Financial Reporting Analysis: Understanding the Essentials

This event is part of the series:
Duke University - Continuing Studies

June 27, 2017
9:00 AM - 4:00 PM

Speaker: Ann V. Stratton, tavandervliet@hotmail.com 

This class focuses on the essentials of financial reporting and analysis for individuals who lack an extensive background in financial management.  Discuss the three major nonprofit financial statements including - the statement of financial position, the statement of activities, and the cash flow statement.  Create and maintain a budget.

Key Learning Objectives

1.     Understand the three major nonprofit financial statements including the statement of financial position, statement of activities, and the cash flow statement.

2.     Understand how to allocate resources to better manage your nonprofit.

3.     Determine and manage appropriate reserves.

Bio:  Ann Vandervliet Stratton serves as the Executive Director of Smart Beginnings Danville Pittsylvania, a regional school readiness coalition in southern Virginia.  She has strategically directed public and private investments of $7.5 million dollars since 2011 resulting in a 50% improvement on the state's pre-literacy assessment in Danville.

She holds a B.A. in International Studies from USC, and a Duke University Certificate in Nonprofit Management.  Ann has 20 years of experience in non-profit management with a strong background in systems development.  She has served in a variety of leadership roles and has worked closely with local, state, and federal funders.  She has chaired the Danville Public Schools Foundation Board, served on VA’s Early Childhood Council, and the Danville Pittsylvania Community Policy Management Board.

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