Bundle: Jump on Board: Find Your Passion [3 hrs Tech & 1 hr NT] (2 days) – Webcast

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Cancelled - Jul 23, 2020 - Jul 30, 2020 Pacific Time

Registration: 7:30 AM / Program: 8:00 AM - 10:00 AM Pacific Time

Fees

Member Fee: $30.00
Nonmember Fee: $40.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Purchase this 4-hour CPE Webcast Bundle and Save $10!

This bundle includes two webcasts:

  1. Webcast #1 - July 23, 2020 (8:00 - 10:00 a.m.)
    Jump on Board: Find Your Passion – Governance and Leveraging the 990 (2 hours - morning) 
  2. Webcast #2 - July 30, 2020 (8:00 - 10:00 a.m.)
    Jump on Board: Find Your Passion – Financial Statements and Finding Your Place On a Board (2 hours - morning) [1 hr Tech & 1 NT]

Designed For

CPAs interested in volunteering on a nonprofit board.

Objectives

To give volunteers a better understanding of the treasurer role when serving on a nonprofit 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 nonprofit accounting and clarify the organization's financial health and performance
  • Engage with experienced board members and gain new perspectives 


To Register for the Bundle: Click "Add to Cart" button.

  • The Bundled Courses listed below will take you to the individual courses themselves. Do not click these links if you are trying to add the bundle to your cart.

Bundled Courses

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

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.

Rene Deras

No Biography Available

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 22,000 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

Ross Holliday

Ross Holliday is a senior manager at Boldt Carlisle & Smith, a public accounting firm with offices in Salem, Albany and Stayton. Certified as a CPA, CGMA and CVA, Ross provides high-level taxation, client accounting and advisory services to clients throughout the Pacific Northwest. Once a controller for a nonprofit financial lending institution, Ross continues to serve community organizations outside of the office, currently serving as treasurer for the Albany Boys & Girls Club Foundation while having previously acted as treasurer for the United Way of Clatsop County and Salvation Army Albany Center. When he’s not dealing with numbers, he enjoys spending time with his family outdoors and coaching youth sports. Ross currently serves on the OSCPA Board of Directors and is a member of the Professional Conduct Committee, of which he was a prior chairman. (Rev. 10/2018)

Gary Iskra

Gary Iskra is the managing partner and accounting and auditing leader for Isler CPA (Eugene, Oregon), overseeing quality control and management of the A & A practice. Gary focuses on audits of tribal governments, gaming operations, municipalities, nonprofit organizations, employee benefit plans, and research institutions. Most of Gary’s government and nonprofit audits fall under the requirements of the Single Audit Act and the OMB Super Circular. Along with performing audit services, Gary has performed several non-traditional services, including software consulting, construction cost analysis, forensic investigations, and mergers and acquisitions due diligence. Gary is a frequent presenter of continuing education material and received an award for Outstanding Contribution to Public Finance by the Oregon Municipal Finance Officers Association.

Todd Kimball

Todd is a senior accounting professional with over 15 years of expertise in the non-profit and government sectors. He has a proven track record at tackling the most challenging not-for-profit accounting issues and finding solutions that work and move organizations forward. He excels at creating process efficiencies, motivating and utilizing staff to their full potential, implementing internal controls and providing sound technical expertise. Todd began his career with the Oregon Audits Division, auditing Oregon’s government agencies, like PERS. Then worked as an Audit Manager at Moss Adams focusing on governments and non-profits, and most recently, he was the Assistant Controller at Mercy Corps. He is a now Partner with CFO Selections and leads the non-profit practice in Oregon and SW Washington. Todd is an Oregon state CPA and holds a BA in Accounting and Finance from George Fox University.

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 Nonrofit 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.

Suzanne Taylor

In 2006, Suzanne Taylor joined Legacy Health as Director of Tax after 25 years in Public Accounting. She oversees all aspects of taxation for Legacy Health including tax-exempt filings (Form 990); taxable corporate filings; property tax exemption requests, tax filings and appeals; Washington Sales & Use and Business and Occupation Tax, pension plan and benefit issues and tax research.

In 2009, Suzanne added oversight of payroll for Legacy’s 13,000 employees in Oregon and Washington. Recently, Suzanne just became responsible for accountants payable including 14 employees and over 260,000 invoices. Prior to joining Legacy Health, Suzanne was a Tax Partner with Moss Adams, LLP working with nonprofit and healthcare clients as well as estate planning clients. Prior to Moss Adams, she was with Yergen and Meyer and started her career at Arthur Andersen & Co.

Suzanne is active on the OSCPA Nonprofit Strategic Committee presenting Knowledge Network sessions and chairing the Membership and Recruitment subcommittee including the “What Matters Not-for-Profits” series. Suzanne completed a term on the OSCPA Board of Directors in 2013.

Suzanne is married to Steven Taylor, an attorney and professor. Steven and Suzanne are active in Retrouvaille – a peer ministry for hurting marriages. They have two children, Matthew and Theresa. In 2011, they welcomed their daughter-in-law, Julia and now have three grandchildren, Mason, Nolan and Max plus a girl on the way.

Rev. 10/2017