Financial Education Series ― Unpacking the Form 990: A Closer Look

In times of uncertainty, it’s more important than ever for funders to be aware of their grantees’ financial health. The IRS Form 990 is a useful tool to help ensure your organization is meeting not-for-profit requirements and can provide insight into potential upcoming opportunities and challenges.

Join Philanthropy California and Moss Adams, for the second part of our Form 990 Education Series. Led by industry professionals Maggie Elliott and Cherie Williams, this webcast will provide an in-depth look at the Form 990 and help you unpack the story behind your organization’s financial health.

Please note when you register, you’ll be registering automatically for both sessions in our Form 990 series. More CPE information is available here.

Target Audience

This program is open to funders only (members and non-members).

If you require any accommodations to fully participate in this program, please contact [email protected].

Speakers

Maggie Elliott, Senior Manager, Moss Adams

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and exempt organizations. Prior to joining Moss Adams, she worked as an analyst for HSBC. She is a licensed CPA with the state of Oregon, specializing in not-for-profit organizations.

Cherie Williams, Manager, Moss Adams

Cherie Williams is a tax manager for the firm’s Not-for-Profit and Private Clients Practices. She has over 10 years of experience providing tax and advisory services to not-for-profit organizations as well as estate planning entities. Last year, Cherie was recognized as an AICPA 40 Under 40 Black CPA and a CPA Practice Advisor 40 Under 40 Honoree.

In Partnership With

The series is part of evolve, SCG’s suite of programming championing transformational leadership.