The Effective Board Treasurer: Understanding Roles, Responsibilities, and Good Standards

Date

Wednesday, April 12, 2023
7:30 a.m. – 9:30 a.m. (PT)
Networking at 7:30 a.m., Presentation at 8:00 a.m.

Event Description

Title
The Effective Board Treasurer: Understanding Roles, Responsibilities, and Good Standards

Presenter
Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Whether you are a Treasurer, are interested in being a Treasurer, or are staff working with a Treasurer, understanding the responsibilities of this role and how it fits into the structure of an organization is essential for good governance and a sustainable, fiscally responsible nonprofit. Organizations can struggle when a Treasurer is inexperienced, unsupported, or doesn’t understand the unique quirks and challenges in the nonprofit sector. Setting up good systems and standards can help resolve this struggle and create a Treasurer position that is effective and fulfilling for the person serving in that role.

This session will cover:

• Understanding the roles and responsibilities of the Board Treasurer
• Learning how to engage board, staff and committees in creating financial oversight
• Reviewing nonprofit-specific terminology and some of the challenges that come with working in the nonprofit sector
• Tips for how a new Treasurer or a Treasurer without a financial background can be knowledgeable in their role
• Examples of finance committee calendars, Board Treasurer job descriptions, basic fiscal controls, and more!

For accommodation requests, please contact us at training@nonprofitoregon.org. Advanced notice of at least 10 days is appreciated.

About the Presenter

Erin Zollenkopf, CEO, Susan Matlack Jones & Associates Erin Zollenkopf is the CEO of Susan Matlack Jones & Associates (SMJ), a bookkeeping firm specializing in not-for-profit accounting that works with over 125 Oregon and Washington nonprofits. Erin serves as a Trustee of the Oregon Historical Society where she serves as Vice Chair of the Finance Committee. 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 adventuring outdoors.

Thank You Sponsors

Partner Sponsor: Umpqua Bank

Cost

$40 NAO Members
$60 Nonmembers

This event is Member Pass eligible.
NFMA Member Pass holders may register for events within this specific network. Your unique discount code may be used for ten registrations (per pass). Passes are shareable across your organization.

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

Location