Fundamentals Series: The Fundamentals in Grantmaking Series (Grantmakers 101, 102 and 103) provides a comprehensive overview of grantmaking for philanthropic staff. By the end of the three-workshop series, you will learn about grantmaking trends in the United States, how to understand nonprofit financials as you review requests for funding and the legalities of being a grantmaker.
This second workshop will give you a comprehensive understanding about the nonprofit financial structures, processes and financial statements. including how to understand financial statements, what a budget reveals about an organization and the Form 990.
Cheryl Olson is Clark Nuber’s not-for-profit solutions strategist. She helps not-for-profit organizations identify strategic solutions to their greatest challenges and opportunities, as well as connect them with relevant Clark Nuber services, external resources, and third-party advisors. Her areas of focus software functional needs assessments, governance oversight training, and operational and financial process assessments. Internally, she manages the operations of the Software Solutions Team. Cheryl is also a member of the Not-for-Profit Services Group.
For more than 25 years, Cheryl has dedicated her career to the not-for-profit sector as a volunteer, consultant, Assistant Executive Director, CFO, auditor and tax accountant. Cheryl is a member of the AICPA Not-for-Profit Advisory Council, which helped launch the AICPA NFP Member Section. Her Bachelor’s Degree in Business and Public Administration – Accounting from University of the Pacific has given her opportunities to participate in national and state leadership organizations such as American Institute of Certified Public Accountants (Not-for-profit Advisory Council) and Oregon Society of Certified Public Accountants (Not-for-profit Committee).
Candace “Candi” Avery, CPA, CGMA is a principal in the Clark Nuber’s Audit and Assurance Services Group and an important member of the Not-for-Profit Services Group. She has a passion for her work and the experience and expertise to help a wide variety of not-for-profit organizations.
Candi’s emphasis is not-for-profit organizations including foundations, research institutes, healthcare, schools, social services agencies, associations and arts organizations. Her Bachelor’s Degree in Accounting from Western Washington University has led her to perform audit services for not-for-profits, management advisory and compliance services and a frequent speaker on complex accounting issues, policies and procedures, federal grant compliance and board governance topics.
Grantmakers 103: This is the final workshop in the Fundamental Series and focuses on the legal issues that face every nonprofit, especially those relating to foundations and grant programs. Participants will learn about legal structures, rules that govern foundations, and protecting your foundation as you maneuver through legal concepts of being a funder. Reserve Friday, September 13 from 8:30 am—2:30 pm for this intensive learning experience.
|Date||Friday, July 26, 2019|
|Time||8:30 a.m. – 2:30 p.m.|
|Place||NW Health Foundation: 221 NW 2nd Avenue, Portland, OR 97209; Ramona Room|
Members: $90/Workshop; (space limited to 25)
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Our programs are open to anyone who meets our membership criteria. If you are not currently a member but you qualify and would like to attend, please contact us at firstname.lastname@example.org for registration assistance.