Capacity Building Workshops
I3 Capacity Building Workshop:
Internal Controls for Nonprofits
Friday, March 24, 2023
Gulf Coast Community Foundation's Venice Headquarters
601 Tamiami Trail S., Venice 34285
Nonprofit board and staff members, please join us for a course on financial controls for a nonprofit organization. A strong internal control structure is the foundation of any organization's financial well-being. In this course, you will:
- Learn basic internal control principles.
- Walk through practical examples of how to implement and/or improve controls creatively in a small workforce environment.
- Discuss how to streamline and/or improve internal control processes in larger organizations.
- Provide tools to assess and improve internal controls.
- Determine how to detect an internal control failure, and what to do about it.
- Consider the role of independent accounting firms in internal controls.
- Understand the role of the audit committee in internal controls.
I3 Capacity Building Workshop:
Investments 101
Thursday, April 6, 2023
Gulf Coast Community Foundation's Sarasota Philanthropy Center
1549 State Street, Sarasota 34236
This course is for nonprofit board and staff members who wish to better understand the role of investments in nonprofit financial strategy. In this course, you will:
- Learn and apply basic investment terminology.
- Discuss various investment instruments and how they may knit into a nonprofit portfolio.
- Learn about assessing risk, target market returns, and what to consider when balancing the two.
- Discuss investment management strategies, from in-house management to an outsourced chief investment officer (OCIO) firm with full discretion (and we’ll tell you what an OCIO and full discretion mean in practical terms).
- Consider the construction and importance of an Investment Policy Statement (IPS), and provide a sample of one to mark-up based on your own organization’s needs.
- Explore the role of, and need for, an Investment Committee (which may or may not be part of a Finance Committee).
I3 Capacity Building Workshop:
Excel 101
Thursday, April 27
Gulf Coast Community Foundation's Sarasota Philanthropy Center
1549 State Street, Sarasota 34236
Facilitated by Gulf Coast’s CFO, Chris Stobaugh, this course is aimed at users who are familiar with setting up or working with Excel workbooks but who haven’t really had an opportunity do much more than basic data entry and formatting. Participants will observe and work live with the instructor in a workbook that they can keep after the class for reference. Topics covered include:
- Creating a worksheet template for consistency and professionalism
- Copying and pasting functions
- Wrangling date by utilizing tools to pull out the information you need
- Using proof totals to make sure you got it right
I3 Capacity Building Workshop:
Excel 201
Thursday, May 11, 2023
Gulf Coast Community Foundation's Venice Headquarters
601 Tamiami Trail S., Venice 34285
Facilitated by Gulf Coast’s CFO, Chris Stobaugh, this course is aimed at users who have a good grasp of basic worksheet setup and common formulae. Participants will observe and work live with the instructor in a workbook that they can keep after the class for reference. Topics covered include:
- A closer look at the top banners (File, Home, Insert, Page Layout, etc.,) and how to explore your curiosity
- Using pivot tables to summarize large amounts of data
- Providing analysis - using formulae and conditional formatting to calculate and highlight key results
- The basics of macros
I3 Capacity Building Workshop:
Excel 301
Wednesday, June 7, 2023
Gulf Coast Community Foundation's Venice Headquarters
601 Tamiami Trail S., Venice 34285
Facilitated by Gulf Coast’s CFO, Chris Stobaugh, this course is aimed at users who have a good command of Excel (see Excel Beginner and Intermediate descriptions above), and who want to delve into more sophisticated modeling and analytics. Participants will observe and work live with the instructor in a workbook that they can keep after the class for reference. Topics covered include:
- Creating a workbook that others can use - using input sheets, data validation, and other tools to keep users from accidentally crashing a workbook
- Nesting formulae to create complex calculations - and how to de-bug them
- Using proof totals to make sure you got it right
- Reviewing and editing macros