ONLINE: Finance Unlocked for Nonprofits

Finance Unlocked for NonprofitsThrough this interactive, hands-on workshop, we will work through the why, what, who, and how of nonprofit finance. We will cover the five main topics that every nonprofit person needs to know about nonprofit finance: Balance Sheets, Income Statements, 990, Giving and Oversight. We will share FUN resources and talk about how to use them within your organization. Whether you are a staff or board member, you will end the webinar with greater understanding of nonprofit finance and how to elevate financial literacy within your organization.

Healthy finance practice can be habit-forming when people are working within their comfort zones, so we will discuss how to get your organization there. And no finance training is complete without a hearty game of BINGO!

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FREE with the support of the Office of the Secretary of State


About the Presenters

Erin WelchErin Welch, Jacobson Jarvis & Co PLLC
Consulting and Audit Partner Erin Welch has been with Jacobson Jarvis since October 2000 and was promoted to partner in January 2010. Erin has managed and performed audits exclusively for not-for-profit organizations since joining Jacobson Jarvis. At the same time, she has worked as a consultant to clients, helping them to develop internal control programs and other processes, conducting financial health assessments, reviewing and designing charts of accounts, assisting clients with board communications, and conducting board trainings.
Erin is committed to helping not-for-profit clients achieve their missions by better understanding and leveraging financial data. Her experience as a member of both the consulting and audit teams allows her to have a unique insight into the connection between a not-for-profit’s financial reporting, its financial management and its ability to build donor support behind its mission.

nancybarriers2Nancy Bacon, Director of Learning, Washington Nonprofits
Nancy leads the development and implementation of Washington Nonprofits’ professional development programs. She was the founding director of the World Affairs Council's Global Classroom and has served as in the roles of executive director, founding program director, board member, and volunteer. Nancy led the team creating Finance Unlocked for Nonprofits (FUN) in 2014 and Boards in Gear (BIG) in 2015.


  • When

  • Monday, April 23, 2018
    12:00 PM - 1:30 PM
    Pacific Time

  • Where

  • Online through Adobe Connect

Thank You to Our Partners

Presented by Washington Nonprofits, Jacobson Jarvis & Co., and the Office of the Secretary of State.

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Washington Nonprofits and the Office of the Secretary of State are partnering to give nonprofit boards the tools and resources they need to succeed.  For more information about this partnership, please visit

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