ERIC Number: ED479818
Record Type: RIE
Publication Date: 2002
Sound Financial Management: A National Conference (Dallas, Texas, August 26-28, 2002). Participant's Manual.
Heveron, John F., Jr.; Shible, Frank; Jones, Darrell Lynn; Buppapong, Raweewan; Langbehn, Kristy; George, Carri; Petty, Richard; Heinsohn, Dawn
The participant's manual contains training materials for a national conference on sound financial management for agencies concerned with promoting independent living for people with disabilities. Preliminary materials include the conference agenda, background information about the trainers, and organizational information on Independent Living Research Utilization and the National Council on Independent Living. A list of the conference's learning objectives is followed by a section on internal procedures and processes including board and committee roles and responsibilities, financial role, the board's responsibility/authority in finances, board and staff relations, internal controls, and policy manuals and other documentation. The next section is a sample of a local independent living organization account policies manual with sections addressing general policies, policies associated with revenues and cash receipts, policies associated with expenditures and disbursements, policies pertaining to specific asset and liability accounts, policies associated with financial and tax reporting, and financial management policies. The following section presents bookkeeping basics for the not-for-profit bookkeeper and is followed by a section on external processes including independent audits, government audits, the single audit report, and responsibility of the auditor and the organization. Sample policy documents are appended. (DB)
Descriptors: Accountability, Accounting, Administrative Policy, Adults, Agencies, Audits (Verification), Disabilities, Financial Policy, Governing Boards, Independent Living, Money Management, Recordkeeping
ILRU Program, The Institute for Rehabilitation and Research, 2323 S. Shepherd St., Suite 1000, Houston, TX 77019. Tel: 713-520-0232; Fax: 713-520-5785; e-mail: email@example.com; Web site: http://www.ilru.org. National Council on Independent Living (NCIL), 1916 Wilson Blvd., Suite 209, Arlington, VA 22201. Tel: 877-525-3400 (Toll Free); Fax: 703-525-3409; e-mail: firstname.lastname@example.org; Web site: http://www.ncil.org.
Publication Type: Collected Works - Proceedings; Guides - Classroom - Learner
Education Level: N/A
Audience: Administrators; Practitioners; Students
Sponsor: Rehabilitation Services Administration (ED), Washington, DC.
Authoring Institution: Institute for Rehabilitation and Research, Houston, TX.; National Council on Independent Living, Arlington, VA.
Note: Cover title reads "$ound Financial Management." Developed as part of the IL NET: an ILRU/NCIL (Independent Living Research Utilization/National Council on Independent Living) National Training and Technical Assistance Project.