nfma

Alice Forbes, Operations Director, Nonprofit Association of Oregon/TACS
Diane Hood, CFO, Mary’s Woods at Marylhurst, Inc
Marshall J. Miller, CPA

June 24, 2010
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Support from key managers in your organization is critical to understanding and presenting financial and program data and analysis. Management staff and their teams want to know more about their programs and activities, but may be reluctant to play a role in the tracking of critical indicators. Join our nonprofit panel for their examples and advice. Discover how other organizations are engaging staff in tracking - how it's working and what they would change.

Learn about getting started and moving forward with your team:

• Overcoming barriers and institutionalizing a functioning tracking system
• Getting everyone on board
• Keeping everyone on the same page so data collection is consistent and useful

About the Panel

With over 20 years experience as staff of and consultant to nonprofit organizations, Alice Forbes, TACS Operations Director, brings extensive experience creating and analyzing the data and documents that describe the mission and health of an organization. She employs her acute skill for collecting and analyzing community and industry trends and insights to communicate to stakeholders how those factors impact their organizations.

Diane Hood is a C.P.A. and has been the Chief Financial Officer for Mary’s Woods at Marylhurst, Inc. since the CCRC opened in 2001. Prior to that time, in her role as Chief Financial Officer for the Sisters of the Holy Names of Jesus and Mary, Diane helped the religious community plan, develop, finance, and construct Mary’s Woods at Marylhurst in 1999. After leaving public accounting she began work with the Sisters of the Holy Names in 1993. She assisted the religious order in investments, accounting functions, retirement planning and financial projections, and eventually reconfigured their corporate structure.

With over 35 years experience as a CPA, Marshall Miller has worked with many non-profits and for-profits. Since moving to Portland in 1996 some of his clients include: The World Affairs Council, Harambee Centre, Hostelling International-Portland, Washington State Council, Scandinavian Heritage Foundation, Globio, Basic Rights of Oregon, Dove Lewis Emergency Animal Hospital, Oregon Death With Dignity, Potomac Area Council, Wild Salmon Center, and more. He is currently working with Literary Arts as their Finance Director on a contract basis.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

May 27, 2010
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Discussion Leader

Jason Orme, Tax Partner, Talbot, Korvola & Warwick LLP

Event Description

Jason Orme returns to the NFMA line-up to take a look at what we've learned in the first year since the IRS released the redesigned Form 990.

We'll explore:
• Governance and policy questions
• Process and data gathering
• Additional schedules

Jason will take the lead for this potentially frustrating topic, sharing his experience and tapping into our collective knowledge as he guides us through the ins and outs of the new form. Bring your lingering questions, learn strategies for gathering the information you need, and get a jump start on your 990 preparations for next year.

Jason is one of the all-time favorite NFMA presenters, known for both incredible technical expertise and humor in the midst of tax code and real-life dilemmas. Don't miss this opportunity to catch up with the latest twists and turns of the IRS quest for charity accountability.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Kathe Shaw-Bassett, Vice President, Nonprofit Services Group at Pacific Continental Bank

April 22, 2010
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Explore:

• Components to consider in cash flow forecasting
• Cash flow challenges with grants and donors
• The impact of donor stewardship on cash flow
• Reporting cash flow status to the board
• Tactics for managing cash flow timing and amounts

Join Kathe Shaw-Bassett for a look at proactive methods for managing the ups and downs of your organization's cash flow. We'll identify forecasting tools, and discuss ways to engage development staff and board members in a constructive dialogue to ensure a steady cash flow balance in your organization.

About the Presenter

Kathe Shaw-Bassett is VP of Pacific Continental Bank's Nonprofit Services Group, where she helped create an innovative program of products and services tailored to nonprofit needs. Kathe has spent the last 20 years working in the fields of marketing and training for corporations and nonprofit organizations; has served on numerous boards for educational, social services, and environmental organizations; and has coached over 65 nonprofits in sustainable, mission-driven fundraising strategies. She is committed to empowering nonprofits to successfully manage their cash flow through savvy financial leadership and strong donor stewardship programs.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Kay Sohl, Nonprofit Consultant

March 25, 2010
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Learn how you can make the budget be the best part of every proposal:

• Grant/contract requirements & budget realities
• Different worlds - mastering the separate universes of government and foundation budgets
• Administrative and overhead costs
• CFO/Fiscal Manager role in grant budget strategy

Explore strategies to translate your deep understanding of your nonprofit's costs and funding needs into budgets that both meet funder requirements and strengthen your case for support. Learn how to structure your grant and contract budget presentations to get resources for what you need most amidst funder restrictions and concerns about administrative and overhead costs.

Discussion leader Kay Sohl has worked with hundreds of fiscal manager/grant writer teams to create persuasive budget presentations for both foundation and government funding proposals. Her national training and consulting practice includes nonprofits with multiple extremely diverse services, complex cost allocation plans, federal indirect cost rates, and major funding challenges.

Plan to share your grant and contract budget tips and frustrations for a lively discussion of these budgeting challenges!

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Pamela Davis, Founder and CEO, Nonprofits Insurance Alliance Group

February 25, 2010
Presentation from 7:30 to 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Experience breeds wisdom, as they say. In this session of the NFMA, learn what not to do through the experience of others. Pamela Davis, founder and CEO of the member companies of the Nonprofits Insurance Alliance Group (NIAG), will offer a lively and entertaining presentation about risk management in the nonprofit sector.

We'll discuss:
• Common myths about nonprofit risk management
• The bad and the ugly—five juicy claims (don't try this at your organization)
• What goes wrong—if you can't stop it from happening, how can you pay for it?

Pamela will share claims stories from the vaults of NIAG, and you'll find out which areas of exposure suffer the most and the largest claims. You'll walk away with practical risk management tips for various exposure areas.

Pamela Davis hatched the idea for the thriving member companies of the NIAG in her Master's thesis at UC Berkeley over 20 years ago. She proposed that instead of relying on commercial insurance companies that were inconsistent in their willingness to provide affordable insurance, the nonprofit sector could gain control of this important financial service. Her dream was to engage nonprofits in risk management by providing subsidized management services as part of the insurance purchase, and share that good fortune with the members that made it happen. That dream has come true. Together, NIAG insures 9,500 nonprofits in 24 states and the District of Columbia.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Gary McGee, CPA, Gary McGee & Co.

January 28, 2010
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

For the Nonprofit Fiscal Managers Association, a new year rings in the annual, and much-anticipated, GAAP Update with Gary McGee. Known for his concise, understandable explanations, Gary will bring us up-to-speed on a number of accounting principles—both new and proposed—which will affect nonprofit organizations.

Topics include:

• Mergers and acquisitions
• Subsequent events
• Endowment funds
• Uncertainty in income taxes
• Measurement of fair value
• Going concern issues
• GAAP Codification
• Convergence of standards

Gary has his finger on the pulse of the emerging issues that will impact our work, with a CPA practice that primarily serves nonprofit organizations. He translates new information with a practical perspective, and delivers a briefing that will help us make sense of the issues that matter most this year. Gary's sessions are extremely popular, so reserve your space now!

Gary has worked in the tax-exempt community for more than thirty years and represents a broad range of nonprofit organizations as clients, including private foundations, public charities, U.S. affiliates of foreign charities, associations, and organizations interested in public policy. He has advised the Boards of many of the region’s largest foundations and charities on a wide array of accounting issues, federal tax matters, and other legal matters.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place Parking Garage on NW Station Way

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Nanita McIlhattan, Financial Consultant, AKT, LLP

December 17, 2009
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Discuss these vital questions:

• Does your organization know if the strategic plan is financially feasible?
• Are the financial goals consistent with the operational goals?   How do you find and resolve the disconnects?
• Does your plan match your unrestricted and restricted cash flow realities?
• Do your strategic and operational decision makers work from the same financial framework?

Join Nanita McIlhattan for a hands on session focused on testing the financial reality within strategic planning and decision making.  Your board, your staff, your clients, your funders (and you) all want to know that your organization has a strong financial plan aligned with planning, decisions and action..   Explore techniques that can give financial considerations a voice at the table.

Nanita joined AKT, LLP in 2007 after 14 years in finance with Intel Corporation and 6 years as a consultant and interim executive in the public sector. She is a Certified Management Consultant with a Masters of Business Administration degree from Purdue University. During her career with Intel and working as a consultant with public sector clients, Nanita completed strategic change projects in a variety of complex financial, operations, and organization structuring situations. Nanita frequently teaches workshops and seminars on a variety of strategic planning, financial, and structure topics.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Nonprofit Fiscal Managers Association

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Debbie Senestraro, Founder, Financial Strategies

November 19, 2009
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

In these challenging financial times, it is more important than ever that your board of directors truly understands the financial "story" of your organization. Their strategic planning and oversight depend on this understanding. Join us to discuss many of the common pitfalls in board level financial reporting and gain some practical takeaways to improve reporting to your board.

Discuss:

• Helping your board better understand your organization’s financial “story”
• Translating accounting data into meaningful information for your board
• Identifying key financial issues for your board’s focus
• Understanding your board’s needs versus other internal and external reporting needs and requirements

Debbie Senestraro, CPA  is the Principal Consultant with Financial Strategies in Portland, OR. Financial Strategies is a consulting firm with exclusive focus in the non-profit sector. Debbie's experience includes several years with KPMG Peat Marwick, one of the four largest international CPA firms. She has experience as a Corporate Controller and Chief Financial Officer, including serving as CFO from 1996 to 2002 for Albertina Kerr Centers. Debbie has worked with numerous non-profits of varying sizes in the Portland area, assisting them during times of transition. She provides a strategic level financial expertise and the communication and relational skills necessary to share it.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Attend this session and the rest of the series with a money saving season pass!

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

Kay Sohl, Kay Sohl Consulting and Founder of TACS

October 29, 2009
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Resiliency – the capacity to withstand adversity, continue operations, and fulfill our missions – is essential for survival in the current recession. Nonprofit financial information often confounds the boards and executives most responsible for building resiliency and understanding the long term impact of financial decisions, though. Explore tools and techniques to help nonprofit leaders develop vivid maps of nonprofit resiliency and chart realistic courses toward increased sustainability.

Identify:

• Trends that matter
• Why we need year end projections on the Balance Sheet as well as the Income Statement
• Tools to communicate and monitor your business model
• Operating reserves: setting goals and monitoring progress
• Why cash is king and may suffer mightily in recession

Kay Sohl, TACS founder and former Executive Director, is now consulting and training regionally and nationally. She is returning to NFMA to present techniques she’s discussed with hundreds of nonprofit financial managers, executive directors, and board leaders. Plan to share your successes and frustrations in measuring resiliency, ensuring viability, and engaging leaders in timely, informed decision-making in the midst of unprecedented challenges.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Points awarded in Category 1.B – Education of the CFRE International application for certification.

Attend this session and the rest of the series with a money saving season pass!

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.

September 24, 2009
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Panelists

David Altman, CFO, Central City Concern
Bill Bradford, Finance Director, Outside In
Mary Pringle, CFO, The Community Foundation for SW Washington

Facilitator

Alice Forbes, Operations Director, TACS

Event Description

The CFO keeps a watchful eye over a nonprofit's infrastructure and planning, and from this vantage point often spots critical opportunities and challenges in their early stages. Whether or not an organization as a whole is ready to respond, the CFO must inform difficult decisions and respond swiftly to internal and external influences and pressures - all while maintaining a sustainable operation.

Join a panel of seasoned CFO's to discuss:

• Navigating change with and without advanced planning and analysis

• Engaging staff in implementing change

• Planning for growth and constriction

Kick off the 2009-2010 season of the Nonprofit Fiscal Managers Association with your peers, and discover how others are effectively leading their organizations through challenging times. Our expert panel will provide insights into the most critical issues facing nonprofits managing change.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Or attend this session and the rest of the series with a money saving Season Pass!

About the Nonprofit Fiscal Managers Association

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.