Thursday, May 25, 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
FREE to Member Pass Holders*
$25 NAO Members**
*Member Passes are for NAO Members Only. See below for details.
**NAO Members must be logged in to receive discounted rate when registering.
Contact firstname.lastname@example.org or 503-239-4001 ext. 123 if you are having difficulties registering.
Cheryl Olson, CPA, CGMA, Director of Not-for-Profit Consulting, Clark Nuber
Erin Zollenkopf, Managing Partner, Susan Matlack Jones & Associates, LLC - LastPass & Sharefile
Gareth Nevitt, Chief Financial Officer, Portland Art Museum - ADP Payroll Services
Karen Forman, Controller, Self Enhancement Inc. - Concur Expense Reporting
Join us to learn about different systems that can potentially save you time and money in your finance and HR departments. A panel of nonprofit leaders will share the process they followed to identify the new tools or systems they needed, and how they obtained the needed buy-in to make the change. They will also discuss the process for installation, training, and implementation. Don’t miss this opportunity to hear about the benefits of each system and learn about the return on investment.
About the Presenters
Cheryl Olson is the Director of Not-for-Profit Consulting at Clark Nuber. She performs accounting software system functional needs assessments and provides consulting, training, and advisory services in the areas of operational capacity, finance, and governance. Cheryl is a member of the Not-for-Profit Services Team and the Information Systems Team. She received her B.S. in Business and Public Administration with an Accounting Concentration from the University of the Pacific.
After graduating from Portland State University, Erin Zollenkopf joined Susan Matlack Jones & Associates (SMJ) in 2009 and is now Managing Partner. SMJ provides accounting services to around 90 nonprofits in Oregon and SW Washington. Erin serves as Board Treasurer for Boom Arts and also for ninety-nine girlfriends, a collective women’s giving circle. Erin speaks and leads workshops on various accounting issues, including a workshop series through Regional Arts and Culture Council titled DIY Accounting for Small Art Nonprofits. Besides accounting, Erin hangs out with her baby and husband, plays piano and mandolin, and tries to keep up her French and German.
Gareth Nevitt spent 14 years in public accounting with Grant Thornton in London and San Francisco. During that time, his many non-profit clients included religious and educational organizations, as well as several large pension funds of publicly traded companies. More recently, he was the COO of the Oregon Trail Chapter of the American Red Cross for five years before becoming CFO of the Portland Art Museum in 2008. Since 2011 he has been a member of the FASB Non-Profit Advisory Committee Resource Group.
He is the author of “Pension Schemes: An Industry Accounting and Auditing Guide” published by the Institute of Chartered Accountants in England and Wales, of which he is a Fellow. He is a member and past Board member of Financial Executives International and a graduate of Leadership Portland.
Karen Forman is Controller at Self Enhancement Inc (SEI). SEI is a nonprofit organization, located in North Portland, that supports underprivileged Youth. Karen was hired two years ago to rebuild the accounting department and assist in implementation of new accounting software, Intacct and Adaptive, and has since implemented a new payroll system, Paycom, and is in the process of implementing Concur for credit card management. Karen has over 20 years’ experience working in the Accounting profession for non-profit organizations, publicly traded companies, and public accounting. Karen serves on the board as treasurer of MITCH Charter School, a charter school in Tigard Tualatin district. Karen holds a Master of Science in Accounting from Strayer University, licensed CPA, and holds the following Human Resource certification PHR and SHRM CP.
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.
$200 (10 Seats)
Member Passes are available for Members Only, log in or Join today!
721 NW 9th Avenue
Portland, OR 97209