Attend Financial Readiness for Streamlined Grantseeking for $85.

Discounts available to members-click here to sign up!

Instructor: Karen Reside, Jinhong Zhang & Charity Agar

Course Description
Would you like to learn how to create a streamlined grant funding and financial management system?  This seminar is designed to help non-profit organizations set up financial systems to make grant seeking and reporting much easier. It will teach you how to set these systems up using a team approach and a reverse design process.
 
The session will also cover the Unified Chart of Accounts (UCOA) developed by the National Center for Charitable Statistics, and leaders from the California Society of CPAs, and California Association of Nonprofits (CAN).  The UCOA is a chart of accounts and reporting method designed specifically for nonprofits to assist them in translating their current financial statements into the reporting categories required by the IRS Form 990, the Federal Office of Management and Budget (OMB A-122), United Way of America's accounting guides and other standard formats. It also promotes uniform accounting practices in the nonprofit sector.
 
During the sessions speakers will also discuss your specific questions and needs.

Instructor Bios

*Karen Reside
Karen has more than 30 years experience working with nonprofits, eight of them as a grantwriter. Her company, Reside & Associates, serves the greater Long Beach community with fund development strategies and grant writing education.

*Jinhong Zhang, MBA CPA
Jinhong has over 12 years experience in business operations, auditing, tax and consulting, and is passionate about enabling people and organizations to realize their full potential through the creation of teams and systems.

*Charity Agar
Charity is a QuickBooks Pro Advisor and the president and founder of Strategic Financial Reporting which is a bookkeeping, advisory and consulting firm for environmental accounting procedures that embrace paperless work flow in the area of finance and accounting specializing in non-profit bookkeeping and set up.