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Nonprofit Fiscal Managers Association

Take Control of your Audit & Financial Statements

NAO Members must be logged in to access member discounts
Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

January 28, 2016 | 7:30 a.m. to 9:30 a.m.

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

Ecotrust Conference Center, 2nd Floor | 721 NW 9th Avenue | Portland, OR 97209


Member Pass Eligible, $25 NAO Members, $50 Nonmembers

Presenters

Erica Moore, CPA, Senior Accountant, Jones & Roth

Fritz Duncan, CPA, Partner, Shareholder, Jones & Roth

In this session we will examine and discuss the audit process and explore financial statement analysis. The audit process discussion will include: What is an audit and when/why is it required? Audit, review or compilation, what are the differences and what does my organization need? How to prepare for the audit. Audit process and testing. Client vs auditor responsibilities. Common audit landmines and how to avoid them. The Financial statement analysis discussion will include: What are financial statement users looking at? How do I use the Charity Navigator scoring? What should I know about key performance metrics? How to use Dashboard reporting, and business health checkup & liquidity/collections.

About the Presenters

Erica Moore

Erica Moore is a senior accountant at Jones & Roth’s Portland office, with experience in accounting and auditing nonprofit organizations. She started with Jones & Roth in 2010. Erica graduated from Portland State University with a degree in Accounting & Finance. She is affiliated with the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Fritz Duncan

Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for non‐profit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. Fritz has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. In his free time, Fritz also coaches soccer and volleyball for KidSports. Fritz has a Bachelor of Science in accounting from the University of Oregon, and is affiliated with the American Institute of Certified Public Accounts, the Oregon Society of Certified Public Accountants, and the Washington Society of Certified Public Accountants

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NAO Members must be logged in to access member discounts
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January 28, 2016 | 7:30 a.m. to 9:30 a.m.
Presentation & Continental Breakfast at 7:30, Networking at 9:00
Ecotrust Conference Center, 2nd Floor | 721 NW 9th Avenue | Portland, OR 97209

Member Pass Eligible, $25 NAO Members, $50 Nonmembers

Presenters
Erica Moore, CPA, Senior Accountant, Jones & Roth
Fritz Duncan, CPA, Partner, Shareholder, Jones & Roth

In this session we will examine and discuss the audit process and explore financial statement analysis. The audit process discussion will include: What is an audit and when/why is it required? Audit, review or compilation, what are the differences and what does my organization need? How to prepare for the audit. Audit process and testing. Client vs auditor responsibilities. Common audit landmines and how to avoid them. The Financial statement analysis discussion will include: What are financial statement users looking at? How do I use the Charity Navigator scoring? What should I know about key performance metrics? How to use Dashboard reporting, and business health checkup & liquidity/collections.

About the Presenters

Moore,%20Erica.jpg
Erica Moore
Erica Moore is a senior accountant at Jones & Roth's Portland office, with experience in accounting and auditing nonprofit organizations. She started with Jones & Roth in 2010. Erica graduated from Portland State University with a degree in Accounting & Finance. She is affiliated with the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Duncan,%20Fritz.jpg
Fritz Duncan
Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for non‐profit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. Fritz has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. In his free time, Fritz also coaches soccer and volleyball for KidSports. Fritz has a Bachelor of Science in accounting from the University of Oregon, and is affiliated with the American Institute of Certified Public Accounts, the Oregon Society of Certified Public Accountants, and the Washington Society of Certified Public Accountants
When
January 28th, 2016 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)
Price $50.00
Event Particulars
City Portland
NAO Event? Yes
Topic Fundraising and Resource Development, Financial Oversight, , Operations
Presenter Emily Moore, Fritz Duncan
Event Region Metropolitan Portland
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