Financial Statements for Community Development Corporations: Understanding the Basics


April 3, 2018
9:00am - 12:00pm


Boston Private Bank
10 Post Office Sq
Boston, MA 02111

Do you really understand Community Development Corporation Financial Statements? Learn what non-accountants need to know from Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP, including:

How to understand the numbers and interpret financial statements for CDC’s

Manage the budgeting process and cash flow  

Best practices of financial management 

Audience: Program Staff, Non-board members, and Directors who have little to no experience with CDC Statements

Stephanie has 22 years of financial and accounting experience, specializing in the nonprofit sector. She has been at CliftonLarsonAllen LLP (formerly Accounting Management Solutions, Inc.) for almost 13 years. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. She also has extensive experience working with organizations that receive federal funding and are subject to audit under OMB Circular A-133.

Since joining the CLA team, Stephanie has attained AMS Rapid Diagnostic Certification and performed many  assessments on nonprofit organizations. In her assignments, she has served as Part-Time CFO and Special Projects Specialist for several nonprofit organizations in the Massachusetts, Rhode Island, and New York areas. 

This training is part of the MKI Financial Series. To learn more about the other trainings, visit the links below. 

May 3rd- Internal Controls for CDCs and Non-profit Orgs

June 5th- Budgeting Basics for Program Staff

Registration for this event is now closed.

Registration fee: 

Regular: $75; MACDC Member: $60; Student/Americorps/Intern: $30

Type of event: 

MKI Training

Learning area: 

Nonprofit Governance