EVENT

DESCRIPTION:

The Story that Nonprofit Financials Reveals

Thursday, May 12, 2022, 1:30 – 3:30 pm

This workshop is for the grant reviewer who needs to understand and articulate what a grant applicant has proposed in their grants. Whether you are new to philanthropy or want a reminder about the story that a nonprofit’s financials reveal, our presenters will give you what you need. Topics will include; understanding the various financial statements, internal financial processes that could impact how you review an application, a deep dive into IRS Form 990 (required for all nonprofits), and a number of other financial reporting best practices.

Presenters:

Cheryl Olson is a CPA, CGMA and Director, Solutions Strategist for Clark Nuber. Cheryl has a long history of working with the not-for-profit sector as a volunteer, consultant, Assistant Executive Director, CFO, auditor, and tax accountant. She is also a member of the AICPA Not-for-Profit (NFP) Advisory Council, which helped launch the AICPA NFP Member Section. READ MORE

Sarah Wine is a Principal at Clark Nubber, serving a broad range of not-for-profit organizations, including private and community foundations, arts organizations, private schools and social service organizations. She uses her specialized expertise and experience to help them meet a variety of challenges. Sarah has a B.A. in Business Administration (Accounting) and a Masters of Accounting, Audit, and Assurance from the University of Washington. She loves partnering with her clients to provide superior service—and loves how her work keeps her connected with the community in which she lives.  READ MORE

Click here to register only for The Story that Nonprofit Financials Reveals 

Legal Fundamentals for Grantmakers

Friday, June 3, 2022, 10:00 – 11:30 am

The work you do as a grant administrator could have legal implications. Come learn about the legal structures of nonprofits/foundations, rules that govern foundations and their funding decisions, and things you need to know to keep your philanthropic work within legal boundaries with the Internal Revenue Service and other oversight agencies. This workshop offers a discussion on protections and practices you can take in order to make sure being a grantor doesn’t jeopardize your organization’s tax exempt status. Although there will be technical discussion, you will have opportunities to ask your questions in this interactive session. We will also explore the basics of fiscal sponsorship and leveraging your resources to help educate governmental entities.

Presenters

Michael Jonas, Owner & Principal Attorney, Rational Unicorn Legal Services
Prior to founding Rational Unicorn Legal Services PC, Michael spent significant time engaged with the U.S. Patent and Trademark Office and the U.S. Copyright Office, filing new patent, trademark, and copyright applications and maintaining existing ones. Currently, his focus is centered around building and maintaining Rational Unicorn Legal Services as a firm to bring together legal services and building community. READ MORE

Elena Fewell Howard grew up in Yolo County, California where she once again calls her home. She earned her Bachelor’s of Arts in the field of social work at CSU Sacramento while working for Blue Shield of California and as a residential counselor in a level 17 group home.

Throughout law school she worked for an independent law office where she was mentored in the practices of family law, bankruptcy (Chapter 7 & 13) and civil litigation. After law school, she worked for a small insurance defense firm working on a variety of legal projects including drafting contracts, trademarks, settlement releases, and civil litigation.  READ MORE

Click here to register only for Legal Fundamentals for Grantmakers

REGISTRATION:

Save 30% When You Purchase Both Sessions Together

Cost: Members $105 / Nonmmembers $175

This program is open to members and nonmembers. If you are a nonmember you may register by contacting us at info@gosw.org.