A good budgeting process engages everyone who is responsible for implementing its priorities. It can get complicated as budget development and decision-making are driven by mission, financial need, opportunities and the Board’s fiduciary responsibilities for monitoring and oversight. The process should include enough time for review of strategic priorities and allow for review, feedback, and revisions.

Once a budget is in place - how do you manage this “living, breathing” document? As we have learned over this past year, things can change and having a good budget as a foundation can assist us with both navigation in the current period and adaptation for future sustainability.

In this session, we’ll cover:

• The 6 P’s of budgeting
• Knowing ourselves - the sources of our revenue
• Mapping our year - the good, the bad and the ugly
• Thinking strategically-the impact of current decisions on future periods

This webinar is open to organizations in Columbia, Dutchess, Greene, Orange, Putnam, Rockland, Sullivan, Ulster and Westchester Counties. It is recommended for each organization to send at least 1 staff and 1 board member to attend.

Presenter: Kelly Mathews, COO, Sr. V. P. Financial Management Group, NYCON, Inc.

Kelly has served nonprofit organizations for 24 years. Since 1998, she has led NYCON’s Financial Management Group, providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State, both directly and via partnerships with New York State agencies and foundations. She also serves as NYCON’s Chief Operating Officer, providing leadership on NYCON’s organization-wide initiatives, public policy and infrastructure. Kelly’s areas of expertise include accounting information systems analysis, selection, conversion, implementation and training; fiscal procedures and internal control assessment and documentation; reporting and compliance assessment; the IRS form 990 and tax exempt issues and board/staff training and facilitation regarding nonprofit financial management, sustainability, reporting, and governance structures. Kelly also serves two of NYCON’s wholly-controlled nonprofit affiliates in an executive capacity. As Executive Director of Good Causes, Inc. (formerly Innovative Charitable Initiatives, Inc.), she leads the organization’s provision of fiscal sponsorship and employment and administrative services to emerging nonprofit organizations, programs in transition, collaboratives and consortiums nationwide. She also serves as Chief Operating Officer of BoardStrong, Inc. (formerly Governance Matters, Inc.). Kelly’s professional affiliations include membership in the American Institute of Certified Public Accountants, the Alliance for Nonprofit Management, and the New York State Society of Certified Public Accountants, for whom she has served on its Not-for-Profit Committee since 2001 and co-chaired its Nonprofit Conferences in 2006, 2007, 2008, 2015-2017 and chaired in 2016. Having provided specific training and technical assistance for a wide variety of nonprofit organizations, including community and rural health centers, community action agencies, humane societies, volunteer fire departments and districts, volunteer ambulance corps, child care providers, arts and cultural organizations, community foundations, libraries, and a variety of health and human service organizations, Kelly speaks regularly on financial management, regulatory compliance and board governance topics effecting nonprofit organizations throughout New York and nationally. She presents regularly at the New York State Attorney General’s Charities Bureau Charities Symposia and has led sessions at the AICPA’s National Nonprofit and Governmental Trainings. She develops curriculum and provides training to and on behalf of New York State agencies, including the Department of Health’s AIDS Institute and Center for Community Health, Office of Alcoholism and Substance Abuse Services, Office of Mental Health, Office of Children and Family Services, Office of People with Developmental Disabilities, Office of the Medicaid Inspector General, New York State Council on the Arts, Offices of Victims Services, New York State Council for the Arts and the New York City Mayor’s Office of Contract Services. She provides sessions regularly at the National Council of Nonprofits’ annual ConFab, a gathering of state associations from around the country. Originally from Oklahoma and Arkansas, Kelly has called New York’s Capital District home for 25 years, where she lives with her husband and 4 dogs, including 3 delightfully mixed rescues from shelters throughout the Southern US and one rambunctious Gordon Setter. She is an active member and supporter of the ASPCA, the Humane Society of the United States, the Gordon Setter Club of America, the Tartan Gordon Setter Club, the Adirondack Mountain Club, the Appalachian Mountain Club, the American Alpine Club, the Nature Conservancy, the Arbor Day Foundation, Trout Unlimited, the Cornell Lab of Ornithology and the ACLU. Kelly enjoys backpacking, climbing, and snowshoeing in the Adirondack and White mountains and cycling, skiing and fly fishing anywhere. Also an avid gardener, she weeds in her spare time.