About this event
November 19, 2015 | 7:30 a.m. to 9:30 a.m.
Presentation & Continental Breakfast at 7:30, Networking at 9:00
Ecotrust Conference Center, 2nd Floor | 721 NW 9th Avenue | Portland, OR 97209
Member Pass Eligible, $25 NAO Members, $50 Nonmembers
Facilitator
Erin Zollenkopf, Managing Partner, Susan Matlack Jones & Associates
Panelists
Aimee Foster, CPA, Cloud Accounting Systems Consultant
Bill Bradford, Finance Director, Outside In
Gareth Nevitt, CFO, Portland Art Museum
Kent Arnold, CPA, CEO, RBP Methods
Are you ready to step-up to more useful and powerful accounting software that can save you hours of time and avoid the “work-around” strategies that are often necessary with QuickBooks? As technology progresses, accounting software has become much easier to customize to meet your needs. Join a panel of experts to learn about some of the accounting software options that are now available and the benefits and limitations they offer.
Our panelists will share their experiences with nonprofit specific products including Sage/MIP and Financial Edge. We’ll also explore powerful business products like Mas 90 and AccPacc. And, we won’t forget the most interesting new competitors service products (think leasing, rather than purchasing) Intaact and Netsuite.
Join us in this conversation to explore the various accounting software we use and how these products meet our needs in regards to:
- Calculating increase/decrease in unrestricted, temporarily restricted and permanently restricted net assets
- Handling cost allocations
- Generating budget to actual reports
- Generating grant to-date reports
- Product features & mobile access (i.e. employee timekeeping, purchase order, expense reimbursements)
- Total cost including purchasing the product, setting it up, training your staff & annual maintenance fees
About the Presenters
Erin Zollenkopf
After graduating from Portland State University, Erin Zollenkopf, joined Susan Matlack Jones and Associates, a firm specializing in not-for-profit accounting, where she is now Managing Partner. Erin serves as Board Treasurer for Rock ‘N’ Roll Camp for Girls and Board Treasurer for Boom Arts. Erin speaks and leads workshops on various accounting issues. Erin also teaches DIY Accounting for Small Arts Nonprofits, a series of trainings and one-on-one sessions through Regional Arts and Culture Council. |
Aimee Foster
Aimee Foster is a CPA and independent consultant helping clients select and implement cloud based accounting solutions. Aimee often fills the role of client liaison or project manager by conveying complex information to bridge the gap between technology and business concepts. She has recently implemented Intacct, NetSuite and Adaptive Planning for both non-profit and for profit clients in the Portland area. |
Bill Bradford
Bill Bradford has been the CFO of Outside In for the past 15+ years. He was the CFO of the Regional Arts and Culture Council for 5+ years and the Business Manager of Theatreworks in Palo Alto for 4 years before that. Bill has a Masters in Business from the University of Wisconsin, Madison. He has been using MIP accounting software and coming to NFMA since 1994. |
Gareth Nevitt
Gareth Nevitt spent 14 years in public accounting with Grant Thornton in London and San Francisco. During that time, his many non-profit clients included religious and educational organizations, as well as several large pension funds of publicly traded companies. More recently, he was the COO of the Oregon Trail Chapter of the American Red Cross for five years before becoming CFO of the Portland Art Museum in 2008. Since 2011 he has been a member of the FASB Non-Profit Advisory Committee Resource Group and has actively participated in the FASB’s discussions about the format and content of non-profit financial statements. He is the author of “Pension Schemes: An Industry Accounting and Auditing Guide” published by the Institute of Chartered Accountants in England and Wales, of which he is a Fellow. He is a member and past Board member of Financial Executives International and a graduate of Leadership Portland. |
Kent Arnold
Kent Arnold is CEO of RBP Methods based in Beaverton, Oregon. He holds dual degrees in computer systems design and in accountancy. Mr. Arnold works diligently to promote effective use of technology among his colleagues as well as his clients. He publishes a bi-weekly blog on his company website relating to technology and fund accounting organizations. Mr. Arnold has been involved with the American Institute of CPAs, the national CPA membership organization as well as the Oregon Society of CPAs. He served for four years as an editorial advisor to the Journal of Accountancy, the lead technical journal published by the AICPA, and as a member of the Information Technology Section of Institute. He has assisted in writing articles in the Journal of Accountancy. He has been an active in the Nonprofit and Technology committees at the OSCPA and has written articles for the Accountant magazine. Mr. Arnold founded RBP Methods in 1992 to help nonprofit, governmental, and tribal entities focus more resources on programs through effective use of technology. He has been dedicated to, and worked in, this segment of business for over 30 years. His company serves clients throughout the Pacific Northwest and the West. |
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