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Nonprofit Fiscal Managers Association

Financing Options: Microfinancing, PRIs, Bank Lending & SNAP Bonds

Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Facilitator

Alice Forbes, Operations Director, Nonprofit Association of Oregon

Panel

John Berdes, President & CEO, Enterprise Cascadia
Joe Connors, Assistant Vice President, Pacific Continental Bank
Sayer Jones, Senior Accountant, Meyer Memorial Trust

Presentation & Continental Breakfast 7:30
Networking at 9:00

While mission is our focus, as nonprofit fiscal leaders we also spend a lot of time thinking about cash. Sometimes, we need cash when we don’t have it. Whether for evening out cash flow, funding a new facility or new equipment, taking advantage of an unanticipated opportunity, or as part of a turn-around plan, grants and other donations aren’t always timely enough or large enough.

A loan can be an appropriate tool for financial stability and program success. Learn about the following financing options for nonprofits:

  • Microfinancing
  • Program Related Investments (PRIs)
  • Bank Lending
  • SNAP (Small Nonprofit Accelerated Program) Bonds
  • Federal Tax Credits

About the Presenters

John Berdes is President and CEO of Enterprise Cascadia. Prior to joining the ShoreBank Enterprise Cascadia team in 1995, John held two different positions with the Local Initiatives Support Corporation (LISC), first as Program Director for Puget Sound operations, and subsequently as Senior Program Director for Field Strategies. Before that time, John was founding Executive Director of Capitol Hill Housing, a community development corporation serving a central city neighborhood of Seattle, WA. John is a graduate of Oberlin College and resides in Astoria, OR.

Alice Forbes, NAO Operations Director, has been at NAO since March 2008. She oversees all aspects of the NAO infrastructure, including finance, HR, and administration. In addition, her work includes membership benefits, consulting projects, training presentations, and responding to the NAO Helpline. Prior to NAO, Alice worked for several Portland-based consulting firms, helping nonprofit organizations and government agencies build organizational capacity, from program and exhibit development to strategic and business planning.

Joe Connors has been a commercial banking officer with Pacific Continental for the past six years. With a focus on finance and lending, Joe has extensive experience working with business owners. As a finance executive with demonstrated success in providing strong finance and administrative leadership, he uses those skills and his industry experience to consult with his business clients. Prior to joining Pacific Continental, Joe spent 20 years in Finance and Accounting. He has also worked for a regional CPA firm, where his client base included a broad array of community-based businesses and nonprofits. Joe was previously a licensed CPA in Massachusetts and graduated magna cum laude with an MBA from Babson College and a BA in Accounting from Assumption College.

Sayer Jones joined the Meyer Memorial Trust four years ago as a Senior Accountant. At the Trust he oversees the day to day accounting functions, prepares and reviews the tax returns, and helps on the yearly audit. He also works with Paul Reich on program related investment requests and assists in monitoring the current program related investments held by the Trust. Previous to joining the Trust, he worked as a senior accountant in the not for profit niche at the Portland firm Moss Adams, LLP. Prior to his life in the accounting profession, Sayer was the business manager for a start-up software company, founded a student run radio station, and spent a year working at Central City Concern in the Americorps program. He is active in a variety of civic and cultural organizations and is currently the treasurer of Free Geek.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions.

Purchase a season pass today!

Register Now

 Registration is closed for this event
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Facilitator

Alice Forbes, Operations Director, Nonprofit Association of Oregon

Panel

John Berdes, President & CEO, Enterprise Cascadia
Joe Connors, Assistant Vice President, Pacific Continental Bank
Sayer Jones, Senior Accountant, Meyer Memorial Trust

Presentation & Continental Breakfast 7:30
Networking at 9:00

While mission is our focus, as nonprofit fiscal leaders we also spend a lot of time thinking about cash. Sometimes, we need cash when we don’t have it. Whether for evening out cash flow, funding a new facility or new equipment, taking advantage of an unanticipated opportunity, or as part of a turn-around plan, grants and other donations aren’t always timely enough or large enough.

A loan can be an appropriate tool for financial stability and program success. Learn about the following financing options for nonprofits:

  • Microfinancing
  • Program Related Investments (PRIs)
  • Bank Lending
  • SNAP (Small Nonprofit Accelerated Program) Bonds
  • Federal Tax Credits

About the Presenters

John Berdes is President and CEO of Enterprise Cascadia. Prior to joining the ShoreBank Enterprise Cascadia team in 1995, John held two different positions with the Local Initiatives Support Corporation (LISC), first as Program Director for Puget Sound operations, and subsequently as Senior Program Director for Field Strategies. Before that time, John was founding Executive Director of Capitol Hill Housing, a community development corporation serving a central city neighborhood of Seattle, WA. John is a graduate of Oberlin College and resides in Astoria, OR.

Alice Forbes, NAO Operations Director, has been at NAO since March 2008. She oversees all aspects of the NAO infrastructure, including finance, HR, and administration. In addition, her work includes membership benefits, consulting projects, training presentations, and responding to the NAO Helpline. Prior to NAO, Alice worked for several Portland-based consulting firms, helping nonprofit organizations and government agencies build organizational capacity, from program and exhibit development to strategic and business planning.

Joe Connors has been a commercial banking officer with Pacific Continental for the past six years. With a focus on finance and lending, Joe has extensive experience working with business owners. As a finance executive with demonstrated success in providing strong finance and administrative leadership, he uses those skills and his industry experience to consult with his business clients. Prior to joining Pacific Continental, Joe spent 20 years in Finance and Accounting. He has also worked for a regional CPA firm, where his client base included a broad array of community-based businesses and nonprofits. Joe was previously a licensed CPA in Massachusetts and graduated magna cum laude with an MBA from Babson College and a BA in Accounting from Assumption College.

Sayer Jones joined the Meyer Memorial Trust four years ago as a Senior Accountant. At the Trust he oversees the day to day accounting functions, prepares and reviews the tax returns, and helps on the yearly audit. He also works with Paul Reich on program related investment requests and assists in monitoring the current program related investments held by the Trust. Previous to joining the Trust, he worked as a senior accountant in the not for profit niche at the Portland firm Moss Adams, LLP. Prior to his life in the accounting profession, Sayer was the business manager for a start-up software company, founded a student run radio station, and spent a year working at Central City Concern in the Americorps program. He is active in a variety of civic and cultural organizations and is currently the treasurer of Free Geek.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions.

Purchase a season pass today!

When
October 27th, 2011 from  7:30 AM to  9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Event Fee(s)
NAO Members $22.50
Nonmembers $25.00
Event Particulars
City Portland
NAO Event?
Topic Financial Oversight
Presenter Alice Forbes, John Berdes, Joe Connors, Sayer Jones
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