Key Financial Indicators for Effective Leadership

About this event

Kelly Bosch, CPA, Senior Manager
Michelle Gall, CPA, Senior Manager
Moss Adams

Continental Breakfast & Networking at 8:30
Presentation at 9:00

Do you have a strong understanding of your organization’s cash flow and sustainability? Are you a board member who struggles to interpret whether resources are allocated efficiently and whether the organization is stable? Are you a nonprofit leader wanting to better communicate success or risks to your staff and board through key financial metrics? Join us for an interactive session on financial governance in support of the mission to explore the following key nonprofit financial reporting objectives:

• Communicate the ways resources have been used to meet the organization’s objectives and external requirements
• Identify an organization’s principal programs and costs
• Disclose the degree of control exercised by donors and funding sources over use of resources
• Help the user evaluate the organization’s ability to carry out its financial objectives

About the Presenters

Kelly Bosch, CPA, has been in public accounting since 1998. Her focus is providing audit and accounting services to not-for-profit organizations and governmental entities. She also oversees single audits in accordance with OMB Circular A-133. Kelly has experience with multiple assurance engagements: planning, fieldwork, report preparation, staff supervision, board presentations, and special projects. In addition to the timber products, restaurant and retail industries, Kelly has managed audits of various nonprofit entities with a charitable focus, affordable housing organizations, foundations, commercial entities, special purpose governments, city governments, and higher education institutions. She is currently a board member and Treasurer for Downtown Eugene Inc., Treasurer for the Junior League of Eugene, and the Chair of the Emerald Empire Chapter of the OSCPA. Recently, Kelly was a recipient of Blue Chip’s 20 under 40 award, which recognizes professionals active in their careers and communities.

Michelle Gall, CPA, has been in public accounting since 2003. Prior to joining Moss Adams, Michelle worked as an economist and she brings a unique perspective having specialized in assessing the economic impacts of public policies on natural resources. Her current focus is financial statement audits for not-for-profit, manufacturing, and food processing organizations. Michelle is a member of the firm’s Not-for-Profit & Government Group and co-leads the Eugene office Food Processing & Agriculture Group. She also serves on the Firm’s Sustainability committee; developing and overseeing our sustainable audit practices. She has served as one of Moss Adams’ firm-wide facilitators for training accounting and auditing staff in new accounting and auditing standards. Michelle served as the treasurer for the Eugene Public Library Foundation and is currently on the board of the Lane Coalition for Healthy Active Youth (LCHAY). She has been a speaker at food processing and agriculture industry events hosted by SEDCOR, Oregon Association of Nurseries, Provender Alliance, and numerous Moss Adams sponsored seminars.

About the Network

Each session of the South Willamette Valley Nonprofit Network is designed to strengthen your management skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development, each session allows for networking and peer coaching in a collaborative learning environment.