About this event
May 26, 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
Donna Rocco, Global Enterprise Liaison, Mercy Corps
Todd Kimball, Senior Financial & Accounting Consultant, CFO Selections
Does it ever seem like the finance department is the last to know? Program staff are off and running on a new business idea, creating an LLC and ready to purchase property. Development is spearheading a new capital campaign and promising donors new payment methods. Has anyone talked with Finance?
In this event, we will discuss the role of the CFO during periods of growth and innovation. In those seasons where new ventures are created, entities are formed and resources are diverted to fund a promising idea, it’s time for Finance to play a critical role. We’ll discuss how CFO’s can take the lead in assessing the impact on cash management, staffing, risk assessment, tax planning, entity formation, financial statement presentation, and perhaps most critical of all, helping assess the viability or profitability of the new project.
About the Presenters
Donna Rocco
Donna Rocco is currently the Global Enterprise Liaison of Mercy Corps. In this role she focuses on working with the 25+ separate legal entities of the organization, providing back office advisory services and support, investment monitoring, and financial reporting. Donna previously served as Controller and Treasurer of Mercy Corps. She is a CPA with 30+ years of diversified experience. Prior to joining Mercy Corps in 2009, she held various finance roles with a variety of organizations, both public and private, ranging from $1M-$100M in revenues. In her earlier career she held the position of business expansion coordinator with PacifiCorp, a diversified Northwest utility, where she was responsible for evaluating and recommending unregulated investment opportunities. She spent 5 years in public accounting with the Big 4. She has both her B.S. in Business Administration and Certificate of Non-Profit Management from Portland State University. |
Todd Kimball
Todd Kimball is a not-for-profit consultant with CFO Selections, providing senior financial and accounting expertise to local nonprofit businesses. He began his career with the Oregon Audits Division, auditing Oregon’s government agencies. Todd then transitioned to a regional accounting firm, and most recently, he was the Assistant Controller at Mercy Corps, where he helped revamp the accounting department top to bottom, streamlining processes, improving the internal control environment, and helped develop a global accounting system. Todd is a licensed CPA and holds a BA in Accounting and Finance from George Fox University. |
