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SF Controller's Office Webinar 2 - Financial Management 201 - Shared screen with speaker view
charla montgomery
40:06
Thank you!
Linda Leu
40:16
Thank you for that!
Angela Cardona
40:44
Thank you for the message and acknowledgement of Black Lives Matter.
Matthew C
40:53
Matthew Cimino, Openhouse
Chris Shelton
40:59
Chris Shelton Booker T. Washington
Sarah McKinney
41:02
Sarah McKinney, Toolworks
Kim N
41:03
Kim Navoa, California Immigrant Policy Center based in LA
Robert Hand II
41:04
Robert Hand from The Richmond Neighborhood Center
Admin HIP
41:04
Thank you fir that acknowledgement!
kaylacameron
41:04
Kayla Cameron, she/her/hers, Young Women’s Freedom Center
karenfrost
41:06
Karen Frost from Swords to Plowshares
Bill Vigna
41:08
William Vigna, Cameron House
charla montgomery
41:09
Charla Montgomery from OCCUR
Joninna Simpson
41:10
Joninna Simpson, Youth Leadership Institute. THanks for your BLM acknowledgement.
Gary Lindsay, MFDPSF
41:10
Gary Lindsay, Treasurer, MFDPSF (Grants for the Arts recipient)
Emily
41:11
Emily Lo, JCYC
Esperanza Cuautle
41:11
Esperanza, Pangea Legal Services
Livable City - Katy Birnbaum
41:11
Katy Birnbaum, she/her/hers, Livable City
heidy
41:12
Heidy Braverman, Root Division BOD
Meko Ma
41:13
Meko Ma, On Lok Day Services
susanthieme
41:15
Susan Thieme, Left Coast Chamber Ensemble in SF
Suzanne Tan
41:15
Suzanne Tan, Leadership Transition Consultant
Belinda Ong
41:18
Belinda Ong - Tides
JLim
41:18
Jessica Lim, Catholic Charities CYO
Michelle Mansour | Root Division
41:20
Hello from Michelle Mansour, Root Division
Alice Tam
41:21
Alice Tam, Richmond Neighborhood Center
Gladys Lim
41:21
Gladys Lim, Self-Help for the Elderly
Allegra Fortunati
41:21
Allegra Fortunati SF Long-Term Care Ombudsman Program at Felton Institute
Admin HIP
41:22
Lili Farhang, Oakland
Carol Henri
41:22
Carol Henri, SF Bach Choir
Cheryl
41:22
cheryl flores: university of the Pacific
lenyn
41:23
Leny Nair-Self-Help for the Elderly
Zoey Wang
41:23
Zoey Wang, On Lok
Cristy Dantes
41:23
Cristy Dantes, Brilliant Corners
DFFernandez
41:24
David Fernandez from Mercy Housing
Judy Diaz
41:26
Judy Diaz, Buena Vista Childcare After School Program
Barbara
41:27
Barbara @ Los Cenzontles Mexican Arts Center, San Pablo
Gloria Romero-Roadmap to Peace Initiative/IFR
41:27
Gloria Romero, Instituto Familiar de la Raza, Inc.
Margaret Daoud-Gray
41:27
Margaret Daoud-Gray, Tandem, Partners in Early Learning
Kayla
41:28
Kayla Nine-Espinosa, Seneca Family of Agencies
StephenHu
41:30
STeve Hu - Family Caregiver Alliance.
Jeff Thomas
41:31
Jeff Thomas, ED @ San Francisco Center for the Book
natalie
41:31
Natalie Ho, Self Help for the Elderly
Fely Tchaco
41:32
Fely Tchaco African Arts Academy
Lisa Liu
41:32
I am Lisa Liu from Episcopal Community Services
Maria Acuna-Feldman
41:33
Maria Acuna-Feldman, Mercy Housing
Aracely
41:37
Aracely Barrios, Renaissance Entrepreneurship Center
GNGR
41:37
Ginger Jui, Bike East Bay, Oakland
lsoares
41:37
Laureen Soares, UCP of Stanislaus Cty
Dora
41:38
Dora from Southeast Asian Community Center
Dale
41:39
Dale Thompson, Community Tech Network
Angela Cardona
41:40
HI! Angela —Every Neighborhood Partnership from Fresno, CA
JLEE
41:40
Janet Lee, SteppingStone
John McCue
41:41
John McCue, Prader-Willi Homes of California
Chris Bajarias
41:45
Chris Bajarias, Low Income Investment Fund
Sandra Rivas
41:46
Sand Rivas, 30th Street Senior Center On Lok
Dana Dizon
41:46
Hi Dana Dizon with Kronos Performing Arts Association
Eva
41:46
Eva Gutierrez, Regenerate California Innovation, Fresno
Valerie Jameson
41:52
Valerie Jameson, Richmond LAND
Roy Chan
41:54
Roy Chan, Chinatown CDC
Tam To
41:56
Hello Everyone, Tam To from Family Connections Centers
Thomas Simpson
42:03
Thomas Robert Simpson, AfroSolo Theatre Company
Lsalazar
42:05
Yes, thank you. Laura Salazar, United Cerebral Palsy of Stanislaus County
Rosa Martinez
42:06
Rosa Martinez, Hamilton Families
CEwers
42:22
Cheryl Ewers, Catholic Charities
raider
42:23
Mara Raider, Hospitality House
Philip Arca
43:17
Philip Arca arca & associates, Interim Leadership, Transition, Searches, East Bay
Marga Dusedau
44:52
Marga Dusedau Children’s Council
Gabriella
46:22
Gabriella Baxter, Spark in the Bay
Marga Dusedau
58:20
I did not receive the webinar recording and other materials from the previous session.
Chris Shelton
59:23
I did not receive the webinar recording and other materials from the previous session.
mhuang
01:00:53
Macy Huang, Jewish Vocational Services
Consulting Department
01:02:10
Hi Marga and Chris, please private chat me your email address and I will send you the email from the last webinar. Thank you!
Livable City, Darin Ow-Wing
01:02:38
I don't see the materials from the last webinar in my email either.
Consulting Department
01:03:51
Apologies that the resources didn't reach everyone. Anyone who would like me to send it out, please private chat me your email address. Thanks!
anita
01:06:16
I didn't receive materials from the last webinar in my email.
lenyn
01:06:26
Where can we find the revenue risk calculator?
Consulting Department
01:09:34
Here is the link tot he revenue risk calculator: https://spacesforgood.org/resources/revenueriskcalculator/
Consulting Department
01:10:33
https://spacesforgood.org/resources/
Philip Arca
01:12:00
Thoughts on Budget Revisions, tracking those revisions over the year, the original assumptions and better informing the next budget cycle?
Philip Arca
01:15:16
I ask that because I think frequently revisions are made, rightly so, but folks do not keep track/revise/update assumptions in a way that adds value, is more informative going forward….
John McCue
01:23:12
You can make notes in the workbook about the original numbers or reasons for changes to track them
Philip Arca
01:24:06
Can you discuss the challenge of being honest about budget assumptions and Board inclinations to frequently demand a “balanced budget”, I have seen way too many orgs make absurd assumptions to achieve a balanced budget and not having the difficult conversations necessary…
John McCue
01:24:07
within each cell
Consulting Department
01:34:09
Quarterly Budgets form: https://spacesforgood.org/resources/quarterlybudgets/
Angela Cardona
01:35:10
Is there a software that brings information from our Accounting software into a template like this?
Angela Cardona
01:36:05
Or any tips to make it more automatic?
Philip Arca
01:39:56
If your accounting software does not have a robust budget template linked to your chart of accounts — for sure, copy chart of accounts to match account names, use spreadsheet for modeling, scenarios.
Joninna Simpson
01:40:22
Why are quarters looked at on their own rather than YTD relative to the total?
Angela Cardona
01:41:49
Thank you @phillic Arca.
Michelle Mansour | Root Division
01:42:19
I noticed in all the budget scenarios, the salaries are the same. Can you talk about that in terms of making difficult choices for potential staff cuts?
StephenHu
01:46:10
I'll include use of operating reserves to the sources/revenues to force Board &Sr Mgt thinking/decisions about making choices in the budget process
Judy Diaz
01:53:31
Hi, this is great information. We, BVCC After School Program, are transitioning to new leadership and I will be the one taking over our finances. This will be the first time I use Quickbooks and was wondering if you know where I could find any trainings on how to use Quickbooks and accounting for non profits.
StephenHu
01:54:38
4
Consulting Department
01:57:21
Financial Management 301 Registration - Thursday, 6/11 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-3-tickets-105659247654
Philip Arca
01:57:57
https://www.compasspoint.org/follow-up-resource/introduction-nonprofit-bookkeeping
Consulting Department
01:58:12
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
Angela Cardona
01:58:48
Would you be able to touch into the best way to record PPP loans?
Consulting Department
01:59:39
Sign up for RRTA with Community Vision Consulting: https://calendly.com/cvrrta/45min?month=2020-05
Consulting Department
02:00:24
Community Vision's Nonprofit Resource Center: https://spacesforgood.org/resources/
Consulting Department
02:00:49
Webinar Evaluation Survey: https://www.surveymonkey.com/r/Q7LCHZK
Gary Lindsay, MFDPSF
02:00:51
Thank you again for this presentation.
Philip Arca
02:01:22
Thanks, appreciated the presentation, sharing of the practical/usable tools.
Kim N
02:01:29
Thank you!
Marnie Purciel-Hill
02:01:34
Thanks all!