Date

Thursday, June 17, 2021
10:00 a.m – 11:00 a.m. (PT)

Event Description

Title
Nonprofit Board Treasurer Training – Understanding Your Responsibilities and Creating Strong Financial Stewardship Processes

Presenters
Erin Zollenkopf, CEO, Susan Matlack Jones & Associates
David Atkin, Director and Attorney, Center for Nonprofit Law

Are you the Treasurer, or interested in becoming the Treasurer, of a nonprofit organization’s board? Join us for this interactive session that will provide a framework of knowledge for how you can best serve your organization’s needs as a financial steward. It may be helpful for you to review your organization’s bylaws ahead of the session.

Participants can expect to:

  • Understand the roles and duties, legal and otherwise, of the Treasurer position
  • Learn how to engage board, staff and committees in creating financial oversight and controls
  • Review compliance procedures, including payroll tax, donor restrictions and federal and state tax reporting requirements

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

About the Presenters

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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David Atkin, Director and Attorney, Center for Nonprofit Law

David Atkin is the founder and director of the Center for Nonprofit Law, a law office that works exclusively for nonprofit organizations. David has been deeply involved in serving the nonprofit sector for over 40 years. His law office has been providing specialized legal services exclusively for nonprofit organizations for nearly 30 years, and it currently serves as the legal counsel for more than a thousand nonprofit organizations. David is a recognized expert on nonprofit law and was recently honored for his expertise by being selected to be the first and Founding Chair for the Oregon State Bar’s new legal section on “Nonprofit Organizations Law.” David regularly presents seminars and workshops on nonprofit law topics to a wide variety of nonprofit organizations and audiences all around the country, including seminars for the attorneys and CPAs who advise them.

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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
June 17th, 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, Leadership Development
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