September 27, 2017 Dinner Meeting

Make Reservations by Clicking Here.   (Reservations are due no later than noon on Saturday)

Program:   Speed-Reading Financial Statements: Effective Financial Statement Review Practices for Non-Financial Executives.

 

Presented by Kari Moore, CPA of Jacobson Jarvis & Co. PLLC

 

Each participant will receive a free booklet!! “What Board Members Need to Know About Not-For-Profit Finance and Accounting” and “What you Need to Know About Not-For-Profit Tax Compliance”.

Financial statements and tax returns can be intimidating, yet they contain enormously valuable information. They are used by external decision-makers who hold your financial well-being in their hands. This workshop teaches financial statement speed-reading tips and tricks that will help you spot potential issues before they catch the attention of external users. More importantly, you will learn about what those numbers mean and how they can be improved by your organization.

Kari Moore, CPA is the Tax Manager at Jacobson Jarvis & Co, PLLC. Kari focuses on tax services and QuickBooks assistance for not-for-profit organizations, but is also widely experienced with trust, business and individual tax returns. Kari earned her B.S. in accounting from the University of Oregon and is nearing completion of her coursework for a Master’s in Taxation from Golden Gate University.  Kari is a regular contributor to the Washington Society of Certified Public Accountants’ not-for-profit committee and a member of the American Institute of Certified Public Accountants.

Agenda:
6:00-6:30 pm – Social Time and Networking
6:30-7:15 pm – Dinner and Announcements
7:15 pm – Presenters & CPE
8:15 pm – Adjourn

Menu:
Caesar salad
Herb Roasted Chicken
Cookies & Brownies

Rainier Golf and Country Club 11133 Des Moines Memorial Drive South Seattle, WA  98168   (206) 242-4460*

Cost: Regular & Affiliate Members:  $28.00  Standing Reservations: $27.00 Guests: $30.00  Student Members: $10.00  Student Guests: $15.00   Coffee/Program Only: $10.00.

Reservations and payments can be made online through our Reservation Form (using our secure Formstack account).  Deadline for reservations is noon on the Saturday prior to the dinner meeting in order to guarantee a meal.  Reservations must be cancelled by noon the Monday before the meeting.  No-shows and late cancellations will be billed.  Walk-ins are welcome but with no meal availability guarantee.

*Please note that the Rainier Golf and Country Club has a “no jeans” rule. Parking is free.  More information can be found by clicking here, including suggestions on traveling by bus