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Finance Unlocked for Nonprofits – Seattle

Finance Unlocked for Nonprofits – Seattle

Date(s) - 02/13/2018
9:00 am - 12:00 pm

Phinney Neighborhood Association

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Through this interactive, hands-on workshop, we will work through the why, what, who, and how of nonprofit finance. We will cover the five main topics that every nonprofit person needs to know about nonprofit finance: Balance Sheets, Income Statements, 990, Giving and Oversight. We will share FUN resources and talk about how to use them within your organization. Whether you are a staff or board member, you will end the webinar with greater understanding of nonprofit finance and how to elevate financial literacy within your organization.

Healthy finance practice can be habit-forming when people are working within their comfort zones, so we will discuss how to get your organization there. And no finance training is complete without a hearty game of BINGO!

Event Details

Date: Tuesday, February 13, 2018
Time: 9:00am – 12:00pm
Location: Phinney Neighborhood Association
Presenter: Erin Welch, Jacobson Jarvis & Co & Nancy Bacon, Washington Nonprofits
Cost: $15 Washington Nonprofits Members / $20 Not – Yet – Members

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About the Presenters

Erin Welch, CPA, Jacobson Jarvis & Co PLLC 

Erin Welch, CPA, is a financial statement auditor and consultant with Jacobson Jarvis & Co, PLLC, working with not-for-profits to prepare financial statements that accurately and effectively communicate to external audiences. She also helps clients implement internal controls and other processes, facilitates board financial training and communications, and conducts financial health assessments for not-for-profits. In addition to her professional service, Erin is Treasurer of the Mockingbird Society board and serves on the United Way Audit Review Committee.

Nancy Bacon, Director of Learning, Washington Nonprofits

Nancy leads the development and implementation of Washington Nonprofits’ professional development programs. She was the founding director of the World Affairs Council’s Global Classroom and has served as in the roles of executive director, founding program director, board member, and volunteer. Nancy led the team creating Finance Unlocked for Nonprofits (FUN) in 2014 and Boards in Gear (BIG) in 2015.

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