Wednesday, December 13, 2023
9:00 a.m. – 10:30 a.m. (PT)

Event Description

Engaging and Empowering Stakeholders with Financial Statements

Erin Zollenkopf, CEO, Susan Matlock Jones & Associates

Join us to learn how to engage and empower your staff, board, and other internal stakeholders with financial statements. Often it can feel like the financial and non-financial staff are speaking a different language. Similarly, board members with backgrounds in for-profit industries can struggle with the nuance of nonprofit financial statements. This session with Erin Zollenkopf, CEO of Susan Matlack Jones & Associates, will provide concrete examples of communicating your financial information with internal stakeholders – such as development or program staff and board members. Participants will also receive tools to empower these internal stakeholders to engage with the financial information specific to their unique roles.

NAO is committed to creating inclusive learning environments and providing reasonable accommodations for individuals with disabilities. Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at Advanced notice of at least 10 days is appreciated.

About the Presenter

Erin Zollenkopf, CEO, Susan Matlock 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 125 Oregon and Washington nonprofits. Erin serves as the Board Treasurer for 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 adventuring outdoors.


Thank You Sponsor

Partner Sponsor: Benton Community Foundation


$45 NAO Members
$75 Nonmembers

This event is Member Pass eligible.

If you have any questions or trouble registering, contact


December 13th, 2023 from  9:00 AM to 10:30 AM
Event Fee(s)
Price $75.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Development & Fundraising
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding
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