Financial Confidence Bootcamp

Evergreen Chapter CMAA

The balance of power in board and finance committee meetings can be challenging as many board and finance committee members are professional financial executives (CPAs, CFOs, CEOs, etc.). While those volunteer leaders understand finance, they do not understand the specifics of private club finance. This four-part series is designed sequentially to build the knowledge, skills, and confidence you need to communicate, discuss and even debate club finance with anyone, including a Fortune 500 CFO.

Register one time and save the dates on your calendar. We will send you a reminder with a login link before each of the three virtual sessions. Visit www.evergreencmaa.org to register for the final session which will be held in-person on October 17th at Rainier Golf & Country Club. 

Virtual Session #1: Thursday, September 29th - 9:00-10:30 am
Fundamentals of the Private Club Financial Business Model
Essential financial concepts that are critical for every GM to be able to explain to board, committees, and members.

Virtual Session #2: Thursday, October 6th - 9:00-10:30 am
The Income Statement (Operating Ledger) and KPI’s That Matter
After this session, attendees will understand the Income Statement (Operating Ledger) and Operating KPI’s and how they relate to their club’s operational focus.

Virtual Session #3: Thursday, October 13th - 9:00-10:30 am
The Balance Sheet (Capital Ledger) and KPIs That Matter
The analysis of a club’s Capital Engine and Balance Sheet tells a story, highlighting strengths, weaknesses, and club culture through these metrics. Attendees will learn to read and interpret these statements and understand the KPI’s that matter.

In-Person Session #4: Monday, October 17th - 10:00 am to 4:00 pm
IN-PERSON WORKSHOP for Management and Club Officers
With the private club financial code clearly defined, this session will address the ins and outs of explaining that insight to your board and finance committee, and how that education can become part of your Club’s culture and message to the membership. To register for the final session at Rainier Golf & Country Club, visit www.evergreencmaa.org