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Regional Network

Understanding Financial Statements 101: Reports and Tools You Need to Know

Online Event

About this event

Date

Tuesday, April 19, 2022
8:30 a.m. – 10:30 a.m.
Networking at 8:30 a.m., Presentation at 9:00 a.m.

Event Description

Title
Understanding Financial Statements 101: Reports and Tools You Need to Know

Presenter
Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Join us for an interactive workshop on how to read financial statements. This session is designed for board members, executive directors, and other staff members who are interested in learning about the basic financial management tools and reports used in the nonprofit sector. In a lively and welcoming setting, you will become familiar with nonprofit accounting terminology and learn about the major financial statements used by nonprofits. Additionally, you will gain an understanding about what the numbers say about the health of your organization and how to use the information in assessing financial performance and decision-making.

Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

About the Presenter

Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Erin is the CEO of Susan Matlack Jones & Associates (SMJ), a bookkeeping firm specializing in not-for-profit accounting that works with over 120 Oregon and Washington nonprofits. Erin serves as the Board Chair for ninety-nine girlfriends, a collective women’s giving circle, and is on the board of the Oregon Historical Society. She is also a member of the public advisory board for Portland Parks & Recreation. Erin speaks and leads workshops in her field, including a workshop series through Regional Arts & Culture Council called DIY Accounting for Small Arts Nonprofits. Besides accounting, Erin enjoys spending time with her husband and two young children, playing piano and mandolin, and adventuring outdoors.   

Thank You Funders and Sponsors

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online 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, First Interstate BancSystem Foundation, The Carpenter Foundation, Gordon Elwood Foundation, The Johnson Charitable Trust and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Wellness and Kaiser Permanente
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and Nike
Supporter Sponsor: Nonprofit Professionals Now

Cost

$30 NAO Member 
$50 Nonmember

This session is Member Pass eligible!
NAO Member Pass holders may register for events across all six of NAO’s networks. The unique discount code may be used for 10 registrations (per pass). Passes are shareable across your organization.

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location

Online

Register Now

 Registration is closed for this event

Date

Tuesday, April 19, 2022
8:30 a.m. - 10:30 a.m.
Networking at 8:30 a.m., Presentation at 9:00 a.m.

Event Description

Title
Understanding Financial Statements 101: Reports and Tools You Need to Know

Presenter
Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Join us for an interactive workshop on how to read financial statements. This session is designed for board members, executive directors, and other staff members who are interested in learning about the basic financial management tools and reports used in the nonprofit sector. In a lively and welcoming setting, you will become familiar with nonprofit accounting terminology and learn about the major financial statements used by nonprofits. Additionally, you will gain an understanding about what the numbers say about the health of your organization and how to use the information in assessing financial performance and decision-making.

Automatic closed captioning via Zoom is turned on by default for all NAO virtual sessions. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

About the Presenter

Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

Erin is the CEO of Susan Matlack Jones & Associates (SMJ), a bookkeeping firm specializing in not-for-profit accounting that works with over 120 Oregon and Washington nonprofits. Erin serves as the Board Chair for ninety-nine girlfriends, a collective women’s giving circle, and is on the board of the Oregon Historical Society. She is also a member of the public advisory board for Portland Parks & Recreation. Erin speaks and leads workshops in her field, including a workshop series through Regional Arts & Culture Council called DIY Accounting for Small Arts Nonprofits. Besides accounting, Erin enjoys spending time with her husband and two young children, playing piano and mandolin, and adventuring outdoors.   

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Thank You Funders and Sponsors

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online 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, First Interstate BancSystem Foundation, The Carpenter Foundation, Gordon Elwood Foundation, The Johnson Charitable Trust and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Wellness and Kaiser Permanente
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and Nike
Supporter Sponsor: Nonprofit Professionals Now

Cost

$30 NAO Member 
$50 Nonmember

This session is Member Pass eligible!
NAO Member Pass holders may register for events across all six of NAO’s networks. The unique discount code may be used for 10 registrations (per pass). Passes are shareable across your organization.

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location

Online

When
April 19th, 2022 from  8:30 AM to 10:30 AM
Location
Online Event
Event Fee(s)
Price $50.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Financial Oversight,
Presenter
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding, Principles & Practices
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Non-member Price
Link to post-event materials
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