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About the Certification Program
||July 24 - 26, 2019
||Las Vegas, NV
||Embassy Suites Las Vegas
(4315 Swenson St.)
||For a room rate of $109, please call (702) 795-2800 by June 14, 2019 and mention you’re with the Falmouth Institute.
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 after the class to earn your certification.
|T O P I C S I N C L U D E
|Basic Accounting and Budgets
Interpreting Budgets and Reports
- 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
- Budget status
- Financial statements:
- Income statements
- Balance sheets
- Cash flow statements
- Types of accounts:
- Cuff accounts
|Preparing Budget Reports
- Comparing actual income and expenses to the budget
- 12-month budgets vs. anticipated timing of revenue and expenses budgets
Modifying Your Budget
- Eight typical approaches
- Travel, overhead and selling expense budgets
- Salary and fringe
- Travel expenses
- Capital equipment
- Expendable equipment
- Why certain costs need detailed explanations
- When you need prior approval
- No-cost changes
- Staying out of trouble
- Review a sample budget
- Sample budget forms
- Exercise - develop a program budget
- 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
- 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:
- 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.
Become certified by completing these simple steps:
- Register for and attend the Financial Literacy Certification Program for Tribal Administrative Professionals
- Pass the online qualifying exam within seven days of finishing the Program
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.
To receive your Financial Literacy Certification for Tribal Administrative Professionals, you must pass the online qualifying exam.*
- The exam consists of 50 multiple choice and true/false questions drawn from the program's course content.
- In class, you'll receive instructions on how to get your unique username and password and how to access the exam.
- You'll have seven days from the last day of class to access the exam. You must complete the exam in one sitting and you'll receive your results immediately after you submit it.
- You'll be able to download your certificate showing that you are certified in Financial Literacy for Tribal Administrative Professionals as soon as you have passed the exam.
- If you do not pass the exam on your first attempt, you'll have one year to re-test. You may take the exam a total of three times, after which you'll have to register for and attend the Financial Literacy Certification Program for Tribal Administrative Professionals again before you are permitted to re-test. You must pay a $100 exam fee each time you re-register to take the exam. The retest form is available here.
*Testing accommodations are available to those with a documented disability. Please contact Basla Andolsun at 1-800-992-4489 or firstname.lastname@example.org to discuss your particular situation. You must request accommodations when you register for the Certification Program for accommodations to be guaranteed.
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.