By the end of this course attendees will be able to:

  • Read an income statement and balance sheet

  • Understand basic budgeting and decision-making metrics

  • Understand and create a statement of cash flow

  • Read and file the IRS Form 990

  • Understand and implement best practices for internal controls

Course curriculum

The series will be hosted live with the option to review the recordings at any time after the initial sessions.

    1. How to use the training platform

    2. Course Overview

    3. Where to start

    4. Workbook

    5. Glossary

    1. Webinar Schedule

    2. Session 1

    3. Session 1 Recording & Slides

    4. Session 2

    5. Session 2 Recording & Resources

    1. Feedback Survey

About this course

  • May 28-29, 2024
  • 12:00-1:30 pm MT
  • $75 for Members
    $100 for Not-Yet-Members

About the Speakers

Harris CPAs Cheryl Guiddy

Cheryl has over 30 years’ experience providing assurance, tax and consulting services to nonprofit organizations. Cheryl’s expertise lies in general consulting, including guiding nonprofits in the implementation of strong internal controls and facilitating board involvement, cash management, budgeting and pension plan compliance. For Cheryl, accounting and financial support is really about problem solving—helping clients understand how their financial decisions impact their organization so they’re better equipped to achieve their mission and their goals.

Harris CPAs Nancy Koonce

With nearly three decades of experience across several states, Nancy specializes in fraud investigation and litigation support for small businesses and individuals. She received her Bachelor’s degree in Accounting and her Master’s in Business Administration from McNeese State University in Lake Charles, Louisiana. After her graduation, Nancy became nationally recognized as an expert in financial matters, business valuations, and trust accounting for courts in Louisiana, Texas, and California. After finding her way back to her home state of Idaho 29 years later, Nancy became an Owner and Director of Ataraxis Accounting and Advisory Services and now serves as a Tax Partner at Harris.

Pricing

*This registration is for the entire 2-part series

If money is a barrier to engaging in this opportunity, you may apply for a scholarship here.

Refund and Cancellation Policy

  • Members: $75

  • Not-yet-members: $100

Thank you to our sponsors

LOGO: M.J. Murdock Charitable Trust
LOGO: Idaho Community Foundation
US Bank
Idaho Workforce Development Council
Wells Fargo
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