The Orcas Island Community Foundation presents “Nonprofit Financial Statements - Part 2” with Erin Welch of Jacobson Jarvis and Co. on Thursday, May 9 from 9 a.m. to noon at the Eastsound Fire Hall.
The workshop is open to all nonprofits, board members, and interested citizens and provides a refresher on basic nonprofit financial statements and Form 990 concepts.
Many of these issues were addressed in the “Speed Reading Financials” workshop presented by Welch last year. This program will dive deeper into the issues and include more time for interactive and in-depth examples of financial statement “do’s and don’ts.”
Come learn how to use the treasurer's report more effectively and better communicate financial information to the board, including the use of dashboards. Participants are encouraged to bring a copy of their organization's financial statements as a reference for questions and ideas for improvement and burning financial questions, as there will be expanded Q&A time.
Welch is a CPA and 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, Welch is treasurer of the Mockingbird Society board and serves on the United Way Audit Review Committee.
The cost is $30 per organization and organizations are encouraged to send multiple participants. Email info@OICF.us or call 376-6423 to register.