For nonprofits to be successful, they need strong financial leadership.
Join us to learn about the different financial leadership roles found in nonprofit organizations. Presented by a team from CLA, a national professional services firm, we will explore the specific responsibilities of the Treasurer and Finance Committee as well as the responsibilities of the internal finance staff.
With experts from the tax, assurance, and general accounting areas, participants will gain a better understanding of the significance of financial leadership in nonprofit organizations and how it contributes to the overall success of the organization. The webinar will be valuable for anyone interested in nonprofit leadership, currently in nonprofit leadership, or working in a nonprofit organization.
About the Presenters:
Jennifer Hagele, CPA, MBA
Jennifer is a Consulting CFO and Office Leader in the Tucson office for CLA. She has more than 25 years of experience in financial, accounting, and general management roles. She has worked in a variety of different industries and roles, including Assurance, Investment Banking, real estate, distribution, and non-profit. Jennifer has assisted with securing financing, developing internal accounting procedures, reviewing and implementing IT systems, and improving financial performance.
Jose Martens, CPA
Jose has more than 16 years of audit and compliance experience, including public accounting and state auditor general. He also served the largest international nonprofit major facility for the National Science Foundation (NSF), where he was responsible for all federal incurred cost audits, federal accounting system audits, and external audits, and negotiated the indirect cost rates with the federal cognizant agency. Currently, he manages all areas of an audit engagement with nonprofits, employee benefit plans, and single audits under the 2 CFR 200 Uniform Guidance.
Jonathan has over three years’ experience in public accounting, specializing in nonprofit tax and consulting. He has experience preparing annual tax and informational returns for Higher Education clients, public charities, associations, private foundations, hospitals, and other charitable foundations across the country. Working with organizations with national and international presences, he has experience in consulting for overall tax compliance, multistate filings, foreign filings, 1023 and 1024 filings, UBI analysis and compliance, and public support compliance. Jonathan is dedicated to finding solutions for nonprofit organizations to better serve their communities.