In today’s climate of constant regulatory changes, financial management can be challenging in any industry. Nonprofits face unique challenges from strict reporting and accountability requirements to cost containment strategies that require specific skills and training.

NAO’s Nonprofit Fiscal Managers Association (NFMA) provides regular learning opportunities with tangible tools and strategies to hone your nonprofit financial management practices. Topics include important updates to GAAP, 990 reporting and related legal and compliance changes. This series is designed for CFOs and fiscal managers and is open to any nonprofit leader who wants to learn more about best practices in financial management.

2018 - 2019 Nonprofit Fiscal Managers Association Schedule (PDX)

September 21 Structuring Employee Benefits in a Multi-Generational Workplace
Presented by: Reilly Anderson, Employee Benefits Advisor & Dan O'Doherty, Employee Benefits & Retirement Plan Advisor – CSNW Benefits
October 17 Data Security for Fiscal & I.T. Managers
Presented by: Brian Sniffen, Business, Data Security & Intellectual Property Attorney - Miller Nash Graham & Dunn LLP
November 15  Addressing & Mitigating Sexual Harassment and Discrimination in the Workplace
Presented by: Steve Miller, Account Executive, Brown and Brown Northwest Insurance and Haley Morrison, Partner, Tonkon Torp
January 17 Get the Most from Your 990: How to Ensure You Are Stating Your Real Worth
Presented by: Jason Orme, Tax Partner & Heidi Hoff, Senior Tax Associate - Talbot, Korvola & Warwick LLP 
February 21* Annual GAAP Update
Presented by: Gary McGee, Managing Partner - Gary McGee & Company, LLP

*This will be a special 2-hour session. 
April 18 Financial Policies & Procedures – A Road-map for Success for Nonprofits of all Sizes
Presented by: Karin Wandtke, Shareholder, Mcdonald Jacobs and Jessica Yoder, Assurance Principal, Mcdonald Jacobs 
May 16 Communicating Finances to Non-Finance People
Presented by: Lesley Bennett, CFO Consultant - CFO Selections

Unless otherwise noted, all sessions take place between 7:30 – 9:30 a.m. on the dates above. The presentations start at 7:30 a.m. with informal networking taking place at 9:00 a.m. 

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


Thank You Sponsors

Not sure if this series is right for you? Call our Training Coordinator at 503-239-4001, ext. 123 or email