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Nonprofit Month-End Closing Checklist

 

Gain an understanding on the data you should be producing for month-end and how to produce that data quickly and efficiently.

Do you often receive monthly financials well after the end of the month making the reports you just received irrelevant and outdated? Sound financial decisions require up-to-date and accurate information. In this topic you will learn how utilize technology to produce accurate/reliable financial reports in less than five days after month-end. This will allow for you to make swift/timely decisions in regards to your business needs with up to date reliable data.

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Nonprofit Month-End Closing Checklist

Agenda

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Nonprofit Month-End Closing Checklist

Faculty

Mona M. Birchfield, CPA

Mona M. Birchfield, CPA

CliftonLarsonAllen LLP

  • Manager in the Public Sector Outsourcing Practice of CliftonLarsonAllen LLP
  • 18 years of experience, with 16 years being exclusively with not-for-profit organizations
  • Has comprehensive knowledge of all areas of not-for-profit accounting including audit, regulation, accounting services, and consulting
  • A wealth of experience in developing accounting policies and procedures manuals, and finance and accounting systems
  • Specializes in Intacct and Bill.com, and is certified in both; she also holds a Not-for-Profit I and II certificate from the American Institute of CPAs, for which she has been a member of since 2010
  • A volunteer of American Corporate Partners; American Corporate Partners (ACP) is a 501(c)3 organization focused on helping returning veterans find their next careers through one-on-one mentoring, networking and online career advice
  • Technical experience includes cloud-based financial management systems and nonprofit entities
  • M.S. degree in interdisciplinary studies, University of Maryland, College Park, MD; B.S. degree in accounting, with a minor in business administration, University of Maryland, College Park, MD
  • Can be contacted at 571-227-9546 and [email protected]
Megan Gaughan

Megan Gaughan

CliftonLarsonAllen LLP

  • Engagement director in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
  • Has worked with not-for-profit organizations for over twelve years, both from the perspective of an auditor and controller/CFO
  • Extensive experience and knowledge in developing and implementing accounting systems, policies, and procedures, managing federal grant financial reporting and compliance, leading and mentoring teams, overseeing day-to-day accounting and finance operations, budgeting and forecasting, and preparing and coordinating audits (internal and external)
  • She is passionate about using her skills and expertise to build strong accounting functions that enable organizations to make strategic, data driven decisions to reach their goals
  • Technical experience includes nonprofit entities; process improvement and procedure documentation; cloud-based financial management systems and financial grant management
  • Professional involvement includes American Institute of Certified Public Accountants (AICPA); Not-for-Profit Certificate I from AICPA; Certified Public Accountant in the state of Illinois and Illinois Society of Certified Public Accountants
  • B.S. degree in accounting, with a minor in Spanish, University of Illinois Urbana Champaign
  • Can be contacted at 703-825-2198 and [email protected]
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Nonprofit Month-End Closing Checklist

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