Speed Reading Financial Statements: Efficient Review Practices
$40 – $45
Speed Reading Financial Statements: Efficient Review Practices

Speed Reading Financial Statements: Efficient Review Practices

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Pacific Tower, 8the floor Panoramic Center

1200 12th Avenue South

Seattle, WA 98144

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501 Commons Board Training in King County Workshop Series

501 Commons is happy to be presenting the workshop series for board and staff members that has been offered by United Way of King County for many years. Check back on our Featured Events page for upcoming sessions.

Financial statements can be intimidating, yet they contain essential infor-mation. More importantly, they are used by external decision-makers who hold your organization’s financial well-being in their hands. This workshop teaches financial statement speed-reading tricks and outlines some of the indicators that Board members sometimes overlook when they are exercising their fiduciary duties. We will talk about what the numbers mean, how they can be improved by your organization and how to spot the issues that catch the attention of external financial statement users.


By the end of the session participants will:

1. Understand key nonprofit accounting terminology,
2. Understand and interpret basic non-profit financial statements and Form 990,
3. Be empowered to ask questions and identify 'red flags' in your organization's financial statements and Form 990.

Trainers: Erin Welch, CPA, Partner, Jacobson Jarvis & Howard Donkin, CPA, Partner, Jacobson Jarvis

Erin is a financial statement auditor and consultant, working with not-for-profits to prepare financial statements that accurately and effectively communicate to external audiences. She also helps clients implement internal controls and other processes, facilitates board financial training and communications, and conducts financial health assessments for not-for-profits. In addition to her professional service, Erin is a Rotarian and serves on the Northshore Schools Foundation board and the United Way Audit Review Committee.

Howard specializes in serving not-for-profit organizations’ tax-related needs. He has served on a number of federal and state advisory panels contributing to the development and interpretation of tax laws impacting non-profits, including the Redesigned Form 990. He is also a frequent author and speaker on federal, state and local tax issues. In addition to his professional service, Howard has been on several non-profit boards.

Organizations with budgets of under $1 million are eligible for $20 tickets. Please email Juli@501Commons.org for the code.

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Location

Pacific Tower, 8the floor Panoramic Center

1200 12th Avenue South

Seattle, WA 98144

View Map

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