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Workshop Training or Seminar

What Can Not-for-Profit Clients Do to Get More Value from Their CPA?

Girl Scouts of Oregon and SW 9620 SW Barbur Blvd
CONTACT PERSON: Kara Lewis
Portland

About this event

Leading a not-for-profit organization can be a challenging task. Let the Oregon Society of Certified Public Accountants’ Not-for-Profit Committee help you meet that challenge. The “What Matters for Not-for-Profits” series presents information relating to issues faced by not-for-profits, through expertly-moderated panel discussions. The events take place in a relaxed and networking-friendly atmosphere, with ample time for Q&A. The CPA service provider is in a position to learn more about and has the training and skills to give more help to Not-for-Profit clients – from both a general business perspective as well as from knowledge of financial systems, processes and communications – than any other service provider.

Clients know this and would benefit from more interaction with their CPAs. How can CPAs and Not-for-Profit leaders build a relationship that increases that benefit to both parties?

This event is offered at no charge for not-for-profit leaders and professional service firms. Pre-Registration is strongly encouraged.

Program Agenda:

3:45 p.m. – Arrive to join the 4:00 tour of Girl Scouts of Oregon and SW Washington
4:00 p.m. – Networking and refreshments
5:00 p.m. – Program: Panel Discussion and Q&A
6:45 p.m. – Post-event and refreshments

Featured Panelists:

Kevin Davies, CPA, Managing Partner, Acumen Financial CPA
Lynn Kingston, CPA, Partner, Moss Adams LLP
David Shaffer, President and CEO, DePaul Industries
Gareth Nevitt, CFO, Portland Art Museum
Moderator: Sandra Suran, President, The Suran Group

Thank you to our Volunteers:

Subcommittee Co-Chairs: Gerard DeBlois & Suzanne Taylor
Subcommittee Members: Valerie Colgrove, Shirley Cyr, Michael Farnsworth, William Manne, Cheryl Olson, Mylen Shenker, Kathleen Sohl, Sandra Suran;

Board Advisor: Jason Orme

Need assistance or have questions? Contact OSCPA Professional Development Division at 503-641-7200 / 1-800-255-1470.

Kara Lewis, Associate Director, Professional Development, ext. 19 or direct at 503-597-5484, [email protected]

REGISTRATION LINK