Preparing for the Year-End Audit

Wednesday, December 4, 2013 9:00 - 11:00 a.m.

Hosted by North Park University, Chicago, IL

Free Workshop; RSVP Required

(no more than 2 individuals per organization)

Registration for this workshop is CLOSED.

About this Session: Your family has asked you to host this year’s annual holiday party at your house. Where to start? Well, you will need to set a date for the party, come up with a plan, and communicate with (invite) your party guests. Planning and preparing for your year-end audit should follow similar steps. Join two seasoned auditors as they discuss practical ideas and tools for ensuring a successful and efficient audit. Jim Quaid and Barb Miller from ORBA will share lessons learned from auditing not-for-profit organizations. Together, we can share stories of audits that went well and audits that we would like to forget. You will take away ideas that will allow you to achieve a timely completion of financial statements and other reports as well as help you become a more effective financial leader within your organization.

Who Should Attend: Executive Directors, Finance Officers, Management Staff, Board Members

About the Presenters: Jim Quaid, CPA, is a Director at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), Certified Public Accountants, and is the firm’s co-leader of the Not-For-Profit Group. Quaid’s experience includes providing auditing, accounting and tax services for not-for-profit organizations, including charter schools, other educational institutions, associations, civic and cultural organizations, foundations, and social service agencies. This experience enables him to advise his clients about new funding streams, the best course when looking to provide a new service or program, and effective ways to undertake strategic or operational changes. Quaid helps his clients address the needs of various stakeholders, including: board members, staff, donors, recipients, governmental or oversight.

Barb Miller, CPA, is a Senior Manager at ORBA and is a member of the firm’s Not-For-Profit Group. Miller is the manager on many not-for-profit organizations and is always focused on her clients’ needs and seeks ways for them to streamline financial processes and overall improvements. She is also dedicated to her fellow employees as she plays a key role with our firm’s internal educational training. Miller is a graduate of the University of Illinois at Chicago.