Published by Texas Society of Association Executives and Oklahoma Society of Association Executives
Learning Objectives
Gain insight into the importance of basic financial knowledge for all association staff members, empowering you to pose informed questions and contribute effectively.
Examine industry best practices in association financial management, covering essential topics such as accounting fundamentals, delineation of staff and volunteer roles, and awareness of important policies.
Acquire practical skills in interpreting financial statements, budgets, and planning tools, enabling you to play a proactive role in the success of your association's programs.
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$45
for Member
$75
for Non-member
Duration: 60 minutes
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Summary
Basic financial knowledge is crucial for all association staff members, regardless of their position. This session will provide you with a thorough grasp of fundamental principles, concepts, and practical skills that form the foundation of association finances. With a strong understanding of the basics, you'll be better equipped to identify learning opportunities that directly align with the needs and goals of your association and your role, ultimately contributing to your professional growth and the success of your organization.
Sponsored By Kalahari Resorts & Conventions
SWOD-22454
Presenters
Tiffany Schwartz, CNAP
Finance & Operations Director - Strategic Association Management
Tiffany Schwartz, CNAP, serves as Finance & Operations Director at SAM. In her dual role, she acts as the Finance... Read MoreTiffany Schwartz, CNAP, serves as Finance & Operations Director at SAM. In her dual role, she acts as the Finance Director for SAM's partner organizations, ensuring that each association's finances are strong, clean, and adhere to current standards. As Operations Director, she oversees general office operations and helps the team develop and implement processes that drive efficiency for the company and the SAM partners as a whole.
Tiffany joined SAM in 2012 and has served in several roles with several partner organizations during her tenure. She received her bachelor’s degree in math education with dual teaching credentials in math and Spanish from Pepperdine University. After a year of teaching, she determined her love of nonprofits and financial management was stronger.
Living out her passions, Tiffany has served as treasurer of the Texas Chapter-National Association of Women’s Gymnastic Judges (NAWGJ) since 2016, and formerly served for 6 years as the secretary for the Austin Area Alpha Phi Alumnae Chapter. She has volunteered on multiple Texas Society of Association Executives (TSAE) committees over the years. She is currently a member of the American Society of Association Executives (ASAE), AMC Institute, and the Association of Nonprofit and Finance Professionals. She became a Certified Nonprofit Account Professional (CNAP) through the FMA Institute in 2013.
A California transplant, Tiffany has lived in Austin since 2012. She and her husband love to travel and hope to someday return to Buenos Aires where they met. Read Less
Paulina van Eeden Hill, CAE
COO - Strategic Association Management
Paulina van Eeden Hill, CAE, serves as COO at SAM, where she applies her extensive association management experience to... Read MorePaulina van Eeden Hill, CAE, serves as COO at SAM, where she applies her extensive association management experience to impact organizations and members through strategic planning and execution, board governance, staff management, and member program and learning development. She also serves on the SAM Executive Leadership Team, focused on business development and best practices in operations.
Prior to joining SAM in 2017, with more than a dozen years of experience working with associations, she served as Deputy Executive Director of the Texas Association for the Gifted & Talented (TAGT), leading strategy around professional development, events, business development, and governance. Her experience also includes serving as the convention experience manager at the Texas Association of School Boards (TASB), events manager at the Texas PTA, and meetings and communications manager for the Texas Association for School Nutrition (TASN).
She holds a degree in communications from The University of Texas at Austin and earned her Certified Association Executive (CAE) designation.
As a lifelong learner, Paulina actively participates in national and regional professional organizations, including serving as the 2025 Chair of the Texas Society for Association Executives (TSAE) and as a former Chair of the Emerging Leaders Committee for the Association Management Company Institute (AMCI). Read Less
Originally Published
July 11, 2024
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Association 101: Finance - Video
Downloadable Files
Association 101: Finance - Handout
How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed
internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.
Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below).
If electing credit for this program, registrants in jurisdictions not listed below will receive a
Certificate of Completion that may or may not meet credit requirements in other jurisdictions.
Where applicable, credit will be only awarded to a paid registrant completing
all the requirements of the program as determined by the selected accreditation authority.
