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WALLA WALLA: Finance Unlocked for Nonprofits

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2023/04/05 WALLA WALLA Finance Unlocked for Nonprofits
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Finance Unlocked for Nonprofits

Event Details

Wednesday, April 5, 2023
9:00am-1:00pm PT
Walla Walla, WA
Exact location, TBD

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 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 workshop will cover:
  1. Balance sheet
  2. Income statement
  3. IRS Form 990
  4. Giving
  5. Oversight

A light meal will be provided.

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 of the 3-part Nonprofit Fundamentals series.
Sign up for the series and attend Boards in Gear on March 8, Finance Unlocked for Nonprofits on April 5, and Let’s Go Legal on April 19.
You must register for the series by March 6.

 

Cost

This workshop is free, thanks to a partnership with Sherwood Trust.

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.

Important Information About COVID 19

To ensure the health and safety of attendees at our in-person events, NAWA will follow guidance from the Centers for Disease Control and Prevention and local health authorities regarding infectious diseases such as COVID-19. These regulations may change rapidly, so please check current government guidelines for the event location before attending. Please do not attend an in-person event if you feel sick or are showing symptoms known to be associated with COVID-19 or another infectious disease. We ask attendees who test positive within a week of the event to contact us so that we may notify other participants of a potential exposure. NAWA will keep the identity of the person testing positive confidential. NAWA will provide masks at all in-person events and anyone attending should feel comfortable requesting or wearing one.

Accessibility

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 or blind a sense of space and place.

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

About the Speakers

LeeAnne Beres, Deputy Director for Operations at NAWA

LeeAnne brings over 30 years of experience to Nonprofit Association of Washington, including 16 years as Executive Director of Earth Ministry, and another ten as the Associate Director of Save Our Wild Salmon and Outreach Director of the NW Energy Coalition. She has expertise in leadership development, strategic decision making, fundraising, financial management, community engagement, organizing, and advocacy.

LeeAnne is dedicated to forging authentic relationships and delights in building strong organizations and ensuring people have the tools to enact real change in their communities. She is a published author, has served on numerous nonprofit boards, and survived two years working as a biologist on commercial fishing boats in Alaska’s Bering Sea. LeeAnne has a Master’s degree in Marine Fisheries Management from the University of Washington and a Bachelor’s degree in Biology from Whitman College. Outside of work, she is a passionate hockey fan and walks 3-5 miles daily with her dog, Bones.

LeeAnne Beres, a white woman wearing glasses with blonde hair in front of sunflowers

Jennifer Chang, Director of Learning, Nonprofit Association of Washington

Jennifer joined the Nonprofit Association of Washington team in August 2020. She brings over ten years of nonprofit experience and community-centered work in the South Puget Sound region to the team. Her experiences include serving as a nonprofit executive director, overseeing the transition of a funder managed program to an independent nonprofit, supporting watershed-based community collaborations, and leading urban green space restoration projects. Jennifer supports the continued growth of NAWA’s offerings and appreciates connecting with nonprofits across the state to cultivate learning opportunities and resources that meet their evolving needs. At the University of Washington, she received a Master of Public Administration from the Evans School of Public Policy & Governance as well as a Bachelor of Science in Atmospheric Sciences. Jennifer is from Tacoma, Washington and she enjoys going for walks, quilting, and gardening.

 

 

Jennifer Chang

Thanks to Our Partners

Nonprofit Association of Washington
Washington Secretary of State Corporations & Charities Division
Sherwood Trust, Founded by Donald and Virginia Sherwood
Questions? Contact Nonprofit Association of Washington

Phone: (855) 299-2922 x108

Email: [email protected]

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