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Your Nonprofit Chart of Accounts: A Foundation for Success

For your convenience, you can download the webinar slides here.

Accountants believe the chart of accounts is one of the single most important building blocks of any nonprofit. The chart of accounts functions as an outline for budgeting and organizational planning, and also creates the structure for financial statements giving you the opportunity to analyze the results of careful planning. It is the foundation that allows for efficiency and enables effectiveness.

In this on-demand webinar, you will learn and understand:

  • What the Chart of Accounts is and how it is used
  • How to setup the Chart of Accounts for success
  • How to maintain the Chart of Accounts overtime

SPEAKERS

Don Needs | VP of Finance, Jitasa
Don has been with Jitasa for over 8 years, starting as a financial analyst and working his way up to Vice President of Finance. He joined the Jitasa team after earning his MBA from Boise State University and many years of experience as a business and budget development consultant for various companies in the Boise area. Don recently became an accredited Certified Management Accountant.

In his free time, you’ll either find Don in the mountains or hanging out with his family. He lives out the spirit of serving others by increasing awareness about food preparation for those with severe food allergies.

Boyd Orr | CFO Strategic Advisor, Jitasa
Boyd brings over twelve years of non-profit leadership and public accounting experience to Jitasa. His role provides budgeting, forecasting, and special project services to Jitasa’s clients. Before taking on the CFO Strategic Advisor position, Boyd served as Chief Financial Officer at ForKids, Inc. for five years. He has significant experience in federal and state grant compliance and reporting. He is also a Certified Public Accountant (CPA) in Virginia, holds a Master of Accounting from The College of William and Mary, and a Bachelor’s in Engineering from the University of St. Andrews in Scotland.

In his free time, Boyd enjoys swimming, running, and spending time with his family. He also has a passion for home projects and renovations.

About the Author

Tammy Tilzey is the Client Marketing Manager - Nonprofits, which encompasses intuitive grant management solutions designed to increase the efficiency and funding success of nonprofits. She particularly enjoys working and collaborating with passionate clients and coworkers. Tammy holds a B.S. degree in Computer Science from Montana State University and has held development, marketing, and services leadership roles at several growing software companies. In her role at Foundant Technologies, Tammy is able to further our mission to maximize the impact of the philanthropic community. What could be better than that? Tammy serves as membership chair for the Grant Professionals Association’s Idaho Chapter and also serves as Board Secretary for the Grant Professionals Certification Institute (GPCI).

Profile Photo of Tammy Tilzey