Finance and Accounting for the Non-Financial Tribal Leaders

Emphasizing the importance of financial data on the decision-making process, Finance and Accounting for the Non-Financial Manager allows non-financial tribal leaders to become better users of financial information so they can be more strategic contributors to their organization.

No matter what functional background you have — strategy, marketing, engineering, or operations — you'll learn concepts around accounting in a straightforward, easy-to-grasp manner, enabling you to use finance instruments to add value when your organization makes growth and strategic allocation decisions.

• Define 15 common financial terms and find out what financial reports are showing you

• Discover how to present your ideas in sound financial terms for greater impact and acceptance

• Learn how to interpret the most common financial statements

• See how cash and profit differ as exhibited in the cash flow statement

• Understand the basic “T” accounting system…and how to account for assets, liabilities, equity, revenue and expenses

• Understand the basics of the accounting cycle

• Understand the importance of financial ratios that can help your organization make financial decisions that will help grow the bottom line

• Special section on grant accounting for compliance

• Cash basis vs. accrual basis: The difference between them and why it matters

• The balance sheet — what the business owns and what it owes

• The ins and outs of a balance sheet: Assets, liabilities and equity

• What a balance sheet can and can’t tell you about a organization

• The income statement, statement of operations, P&L statement, statement of activities — all one and the same!

• The primary purpose of an income statement

• Tips for reading between the lines of an income statement

• Important financial ratios that can change how your organization makes financial decisions regarding capital expenditures

• Understand the difference between budgeting and forecasting

• Create a realistic budget and discover how to make it work cohesively with your organization’s mission

• Review common budgeting tactics, problems and excuses

• Learn how to analyze the break-even point for your product/service to ensure a profit

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This can be a 1 or 2 day seminar. 

Grants Management

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This seminar covers all areas of grants management and administration, including pre- and post-award processes, principals and functions.

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Training can be tailored to your organization's specific needs and delivered in the form of workshops, one-on-one meetings, or web-based assistance.

Topics can include:

• Application development

• Program establishment

• Monitoring and auditing

• Progress Reporting

• Budget development and review

• Financial management and reporting

• Closeout and corrective action plans

• Staff responsibilities

• Training and professional development

I-9 Audit

Most organizations are over 90% out of compliance with their I-9 processing.  The penalties and fines are astronomical for noncompliance mainly because the penalties are assessed per I-9 mistakes.

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We can audit your I-9's either in person or virtually and help create a policy and procedure to help bring your organization into compliance.

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Contractors vs Employees and 1099s

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Most tribes have a huge misunderstanding of what constitutes a Contractor vs an Employee.  In this training we can not only teach the difference but we can also help you with an IC audit in order to be sure your organization is in compliance. 

Payroll Law for Tribal Entities

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Most tribal communities and entities have multiple exceptions to the rules when it comes to tribal payroll.  However, that is not always true.

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The amount of penalties and fines for non-compliance in this area can be as much as three times the amount the employee should have been paid in the first place.

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Most violations are in the area of minimum wage, overtime and salaried exempt employees.  The myth - if you are salaried, you don't get overtime - is one of the biggest violations.

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At this seminar learn the truth about what you can and can't do when paying employees.

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This is a 1-day seminar only and can be customized to your organization.  Presented either in-person or virtually.