Common Good Vermont is pleased to announce Finance Fridays, a live webcast event for nonprofit staff and board members who want to improve their organization’s financial performance. Presented with Vermont leaders in financial management, our Spring 2017 programs will be aired live to regional gatherings of nonprofit leaders–or you can watch them from your desk!
Registration and remote sites coming soon!
Friday, March 10 from 12 p.m. – 1.30 p.m.
Accounting in the Cloud: Is It Right for My Organization and How to Start
Wendelyn Duquette, QuickStart
Tech forward organizations are moving to the cloud. What advantages does the cloud offer? What options are available? How does it fit into your strategic plans? How do you make the move and remain audit ready? You may be surprised to learn there are many ways to move accounting to the Cloud. Wendelyn Duquette of QuickStart answers these questions and discusses the operational details of making the transition into cloud based bookkeeping and accounting.
Wendelyn Duquette is the President and founder of QuickStart, LLC of Stowe Vermont. QuickStart specializes in Non-Profit accounting and QuickBooks consulting. Well known for her expertise in setting up efficient QuickBooks company files, in 2012 she designed QuickStart’s cloud accounting and bookkeeping services to meet the unique needs of the non-profit community. Since then QuickStart has been helping organization choose the right cloud solutions for either traditional desktop accounting or online (web based) software. QuickStart has served over 650 clients and with cloud services they now serve clients across the country. Wendelyn was named one of the country’s Top 100 ProAdvisor by Intuitive Accountant for 2015 and 2016.”
Friday May 19 – 12:00 – 1.30 p.m.
Numbers Don’t Lie: What Your Board Needs to Know
Christine Moriarty, MoneyPeace
The secret to good accounting is to add twice. The secret to good financial management is to look at your numbers in more than one way – preferably several. Come learn the ways to approach your organizations financials. Walk away with information on:
- Informed questions to ask
- Regular Good Practice internal controls
- Cross Referencing the back up behind the numbers
Christine Moriarty is a Certified Financial Planner who has worked with thousands of people to create financial peace of mind. She is often seen in national press as a featured financial planner. She has consulted for variety of organizations from the New England Life Insurance Company and SunLife of Canada, to Outward Bound and the Massachusetts Special Commission on Financial Services. She has taught classes on financial management and has extensive public speaking experience including regional financial planning conferences, weekend retreat centers, on-site employee groups, and national trade conferences
Friday, June 16 12:00 – 1.30 p.m.
Audit Time: What Types of Audit are Best for Your Organization?
Todd Wimette, Wisehart, Wimette and Associates, PLC
As organizations look ahead to the end of the fiscal year, did you know that there are several types of engagements that a nonprofit organization can utilize to provide different levels of assurance? Todd Wimette of Wisehart, Wimette and Associates, PLC will delve into the different types of engagements, the scope and purpose of each type, and the reporting that can be delivered by your audit firm. Learn more about the available Financial Statement engagements, as well as other engagements which may benefit your organization. This webcast is also an opportunity to ask your questions about how to best practices to prepare for financial audits and how to choose your auditor.
Todd Wimette, CPA is a principal of Wisehart, Wimette & Associates, PLC, a certified public accounting firm based in Essex Junction, Vermont. His experience includes financial auditing and accounting, HUD project audits and cost certifications, employee benefit plan auditing, single audits of federal programs (per OMB Circular A-133), internal control evaluations, Sarbanes-Oxley combliance, IT system evaluations and tax preparation for individuals, businesses and nonprofits. He is a member of the Vermont Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He received his Masters of Business Administration from Clarkson University.