1. Ending the Fiscal Year: Step-by-Step Guidance

Ending the Fiscal Year: Step-by-Step Guidance

Ending the Fiscal Year: Step-by-Step Guidance
Event ID: 70388

Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): Lynn Ivey, nonprofit consultant
Price: $299.00, On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? Chief executives, officers, directors, board leadership, board members, nonprofit counsel, senior management, financial staff, managers, supervisors, volunteer managers, quality assurance staff, and marketing and community outreach staff


Whether your nonprofit’s fiscal year runs calendar year or is defined on a different 365-day basis, the wind down of one accounting year and the start up of a new one can be one of the most stressful periods. Year end transactions, account reviews, tax forms, audits, and reports are just a few of the must-do tasks. Grant reporting, donor appreciation, state requirements, annual reports and employee reviews add to an already jam-packed list. Add in the complications of implementing new budgets, and it is very easy to get overwhelmed and lose track of essential tasks while racing to the end of the year and ramping up for the next.

Keeping things on schedule, especially at the end of a busy twelve-month period, takes intentional and sustained effort by the board and leadership. The stress of meeting multiple reporting deadlines while also determining results, compliance and effectiveness can derail even the most dedicated nonprofit’s plan. Few organizations can afford to lose any traction with their donors, funders and supporters. But, failing to do the right things, filing required documents, and implementing for the future can easily jeopardize the mission. Unintentional missteps and oversights will threaten your organization’s credibility and continued existence.

Please join Lynn Ivey for a webinar that will introduce a multi-step process to ensure the essentials are done on time. Learn strategies for developing your organization’s special year-end rituals to close your books, reflect on (and celebrate) your successes, and jump start your new fiscal year. Understand how to manage your normal day-to-day tasks, while also getting your financial affairs in order and preparing for the year-end audit-all without losing your sanity.


Just a sampling of what this webinar will cover:

  • Essential areas to focus on for your organization’s fiscal year close out
  • Steps to take to prepare for your year-end audit
  • Strategies for meeting your legal year-end requirements
  • Methods for creating your nonprofit’s end of year rituals
  • Key guidance beyond just closing the financial books
  • Critical state and federal requirements
  • Ways to analyze your performance and report on your successes
  • Equipping your nonprofit with key information to fuel your new fiscal year’s plan
  • Examples, checklists and case studies



Your conference leader for “Ending the Fiscal Year: Step-by-Step Guidance” is Lynn Ivey. Ms. Ivey is a consultant to nonprofit organizations. Her nonprofit experience spans more than 20 years and includes prior nonprofit positions with healthcare, education, and family support/intervention programs. Her roles have been diverse including that of the administrator of one of South Carolina’s largest nonprofit hospice programs. In addition she has held a variety of other nonprofit positions including: director and coordinator of volunteer programs, personnel manager, social worker, and preschool director. Ms. Ivey holds licenses as a social worker and long-term care administrator. Because of her wealth of first-hand experience both in senior nonprofit executive and volunteer positions, Ms. Ivey is a sought-after speaker and has presented at many national and state conferences, and regional meetings. Ms. Ivey has also served as a clinical instructor and staff trainer. Ms. Ivey also has a wealth of experience as a volunteer. Her volunteer experiences include: women’s shelters, a theater company, U.S. Navy Family Service Center, and scouting. Most recently she has held volunteer positions serving on the National Council of Hospice and Palliative Professionals CEO Steering Committee, South Carolina Department of Health and Environmental Control Cancer Control Advisory Committee, South Carolina Association of Residential Care Homes Board of Directors, to mention only a few.

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