Budgeting Basics

LEARNING AREA: Nonprofit Governance
Sep. 2021
MKI Training


Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP


2 hours 30 minutes



Nonprofit organizations should have a budget plan in place for their programs and activities.  Learn what non-accountants need to know from Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP, including:

  • Basics of budgeting
  • How to create a budget – we will be creating a budget from scratch
  • Best practices related to budgeting  

Stephanie has over 25 years of financial and accounting experience, specializing in the nonprofit sector. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. In her assignments, she has served as Part-Time CFO and Special Projects Specialist for several nonprofit organizations in the Massachusetts, Rhode Island, and New York areas. She has particular expertise in processing complex accounting and tax credit issue for several community development centers.

Registration deadline

Registration fee

Regular $75, MACDC Member $50, Student/Americorps/Intern $25