Fee: $25 for Spokes Members, $10 for companions

$45 for not-yet-members

Early Birds: Pay online one week in advance & receive $5.00 off

Financial reporting impacts all levels of a nonprofit organization. And, the ability of the ED/CEO, Board members, staff and donors to accurately read and analyze these reports is critical to an organization’s management success. We know financial reports can be confusing and difficult to read. Whether you are responsible for generating the reports or reviewing and approving them, this workshop is for you!

Participants will*:

• --Review important accounting terminology

• --Explore the basic components of financial reports

• --Learn how to evaluate their organization’s performance by analyzing Income Statements, Financial Statements and Balance Sheets.

*Participants are encouraged to bring copies of their organization’s Income Statement, Balance Sheet, Budget and Cash-Flow Reports (or whichever documents they may have, current or historical). Reports will not be shared publicly, unless volunteered by participant.

Facilitated by Rachel Earl, C.P.A. Rachel’s experience includes income tax planning, preparation, and consulting for business and individuals on the Central Coast. She served as the treasurer for the Central Coast Technology Alliance (Softec) for four years. Currently, Rachel is a C.P.A. at Cindrich & Company.