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Online: Finance Unlocked for Nonprofits

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2025/10/30 Online: Finance Unlocked for Nonprofits
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Finance Unlocked for Nonprofits

Event Details

Thursday, October 30, 2025
12:00PM – 2:00PM PT 
Online via Zoom – This webinar will be recorded

We each have our own experiences with finance that may stir up excitement, mixed feelings, or uneasiness. These feelings can shape how we approach our relationship to nonprofit finance. Approaching nonprofit finance in a welcoming way, the Finance Unlocked for Nonprofits virtual workshop aims to help unlock your financial literacy. From key words and forms to understanding how everything fits together, you will increase your basic nonprofit finance knowledge.
 
 
The virtual workshop will cover:
  1. Balance sheet
  2. Income statement
  3. IRS Form 990
  4. Giving
  5. Oversight

This workshop will be recorded. Registrants will receive the recording by email after the event. If you can’t attend the training but you are interested in learning about this topic, please register so you we can send you the recording and materials.

The most valuable thing was to review the basics and to allow me to get a feel for what I do know and what I don’t know. It was helpful to confirm that many of the things that I am currently doing are correct.

- FUN Participant in Bellingham

Finance Unlocked for Nonprofits is Part 2 of the Nonprofit Fundamentals Series.
Register for the series to strengthen your board’s performance and decision-making.

 

Learn More About the Nonprofit Fundamentals Series

Cost

Free – This event is free thanks to a partnership with the the Washington Office of the Secretary of State.

Who Should Attend

This workshop is aimed at nonprofit board members and nonprofit staff wanting to elevate financial knowledge within their organization. Teams are strongly encouraged.

Recording

This webinar will be recorded. Registrants will be sent the recording and materials after the webinar. 

Accessibility

Captioning: We will have automated captioning enabled.

Interpretation: Please indicate during registration if you have an interpretation request. Typically, we need at least two weeks in order to schedule an interpreter.

Visual Descriptions: Presenters will include visual descriptions of themselves and the slides to give a person who is low-vision, blind, or calling in without video a sense of space and place.

If you have additional accessibility requests, please let us know when you register.

About the Speaker

Erin Welch, CPA, Audit Principal, Jacobson Jarvis & Co, PLLC

Erin has been working exclusively with nonprofits for over 25 years and deeply understands the sector and its challenges. Erin specializes in nonprofit accounting, financial health assessment, internal control improvements, and strategic planning. In her many years with Jacobson Jarvis, Erin has been a Partner, Principal, auditor, consultant, trainer, and firm leader. Erin is an experienced teacher, translating complex financial concepts into clear, actionable insights.

Erin Welsh

Thanks to Our Partners

Presented by Nonprofit Association of Washington in partnership with the Washington Office of the Secretary of State and Jacobson Jarvis & Co.

Nonprofit Association of WA Logo, the state of WA in red, yellow, teal, and purple in multiple vectors.
Washington Secretary of State Corporations & Charities Division
Jacobson Jarvis & Co PLLC
Questions? Contact Nonprofit Association of Washington

Phone: (855) 299-2922 x108

Email: [email protected]

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