Past Event Non-Profit Workshop

Event Date: January 27, 2016

Jess Gutierrez, CFOs2GO Partner and NPO Practice Leader and Sarah Johnston, CPA and former NPO practice leader at Petrinovich & Pugh, LLP co-presented “Nuances of NPO Accounting” to a sold out audience of non-profits in San Jose. The event was co-hosted by Lohbeck Capital Management Group, a subsidiary of Wells Fargo Advisors, LLC, and Heritage Bank.

The presentation covered, in a point-counterpoint exchange between Jess and Sarah, critical NPO issues including record keeping and release of restricted contributions, revenue recognition and reporting, functional expense allocations, and best practices from a strategic and implementation perspective. The content as well as issues raised by the audience in the Q&A will appear on our blog page, including treating stock donations.

Partner: Jess Gutierrez Practice Group: Family Offices, Financial Planning and Analysis, Financial Systems and Reporting, Non-Profit, Technical Accounting and Stock Compensation Location: San Jose