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:

Balance sheet
Income statement
IRS Form 990
Giving
Oversight

This workshop will be recorded. Registrants will receive the recording by email after the event.

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.

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

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

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

Washington Secretary of State Corporations & Charities Division

Questions? Contact Nonprofit Association of Washington

Phone: (855) 299-2922 x108

Email: [email protected]

ONLINE: Finance Unlocked for Nonprofits

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