Jump on Board: Training CPAs for Serving on Not-for-Profit Boards as Treasurer (4 hours - morning)

Add to Calendar

Jul 25, 2019

Registration: 7:30 AM / Program: 8:00 AM - 12:00 PM

Fees

Member Fee: $25.00
Nonmember Fee: $30.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Ready to volunteer for a nonprofit board? Interested in learning about not-for-profit governance and financial oversight? Want to become a fearless nonprofit leader? Don't miss this opportunity to discover how you can have an impact through not-for-profit board service!

Designed For

CPAs interested in volunteering on a not-for-profit board.

Objectives

To give volunteers a better understanding of the treasurer role when serving on a not-for-profit board of directors.

Major Subjects

  • Develop your individual leadership style and sharpen your communication effectiveness
  • Gain an understanding of the legal and ethical responsibilities of board service
  • Learn how to ask targeted questions that will help you understand the particular dynamics of not-for-profit accounting and clarify the organization's financial health and performance

Leaders

Cynthia Bartholomew

No Biography Available

Sara Curiel Paez

With a background in Participatory Leadership, Sara has 10 years of experience in leadership development, civic engagement, facilitation and training. As a first generation Mexican-American woman, Sara deeply believes that all people have value and that leadership happens through reflection, listening and dialogue.

Sara is an experienced bilingual and bicultural capacity building consultant. She was born and raised in Nayarit, Mexico. She attended Oregon State University and received both her B.S. degree from the Honors College department as a McNair Scholar and a Master’s degree in Public Policy. Internationally, Sara has worked and studied in Spain, Bulgaria and Mexico. In 2005, Sara had the opportunity to interview nonprofits in Bulgaria to understand their role in the policy process before becoming part of the European Union. In addition, Sara has two years of paralegal experience from Universidad Panamerica in Guadalajara, Mexico. She also has training as a legal interpreter and translator.

In her spare time, Sara enjoys traveling abroad to Mexico and Argentina, reading and playing with her two children. She fulfills her deep commitment to youth development through her long standing volunteer work with the Benton County Juvenile Department and the Oregon State University 4-H.

Sara has worked throughout rural Oregon as a trainer and facilitator on a variety of topics including leadership development, project management, and organizational development. Sara has delivered the Ford Institute Leadership Program in rural communities as well as Cultivando Comunidad and the Raices program. She has extensive experience developing curriculum on civic engagement for the Latino community. She is a certified MBTI trainer.

Recently Sara has worked on equity and inclusion in different roles: as a curriculum designer, as a trainer engaging communities of color and as a facilitator on community listening sessions. She delivered a workshop in several regions around Oregon on Active Participation: Communicating for Collaboration. She facilitated group sessions at the Hood River Regional Housing Summit (bringing together local, state and regional planning entities with elected officials and private and civic organizations) and the Portland Business Alliance’s Partners in Diversity Workforce Project (bringing community and industry representatives together to address living wage jobs).

Her clients include Rural Development Initiatives, Oregon Child Development Coalition, Portland State University, Portland Parks and Recreation, Woodburn School District, National Policy Consensus Center and Centro Cultural.

Jennifer Dale

Jennifer returned to Aldrich in 2018 after nine years with a local accounting firm and working as a controller with two large Portland-area nonprofits. Here at Aldrich, Jennifer works closely with clients from a variety of industries including the nonprofit, construction, and healthcare fields.

Jennifer took a unique path to public accounting: after earning a degree in journalism, she began her career as a staff reporter for the Associated Press in Denver. While covering a large story on accounting fraud, she recognized a need to better understand the business language and concepts she was reporting on, and was inspired to pursue her MBA. Having discovered a passion for using numbers and data to make informed decisions in the business world, Jennifer obtained her CPA license and began her career in public accounting at Aldrich’s Salem office (then AKT CPAs).

Jennifer enjoys collaborating with business owners and other key players, using finance and data analysis to help them understand the ‘big picture’ of their business. As a former reporter, Jennifer has a natural curiosity for small details and a strong desire to dig deep and problem solve. She is passionate about solving problems and going above and beyond to help her clients achieve their goals.

Jennifer holds a Bachelor of Science in Journalism from University of Colorado, Boulder and an MBA from Willamette University, where she serves as an Assistant Professor of Accounting. She is a licensed CPA and a member of the American Institute of CPAs. She is a regular public speaker on topics such as nonprofit accounting and financial reporting. Finally, Jennifer is actively engaged in her community as a board member and past president of Broadway Rose Theatre Company, and as an appointed member of the Lake Oswego Schools’ Bond Accountability Committee.

Elizabeth Grant

Elizabeth Grant is the Attorney-in-Charge of the Charitable Activities Section at the Oregon Department of Justice. Her office is responsible for monitoring the legal compliance of the more than 20,000 charities operating in Oregon. Her office also issues charitable gaming licenses. She loves reading IRS Form 990s. She joined the Charitable Activities Section in 2003. Prior to that, she worked for approximately twelve years as a staff attorney in the Division of Marketing Practices in the Federal Trade Commission's Bureau of Consumer Protection in Washington, DC where she developed and litigated federal enforcement actions involving deceptive telemarketing and other forms of misleading business practices. Ms. Grant is also a past president of the National Association of State Charities Officials. She graduated magna cum laude from Lewis and Clark Law School in Portland, Oregon. Her undergraduate degree is in Economics. Rev. 8.2017

Kristina Oliveira

Kris is a Principal of Kern & Thompson, LLC. Her practice focuses on providing auditing, accounting, and tax services to not-for-profit organizations and other privately held organizations. She has experience with audits and accounting systems in a variety of sectors, including not-for-profit organizations and federal and state funded organizations under Single Audit and Yellow Book Audit requirements, educational organizations, arts, affordable housing, environmental, and social service organizations. Kris earned a Post-Baccalaureate Certificate in Accounting at Portland State University, and a Bachelor of Arts degree in Music from the University of Oregon. Kris is a member of the AICPA and the OSCPA. Kris sits on the AICPA Governmental Audit Quality Center Executive Committee and is past Chair and current member of the OSCPA NPO Strategic Interest Team. She serves on the FASB Not-for-Profit Resource Group Committee as well. Kris is also past Treasurer of the Beaverton Symphony Orchestra.

Cheryl Olson

Cheryl is Clark Nuber’s Nonprofit Solutions Strategist, which is both external and internal facing. She helps nonprofit organizations identify strategic solutions to their greatest challenges and opportunities, as well as connect them with relevant Clark Nuber services, external resources, and third-party advisors. Areas of focus that benefit our clients include software functional needs assessments, governance oversight training, and operational and financial process assessments. Internally, she manages the operations of the software solutions team. Cheryl is a member of the Not-for-Profit Services Team and the Software Solutions Team. Cheryl has a Bachelor of Science degree in Business Administration with a concentration in accounting from the University of the Pacific in Stockton, California. Cheryl is an active member of the American Institute of CPAs (AICPA) and serves on the Not-for-Profit Advisory Council. She is also an active member of the Oregon Society of CPAs (OSCPA) and serves on the Not-for-Profit Committee, including being part of the planning team for the annual conference. Cheryl also serves as a member of the Girl Scouts of Oregon and Southwest Washington's Finance Committee and President of the University of Pacific, Portland Metro Alumni Group. Cheryl has made numerous financial presentations to various audiences of board chairs, chief executive officers, chief financial officers and CPA practitioners. She has also written various articles and blogs on finance, governance and software for not-for-profit organizations.