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Please note: By registering for any Fridays @ 4 event, you are agreeing to adhere to the Code of Conduct for Meeting Participants.

Recordings of select past events can be accessed in the Events Archive (members only).

Upcoming events

    • Friday, April 05, 2024
    • 4:00 PM - 5:00 PM
    • Virtual
    Register

    Looking for CAE credits?  

    April 5:  Mastering Association Finance: Essential Best Practices for Sustainable Success

    In today's ever-evolving landscape, associations must navigate complex financial terrain to ensure sustainability and continued success. This workshop offers a comprehensive exploration of essential finance best practices tailored specifically for association professionals. Participants will gain invaluable insights into key strategies and tactics necessary to safeguard organizational resources, maintain compliance, and secure the financial health needed to fulfill their mission effectively.
    Workshop Takeaways:
    1. Diversifying revenue streams is crucial for association longevity and resilience. This session delves into innovative approaches to revenue generation, exploring strategies for expanding revenue beyond traditional sources. 
    2. Effective
     budgeting is the cornerstone of sound financial management. This segment focuses on principles and techniques for developing and managing budgets that align with organizational goals and priorities. 

    3. Financial statements serve as a vital tool for assessing organizational performance and identifying areas for improvement. In this session, participants will learn how to interpret and analyze financial statements effectively, including balance sheets, income statements, and cash flow statements.

    4. Establishing robust financial processes and procedures is essential for maintaining internal controls, minimizing risks, and ensuring compliance with regulatory requirements. This workshop segment explores best practices for designing and implementing financial policies, controls, and workflows to safeguard assets, prevent fraud, and promote operational efficiency. 
    5. Effective forecasting empowers associations to anticipate and adapt to future challenges and opportunities. This final session focuses on the art and science of financial forecasting, equipping participants with tools and techniques for projecting financial performance, identifying trends, and scenario planning. 

    Join us for this interactive workshop and equip yourself with the knowledge, skills, and strategies needed to master association finance and drive your organization towards a prosperous future.

    SPEAKER:

    Jon Bassford, MBA, CAE, is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company specializing in launching and managing internal operations for startups, small businesses, and nonprofits, Jon has established himself as a leader in his field. Jon also has a history of Director and VP-level roles. With a passion for innovation and a relentless pursuit of success, he has built a reputation for delivering exceptional results and transforming organizations.

    Known for his ability to analyze situations, manage resources, and make sound decisions, Jon embodies the qualities of a successful change leader and operations professional. He possesses a unique blend of emotional intelligence, lateral thinking, and a deep appreciation for cultivating positive work cultures. Colleagues regard him highly for his ability to identify unconventional solutions that drive efficiency, effectiveness, and growth.


    • Friday, April 12, 2024
    • 4:00 PM - 5:00 PM
    • Virtual
    Register

    April 12:  Networking Discussion on Financial Practices

    Join your Fridays@4 colleagues for an open discussion about your financial questions and concerns.  We will share best practices and help each other with financial information.  


    • Friday, April 19, 2024
    • 4:00 PM - 5:00 PM
    • Virtual
    Register

    Looking for CAE credits?  

    April 19:  Financial Policies and Governance 

    SPEAKER:

    Jon Bassford, MBA, CAE, is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company specializing in launching and managing internal operations for startups, small businesses, and nonprofits, Jon has established himself as a leader in his field. Jon also has a history of Director and VP-level roles. With a passion for innovation and a relentless pursuit of success, he has built a reputation for delivering exceptional results and transforming organizations.

    Known for his ability to analyze situations, manage resources, and make sound decisions, Jon embodies the qualities of a successful change leader and operations professional. He possesses a unique blend of emotional intelligence, lateral thinking, and a deep appreciation for cultivating positive work cultures. Colleagues regard him highly for his ability to identify unconventional solutions that drive efficiency, effectiveness, and growth.


Recordings of select past events can be accessed in the Events Archive (members only).


The Fridays @ 4 Society

info@fridaysat4.org
+1 (302) 316-0436

8 The Green, STE 4000 | Dover, DE 19901

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