Berneitha McNair Consulting (BMC) is currently registering individuals for its virtual training that is titled, The Big Five in Financial Management:
A Guide for Community Action Executives and Finance Directors. See attached flyer.

Registration Link: https://www.surveymonkey.com/r/RD3CC9V

I ask that you please share this impactful training opportunity with your network. There is a primary focus on community action agencies with new Executive Directors, CSBG Program Directors, Finance Directors, and Chief Financial Officers. However, experienced community action leaders can also benefit from new ways to approach financial management in community action.

Additionally, I am also available to provide this training in-person or virtually for states beginning October 1. 2024. If you are interested, please do not hesitate to contact me as soon as possible to discuss availability.

Four Hours of Training over 2 days
September 4 & 5, 2024
1:00 p.m. to 3:00 p.m. Eastern Time

Training Description: This impactful training discusses important topics that will improve the partnership and capacity of Community Action’s Executive Leadership and Finance Directors. The Big Five in Financial Management examines the following concepts:

#1 – Connecting the Dots Between Programs and Finances
#2 – Collaborating in Programmatic and Annual Budgeting
#3 – Developing a High-Performing Finance Department
#4 – Embracing an Engaged Finance Committee with a Qualified Treasurer
#5 – Promoting Intentional Financial Oversight from the Board of Directors.

The training will also highlight issues that are centered around hot topic items such as:

Elephant in the room conversation regarding relationships with Executive Leaders and Finance Directors.
An examination of how appropriate information sharing and effective communication can foster a productive relationship between programs and finances.
A deep drive in how to effectively review and analyze data to assist with forecasting, annual planning, and budgeting.
Helpful tips on how to maximize the efficiency and effectiveness of a community action finance department.
A conversation about financial oversight from governance boards and how to build a productive, knowledgeable finance committee.
I am attaching a copy of my community action bio. Please do not hesitate to contact me if you have any questions. References are available upon request.

Sincerely,

—
Berneitha K. McNair

Berneitha McNair Consulting
13720 Old St. Augustine Road
Suite 8-266
Jacksonville, FL 32258
Telephone: 904-210-1821
Email: bmcnairconsulting@gmail.com
Website: www.bmcnairconsulting.com