Wednesday, May 31, 2023
10:30am – 11:30am PT
Online Via Zoom
- Balance sheet
- Income statement
- IRS Form 990
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.
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.
Who Should Attend
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
Julleen Snyder, CPA, CGMA, Partner, Jacobson Jarvis & Co, PLLC
Julleen has been with Jacobson Jarvis since 1995 and has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. Julleen is a QuickBooks ProAdvisor and helps nonprofits just starting with QuickBooks and those who are ready to review and modify their existing systems to better meet their needs. Julleen trains staff and volunteers to use QuickBooks more efficiently and helps solve accounting and payroll problems for her clients.
Thanks to Our Partners
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