Year-End Fiscal Outlook and Networking Coffee

Date

Thursday, January 18, 2024
9:00 a.m. – 10:30 a.m.
Check-in opens at 8:45 a.m. Light breakfast provided.

Event Description

Title
Year-End Fiscal Outlook and Networking Coffee

Presenters
Blaine Bradford, Tax Manager, McDonald Jacobs
Grace Charles, Assurance Manager, McDonald Jacobs

Nonprofits require sustained funding sources and steady financial management. Each year, new rules, regulations, and/or ordinances may affect nonprofits and their funding. In this session, we will review 2023 and discuss any recent changes in the nonprofit sector and how to stay compliant. We'll discuss changes in Oregon and the Portland Metro area, including Oregon's Equal Pay Act and Paid Leave program, Metro taxes and payroll, the City of Portland's rental registration requirement, business tax filing requirements, audit and single audit requirements, and more.

We'll also discuss the outlook for nonprofit finance trends in 2024, ensuring you know what will impact your organization's bottom line. At the end of this session, participants will be more equipped to navigate these changes through tax and financial perspectives.

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 training@nonprofitoregon.org. Advanced notice of at least 10 days is appreciated.

About the Presenters

Blaine Bradford, Tax Manager, McDonald Jacobs Blaine started his public accounting career with McDonald Jacobs in December 2016 as a Staff Accountant. Blaine was drawn to McDonald Jacobs because of the firm's strong focus on the community and their ability to serve local clients. At McDonald Jacobs, he enjoys the opportunity to continue to grow professionally and build relationships with the people and businesses that make the Northwest great. Blaine is a graduate of Warner Pacific College with a B.S. in Accounting and Business Administration. He enjoys playing classical piano, exploring the Portland food cart scene, and hiking trails in the beautiful Pacific Northwest.

Grace Charles, Assurance Manager, McDonald Jacobs Grace is an Oregon and Texas CPA who has worked in public accounting since 2016. Grace has expertise in managing engagements for many types of nonprofit organizations, including community organizations, member associations, and foundations. She also has expertise helping manufacturing and retail organizations. Grace received a Master of Accountancy and Bachelor of Business Administration from Baylor University. She is a member of the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Thank You Sponsor and Funders

Partner Sponsor: Umpqua Bank
Foundation Supporters: Meyer Memorial Trust and M.J. Murdock Charitable Trust

Cost

$45 NAO Members
$75 Nonmembers

This event is Member Pass eligible.

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

Location