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Scheduled Program
About the Certification Program
Certification Process
Testing Information
Adjunct Faculty

SCHEDULED PROGRAM

Date: April 13 - 15, 2021
Time: 12:30 p.m. EDT; 11:30 a.m. CDT; 10:30 a.m. MDT; 9:30 a.m. PDT; 8:30 a.m. AKDT
Duration: 4 Hours/Day
Location: ONLINE - VIRTUAL TRAINING
Tuition: $1,045 - Join us for this class and bring a colleague for 1/2 off!*

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Attend this LIVE, ONLINE TRAINING presented by our expert, who will be using all the interactive training tools used in the classroom and more. You’ll be able to ask questions, respond to polls, and collaborate with others. Don’t let anything interrupt your training needs. Join us online and experience a different way of learning! Please click here for Virtual Training FAQs.

*This offer applies to new registrations. Both students must register at the same time and payment must be made at the time of registration. No other discounts may be applied. When registering online, please select 2104HALF from the registration form drop down list for the question, “How did you first hear about this product?” If registering by phone, please mention 2104HALF.

ABOUT THE CERTIFICATION PROGRAM

Demonstrate your value to tribal employers by earning your certification in Financial Literacy for Tribal Administrative Professionals. This program gives you the information and hands-on practice you need to work with the general ledger and balance statements, and provides you with foundational knowledge of purchasing procedures—including federal requirements and practical and ethical considerations in procurement. We’ll explore various aspects of budgets, such as creating and maintaining budgets, preparing and interpreting budget reports, budgeting expenses, and more. Plus, we’ll review a sample budget and you’ll have the opportunity to develop a program budget. Take our online certifying exam at the end of the class to earn your certification.

T O P I C S   I N C L U D E
Basic Accounting and Budgets
  • Importance of planning budgets
  • Project vs Org Budgets
  • Policy overview:
    • Major components and features of a policy
  • Accounts payable/accounts receivable
  • Resource checklist
  • Sample budget forms
  • Creating budgets in Microsoft Excel
Interpreting Budgets and Reports
  • Budget status
  • Financial statements:
    • Income statements
    • Balance sheets
    • Cash flow statements
    • Others
  • Types of accounts:
    • Asset
    • Liability
    • Equity
    • Revenue
    • Expense
  • Grants
  • Cuff accounts
 Preparing Budget Reports
  • Comparing actual income and expenses to the budget
  • 12-month budgets vs. anticipated timing of revenue and expenses budgets
Budgeting Expenses
  • Eight typical approaches
  • Travel, overhead and selling expense budgets
  • Salary and fringe
  • Travel expenses
  • Equipment:
    • Capital equipment
    • Expendable equipment
  • Why certain costs need detailed explanations
Modifying Your Budget
  • When you need prior approval
  • No-cost changes
  • Staying out of trouble
Sample Budgets
  • Review a sample budget
  • Sample budget forms
  • Exercise - develop a program budget
Grant Budgets
  • Develop the budget for grant applications
  • Figuring match requirements
  • Allowable costs
Direct and Indirect Costs
  • What's included in the indirect cost pool
  • Difference between a direct and an indirect cost
Purchasing Procedures
  • Federal requirements (OMB's 2 CFR 200)
  • Policies for purchasing and contracting
  • Sample guide to procurement
  • Responsibility for purchasing and contracting
  • Purchasing standards of conduct:
    • Ethics
    • Federal requirements
    • Responsibilities and procedures
  • Cost and price analysis:
    • Approaches and techniques
    • Reasonableness and allocability
    • Price comparisons
    • Cost verification
  • Purchasing methods:
    • Work statements
    • Small purchases
    • Sealed bids

*Topics subject to change.


CERTIFICATION PROCESS

Become certified by completing these simple steps:

The Falmouth Financial Literacy Certification Program for Tribal Administrative Professionals can also be delivered as an Onsite Program for organizations seeking to certify at least seven participants. To discuss onsite training opportunities, please call Falmouth at 800-992-4489, ext. 119.


TESTING INFORMATION

To receive your Financial Literacy Certification for Tribal Administrative Professionals, you must pass the online qualifying exam.*


*Testing accommodations are available to those with a documented disability. Please contact Falmouth at 1-800-992-4489 or info@falmouthinstitute.com to discuss your particular situation. You must request accommodations when you register for the Certification Program for accommodations to be guaranteed.


ADJUNCT FACULTY

Falmouth takes pride in its exceptional faculty. We only work with outstanding trainers who have years of specialized Indian Country experience and who are experts in their fields. You can expect your instructor(s) for this program to deliver top quality training suited to your unique needs as a tribal professional with financial responsibilities.