Date

Wednesday, August 12, 2020
Noon – 1:00 p.m. (PT)

Event Description

Title
COVID-19: Ask the Experts – Maximizing Loan Forgiveness Under the Paycheck Protection Program

Subject Matter Experts
Lisa Fajardo Faust, Senior Vice President and Relationship Banking Team Leader, Pacific West Bank
Robert Countryman, Market President-Portland/Seattle, First Interstate Bank
Lesley Bennett, Senior Financial Consultant at CFO Selections 

Many nonprofits who received loans under the Small Business Administration’s Paycheck Protection Program are now dealing with how to best navigate the complexities of maximizing their loan forgiveness. In this session, lender and financial experts will discuss practical steps, processes, and documentation that nonprofits should follow to ensure the best outcomes for their organizations. Lisa Fajardo Faust, Senior Vice President and Relationship Banking Team Leader of Pacific West Bank, and Robert Countryman, Market President-Portland/Seattle of First Interstate Bank, will provide guidance on the approach, processes and procedures that nonprofits should implement as they see it from their vantage point as professionals at lending institutions that transacted the PPP loans. Lesley Bennett, Senior Financial Consultant at CFO Selections, will provide her guidance on how best to implement these processes and procedures and ensure proper documentation. She’ll act as moderator of the session as well, and will ask questions of Lisa from the nonprofit viewpoint to help clarify and “de-complexify” for nonprofits the most effective approach to ensuring maximum PPP loan forgiveness.   

Send your questions or comments on this topic ahead of the session to membership@nonprofitoregon.org

*Space is limited to 500 participants. Please note that a recording of this webinar will be made available on NAO's webinar page for later viewing.

About the Experts

Lisa Fajardo Faust, Senior Vice President and Relationship Banking Team Leader, Pacific West Bank

Lisa joined Pacific West Bank in October 2018. With over 25 years of commercial banking experience, she leads a team of dedicated commercial bankers providing consultative relationship banking to locally owned businesses and nonprofit organizations. As a community connector, Lisa has a passion for serving nonprofits. Lisa’s expertise in nonprofit management is sought after by the community as a board member, workshop leader and speaker. She currently serves on the boards of Friends of the Children Portland, Clackamas Community College Foundation, Nonprofit Professionals Now and an advisory board member of Open Signal. She also serves on the finance committee for Quest Center for Integrative Health and the development committee for Ride Connection.

Robert Countryman, Market President-Portland/Seattle, First Interstate Bank

Bio to come! 

Lesley Bennett, Senior Financial Consultant at CFO Selections 

Lesley is a versatile accounting and finance professional with over 15 years of experience in public and nonprofit sectors overseeing compliance, payroll, bookkeeping, forecasting, audits, and budgeting. She has broad knowledge of policy, research, project management, board development, and community relations. Prior to joining CFO Selections, Lesley was the Director of Operations and Finance at the Latino Network. There she served as a member of the organization’s Leadership Team and managed a $6.8M annual budget. She brings a unique and dynamic perspective to each organization, benefiting from her diverse experiences throughout her career in organizations such as the U.S. House of Representatives, U.S. Department of Education, and various non-profits throughout Oregon such as Willamette Partnership, Oregon League of Conservation Voters and Bicycle Transportation Alliance.

Thank You Funders and Sponsors

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online COVID-19 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, The Collins Foundation, M.J. Murdock Charitable Trust, The Kinsman Foundation, Oregon Community Foundation, The Carpenter Foundation and Gordon Elwood Foundation
Friend Plus Partner Sponsor: Columbia Bank, First Interstate Bank, Comcast and Heritage Bank
Friend Plus Sponsors: Miller Nash Graham & Dunn LLP, Brown & Brown Northwest Insurance, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and The Standard
Friend Sponsor: Portland General Electric

Cost

Free

A link to access 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
August 12th, 2020 12:00 PM   through   1:00 PM
Location
Online Event
Event Particulars
City Online learning
NAO Event? Yes
Topic Advocacy and Public Policy, Business Development, Education, Youth, or Family, Leadership Development, Networking, Operations & Planning, Program & Impact Evaluation, Public Meeting or Info Session
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, Thought Leadership, Voice

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: COVID-19: Ask the Experts – Maximizing Loan Forgiveness Under the Paycheck Protection Program


You can also share the below link in an email or on your website.
https://nonprofitoregon.org/civicrm/event/info?id=3751&reset=1