Zoom Logo

SF Controller's Office Webinar 3 - Financial Management 301 - Shared screen with speaker view
Joninna Simpson
32:43
Joninna SImpson - Youth Leadership Institute
Allegra Fortunati
32:45
Allegra Fortunati SF Long-Term Care Ombudsman Program
evankrokowski
32:47
Evan Krokowski- BRIDGE Housing- Director of Programs
John McCue
32:50
John McCue, Prader-Willi Homes of California
Aracely
32:52
Aracely Barrios, Renaissance Entrepreneurship Center
heidy
32:54
Heidy Braverman BOD Root Division
Eda Wei
32:56
Eda Wei--Kai Ming Head Start
Gary Lindsay, MFDPSF
33:01
Gary Lindsay, Treasurer, MFDPSF (Mark Foehringer Dance Project), recipient of Grants for the Arts
Suzanne Tan
33:02
Suzanne Tan, Leadership Transition Consultant
Meko Ma
33:03
Meko Ma, On Lok
JLEE
33:04
Janet Lee, SteppingStone
natalie
33:06
Natalie, Self help for the elderly
anita
33:07
Anita Yee, Richmond Area MultiServices
Matthew C
33:11
Matthew CImino, Openhouse
Gladys Lim
33:12
Gladys Lim, Self-Help for the Elderly
Belinda Ong
33:24
Belinda Ong - Tides
sherman
33:24
Sherman King, Chinese Culture Service Center
Marga Dusedau
33:25
Marga Dusedau San Francisco Children’s Council
Lihong Zhang
33:27
Lihong Zhang, Chinese Performing Arts of America
Tam To
33:27
Hello everyone. Tam To Finance Director at Family Connections Centers
WongH1
33:28
Holly Wong, UCSF Alliance Health Project
JLim
33:30
Jessica Lim, Catholic Charities CYO of SF
Sarah McKinney
33:33
Sarah McKinney, Toolworks
Terri Forman
33:33
Terri Forman, First Graduate
susanthieme
33:33
Susan Thieme, Left Coast Chamber Ensemble
Erik Auerbach
33:37
Erik Auerbach, First Exposures, San Francisco
Michelle Mansour
33:38
Michelle Mansour, Root Division
Claudia Delgado
33:38
Claudia Delgado - Prospera Community Development
Emily
33:38
Emily Lo, JCYC
Cristy Dantes
33:42
Cristy Dantes, Brilliant Corners
Pamela Neyland
33:43
Pamela Neyland, WestCoast Children’s Clinic
Carol Henri
33:43
Carol Henri, Treasurer, SF Bach Choir
Phyllis Lozano
33:44
Phyllis Lozano - Horizons Unlimited of San Francisco
Rachel
33:44
Rachel Katz, California Pan-Ethnic Health Network
Philip Arca
33:52
Philip Arca, arca & associates, Interim Leadership, Searches, Transition consulting
Bookkeeper
34:01
Rebekah Crill - Camping Unlimited for the Developmentally Disabled
robyn
34:01
Robyn Neither-Gold, Conard House Inc.
Eva
34:07
Eva Gutierrez, Regenerate California Innovation, Fresno, CA
Barbara Selhorst
34:18
Barbara Selhorst, Los Cenzontles Mexican Arts Center, San Pablo
Judy Diaz, BVCC
34:22
Judy Diaz, Buena Vista Child Care, Inc.
Eric Larra
34:30
Eric Larra CFO for Episcopal Community Services of San Francisco. Thank you for this.
Gloria Romero-Roadmap to Peace Initiative/IFR
37:51
Gloria Romero, Instituto Familiar de la Raza-Roadmap to Peace Initiative, San Francisco
Gary Lindsay, MFDPSF
41:58
Can you comment on why we would want to use accrual? My arts organization has project based activity that rarely runs longer than 3 months
Gary Lindsay, MFDPSF Treasurer
57:22
I understand the purpose of accruals, but unless we have a known bill that will come in after the quarter, accrual accounting seems like a lot of extra work that doesn't help the board understand our financials better
Fely Tchaco
01:07:02
Hi this is Fely from African Arts Academy
Fely Tchaco
01:07:29
Ca you give your accountant your balance sheet or your multi year budget?
Risa Keeper
01:09:23
Hi Fely, yes you can.
lenyn
01:19:00
I don't see your admin cost being included in the program budgets
Philip Arca
01:21:54
Do you have versions that also include Outputs, Outcomes Goals by Year. Guess it could just be rows at bottom or top?
Sarah Schwid - Community Vision
01:31:02
Link to Capitalization Budget: https://spacesforgood.org/resources/capitalizationbudget/
JLim
01:32:04
thanks for the link
GNGR
01:35:25
What does a 5 year pledge mean? Is it paid fully in year one? Or is it accruing 55K this year, and then 55K over the following 4 years?
Risa Keeper
01:44:12
Yes GNGR, it would be accruing 55k in year 1.
Risa Keeper
01:48:17
Cecilia Angat from Squar Milner LLP will be joining us next Thursday to discuss changes to the audit process.
Fely Tchaco
01:48:29
Thank you very much!!
Sarah Schwid - Community Vision
01:48:58
Webinar Evaluation Survey: https://www.surveymonkey.com/r/JW53MGD
Dora
01:49:03
Thank you
Tam To
01:49:13
thank you so much for your presentation
Emily
01:49:14
Thank you
Terri Forman
01:49:24
Thank you
GNGR
01:50:04
Sign me up for one of those.
Gary Lindsay, MFDPSF Treasurer
01:50:10
Thank you again
Esperanza
01:50:15
Thank you!
Sarah Schwid - Community Vision
01:50:24
Capitalization Budget: https://spacesforgood.org/resources/capitalizationbudget/Multi-Year Budget: spacesforgood.org/resources/capitalizationbudget/
Meko Ma
01:50:37
Thank you!
Sarah Schwid - Community Vision
01:50:47
whoops - https://spacesforgood.org/resources/multiyearbudget/
Raissa
01:50:53
thank you
Kelly Ehrenfeld - Community Vision
01:50:59
Link to sign up for rapid response technical assistance: https://communityvisionca.org/covid19_rapidresponse/
Michelle Mansour
01:51:03
thank you!
Sarah Schwid - Community Vision
01:51:19
Compliance during COVID, feat. Audit Partner Cecilia Angat at Squar Milner LLP - Thursday, 6/18 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-4-tickets-105659869514
kimdigiacomo
01:51:21
Great workshop! And series. Thanks!
GNGR
01:51:24
My org is funded by ~50% unrestricted income from sponsorships and donations and ~50% from contracts. We’ve had a really hard time building reserves, wondering if you have suggestions for building capitalization costs into contracts.
Erik Auerbach
01:51:27
Thanks!
SWooldridge
01:51:28
thank you
Joninna Simpson
01:51:44
Thanks!
Lihong Zhang
01:52:04
Thank you!
Sarah Schwid - Community Vision
01:52:42
Kelly Ehrenfeld: kehrenfeld@communityvisionca.orgRisa Blumlein Keeper: rblumlein@communityvisionca.org
GNGR
01:54:28
THank you.
JLim
01:54:35
thank you, ladies !
Marga Dusedau
01:55:07
thank you