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Thursday, January 26, 2017
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

Fritz Duncan, Partner & Shareholder, Jones & Roth CPAs & Business Advisors
Kari Young, Senior Manager, Jones & Roth CPAs & Business Advisors

There are many complexities to the Form 990. Join us for this Nonprofit Fiscal Managers Association session, where we will discuss what every nonprofit needs to know about the Form 990 and share best practices for ensuring compliance with reporting requirements. You will gain valuable information that could affect the way you raise funds, market, and run your organization.

In this session, participants will:

  • Identify changes on the 2016 Form 990
  • Clarify IRS requirements, key schedules, and special considerations
  • Utilize the Form 990 as a marketing tool
  • Identify Form 990-T requirements regarding unrelated business income

About the Presenters

Fritz Duncan

Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for nonprofit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. He is recognized as one of the top nonprofit CPA’s in Oregon and is regularly called upon to present specialized nonprofit auditing and accounting topics at industry conferences. He has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. In his free time, Fritz coaches soccer and volleyball. Fritz holds a Bachelor of Science in accounting from the University of Oregon.

Kari Young

Kari Young is a Senior Manager on the Jones & Roth assurance services team, the firm’s quality control team, and the Form 990 Task Force. Her experience with nonprofit organizations includes assurance services; including audits, reviews, federal single audits; consulting services including internal control review; and informational return preparation services. Kari graduated from the University of Oregon.


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.

Purchase NFMA Member Pass


$200 (10 Seats)


Member Passes are available for Members Only, log in or Join today!

January 26th, 2017 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 Financial Management
Presenter Fritz Duncan & Kari Young
Event Region Metropolitan Portland
Programmatic Approach

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Please help us and let your friends, colleagues and followers know about our page: What You Need to Know About the Form 990

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