Accounting: What Community Foundation Boards and Staff Need to Know

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Do you dread meeting with your auditor or accounting professional? Sometimes it might feel like foundation staff and CPAs speak different languages. We’ve taken the language gap out of the equation in this webinar to bring you a simplified look at accounting. Join three accounting experts for a non-technical look at some of the most basic but important accounting concepts such as donor restrictions, agency funds, and split interest agreements. Leave with an understanding of these concepts and how they affect your community foundation.


Shannon Borden, CPA

director, Blue & Co., LLC

Shannon began her career with Blue & Co., LLC (the Firm) in July 1999 and specializes in auditing and consulting for non-profit organizations, including all of the Firm's community foundation clients, and employee benefit plans. Shannon is a member of the Indiana CPA Society and American Institute of Certified Public Accountants. She currently serves on the Finance Committee for the Indiana Grantmakers Alliance and on the Finance Advisory Committee for the Scott County Community Foundation. In addition, Shannon is a member of the Firm's Audit, Accounting and Quality Control Committee and Business Development Committee.

Lisa VanDeweert, CPA

principal, The Rehmann Group

Lisa has worked in public accounting since 1993. Her experience includes planning, performing and supervising audit and internal audit engagements, primarily in the higher education and not-for-profit industries.  Lisa is directly responsible for supervising and reviewing audit and internal audit fieldwork, financial statement preparation and presentations to clients.  Prior to joining Rehmann, Lisa was employed for fifteen years with PricewaterhouseCoopers in Grand Rapids, where she provided audit services to private and public colleges and universities, not-for-profit organizations and manufacturing companies.

Patrick W. Burkey, CPA, CGMA

founder, Estep Burkey Simmons LLC

Patrick began his public accounting career in 1991 and in 2001 became one of the founding members of Estep Burkey Simmons, LLC. His audit and consulting focus is on not-for-profit organizations and the manufacturing industry. He is also responsible for the supervision and review of all of the firm’s community foundation audits. Patrick has been involved with community foundation clients for most of his career and has assisted several foundations with the day to day use and accounting procedures related to the FIMS software. He is a member of the Indiana CPA Society, The American Institute of Certified Public Accountants, and serves on several not-for-profit boards.


CMF Members: $35
Nonmembers: $50

This webinar is hosted by CMF and Indiana Philanthropy Alliance and was originally published June 15, 2016.

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