- October 29, 2019
- By: Jacobson Jarvis & Co
- 0 Comments
Date(s) - 10/29/2019
9:00 am - 12:00 pm
DATE: October 29
TIME: 9:00 AM – 12:00 PM
LOCATION: Pacific Tower, 8th floor Panoramic Center, 1200 12th Avenue South, Seattle, WA 98144
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.
Trainers: Erin Welch, CPA, Partner, Jacobson Jarvis & Howard Donkin, CPA, Partner, Jacobson Jarvis
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 serves on the Northshore Schools Foundation board, is a PTA Treasurer, and a volunteer trainer for Washington Nonprofits.
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.
If you have any questions, please contact Kendra B. Demuth at firstname.lastname@example.org