Date

Wednesday, May 12, 2021
10:00 a.m – 11:00 a.m. (PT)

Event Description

Title
Different Ways to Present and Communicate Your Financial Statements

Presenter
Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Financial statements help you understand the work of a nonprofit; they paint a story with numbers.  Additionally, they help you to learn where an organization may be struggling financially and to make informed decisions about how to allocate resources.  Come join us to see different ways to present financial information to communicate your story and help users including the board, management, and funders understand the work and the financial picture of your organization.  We will be focusing on internal reporting and will look at different ways to tell your story including the use of financial statements, management reports, graphs, and narratives.

This session is geared for mid-large sized nonprofits that have dedicated finance staff and would be ideal for the person charged with presenting financial information to leadership teams, staff, and boards (e.g., fiscal managers, finance directors, chief financial officers). Anyone interested in understanding different methodologies for presenting financial information is welcome to join!

Learning Outcomes:

  • See concrete examples on different options for presenting financial information.
  • Learn about how different roles benefit from different presentation of financial information (management, board, funders, and donors).
  • Identify how to determine what financial information is most useful for your organization.

Please note that a recording of this webinar will be sent to registrants after the event.

About the Presenter

Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Erin is the CEO of Susan Matlack Jones & Associates (SMJ), a bookkeeping firm specializing in not-for-profit accounting that works with over 100 Oregon and Washington nonprofits. Erin serves as the Board Chair for ninety-nine girlfriends, a collective women’s giving circle and is on the board of the Oregon Historical Society.. She is also a member of the public advisory board for Portland Parks & Recreation. Erin speaks and leads workshops in her field, including a workshop series through Regional Arts & Culture Council called DIY Accounting for Small Arts Nonprofits. Besides accounting, Erin enjoys spending time with her husband and two young children, playing piano and mandolin, and adventuring outdoors.  

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Thank You Funders and Supporters

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.

Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, The Collins Foundation, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation, and Gordon Elwood Foundation
Friend Plus Partner Sponsor: Columbia Bank and Heritage Bank
Friend Plus Sponsors: Miller Nash Graham & Dunn LLP, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and The Standard
Friend Sponsor: Nonprofit Professionals Now, Portland General Electric and Impact Benefits & Retirement

Cost

$15 for NAO Members
$30 for Non-Members

A link to access this webinar will be provided in registration confirmation e-mail and e-mail reminder prior to event date.

If you have any questions or trouble registering contact training@nonprofitoregon.org

Location

Online

When
May 12th, 2021 10:00 AM through 11:00 AM
Location
Online Event
Event Fee
Price $ 30.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Advocacy and Public Policy, Development & Fundraising
Presenter
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding, Principles & Practices