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Chart of Account Design and Evaluation for Non-profit Organizations

CHART OF ACCOUNT DESIGN AND EVALUATION FOR NON-PROFIT ORGANIZATIONS

This webinar is for firms that do not utilize QuickBooks Online.
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 24, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Charts of accounts are often inherited and need to be modified to meet the data needs of an organization. Additionally, those data needs WILL change over time. Often times, professionals are tasked with building a chart of accounts from scratch, which can be daunting.

Attend this webinar for an exploration of every element of the chart of accounts that may come up in popular accounting systems other than QuickBooks. This presentation will include a discussion of best practices in chart of accounts change management and data governance. Learn how to align your chart of accounts to answer the questions being answered by your stakeholders.

Learning Objectives:


  • Identify the elements of a chart of accounts

  • List best practices in creating and maintaining a chart of accounts

  • Give examples of use cases for various chart of account structures

This webinar is for firms that do not utilize QuickBooks Online. To take this course for QuickBooks Online firms, please CLICK HERE
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sarah Loghin

Forvis Mazars
Senior Managing Consultant
[email protected]
(727) 242-5936

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Sarah joined the firm in 2019 with an extensive background in the nonprofit industry. She offers advisory services to nonprofit entities in the Austin/San Antonio region.

Her career experience has centered on nonprofit entities, serving in various accounting and finance roles in institutions of higher education and religious organizations. Sarah has additional experience providing audit services for a variety of nonprofit entities.  

Sarah is a member of the American Institute of CPAs, Institute of Management Accountants, Inc. (IMA), and Association of Certified Fraud Examiners, Inc. (ACFE®). She holds the Certified Management Accountant® (CMA®) certification from IMA and the Certified Fraud Examiner (CFE) credential from ACFE.

She is a summa cum laude graduate of Schreiner University, Kerrville, Texas, with a B.B.A. degree in accounting.

Seth Hopkins

Forvis Mazars
Senior Managing Consultant
[email protected]
(312) 776-2770

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Seth is a member of the Nonprofit Practice at FORVIS, based in Chicago. He has almost 20 years of experience with both nonprofit and for-profit organizations.

He started his career as an accountant for the University of California San Francisco Medical Center, where he created financial models and implemented new database systems. After seven years, he moved to a national nonprofit, leading the financial planning and analysis team. While he was there, he oversaw profit and loss projections, financial reporting, budget creation, investment, and cash flow analysis while shaping the overall strategic business objectives of $30M in revenue and a $150M endowment. 

Seth helped modernize the organization by implementing centralized financial, donor, sales, and grant management systems and leveraging data warehouses to break data out of organizational silos. The results allowed the creation of KPI dashboards in Tableau and Power BI that helped improve efficiency and strategic decisions.

He is a graduate of Northwestern University, Evanston, Illinois, with a B.S. degree in business and is an M.B.A. degree candidate at The University of North Carolina at Chapel Hill. 
 

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.