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Learning Lab: User-Friendly Evaluation Findings: How to communicate to enhance usage
Tue, 26 Mar 2019
2:00 PM - 5:00 PM

New Mexico Planned Giving Roundtable: Keeping Your Board on Board with Planned Giving
Thu, 28 Mar 2019
11:30 AM - 1:00 PM

Emerging Social Sector Leaders Program
Fri, 29 Mar 2019
1:00 PM - 5:00 PM

Learning Lab: Nonprofit Financial Management - Outsourcing Financial Management
Tue, 02 Apr 2019
8:30 AM - 10:30 AM

New Mexico Women of Color Nonprofit Leadership Initiative
Thu, 04 Apr 2019
1:00 PM - 4:00 PM
(America/Denver)

Board Orientation Program
Fri, 05 Apr 2019
2:00 PM - 5:00 PM

Santa Fe Fundraising Immersion
Wed, 10 Apr 2019
9:00 AM - 4:00 PM

Santa Fe Fundraising Immersion
Thu, 11 Apr 2019
9:00 AM - 4:00 PM

Santa Fe Fundraising Immersion
Fri, 12 Apr 2019
9:00 AM - 4:00 PM

Board Orientation Program
Fri, 12 Apr 2019
2:00 PM - 5:00 PM

Communications Toolkit Series: How to Set Communications Priorities
Tue, 16 Apr 2019
9:00 AM - 12:00 PM

Executive Director Learning Circle: Legislative Update - What the 2019 Session Means for the New Mexico Social Sector
Thu, 18 Apr 2019
8:30 AM - 10:30 AM

New Mexico Women of Color Nonprofit Leadership Initiative
Thu, 18 Apr 2019
1:00 PM - 4:00 PM

Envision Speaks Presents
Thu, 18 Apr 2019
5:30 PM - 7:00 PM

Board Orientation Program
Fri, 19 Apr 2019
2:00 PM - 5:00 PM


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Event Details
Learning Lab: Nonprofit Financial Management - Outsourcing Financial Management
The Transformative Potential of Outsourcing with 501(c)PA

Tuesday, April 2, 2019 8:30 AM - 10:30 AM

How can you decide if outsourcing financial functions is right for your organization? Whether your have a volunteer treasurer handling your books, a small staff, or a full financial team, elements of outsourcing can be valuable and effective in our sector.

With Marty Epstein of 501(c)PA, this session will address:

  • The unique challenges faced by NPO's
  • Outsourcing models
  • Advantages and disadvantages of outsourcing
  • Financial statements - strategic financial management insights provided by expert design and analysis
  • Cost comparison, in-house vs. outsourced accounting services
  • What to expect if you decide to outsource

We'll have time for Q&A with the presenter and your fellow participants.

Marty Epstein, MBA, CPArecently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

Location: 501 Halona St.
Santa Fe, NM 87505
(Map)
Fees: No charge. Please register below.
Contact: jyates@santafecf.org
Calendar: Nonprofit Events and Technical Assistance
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