Nonprofit Finance 101

Course Description:
This workshop is designed to increase the financial literacy for non-financial managers and build the confidence necessary to make programming and management decisions that count.  During this session participants will:

• Increase their overall knowledge of financial terminology
• Learn various types of budgets - know when and why an organization would choose each
• Learn variance analysis
• Learn the purpose and connection between various financial statements

About the Presenters:
Shawn Sheridan has been with Dewey & Kaye since 2007.  Shawn's diverse set of experiences with Dewey & Kaye include working with nonprofits on start-up business planning, strategic planning, compensation analysis, issues research, program evaluation, financial analysis and organizational assessment. Shawn has also leveraged his background in nonprofit financial management to develop a financial literacy course for nonprofit staff and board members, which he co-instructs.

Shawn's prior experience with nonprofit organizations includes serving as the Chief Financial Officer for the Alliance for Community Enhancement at Columbia University and as an educator and development associate with the Proniño Foundation in El Progreso, Honduras. Shawn has prior consulting experience as a public sector consultant with Deloitte Consulting on technology implementation engagements in the areas of public health and human services with the Pennsylvania Department of Public Welfare, Pennsylvania Department of Health, and Chicago Department of Public Health. In this role, Shawn trained and assisted nonprofit organizations serving individuals with physical and developmental disabilities throughout Pennsylvania to use web-based case management systems.

Shawn recently presented the findings of his research on the impact of the recession on the safety net to Pennsylvania and Ohio congressional members as well as representatives of the Obama Administration in Washington, D.C.

Shawn completed his Master's degree in Public Administration (MPA) at Columbia University's School of International and Public Affairs in 2008, concentrating in nonprofit management and urban policy. At Columbia, Shawn served as a teaching assistant fellow in government budgeting. He earned a Bachelor of Business Administration degree in Management with a minor in Management Information Systems from the University of Notre Dame, graduating magna cum laude in 2001.

Dina M. Unrath is a principal at McCrory & McDowell LLC, involved in firm-wide policy setting, problem solving and decision-making for a wide range of activities in all phases of administration, personnel, finance, facilities and marketing.  She is also a shareholder and member of the firm's Executive Committee. In recent years, she has focused on facilitating retreats.  Her facilitation techniques were developed from the training she has received through the Institute of Cultural Affairs (ICA), a world leader in the techniques of facilitation, group consensus building and action planning.  Dina also has been instrumental in developing the McCrory & McDowell's Three Rivers Institute for Leadership Development and is one of its lead trainers. 

During her tenure with McCrory & McDowell, Dina has managed engagements in auditing and tax and worked as a manager in the healthcare consulting division - Diversified Medical Management.  As part of the valuation team, Dina was a Certified Valuation Analyst with a specialty in medical practice valuations, including primary care and specialty physician practices, ambulatory surgery centers and multi-specialty group practices.

Dina has a Bachelor of Science degree in Business from The Pennsylvania State University. Dina's professional affiliations include the American Institute of Certified Public Accountants (AICPA), Pennsylvania Institute of Certified Public Accountants (PICPA), Society of Human Resource Management (SHRM) and the Association for Accounting Administrators (AAA).  In addition, she is certified by the Human Resource Certification Institute as a Senior Professional in Human Resources. Dina serves as Chair of the Business Advisory Board for Carlow University's Office of Community Education.