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YAKIMA: Finance Unlocked for Nonprofits

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Finance Unlocked for Nonprofits

Event Details

Tuesday, April 16, 2024
11:30AM – 3:00PM PT
Yakima Valley Community Foundation
Yakima, WA

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

Snack 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

Cost

$10 for NAWA Members – Find the coupon code on the Member Resources Page

$20 for Not-yet-Members – Become a NAWA Member to get discounts events and other member benefits,

Cost should not be a barrier to participate. Please contact [email protected] if you have questions or concerns.

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 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.

Juleen Snyder

Thanks to Our Partners

Presented by Nonprofit Association of Washington in partnership with the Washington Office of the Secretary of State. 

Nonprofit Association of Washington
Washington Secretary of State Corporations & Charities Division
Questions? Contact Nonprofit Association of Washington

Phone: (855) 299-2922 x108

Email: [email protected]

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