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Finance Unlocked for Nonprofits

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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.

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.

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

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.

Julleen Snyder

Thanks to Our Partners

Details

Date:
February 13
Time:
4:00 PM - 6:00 PM
Cost:
Free
Event Category:
Website:
https://nonprofitwa.org/event/online-finance-unlocked-for-nonprofits-02-2024/

Venue

Online

GIVE TO A FUND

ESTABLISH A FUND

GIVE FROM YOUR WILL

GIVING CARD

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GIFTS OF STOCK

YOUR GIFT AT WORK

Cruz.Xitlali

Xitlali Cruz

SCHOLARSHIP RECIPIENT

I am currently pursuing a degree in Mechanical Engineering with a minor in Computer Science at Stanford. Since the beginning of my freshman year I have been involved with clubs such as Stanford’s Space Initiative (SSI) and the Society of Latinx Engineers (SOLE). In SSI I built a rocket and launched it.

ThomasSmith

Aero Methow Rescue Service

GRANT RECIPIENT

Due to being rural, remote, and geographically isolated, we must be prepared to do more than respond to emergencies. We have become a healthcare partner who fills gaps in service. The grant allowed our board the time and ability to work with a Strategic Planner to modify our plan to address those gaps.

2019RIGOutreach-RosieYardSigns-Crop

Chelan Douglas Volunteer Attorney Services

GRANT RECIPIENT

The grant provided funds to hire a Housing Justice and Outreach Coordinator to visit rural and underserved areas. Rosie’s bilingual and bicultural skills and experience have increased equity of service. Rosie is building partnerships with local organizations through events such as the Columbia Valley Community Health’s Back to School Drive, as well as posting yard signs.

Tenoch Mandujano

Tenoch Mandujano

Scholarship Recipient

My father was a migrant agricultural worker who eventually started his own cherry and apple orchard. He told me if I wanted to live a better life, I had to get an education. I plan on starting a career with the Chelan PUD with a passion for renewable energy and in turn give back to my parents and community for supporting my dreams.

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GRANTS & SCHOLARSHIPS AWARDED

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FOUNDATION FACTS

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