BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART;VALUE=DATE:20181127 DTEND;VALUE=DATE:20181128 TRANSP:TRANSPARENT X-MICROSOFT-CDO-ALLDAYEVENT:TRUE SUMMARY:* Enterprise Bank Non Profit Collaborative: Budgeting\, Finance and Compliance DESCRIPTION:Tuesday\, November 27\, 2018 : Budgeting\, Finance and Compliance: Understanding the Basics\n\nSalvatore's Conference Center | 354 Merrimack Street | Lawrence\, MA\n\nRegister Now\n\nDownload Event Flyer\n\nUnderstanding your organization's finances is essential to contributing to your organization's success. If preparing budgets and financial statements\, interpreting and reporting finances\, and keeping up with ever-changing tax requirements has your head spinning\, this seminar is for you. Gain a straightforward understanding of general budget development and management principles\, effective financial reporting techniques\, and updated tax and accounting guidelines.\n\n\n Understand general principles and practices for building a budget\n Learn effective financial reporting techniques\n Monitoring and reconciling account activity\n Clarify compliance requirements for non-profit organizations\n Review tax and accounting guidelines for non-profits\n\n\nAbout the presenters:\n\nJayne A. Andrews\, CPA\, Director of Not-For-Profit Services\, Anstiss & Co.\, P.C.\, is responsible for assisting non-profit clients meet their federal and state reporting requirements by planning and conducting audits\, reviews and compilations of their financial statements\, and the preparation of the related information returns. Jayne has served as treasurer and chair of the finance committee for the Brush Art Gallery and Studios from 2008 to 2016 and of the Greater Lowell Health Alliance of CHNA 10 since 2015. She is also active in the Greater Haverhill Chamber of Commerce.\n\nJoe Lussier\, Director of Finance\, SVP\, Enterprise Bank\, has almost 20 years of financial and volunteer experience. He has worked with several organizations as Treasurer and Board member including the Dracut Scholarship Foundation\, the Franco American School\, the Lowell Transitional Living Center\, and currently the Homeland Heroes Foundation in Salem NH. Joe is a Chartered Financial Analyst\, a Certified Public Accountant and a graduate of Merrimack College.\n\nMichael Reid\, Senior Finance Analyst\, VP\, Enterprise Bank\, has over 8 years of non-profit finance experience\, specializing in fixed income analysis\, asset-liability management and financial reporting. Passionate about investment strategy and creating operational efficiencies\, Michael puts his expertise to use serving on the Lowell Telecommunications Corporation Board\, having been the Finance Committee Chair for 6 years and currently serving as Board President. Michael also served on the UMass Board of Trustees while attending UMass Lowell. X-ALT-DESC;FMTTYPE=text/html:Tuesday\, November 27\, 2018 : Budgeting\, Finance and Compliance: Understanding the Basics\n
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Salvatore'\;s Conference Center | 354 Merrimack Street | Lawrence\, MA

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Register Now

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Download Event Flyer

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Understanding your organization&rsquo\;s finances is essential to contributing to your organization&rsquo\;s success. If preparing budgets and financial statements\, interpreting and reporting finances\, and keeping up with ever-changing tax requirements has your head spinning\, this seminar is for you. Gain a straightforward understanding of general budget development and management principles\, effective financial reporting techniques\, and updated tax and accounting guidelines.

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About the presenters:

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Jayne A. Andrews\, CPA\, Director of Not-For-Profit Services\, Anstiss &\; Co.\, P.C.\, is responsible for assisting non-profit clients meet their federal and state reporting requirements by planning and conducting audits\, reviews and compilations of their financial statements\, and the preparation of the related information returns. Jayne has served as treasurer and chair of the finance committee for the Brush Art Gallery and Studios from 2008 to 2016 and of the Greater Lowell Health Alliance of CHNA 10 since 2015. She is also active in the Greater Haverhill Chamber of Commerce.

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Joe Lussier\, Director of Finance\, SVP\, Enterprise Bank\, has almost 20 years of financial and volunteer experience. He has worked with several organizations as Treasurer and Board member including the Dracut Scholarship Foundation\, the Franco American School\, the Lowell Transitional Living Center\, and currently the Homeland Heroes Foundation in Salem NH. Joe is a Chartered Financial Analyst\, a Certified Public Accountant and a graduate of Merrimack College.

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Michael Reid\, Senior Finance Analyst\, VP\, Enterprise Bank\, has over 8 years of non-profit finance experience\, specializing in fixed income analysis\, asset-liability management and financial reporting. Passionate about investment strategy and creating operational efficiencies\, Michael puts his expertise to use serving on the Lowell Telecommunications Corporation Board\, having been the Finance Committee Chair for 6 years and currently serving as Board President. Michael also served on the UMass Board of Trustees while attending UMass Lowell.

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\n LOCATION: UID:e.518.35480 SEQUENCE:3 DTSTAMP:20260510T053318Z URL:https://business.nvcoc.com/events/details/enterprise-bank-non-profit-collaborative-budgeting-finance-and-compliance-35480 END:VEVENT END:VCALENDAR