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Event Details
Learning Lab: Understanding Nonprofit Financial Statements - Effective Board Presentations with 501(C)PA
David Rivard and Marty Epstein

Tuesday, June 4, 2019 8:30 AM - 10:30 AM

Description - Your board needs to understand and guide your organization’s financial health. You want to be transparent without overwhelming everyone with information. What is the best approach for working with your financial staff (if you have it), treasurer and committees, and full board?

  • Board fiduciary responsibilities
  • Introduction to basic nonprofit financial statements
  • Understanding and analyzing your financial statements
  • Tailoring reports for your particular Board: level of detail, supplementary reports, use of charts & graphs
  • Annual budgeting: a valuable strategic planning opportunity for Management & the Board

David Rivard, MSc, CPA, began his career in Vancouver, Canada, where he earned Certified Management Accountant and Chartered Accountant degrees. In 2004 he relocated to Minnesota where he received his CPA designation and in 2014 earned a MSc. in Financial Management while serving as Assistant Dean for Libraries at the University of Maryland. His experience includes public accounting in both national and small firms, entrepreneurial leadership, higher education administration, and the past 2 1/2 years as CEO for 501(C)PA, New Mexico’s only nonprofit CPA firm. David is passionate about developing innovative organizations and creating challenging, supportive work environments for talented people who want to help others.

Marty Epstein, MBA, CPA, recently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

501(C)PA provides professional financial management and administrative services exclusively within the nonprofit sector. 

Location: 501 Halona St.
Santa Fe, NM 87505
Fees: No Charge. Please register below.
Contact: Jane Yates
Calendar: Nonprofit Events and Technical Assistance
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