20
Laura Salazar UCP of Stanislaus County
cherylsf28
40:22
Cheryl Flores: University of the Pacific
susanthieme
40:24
Susan Thieme - Left Coast Chamber Ensemble
Ken Liang
40:28
Ken Liang, Enterprise for Youth
Cissie Bonini
40:42
Cissie Bonini, Exec Dir, Vouchers 4 Veggies - EatSF
Charles Ramilo
40:51
Charles Ramilo, Filipino Community Center
Philip Arca
43:34
Philip Arca, arca & associates, Interim Leadership, OD Consulting. Finishing at Ella Baker Center, moving to Women’s Therapy Center.
kit
46:04
Kit Quan, Asian Women’s Shelter
Rosario
46:49
Rosario Zatarain Latino Commission
Fely Tchaco
47:36
Hi everyone, was having hard time singing in, but glad I am here. This is Fely Tchaco from African Arts Academy.
Thomas Simpson
56:40
Thomas Simpson, AfroSolo Theatre Company
Edward Honey
01:02:19
why is it that a 'cash' model is less accurate then a 'accrual' model?
Gary Lindsay
01:02:39
Do you have some model charts of accounts for non-profits (such as Arts, or family services) by program type?
Fely Tchaco
01:02:51
I have a question, once you are all done with the income statement and and budget, which information do you use to fine your tax and which information do you give to the foundation who have granted you a grant
Allegra
01:02:58
Are government supported programs allowed to keep surpluses? The surpluses would have to come from other sources, right?
Fely Tchaco
01:03:35
I meant to say “To file your tax”? Sorry for the typo!
Lawrence
01:04:51
Cash is less accurate due to it not following the Matching Principle. The Revenue generated is associated with the expense incurred.
Terri Forman
01:06:42
For an org with a budget under $2 million, our budget has about 20 tabs; there has to be an easier way -?
Consulting Department
01:07:02
https://spacesforgood.org/resources/
Lori Jones
01:07:20
Is there a favorite budgeting software you recommend for a mid-sized nonprofit? Something that can provide the flexibility for projecting and adjusting to reality, by project versus gm&a and fundraising?
Gary Lindsay
01:09:01
Lori Jones - MFDPSF uses QuickBooks and is happy with it for an accounting system
Lawrence
01:09:28
QBooks works well since it has classes where you can split departments, restricted accounts, etc.
Fely Tchaco
01:09:30
Thank you!
Lawrence
01:09:59
If you have a larger Non-profit, I've seen Financial Edge or MIP
Lori Jones
01:10:02
Thanks @Gary! We too use QB. Was hoping the market for more tailored solutions might be evolving
Lawrence
01:10:35
If you have QB Online, you can even have classes and divisions.
Lori Jones
01:10:55
Thanks @Lawrence
Lori Jones
01:12:44
Thanks @Risa
Fely Tchaco
01:15:05
Where to find the link?
Consulting Department
01:15:10
: https://spacesforgood.org/resources/
Fely Tchaco
01:15:23
Thanks!
Terri Forman
01:27:00
Will this recording be shared?
Consulting Department
01:27:19
Yes, via email and on the SF Controller's Office website
Terri Forman
01:27:27
Thank you
Savitha Moorthy; Tandem, Partners in Early Learning
01:28:28
It’s actually instructive to do it both ways (or at least more than one way) and sharing it with the board so they can see the subjective story — and it can set the stage for a productive discussion.
Ilana A
01:38:51
can review the last point for quick ratios?
Fely Tchaco
01:39:43
How many people can you have as advisory board for your organization and can they also contribute financially for the board dues?
Denye Versher, CPA
01:39:57
I would say PPP is a liability until forgiven when it will hit the income statement.
Fely Tchaco
01:39:57
For the board membership dues
Ilana A
01:42:35
thank you!
Carmen
01:44:57
Can we use PPP for fiscal 2020-2021
Fely Tchaco
01:45:08
Thank you!
Carmen
01:46:02
thank you
Clarissa Kalman
01:46:19
Thank you
CEwers
01:47:06
Congress passed extension of 8 weeks to 24 this morning. Waiting now on Senate approval. Keeping fingers crossed!
Consulting Department
01:47:17
Sign up for RRTA with Community Vision Consulting: https://calendly.com/cvrrta/45min?month=2020-05
Consulting Department
01:48:27
Financial Management 201 Registration, next Thursday 6/4 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-2-tickets-105658026000Financial Management 301 Registration, in two Thursdays, 6/11 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-3-tickets-105659247654Compliance during COVID, feat. Audit Partner Cecilia Angat at Squar Milner LLP, in three Thursdays, 6/18 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-4-tickets-105659869514
Fely Tchaco
01:48:58
This is not a question, just putting out there that African Arts Academy needs more board members and advisory board members, if anyone is interested and has any referral please advise. Thanks.
Carmen
01:49:09
Thank you. very informative
JLim
01:50:20
Thank you. This has been quite informative !
Gary Lindsay
01:50:23
Thank you Community Vision team. This was a very helpful seminar.
Angela Cardona
01:50:24
Thank you for all the information and resources
Elena Botkin-Levy
01:50:26
Many thanks Risa and Janna
Linda Leu
01:50:33
This was so clear and helpful! Thank you so much!
Philip Arca
01:50:34
Any new FASB standards coming out?
Philip Arca
01:51:26
And are you sharing these slides?
Philip Arca
01:51:30
Thanks!
Maria Acuna-Feldman
01:51:44
Thank you presenters and organizers! Appreciate the information and resources.
Consulting Department
01:51:45
Yes, we will send them out via email
Dora
01:52:42
Thank you for so much for the information
Marnie Purciel-Hill
01:52:46
Thank you everyone!
Philip Arca
01:52:56
Any preferred accounting software?
mhuang
01:52:58
Thank you
dgaray
01:53:04
Thank you
Meko Ma
01:53:07
Thank you!
Emily
01:53:09
Thank you!
Julie
01:53:33
Thank you!
rmallamo
01:53:49
Very informative, great presentation! Thank you
StephenHu
01:53:49
Any guidance on where the office space rental market is headed for lessees..
Fely Tchaco
01:53:52
Has anyone heard of Accounting Suite?
Thomas Simpson
01:53:57
Many, many thanks. Excellent session!
Tam To
01:54:08
Thank you Janna & Risa. Very informative session.
StephenHu
01:55:07
WE use Financial Edge...if you are considering it call Steve at Family Caregiver Alliance for pros & cons
Fely Tchaco
01:55:50
https://accountingsuite.com/
Fely Tchaco
01:57:29
We need a new lease, but need funding for that, little space is fine.
Charles Ramilo
01:58:57
thank you
susanthieme
01:58:58
Thank you. Excellent session.
Fely Tchaco
01:59:11
Thank you so much, for this webinar!!
Lori Jones
01:59:16
Thanks for supporting us and the greater Bay Area nonprofit community with such practical info and advice
darin
01:59:28
thanks!