SEATTLE: Finance Unlocked for Nonprofits

Through this interactive, hands-on workshop, we will work through the why, what, who, and how of nonprofit finance. We will dig deeper into two key reports – Balance Sheets and Income Statements – and then cover what board members need to know about IRS Form 990, the intersection of finance and fundraising, and oversight. 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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WHO SHOULD ATTEND: This workshop is aimed at nonprofit board members and nonprofit staff wanting to elevate financial knowledge within their organization. Teams are strongly encouraged.

Participants are encouraged to bring their own balance sheets and income statements, as well as a copy of last year’s IRS Form 990 for their organization to tie the discussion back to their organization.
Register now to save your spot!

Interpreters will be on site to assist those who are deaf or hard of hearing.

About the Presenters

nancyNancy Bacon, Washington Nonprofits
Nancy leads the development and implementation of Washington Nonprofits’ professional development programs. Nancy received a B.A. in Economics and German Literature from Swarthmore College and a Master of Public Administration from the University of Washington’s Evans School of Public Affairs. She created and directed the World Affairs Council’s award-winning Global Classroom program and has worked with a range of small organizations as they developed their capacity and community to better serve their mission.

Erin Welch

Erin Welch, Jacobson Jarvis & Co.
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.


  • When

  • Tuesday, February 13, 2018
    9:00 AM - 12:00 PM
    Pacific Time

  • Where

  • Phinney Neighborhood Association
    6532 Phinney Avenue North
    Seattle, WA 98103

Thank You to Our Partners

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

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