Skip to content

< Show all events


Implementing Proper Financial Checks & Balances

About this event

Josh Tyree, CPA
Harris & Co. PLLC

This webinar dives into developing sound internal controls at each stage of a nonprofit’s development. The proper checks and balances are vitally important to any size of organization, but how do you set them up without stifling the organization in bureaucracy? We have ideas on how to keep internal controls effective, while allowing you to focus more of your time on programs than on support. Who should take on what role, when should each step be tackled, and how many people should be involved? We’ll take an example of a nonprofit that started small and continues to grow into a large organization to demonstrate how to scale your controls effectively along the way.

About the Presenter

Josh Tyree is a Certified Public Accountant, licensed to practice in the states of Idaho and California. Josh has more than 10 years of experience practicing public accounting. He has planned and performed financial and compliance audits for public and nonpublic profit entities, venture capital backed companies, governmental and nonprofit entities, as well as provided internal control and other business consulting services. While at Harris & Co., Josh has led the assurance department in significant growth while serving clients in nonprofit, construction, engineering, and technology industries. Whether it’s with the lunch news on KTVB, the Idaho Nonprofit Conference Annual Conference, Western States RC&D Conference, audit committees or individuals, you can find Josh speaking, sharing his expertise, and hoping to assist local organizations in getting the financial information they need to succeed.

About the Series

This four-part Financial Management Webinar Series is built to address the financial management issues that arise at every level of your organization. This series will address scalability, accounting software, recommended modules, sound internal controls, and mission centered analysis!

Webinars will be held on the fourth Wednesday each month from January 22 to April 23, 2014 at 9:30 a.m. PST.

Each webinar will be $25 for NAO Members and $35 for Nonmembers, with a 10% discount for the entire series.

Register for an individual session or the series.