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From navigating donor restrictions to complying with complex reporting requirements, nonprofit accounting faces a unique set of obstacles and opportunities. In this session, accounting leaders from three firms, Mission First Operations, Chazin & Company, and Accountix, will discuss the intricacies of nonprofit financial management. For accounting firms seeking to increase their impact and nonprofit business leaders alike, join us to learn about:
- Navigating fund accounting and regulatory compliance
- Building the ideal strategic services and accounting tech stack for nonprofits
- Optimizing finance operations to expand nonprofit impact
- Current innovations and the path ahead for nonprofits
Claim your CPE credit by following these quick steps:
- Download and log into the Earmark app.
- Search for the course under “Navigating Nonprofit Accounting”
- Enroll, pass the quiz with at least a 70% score, and select “Email CPE” to get your certificate.
For assistance, reach out to [email protected] or visit their contact page.
About the speakers
Jackie McLaughlin
CPA, Quality Control & Learning Manager, Chazin & Company
Jackie started her career as an auditor with KPMG where her client base consisted of tech startups. From there, she worked for Fortune 500 companies in audit management and internal audit. She then returned to her start-up roots until she decided to use her training and experience to help nonprofits. She has over thirty-five (35) years of accounting experience, eighteen (18) years specific to nonprofit accounting. Jackie is responsible for quality control, training and financial reviews.
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Levi Morehouse
President & Co-Owner, Mission First Operations
Levi is an innovative founder and executive who transitioned from a CPA to an entrepreneur. Levi co-owns Mission First Operations, an accounting firm dedicated to nonprofit organizations. He champions the power of entrepreneurship, markets, and philanthropy to drive positive change. Known for his thought leadership in entrepreneurship and technology, Levi has been featured in Forbes, and Accounting Today, and has spoken at notable events like Startup Grind by Google and Intuit Connect. He remains committed to transforming the accounting industry, empowering professionals to excel as guides to their entrepreneurial clients.
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Ashley Norkunas
Managing Director & Client CFO, Accountix
Ashley brings a wealth of knowledge and a passion for empowering small businesses and non-profits as a dedicated outsourced CFO with 14 years of experience in accounting. Ashley earned a Bachelor's Degree in Accounting from the Portland State University School of Business, and is a Certified Management Accountant (CMA). Ashley's approach is holistic—believing that organizations are much more than just numbers. Focusing on enhancing process efficiency, integrating technology, and valuing people to drive success and growth. She is committed to being a trusted partner, continuously learning and applying new insights to help clients thrive in an ever-evolving economic landscape.
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Danny Mohler
Channel Partner Lead, Ramp
Danny has been in the fintech space for the past 5+ years, exclusively working in the accounting space. Danny specializes in strategic partnership conversations and workflow consultations. His focus is aligning with firms to better understand where technology can compliment services offered for a better client experience and internal firm growth.
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