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Nonprofit Fiscal Managers Association

Fiscal Staff Structures: Finding the Right Capacity for Your Organization

NAO Members will receive a $25 discount when registering.
Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Connie Koder, Consultant
CFO Selections

Todd Newcomb, MBA, CPA
CFO Selections

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

Did you know that 4 out of 5 smaller nonprofits with budgets below $1 million report that none of their fiscal staff have an accounting degree or other significant formal training?

This session is intended to provide an overview of fiscal staffing structures, processes and procedures for nonprofits. You will learn if your organization is staffed adequately compared to other nonprofits of similar size, how to identify future staffing needs and how to determine the right division of labor between your staff, the Executive Director and the board.

You will also learn tips on how to determine the best software and systems to support your fiscal work, how to assess performance, and how to build an internal review process that works.

About the Presenters

Connie Koder is a senior accounting professional with a successful track record as a hands-on controller in fast-paced entrepreneurial business ventures including tech startups, manufacturing, and non-profits. Immediately prior to joining CFO selections, Connie was an independent consulting CFO, primarily focused on accounting and operations systems evaluation and improvement. She also has served as Director of Finance and Business operations at Boys & Girls Clubs of Southwest Washington, and as Controller/General Manager at Agave Denim. While at Agave Denim, she was responsible for setup of state-wide operations, including recruiting and managing the accounting, warehouse, retail, and web departments, and also implementing a web-based apparel management system. Connie holds a Bachelor of Arts in Pre-Law, with an Accounting Minor, from the University of Portland. In her off hours, she enjoys hiking, cooking and writing poetry.

Todd Newcomb has over 20 years of experience in private, public, and nonprofit accounting. Areas of expertise include GAAP, financial statement preparation, computer system migration, and doing business in China. At Luke-Dorf, Inc. in Portland, Todd managed all business operations, including the accounting, IT, catering, purchasing, and distribution departments. He negotiated financing terms, oversaw reporting for government contracts, and worked with the outside audit firms for annual financial and A-133 audits. At Lifeline First Aid, he strategically led the organization through challenges related to overseas manufacturing and travelled regularly to China to verify process implementation. While serving as COO, he led successful accounting and MRP system conversions and directed ISO 9001 quality management certifications. Todd holds a Masters in Business Administration from Marylhurst University and a BS in Accounting from Portland State University.

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 $175 off of the individual session registration fees and are pre-registered for all ten network sessions.

To purchase a pro-rated season pass, e-mail us at [email protected] or call us at (503)239-4001 ext. 123.

Register Now

 Registration is closed for this event
NAO Members will receive a $25 discount when registering.
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Connie Koder, Consultant
CFO Selections

Todd Newcomb, MBA, CPA
CFO Selections

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

Did you know that 4 out of 5 smaller nonprofits with budgets below $1 million report that none of their fiscal staff have an accounting degree or other significant formal training?

This session is intended to provide an overview of fiscal staffing structures, processes and procedures for nonprofits. You will learn if your organization is staffed adequately compared to other nonprofits of similar size, how to identify future staffing needs and how to determine the right division of labor between your staff, the Executive Director and the board.

You will also learn tips on how to determine the best software and systems to support your fiscal work, how to assess performance, and how to build an internal review process that works.

About the Presenters

Connie Koder is a senior accounting professional with a successful track record as a hands-on controller in fast-paced entrepreneurial business ventures including tech startups, manufacturing, and non-profits. Immediately prior to joining CFO selections, Connie was an independent consulting CFO, primarily focused on accounting and operations systems evaluation and improvement. She also has served as Director of Finance and Business operations at Boys & Girls Clubs of Southwest Washington, and as Controller/General Manager at Agave Denim. While at Agave Denim, she was responsible for setup of state-wide operations, including recruiting and managing the accounting, warehouse, retail, and web departments, and also implementing a web-based apparel management system. Connie holds a Bachelor of Arts in Pre-Law, with an Accounting Minor, from the University of Portland. In her off hours, she enjoys hiking, cooking and writing poetry.

Todd Newcomb has over 20 years of experience in private, public, and nonprofit accounting. Areas of expertise include GAAP, financial statement preparation, computer system migration, and doing business in China. At Luke-Dorf, Inc. in Portland, Todd managed all business operations, including the accounting, IT, catering, purchasing, and distribution departments. He negotiated financing terms, oversaw reporting for government contracts, and worked with the outside audit firms for annual financial and A-133 audits. At Lifeline First Aid, he strategically led the organization through challenges related to overseas manufacturing and travelled regularly to China to verify process implementation. While serving as COO, he led successful accounting and MRP system conversions and directed ISO 9001 quality management certifications. Todd holds a Masters in Business Administration from Marylhurst University and a BS in Accounting from Portland State University.

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 $175 off of the individual session registration fees and are pre-registered for all ten network sessions.

To purchase a pro-rated season pass, e-mail us at [email protected] or call us at (503)239-4001 ext. 123.

When
March 26th, 2015 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 Financial Oversight,
Presenter Connie Koder, Nancy Smith
Event Region Metropolitan Portland
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