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Up Your Understanding of Nonprofit Financial Statements

Up Your Understanding of Nonprofit Financial Statements

Date(s) - 09/28/2017
9:00 am - 12:00 pm

Pacific Tower

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Financial statements can be intimidating, yet they contain essential information. More importantly, they are used by external decision-makers who hold your organization’s financial well-being in their hands. This workshop teaches financial statement speed-reading tricks and outlines some of the indicators that Board members sometimes overlook when they are exercising their fiduciary duties. We will talk about what the numbers mean, how they can be improved by your organization and how to spot the issues that catch the attention of external financial statement users.

By the end of the session participants will:

  • Understand key nonprofit accounting terminology
  • Understand and interpret basic non-profit financial statements and Form 990
  • Be empowered to ask questions and identify ‘red flags’ in your organization’s financial statements and Form 990.

Event Details

Date: Thursday, September 28
Time: 9am to 12pm
Location: Pacific Tower, 8th Floor
Presenters: Erin Welch, CPA, Partner, Jacobson Jarvis & Howard Donkin, CPA, Partner, Jacobson Jarvis
Price: $40 for 501 Commons members/ $45 for non-members / $25 for nonprofits with budgets under $1 million

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About the Presenters

Erin Welch, CPA, Partner

Erin is a financial statement auditor and consultant, 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 a Rotarian and serves on the Northshore Schools Foundation board and the United Way Audit Review Committee.

Howard Donkin, CPA, Partner

Howard specializes in serving not-for-profit organizations’ tax-related needs. He has served on a number of federal and state advisory panels contributing to the development and interpretation of tax laws impacting non-profits, including the Redesigned Form 990. He is also a frequent author and speaker on federal, state and local tax issues. In addition to his professional service, Howard has been on several non-profit boards.

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