Thursday, December 10, 2020
10:00 a.m – 11:00 a.m. (PT)
Preparing for a Federal Audit
Neville Wellman, Consultant, CFO Selections
Mark Kajitani, Director of Human Resources, Immigrant and Refugee Community Organization (IRCO)
Come join Neville Wellman and Mark Kajitani for a session on preparing for federal audits. This webinar is designed for board members, executive directors, and other staff members who need an introduction to federal audits. If this is your first year receiving federal or federal pass-through dollars, or if this is your millionth year, this webinar is a must!
In this session, you will become familiar with federal audit process, how to prepare your agency, managers, and staff to produce the materials and interviews that come with it. We will highlight the essential materials you may be asked to produce, the questions they may ask you, and the outcomes the audit results in. Learn how to follow the accounting principles of Generally Accepted Accounting Principles (GAAP) and what you need to do to make sure you are ready for the examination of your financial records, accounts, business transactions, human resources/accounting practices, and internal controls.
Please send questions and comments ahead of the session to email@example.com
*Space is limited to 500 participants. Please note that a recording of this webinar will be made available on NAO's webinar page for later viewing.
About the Presenters
|Neville Wellman, Consultant, CFO Selections
Neville is a seasoned management professional with over 20 years of experience in strategic planning, finance, and operations. He thrives as a mentor to others and strives to share his knowledge and experience to empower all levels of the organization with a focus on mission, vision, and sustainability. Neville is a collaborator with senior management and boards in areas of responsibility including internal controls, budgeting, annual audit and tax returns, legal and regulatory matters, and long-term planning. He has been active in stabilizing organizations and providing leadership to promote sensible growth.
Starting his career in commercial banking, Neville worked in a number of areas that covered credit administration, correspondent banking, asset/liability and strategic planning, and team management. He managed a portfolio of diversified clients with revenues from $500,000 to $200M in industries such as international trade, seafood and apparel importers, air and maritime services, manufacturers, professional service firms, and nonprofits.
Prior to joining CFO Selections, Neville was the COO of the Oregon Ballet Theatre, where he managed or advised on all aspects of finance, human resources, facilities, and IT. As the COO and previously as a consultant for other organizations, he has been responsible for budgeting, financial analysis, contracts, policies, and processes, and has experience with collective bargaining agreements. He enjoys a challenge and has helped organizations in turnaround or transition situations to return to a sustainable growth trajectory and to build cash reserves while also remaining mission focused.
Neville holds a Bachelor of Arts degree in Business Administration from the University of San Diego. He enjoys traveling the world and experiencing new cultures with his wife. He is an avid gardener, chef, and cat enthusiast.
|Mark Kajitani, Director of Human Resources, Immigrant and Refugee Community Organization
For the last 15 years, Mark Kajitani is honored to be the Human Resources Director for the Immigrant and Refugee Community Organization, a community based nonprofit social service provider. Prior to this, he was the HR Director at Danville Services, a company that provides care for people with disabilities. He graduated from the University of Oregon. Mark also facilitates a group made up of HR professionals that work for nonprofits in Oregon. He is professionally certified by the Society of Human Resources Management as a SHRM Senior Certified Professional(SHRM-SCP) and as a Senior Professional Human Resources (SPHR) from the Human Resources Credentialing Institute. Mark has been a consultant and speaker for Portland State University, Portland Community College, and the Nonprofit Association of Oregon in partnership with Oregon Health Authority. Outside of work, Mark Kajitani plays the banjo, volunteers at his kids' (Simon and Noelle) school and is an avid birder.
Thank You Funders and Supporters
Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online COVID-19 events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.
Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, The Collins Foundation, Oregon Community Foundation, The Kinsman Foundation, The Carpenter Foundation, and Gordon Elwood Foundation
Friend Plus Partner Sponsor: Columbia Bank, Heritage Bank, and Nike
Friend Plus Sponsors: Miller Nash Graham & Dunn LLP, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and The Standard
Friend Sponsor: Portland General Electric and Impact Benefits & Retirement
A link to access webinar will be provided in registration confirmation e-mail and e-mail reminder prior to event date.
If you have any questions or trouble registering contact firstname.lastname@example.org.