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Not-for-Profit Financial Storytelling: Rebroadcast
Industry
Webcast

Not-for-Profit Financial Storytelling: Rebroadcast

Our presenters will discuss storytelling options beyond standard financial statements and the IRS Form 990.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Accounting

Level

Intermediate

CPE Credits

2

Instructor

Carolyn Mollen, Cheryl R. Olson

Availability

89 days

Product Number

WC4374503

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 Business & partner 
Product Details

In this rebroadcast of an NFP Section webcast, learn how to identify opportunities to communicate nonprofit stories within and beyond the financial statements and the IRS Form 990.

Key Topics

  • Communicating financial information in an influential way
  • Telling more effective stories with your financial data
  • Connecting with your audience through real world examples
  • Interpreting and presenting complex financial information through storytelling
  • Unlocking the powerful story hidden within the numbers

Learning Outcomes

  • Identify opportunities to communicate organizational stories within and beyond the financial statements and the IRS Form 990.
  • Determine how the organization’s website, as well as other websites, can lead to financial transparency.
  • Identify pros and cons of preparing Management’s Discussion and Analysis (MD&A) report for your organization.
  • Identify ways to involve non-financial staff in financial storytelling.

Who Will Benefit

  • Individuals with knowledge of or interest in the not-for-profit industry
  • Accounting and finance professionals
  • Auditors of not-for-profits
More Details
NASBA Field of Study
Accounting, Taxes
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a digital product. With full paid access the content will be available to you for 89 days after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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6+ registrants

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US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Carolyn Mollen
CPA
Carolyn Mollen, CPA is the Chief Financial Officer at the Sherman Fairchild Foundation (SFF). She specializes in not-for-profit accounting and operations issues, with an emphasis on financial reporting, budgeting, technology, and talent management. Prior to joining SFF, Carolyn was the Vice President for Finance and Administration and Treasurer at Resources for the Future. She previously served as the chief financial officer at Independent Sector and as a manager with CliftonLarsonAllen LLP in their outsourcing department. An active member of the Greater Washington Society of CPAs, she has held several leadership roles and currently co-chairs the CFO/Controller Roundtable. She has also served as a member of the Financial Accounting Standards Board’s Not-for-Profit Advisory Committee and the AICPA Not-for-Profit Expert Panel. In addition to her professional commitments, Carolyn is deeply engaged in her community. She serves as Treasurer for Girls Who Hike Virginia and as a board member of OurStoryBridge. She earned her Bachelor of Arts at the College of William and Mary, a certificate in accounting from the University of Virginia, and a Master of Public Administration from George Mason University. She is a licensed CPA in the Commonwealth of Virginia.
Cheryl R. Olson
CPA, CGMA
Cheryl R. Olson, CPA, CGMA is the Director, Solutions Strategist for Clark Nuber, PS, which is based in Bellevue, WA. As a remote worker from Portland, OR, she provides operational, financial, technology, and governance advisory services. Prior to joining Clark Nuber, she was Director, Council Financial Consulting at the Girl Scouts of the United States of America. For more than twenty years, she has dedicated her career to the not-for-profit sector in a variety of roles, serving as volunteer, consultant, assistant executive director, finance director, auditor and tax accountant. Cheryl holds licenses in Oregon, Washington, and New York. She frequently shares her knowledge nationally as an advisor, writer, and presenter. Additionally, she is a member of the Oregon Society of CPAs Not-for-Profit Committee and previously served as both Committee and Conference Chair. Cheryl serves as a member of the Finance Committee for the Girl Scouts of Oregon and Southwest Washington. She graduated from the University of the Pacific with a bachelor’s degree in business and public administration, with a concentration in accounting, and is a member and Past President of the Alumni Club, Portland, OR Chapter.
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