Watch: Common Good Vermont’s Finance Friday Series

Watch Common Good Vermont ‘s Finance Fridays Series, a live webcasts for nonprofit staff and board members who want to improve their organization’s financial performance.
Is Social Impact Investing for Your Organization? A Vermont Update 02/16/2018

As a strategy to realize both positive social and financial returns, impact investing is gaining traction as an effective way to advance the work traditionally taken up by nonprofit organizations.

Join Common Good Vermont and Simeon Chapin, Director of Social & Community Development for Vermont State Employees Credit Union; Jake Ide, Director of Investment & Philanthropy for the Vermont Community Loan Fund; Mark Redmond, Executive Director Spectrum and Detail Works; and Laura Jacoby, Executive Director Old Spokes Home, to learn more about opportunities for opportunities for Vermont-loving impact investors.

Financials: What  does your board needs to know?

The secret to good accounting is to add twice. The secret to good financial management is to look at your numbers in more than one way – preferably several. In this hour-long webcast, Christine Moriarty offers ways for nonprofit leaders to approach your organization’s financials. You’ll learn what questions to ask, good practices in internal controls and the value of looking at your numbers in different ways.

Christine Moriarty is a Certified Financial Planner who has worked with thousands of people to create financial peace of mind. She is often seen in national press as a featured financial planner. She has consulted for a variety of organizations from the New England Life Insurance Company and SunLife of Canada, to Outward Bound and the Massachusetts Special Commission on Financial Services. She has taught classes on financial management and has extensive public speaking experience including regional financial planning conferences, weekend retreat centers, on-site employee groups, and national trade conferences.

Accounting in the Cloud – Is It Right for My Organization 

Tech forward organizations are moving their bookkeeping into the cloud. What does that require/ How does it fit into your strategic plans? How do you make the move and remain audit ready? Wendelyn Duquette of QuickStart outlines the approach, pros and cons, and operational details of making the transition into cloud based bookkeeping and accounting.

Wendelyn Duquette is the President and founder of QuickStart based in Stowe, Vermont, and has worked with more than 500 organizations to set up and maintain QuickBooks Financial, and Enterprise Solutions software. Her practice focuses on the particular needs of nonprofits. She has worked with organizations with fifty or more employees and revenues of up to 5 million dollars, to solo practitioners. Wendelyn works with clients throughout Vermont and New Hampshire to ensure that they have timely, relevant, and reliable financial data and was recently named one of the Top 100 ProAdvisor by Intuitive Accountant for 2015.

Financial Basics for Nonprofits 

Wendelyn Duquette, president of QuickStart, and experienced nonprofit financial resource discusses the challenges nonprofits face and how to improve financial practices. This program also previews the upcoming Finance Friday webcast series on March 18th and May 13th, 2016 in partnership with Common Good Vermont.

 

Reduce Risk at Your Nonprofit

Boards and Executive Directors are tasked with overseeing transparent and accountable financial systems, but how effective are you at delegating these responsibilities? In this workshop, Wendelyn Duquette, QuickStart, shares best practices and an important checklist to help you to reduce your risks, manage your assets, and inspire confidence for your organization.

Managing Multiple Revenue Streams with QuickBooks

Wendelyn Duquette, president of QuickStart, and experienced nonprofit financial resource discusses the challenges nonprofits face and how to improve financial practices. This program also previews the upcoming Finance Friday webcast series on March 18th and May 13th, 2016 in partnership with Common Good Vermont.

 

What Kind of Audit is Best for You? Todd Wimette Finance Friday

Did you know that there are several types of audit that a nonprofit organization can utilize to ensure different levels of review and assurance? Todd Wimette of Wisehart, Wimette and Associates, PLC, will delve into the different types of engagements, what is involved, and the reporting that can be delivered by your audit firm. Learn more about Financial Statement Audits and Reviews and find out if Examination Engagements and Procedures Engagements may benefit your organization.

Todd Wimette, CPA, is a principal of Wisehart, Wimette & Associates, PLC, a certified public accounting firm based in Essex Junction, Vermont. His experience includes financial auditing and accounting, HUD project audits and cost certifications, employee benefit plan auditing, single audits of federal programs (per OMB Circular A-133), internal control evaluations, Sarbanes-Oxley compliance, IT system evaluations, and tax preparation for individuals, businesses, and nonprofits. He is a member of the Vermont Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He received his Masters of Business Administration from Clarkson University.