A nonprofit organization’s financial statements can tell you a lot about that organization. In this workshop, you’ll learn how to find the stories that nonprofit financial statements are telling you. This is an interactive workshop and you will have the opportunity to get comfortable with the numbers found in financial statements and disclosures, look at key financial indicators to determine the health of an organization, assess profitability, and much more!
With guidance from the workshop leader and your peers, explore:
- Audited financial statements and key financial indicators which show signs of financial difficulty and stability
- Profitability by department or business line
- Internal financial statement presentation and signs to look out for
- New Financial Statement Disclosure Requirements
- Discuss footnote and Form 990 presentation on how nonprofits can put their best foot forward.
This program is appropriate for nonprofits and board members at all levels of experience.
Presenter
David Kelleher, CPA, CGMA, Partner, AAFCPAs
Dave has been serving AAF clients since 1997. He has extensive experience providing assurance, tax, and business advisory solutions to nonprofit organizations and closely-held companies.
Dave’s diverse nonprofit client base includes: community development centers, independent schools, human and social services organizations, and early education and care (EEC) agencies. Dave has extensive nonprofit tax experience, advising clients on complex issues such as unrelated business income tax, state filing requirements, related party and executive compensation disclosures. He also helps clients identify and address risks related to their Uniform Financial Report (UFR) and other funding source regulations. Dave specializes in providing federal and state audits to the firm’s clients in accordance with Uniform Guidance/Single Audit and Government Auditing Standards.
Dave also provides active guidance on tax, audit and compliance issues for sophisticated commercial clients, including: low-income housing and professional services firms. He helps companies fully interpret the financial and operational information discovered during the audit process. His advice leads to informed decision-making and positively impacts business performance.