Back to top

Financial Services / Asset Building

Event

Accounting and Auditing Standards: Spring 2021 Update

Thursday, June 17, 2021
10:00am - 11:00am

To maintain an understanding of the accounting and reporting requirements of your not-for-profit organization, it’s important to understand key regulatory developments and their potential effects on the sector.

Join Moss Adams for their webcast addressing critical changes to auditing and accounting standards and their potential impacts on not-for-profit organizations. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, such as:

  • Accounting and financial reporting impact of COVID-19 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act
  • Upcoming accounting standard updates and potential effects on financial statements
  • Uniform guidance considerations and single audit update

 

Presented by:

 

MOSSADAMS.png

evolve is part of SCG's suite of programming championing transformational leadership.

Fee
No cost to participate

Who May Attend
Current SCG, NCG, and Catalyst members and eligible non-members

Registration
SCG members: Register online (you must log in to your SCG account to register).
NCG & Catalyst members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event

How to Talk to Your Financial Advisor About Impact Investing

Tuesday, November 10, 2020
1:00pm - 2:00pm

Your organization has decided you want to move forward and begin to make impact investments, but your financial advisor is not yet familiar with impact investing. Join us for a fireside chat with Ron Cordes to learn how to manage that conversation to grow the relationship and maximize the impact.

 

Speakers 

Monique Aiken

Contributing Editor Impact Alpha and VP of Program, Mission Investors Exchange

Monique is passionate about social change and positive impact after spending 15 years in investment banking, where she developed her understanding of the capital markets. She is a Contributing Editor at ImpactAlpha, an online news magazine for the impact investing sector and VP of Programs at Mission Investors Exchange, a network organization for +250 members seeking to deepen their practice of impact investing through peer-learning. Prior to joining Mission Investors Exchange, Monique help leadership positions with Tideline, a boutique impact investing strategy consulting firm, the Clinton Foundation for No Ceilings: The Full Participation Project, Deutsche Bank’s Commodity Derivatives Sales group, Citigroup, and Bank of America.

Ron Cordes

Co-Founder, Cordes Foundation

Ron Cordes has enjoyed a 30+ year career in the investment industry. He was a co-founder and CEO of AssetMark, a leading U.S. managed account platform with $30+ billion of AUM, co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year. Since co-founding the Cordes Foundation in 2006 with his wife, Marty, Ron has focused on impact investing and social entrepreneurship and currently serves on the boards of MicroVest, ImpactAssets, Fair Trade USA and the Social Impact Lab at Lynn University. His work in this area has been profiled in an array of publications including the New York Times, Barron’s, FastCompany, Forbes and FORTUNE.

Presented in partnership with:


 

Thank you to RBC Global Asset Management for sponsoring and partnering on this impact investing series.

 


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside positive social and environmental impact.

Registration
SCG members: Register online (you must log in to your SCG account to register).
NCG & SDG members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Topic(s) 
Event

How to Keep The Form 990 Consistent with Your Financial Statements

Wednesday, October 28, 2020
12:00pm - 1:00pm

Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? Join Moss Adams in partnership with Philanthropy California, and evolve, for this financial literacy program designed to compare some potential differences that may help you understand how to complete these two documents correctly.

This presentation will cover the following topics:

  • Expenses and shared costs
  • Treatment of income and change in net assets
  • Agency and fiscal sponsorship
  • Assets with variance power
  • In-kind contributions

 

After completing this training, participants will be able to:

  • Identify differences in accounting methods from audited financial statements to Form 990
  • Identify main components of each report
  • Describe impact on readers’ conclusions when reviewing audited financial statements versus Form 990

 

CPE: Eligible for 1 CPE Credit

 

Speakers

Lauren Haverlock 

Senior Manager, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax exempt bond compliance.

Matt Parsons

CPA, Senior Manager, Moss Adams

Matt has over 14 years of public accounting experience and specializes in serving various sectors within the not-for-profit industry. His clients include public and private foundations, community foundations, higher education institutions, associations, and health care organizations. Matt’s experience includes preparation of financial statements, internal control examinations, and conducting audits in accordance with GAS and OMB Uniform Guidance for Federal Awards.

Matt participates as a technical reviewer with our professional practice group that reviews audit reports in a manner similar to federal desk reviewers to ensure accuracy of the reporting in accordance with the most recent standards. Matt has written a number of articles regarding matters affecting not-for-profits and has led webinars on similar topics.

 

In partnership with: 

        


Fee
No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members

Registration
SCG members: Register Online
NCG & SDG members: Register Online
Non-members: Register Online
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
Event type 
Event

Financial Literacy for Funders: Accounting for Contributions Received and Contributions Made (ASU 2018-08)

Friday, June 5, 2020
10:00am - 11:30am

Join Southern California Grantmakers and Donella Wilson, CPA, Partner and Amy Eybsen, CPA, Senior Manager of Green Hasson Janks Assurance and Advisory Practice, for a funder training focusing on understanding the implications of the new accounting

Funding Issue Area & Geographic Regions
Event

Key Financial and Compliance Strategies for Private Foundations

Monday, October 28, 2019
9:30am - 11:30am
Where: 
Southern California Grantmakers

Description
Does your private foundation find it difficult to navigate ever-changing financial and compliance requirements?

Funding Issue Area & Geographic Regions
Event

Listening Session: Community Reinvestment Act - A Catalyst for Communities

Wednesday, March 28, 2018
10:00am - 12:00pm
Where: 
First 5 San Bernardino

Banking institutions are one of the largest private-sector sources of community investment for economic development, education and social services efforts.

Funding Issue Area & Geographic Regions
Audience 
Geographic Location 
Types of Support 
Event

LIFTopolis 2016 in Los Angeles

Wednesday, May 11, 2016
5:00pm - 9:00pm
Where: 
Creative Artists Agency

SCG invites you to join innovative social investors, nonprofit leaders, and policymakers to experience a powerful simulation of the social services system through LIFTopolis. Space is limited!

Funding Issue Area & Geographic Regions
Audience 

Pages