AAFCPAs’ Dave Kelleher to Present Educational Session for Nonprofits and Board Members

Posted on September 20, 2019September 9, 2021

AAFCPAs Partner David Kelleher, CPA, CGMA has been selected to present Exploring Nonprofit Financial Statements for Nonprofit Professionals on September 24^th in collaboration with Philanthropy Massachusetts.

In this interactive workshop, attendees will learn how to find the stories that nonprofit financial statements are telling. Attendees will get comfortable interpreting the numbers, reviewing financial statement disclosures and key financial indicators which determine the health of an organization, assess profitability, and much more!

In this extended workshop session, Dave will explain the meaning that can be derived from:

Audited financial statements and key financial ratios and indicators which show signs of financial difficulty and stability
Profitability by department or business line
Internal financial statement presentation and negative warning signs
New Financial Statement Disclosure Requirements
Footnote and Form 990 presentation, and how nonprofits can put their best foot forward

When:
September 24th, 2019 | 10:00am to 12:00pm

Where:
Philanthropy Massachusetts, 133 Federal Street, Suite 802, Boston, MA
Learn more.>>

AAFCPAs has been helping sophisticated nonprofits succeed since our founding in 1973. The insight we gain from 45+ years of auditing and advising the nonprofit community gives us first-hand knowledge to share and keeps you informed of the latest trends, best practices, and opportunities to optimize performance.

About the Author

David Kelleher, CPA, CGMA

Dave provides audit, tax, and business advisory solutions to nonprofit organizations including independent and charter schools, early education and care (EEC) agencies, multi-service human and social services providers, and community development corporations. He helps nonprofit organizations navigate complex regulatory requirements including multi-state filings, related party transactions, and executive compensation disclosures in various federal and state tax filings. He also advises on state-specific filing requirements, such as the Massachusetts Uniform Financial Report (UFR), and funding source …

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