Please note: This course will be in-person in Portland, OR and is offered as a pre-conference to NODAC 2024. Learn more about NODAC on our conference website.
Course Description:
This pre-conference NODA core competency course will cover a range of financial management topics from budgeting models and principles to procurement processes and navigating institutional policies, providing participants with a robust understanding of financial practices within their institutions. By the end of the course, participants will have an understanding of how to effectively develop, implement, and monitor budgets, ensuring ethical and efficient use of financial resources.
This course provides valuable insights and practical skills that will enhance your ability to manage financial resources effectively within your institution. Whether you are new to financial management or looking to refine your existing skills, this course will provide professional development that will advance your competency in financial management.
You can read about the Financial Management Core Competency and all of the NODA Core Competencies on our website.
Intended Audience:
This course is intended for new/mid-level professionals who are looking to build their financial management knowledge before taking on a role that manages departmental budgets. This course will cover the basic and intermediate levels of NODA’s Financial Management Core Competency.
Please review NODA's cancellation policy prior to registering for this course.
Learning Outcomes:
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Participants will be able to identify practices and resources at their institution as it relates to financial management
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Participants will have a general understanding of financial management practices
Takeaways:
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Participants will build a budget that reflects the policies and nature of their institution
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Participants will have a budget tracking template
Time Commitment / Participant Expectations:
Participants should plan to spend 2-3 hours preparing for the course. A welcome email will be sent 2 weeks prior to the course outlining the pre-work that will need to be completed, as well as resources and readings for you to review. Your engagement in all course activities and discussions are crucial for your learning and the learning of all participants.
Schedule:
November 10, 2024 (9am - 4:30 pm) | Location: Captain Gray I at The Duniway
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8:30am: Registration opens
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9:00 am: Morning sessions (coffee will be provided)
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11:45 am - 1:00 pm: Lunch on your own
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1:00 pm: Afternoon session
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4:30 pm: Day 1 ends
November 11, 2024 (9am - 1 pm) | Location: Captain Gray I at The Duniway
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9:00 am: Sessions: Morning sessions and completion of final project (coffee will be provided)
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1:00 pm: Day 2 ends; lunch on your own (participants are encouraged to go to lunch together to continue conversations from the course)
Instructor
Carren Martin currently serves as the Director of the Office of Student Transition and Family Engagement at the University of Wisconsin-Madison where she has supported new students and their families for over 25 years. During that time, Carren has participated in and led the growth of the department from its sole focus on orientation programming to now including areas supporting OTR, transfer student transitions, a first-year seminar, and parent and family programs. She has also served as a student affairs consultant to Nazarbayev University in Kazakhstan as part of UW-Madison’s partnership with that institution. Carren received her Master’s degree in College Student Personnel from Bowling Green State University and her Bachelor’s degree in Sociology from Northern Illinois University where she got her start in OTR as an Orientation Leader.
Carren has participated in NODA in various roles including regional conference co-host, ad-hoc committee chair, board member, and served as the Executive Secretary/Treasurer from 2003-2006. In NODA and in her department, Carren’s approach to Financial Management is practical, values-driven, and participatory. She is delighted to facilitate this Financial Management course and help make the topic more accessible to professionals in the field.
Registration Deadlines and Pricing:
Member Rates:
- Regular Registration: $395 (register by October 17, 2024)
- Late Registration: $495 (register by Monday, November 4, 2024)
Non-Member Rates
- Regular Registration: $575 (register by October October 17, 2024)
- Late Registration: $750 (register by November 4. 2024)
NODA Excellence Fund:
Scholarships for this course and other NODA educational opportunities are available through the NODA Excellence Fund.