Phase One Topics:

   Day One

    • The Reporting Environment
    • Financial Statements
    • The Audit
    • Monitoring
    • Role of the Board & Committees

   Day Two (Half Day)

    • Tax Exempt Entities
    • Disclosure Requirements
    • Form 990
       (With New Standards)
    • UBIT and 990T
    • Phase 1 Examination

Phase Two Topics:

   Day One

    • Purposes & Types of Budgets
    • The Budget Process
    • Budgeting Expenses:
       Cost Allocations
    • Budgeting Revenue
    • Grant & Contract Compliance
    • Capital & Cash Budgets

    Day Two

    • Internal Control Issues
    • Effective Fiscal Systems
    • Phase 2 Examination
    • Focus Group