Financial Statements for Community Development Corporations: Understanding the Basics


December 12, 2018
9:30am - 12:30pm


Duck Mill Community Room
4 Union Street
Lawrence, MA 01841


Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP

Registration for this event is now closed. Please contact Fehintola Abioye ( with any questions. 

BACK AGAIN with Stephanie O'Leary is CDC Financial Statements!

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 over 23 years of financial and accounting experience, specializing in the nonprofit sector. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. 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. She has particular expertise in processing complex accounting and tax credit issue for several community development centers.  

"Gained a better understanding of financials and budgeting. Hope to use it to better understand our CDC borrower's financials."

CDC Financial Statements Participant, Spring '18

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

Internal Controls for CDCs and Non-profit Orgs

Budgeting Basics for Program Staff

Registration deadline: 

Friday, December 7, 2018

Registration fee: 

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

Type of event: 

MKI Training

Learning area: 

Nonprofit Governance