9/7: Focus Group: LT Treasurers & Finance Committee Chairs

2018 Focus Group for Land Trust Treasurers and Finance Committee Chairs  

 

Meeting Agenda >>

 

Powerpoint of Information and Resources >>
Prepared by Rick Newton, Treasurer, Avalonia Land Conservation, Member, CLCC Advisory Council

 

 

The purpose of the CLCC Focus Group Series is twofold:  to provide peer-to-peer networking for a group of individuals serving in a similar capacity in diverse land trusts, who otherwise might not get the opportunity to meet and talk; and to gather information and gain a better understanding of how Connecticut’s land trusts use their boards, staff and volunteers to increase organizational capacity.   

 

Due to the popularity of the program and based on feedback from many of you, this will be our third Treasurers/Finance Committee Chair Focus Group offered since 2013.   This year, however, in addition to our facilitated discussion around pertinent topics in the morning, we are very excited to include a hands-on Quick Books training session in the afternoon. 

 

What:  Focus Group for Land Trust Treasurers and Finance Committee Chairs

Date:   Friday, September 7, 2018

Time:  9:30am – 3:00pm

Where:  Note change of location!  CT Forest & Park Association, 16 Meriden Road, Rockfall, CT 06481

Cost:  Free to participants from CLCC land trust members/$25 per person for non-members

Refreshments:  Light breakfast and lunch will be served.

RSVP:  Space is very limited! This is an invitation-only event. Please RSVP to CLCC Advisory Council member Rick Newton (Treasurer, Avalonia Land Conservancy) at rnewton06355@gmail.com by August 13, after which time we’ll open registration, space permitting.  

 

Potential topics:   Ensuring the sufficiency of financial resources (annual budget, assessment and building of reserves, etc.);  Planning and management (budgeting, insurance, determining stewardship funds, reserve and legal defense funds); Giving the board what it needs to know (periodic reports such as P&L, Budget-to Actual, Balance Sheet, dashboard presentations, IRS Form 990 return, audit or other external review); Internal controls and fraud prevention, donor-restricted, temporarily vs. permanently restricted, endowment vs. quasi-endowment, board-designated and unrestricted funds, audits and other external financial reviews, succession planning for the office of Treasurer/financial management function; what’s new (e.g., leasing standards, tax reporting, etc.) and other updates, etc. 

 

We’d love your input in developing our agenda!  Our goal for the Focus Group is to provide participants with information and insight about issues connected with the management of land trust finances. 

 

When you RSVP to Rick, please consider sharing your suggestions as to what topics would be most helpful to you in your capacity as land trust treasurer/finance committee chair. 

 

Thank you in advance for your interest and participation.  We would be very pleased to have you join us to share your expertise and talk with your peers across the state.