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Chart of Account Design and Evaluation for Non-Profit Organizations

CHART OF ACCOUNT DESIGN AND EVALUATION FOR NON-PROFIT ORGANIZATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 24, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

Charts of accounts are often inherited, and the data needs of an organization WILL change over time. Sometimes 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 and 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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sarah Loghin

Forvis
Senior Managing Consultant
sarah.loghin@forvis.com
(314) 231-9844

Forvis

Sarah joined the NonProfit Advisory Services team in 2019 with an extensive background in the not-for-profit industry.

Her career experience includes serving in various accounting and finance roles in institutions of higher education and religious organizations.  Sarah also has additional experience providing audit services for a variety of not-for-profit 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
Managing Consultant
seth.hopkins@forvis.com
(314) 231-9844

Forvis

Seth is a member of BKD’s Nonprofit Advisory Services team, 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 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

Forvis
FORVIS was created by the merger of equals between BKD and DHG. They now have the scale and scope of a dynamic, top 10 professional services firm — but will continue the legacy of unmatched client experiences with remarkable care, expertise, and drive.

Their clients benefit from a single organization with the enhanced capabilities of an expanded national platform, deepened industry mastery, greater resources, and innovative advisory services. Their aim is to help professionals succeed today while preparing to forge ahead into a clear future.