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Thursday, September 22, 2016
7:30 a.m. - 9:30 a.m.
Presentation & Continental Breakfast at 7:30, Networking at 9:00


2rd Floor Conference Room
721 NW 9th Avenue
Portland, OR 97209
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FREE to Member Pass Holders*
$25 NAO Members**
$50 Nonmembers

*Member Passes are for NAO Members Only. See below for details.
**NAO Members must be logged in to receive discounted rate when registering.
Contact or 503-239-4001 ext. 123 if you are having difficulties registering.

Event Details

Elizabeth Carey, Vice President & Chief Financial Officer, Oregon Community Foundation
Megan Schumaker, Senior Program Officer, Oregon Community Foundation

This session is intended to help organizations better understand how foundations analyze the financial statements and key metrics to assess a potential grantee, and will provide an overview of key areas for financial review for the Oregon Community Foundation's grant evaluators and staff of nonprofit financial statements. We will discuss how non-profit financial statements are different that for-profit statements and common red flags in analyzing an organization’s financial health. Participants will have the opportunity to ask questions in an interactive and engaging environment.

About the Presenters

Elizabeth Carey

Elizabeth Carey, CPA is an internal control, compliance, international tax, and finance expert. She has spent her career assisting foundations, government agencies, and universities with domestic and international grant-making, governance, strategy and related charitable activities. Elizabeth currently serves as Vice-President and CFO of the Oregon Community Foundation (OCF). Prior to coming to OCF, Elizabeth performed pre-grant due diligence and post-award grant evaluations on hundreds of grantees in more than 40 countries for some of the world’s largest foundations. Elizabeth has a Masters in Business Administration and Bachelors in Accounting from Pennsylvania State University.

Megan Schumaker

Megan Schumaker was born and raised in Oregon City and still lives in Clackamas County. She worked at a counseling and mediation agency there for more than a decade before joining the Oregon Community Foundation (OCF) 17 years ago. She now leads OCF’s Community Grants Program, a broadly accessible statewide program designed to respond to community-identified needs. Megan is a senior program officer at OCF, and she is accustomed to reviewing grant requests from nonprofits with multi-million-dollar operating budgets as well as those with no staff and an annual budget of $100,000. She enjoys the breadth of the Community Grants Program – in terms of nonprofit size, issue area and geographic focus.



Join the Series as a Member Pass Holder

This event is part of the Nonprofit fiscal Managers Association (NFMA) training series. Are you a current member? Attend the series as a Member Pass Holder! A Member Pass includes a package of 10 seats to use at any network session in your area. Engage your entire team including board members, volunteers, and staff members.

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$200 (10 Seats)


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September 22nd, 2016 7:30 AM   through   9:30 AM
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Price $ 50.00
Event Particulars
City Portland
NAO Event? Yes
Topic Development & Fundraising
Financial Management
Presenter Elizabeth Carey & Megan Schumaker
Event Region Metropolitan Portland
Programmatic Approach

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