Learn how to define the roles and responsibilities and have a better understanding of not-for-profit financials.
Do you currently serve on a not-for-profit organization board or plan on serving in the future? Have you wondered as a board member of your responsibilities related to the financial statements and tax returns? How can I better review and what key performance indicators (KPI) should I monitor? This presentation will help current board members, future board members, and management define the roles and responsibilities and have a better understanding of not-for-profit financials. We will examine KPIs that can be used to help your organization communicate programmatic and financial results to stakeholders.
Agenda
Faculty
Mona M. Birchfield, CPA
CliftonLarsonAllen LLP
- Principal in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
- Has comprehensive knowledge of all areas of not-for-profit accounting, including audit, regulation, accounting services, and consulting
- A wealth of experience in developing accounting policies and procedures manuals and finance and accounting systems
- Specializes in Intacct and Bill.com, and is certified in both; holds a Not-for-Profit I and II certificate from the American Institute of CPAs, for which she has been a member since 2010
- Technical experience includes cloud-based financial management systems and nonprofit entities
- American Institute of Certified Public Accountants; board of directors, Northern Virginia Chamber of Commerce, July 2020
- M.S. degree in interdisciplinary studies, University of Maryland, Adelphi, MD; B.S. degree in accounting, with a minor in business administration, University of Maryland, Adelphi, MD
- Can be contacted at 571-227-9546 and [email protected]
Adeel Javed, CPA
CliftonLarsonAllen LLP
- Consulting CFO in the Nonprofit Client Accounting and Advisory Services (CAAS) Practice of CliftonLarsonAllen LLP
- Extensive experience with not-for-profit organizations including review of accounting standards, audit preparation, board reporting, and consulting
- Led accounting system implementations, streamlining chart of accounts, and program report buildout
- American Institute of Certified Public Accountants member
- B.S. degree in accounting and finance, George Mason University, Fairfax, VA
- Can be contacted at 571-244-5626 or [email protected]
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