A Practical Guide to Financial Record Keeping

Date and Time: December 04th, 2013 - 09:00 am to 04:00 pm Location: 100 South Broad St. - Philadelphia, PA 19110

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Why is a chart of accounts that reflects the activities and programs of your organization essential for funding, a clean audit, and financial reports that your Board understands? This class will show you how a clearly defined and accurate chart of accounts can make all finance reporting easier and more understandable, both internally and to funders. And a clearer financial picture makes financial management and oversight more efficient, and eases the audit process, facilitating the tracking of grants and restricted income, as well as expenses and unrestricted income. You will analyze charts of accounts that are less than ideal and learn how to create one that fits your organization. You will also learn how to create an accounting manual, an audit timeline and an audit book – all of which will help in keeping your financial records in good order. Accurate, well organized financial records will enhance fundraising efforts, as well as facilitate the audit process. Sample forms, manuals and timelines will be shared as part of your take-away

Certificate Programs: Financial Management

Event Location

Date: December 04th, 2013

Location: CARIE

Address: Land Title Building 100 South Broad St., Suite 1500

Philadelphia, PA 19110

Member Rate $119
Non-Member Rate $149


  • Katherine Ann Reilly

    Katherine Ann Reilly, a Certified Management Account, recently retired as finance director for the Philadelphia Yearly Meeting of the Religious Society of Friends, where she was responsible for all fiscal matters, including the preparation of monthly and year-end financial statements and reports, budgets and investments. Previously, she was finance director for Big Sisters of Philadelphia, Inc. and MEND, a housing organization.  Prior to focusing on accounting, she was a program director at Lutheran Settlement House Women’s Program in Philadelphia.  She received an MBA from Temple University, a M.Ed. from Eastern Washington University and a BA from SUNY at Buffalo.