Date

Thursday, March 19, 2020
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
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.

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

Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Erin is the CEO of Susan Matlack Jones & Associates (SMJ), a firm that specializes in accounting and bookkeeping services for non-profit organizations in Oregon and Washington.  SMJ has over 100 nonprofit clients and a staff of 17.  Erin serves as the Board Treasurer for Boom Arts, a small arts organization focused on bringing global performance with a social justice message to Portland, and also as the Board Treasurer and head of the Financial Review Team for ninety-nine girlfriends, a collective women’s giving circle that has granted over $1.27 million since it started in 2016.  She recently joined 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.

Cost

$35 NAO Member
$70 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
March 19th, 2020 7:30 AM   through   9:30 AM
Location
Ecotrust - 2nd Floor
Billy Frank Jr Conference
721 NW 9th Ave #200
Portland, OR 97209
Event Fee(s)
Price $ 70.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Management, Networking
Presenter
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

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