Jump on Board: Highlighting the Benefits of Not-for-Profit Board Service (3 hours - afternoon) - 2 Tech & 1 [NT] - Beaverton
3.0 Credits
Member Price $49.00
Non-Member Price $69.00
Overview
Working within the Not-for-Profit niche or for any nonprofits comes with a massive amount of new information to learn as well as incredible opportunities for any CPA willing to learn.
Join us in-person to connect with presenters, engage with fellow attendees and OSCPA Not-for-Profit Committee members. Afterwards, meet everyone at the nearby Steeplejack Pizza and Beer for a bite and a beverage to network and chat! - Register for Social!
If you are unable to attend in person, please register for the live webcast here.
Highlights
Session 1 - Learn the role of the Finance Committee and Treasurer on a Not-for-Profit Board with repeat Not-for-Profit presenter and expert, Kay Sohl. We will dive into the Guide to Nonprofit Board Service in Oregon booklet as well as the relevant toolkits from the Oregon Nonprofit Corporation Handbook.
Session 2 - The Hoffman, Stewart & Schmidt Team will review Not-for-Profit Financial Statements, including Statements of Financial Position, Activities, Functional Expenses and more.
Session 3 - The Hoffman, Stewart & Schmidt Team will review unique aspects of Not-for-Profit Information Tax Returns, aka Form 990 and OR CT-12 and we will close with a Q&A with all presenters.
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.
Leader(s):
Leader Bios
Jennifer Perrier, Director, Audit, Hoffman Stewart & Schmidt PC
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 Uniform Guidances audits. Her experience also includes assurance services with employee benefit plans and closely-held businesses.
(10/7/21)
Justin Matthews, Senior Manager, Hoffman Stewart & Schmidt PC
Edited 8/1/25
Kathleen Sohl, Principal, Kay Sohl Consulting
Kay Sohl has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 7,000 nonprofit organizations throughout the United States. Kay focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofit human service providers.
Kay has authored multiple financial management toolkits for nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the Uniform Guidance.
Kay founded and lead TACS (Technical Assistance for Community Services) now known as the Nonprofit Association of Oregon, the northwest’s largest and most comprehensive capacity building resource for community based nonprofit organizations. She is co-author of the Oregon Nonprofit Corporation Handbook, an 800-page guide to legal, financial, and governance requirements and strategies for nonprofit organizations. Now in its 5th edition, the Handbook has sold over 11,000 copies and is a must-have resource for founders, board members, managers, and funders of nonprofit organizations.
(11/23/20)
Robert Mowrer, Senior Manager, Hoffman Stewart & Schmidt PC
Edited 8/1/25
Non-Member Price $69.00
Member Price $49.00