In this practical and down-to-earth book, Robert Simerly presents a step-by-step guide to strategic financial management for conferences, workshops, and meetings in a wide variety of settings.
The author simplifes complex accounting and financial management principles and makes them understandable and easy to apply. Simerly covers all aspects of fiscal responsibility, including how to plan a budget for an individual program, integrate individual programs into a comprehensive yearly budget, and develop a five-year financial planning model. He outlines a basic five-step procedureapplicable to any program no matter how large or smallfor creating a budget for a single program. And the author outlines how to set in place an accrual accounting system, using actual budgets as easy-to-follow case examples.
About the Author
ROBERT G. SIMERLY is dean of the Division of Continuing Studies and professor of adult and continuing education at the University of Nebraska, Lincoln. His previous Jossey-Bass books include Planning and Marketing Conferences and Workshops (1990), Handbook of Marketing for Continuing Education (1989), and Strategic Planning and Leadership in Continuing Education (1987).
Table of Contents
1. Developing a Foundation for Strategic Financial Management
2. Creating a Budget for One Program
3. The Importance of Recovering Administrative Overhead
4. How to Recover Administrative Overhead
5. Developing an Accounting System that Enhances Daily Decision Making
6. Planning the Comprehensive Strategic Financial Management System
7. Using a Team Approach to Create a Balanced Budget
8. Seven Principles to Ensure Success
9. Leadership Skills for Strategic Financial Management
Resources: A. Sample Budget Forms B. Important Financial Management Terms C. Helpful Personal Computer Software