Date

Thursday, April 18, 2019
7:30 a.m. - 9:30 a.m.
Presentation at 7:30 a.m., Networking at 9:00 a.m.
Light Breakfast Provided

Event Description

Title
Financial Policies & Procedures – A Road-map for Success for Nonprofits of all Sizes 

Presenters
Karin Wandtke, Shareholder, McDonald Jacobs  
Jessica Yoder, Assurance Principal, McDonald Jacobs  

Financial policies are important to every aspect of a nonprofit and can provide guidance for all departments. Hear how your internal policies can be designed and implemented to improve internal controls, as well as hear ideas on how to enforce policies throughout the organization. We'll consider how compliance could affect and shape your financial policies and explore ways to implement policies in your organization.

Goals/Learning Objectives: 

  • Identify key financial policies to improve internal controls
  • Consider how to adjust policies based on organization size and staffing
  • Implement and enforce policies throughout the organization
  • Consider compliance requirements when adopting financial policies

Area of Nonprofit Excellence - Financial Oversight

Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.

This event focuses on Financial Oversight. For additional resources in this category, visit: Financial Oversight

About the Presenter

Karin Wandtke, Shareholder, McDonald Jacobs

 

Karin is an Oregon CPA with over 25 years of experience as an auditor and accountant.  Karin specializes in working on the financial statements of nonprofit organizations. She also works with small to medium-sized businesses.

Karin received a Master’s in Business Administration from Portland State University and a Bachelor of Science, Business Administration, Accounting degree from University of Oregon.

Karin is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.  She serves on the Board of Directors of Camp Fire Columbia as the Board Chair and has served on the Finance Committee and/or Board since 2003. She has previously served on the Board of Directors, Executive Committee, and Audit and Compliance Committee of Albertina Kerr Centers. Additionally, Karin previously served on the Accounting Advisory Boards of both the University of Oregon and Portland State University.
 

Jessica Yoder, Assurance Principal, McDonald Jacobs

 

Jessica is an Oregon CPA with over 13 years of experience in public accounting with expertise in nonprofit organizations, manufacturing and closely held businesses. Jessica is the firm’s data extraction expert and oversees training for the firm's employees. Jessica’s focus is nonprofit audits and reviews including Single Audits. 

Jessica received a Bachelor of Arts with a major in Accounting, minors in Business and Business Information Systems from Goshen College.

Jessica is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. Jessica serves on the Board of Directors for Everence Association Inc. and previously served on the Board of Directors and Executive Committee of Schoolhouse Supplies, Inc. and continues to serve on the finance committee.

Cost

$35 NAO Member
$65 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact training@nonprofitoregon.org.

Location

When
April 18th, 2019 7:30 AM   through   9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
Billy Frank Jr. Conference Room
721 NW 9th Avenue
Portland, OR 97209
Event Fee(s)
Price $ 65.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Management, Networking
Presenter
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

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https://nonprofitoregon.org/civicrm/event/info?id=3308&reset=1