Nonprofit Knowledge Network: Meaningful Nonprofit Financial Statements and Disclosures (1 hour - morning) – Webcast

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Mar 3, 2021

Registration: 7:15 AM / Program: 8:00 AM - 9:00 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

OSCPA Members - One hour FREE CPE offered at each knowledge network!

The OSCPA Nonprofit Knowledge Networks offer a great opportunity to explore important nonprofit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE.

Designed For

The OSCPA Nonprofit Knowledge Network (KNET) is designed for OSCPA members working with and within the nonprofit sector.

Objectives

To provide an overview and update of important issues impacting the nonprofit arena.

Major Subjects

This session will provide an overview on what makes a meaningful set of financial statements and disclosures for nonprofits. There will be a discussion on best practices for nonprofit financial statements to help your stakeholders make key decisions.

This event is member only - you must be logged in as a member in order to add it to your cart.


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.

Jennifer Perrier

Jennifer Perrier, Manager, joined Hoffman Stewart & Schmidt PC in 2010 and has spent her entire public accounting career at HSS. Prior to joining the HSS team, Jennifer spent 6 years as an accounting specialist and bookkeeper. Jennifer has extensive experience performing assurance and consulting services for nonprofit organizations, with an emphasis on single audits. Her experience also includes assurance services with employee benefit plans and closely-held businesses.

Jennifer resides in Portland with her husband. Outside of work, she enjoys traveling, taking walks, and spending time with her family and friends.