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Community | Your Organization's Financial Story

Financial reports answer many questions, and improving on your effectiveness to communicate financial information to non-financial board members is as important as ever. However, financial literacy for nonprofits cannot be assumed, even with business professionals serving on board, because accounting rules and primary financial objectives differ for nonprofit organizations. 

The challenge: Making these differences understood by those with oversight responsibilities and the users of financial information.

Join experts from Marshall Jones for a free discussion on telling your organization’s financial story in terms that will be most easily absorbed, digested, and acted upon by the decision makers on your board of directors.


At the end of this session, you will be able to:

  • Identify opportunities to improve the information communicated in nonprofit financial statements.
  • Identify techniques aimed at educating board members on unique nonprofit financial reporting issues, and what to look for.
  • Walk through a budget preparation utilizing the board’s input in order to incorporate buy-in before the fiscal year begins.
  • Understand the importance of ratios, metrics and graphs to help communicate the financial health of the organization, which is critical to an organization’s ability to fulfill its mission.


Kathy Keeley, Executive Vice President of Programs at GCN, has broad experience as a social entrepreneur, city official, and director of multiple nonprofits and for-profits. Over 35-plus years as a consultant, she has turned around struggling ventures, helped launch new companies, and given established successes new pathways to efficiency and expansion. Learn more.


Greg Logan, Managing Partner at Marshall Jones, oversees each Marshall Jones team with a focus on mentoring and proficiency in technology. Greg has a wide range of audit experience, having worked with clients in the real estate, construction, technology, distribution, government, and nonprofit sectors.


Nathan Lummus, Audit Partner at Marshall Jones, serves as the partner in charge of assurance services. Nathan ensures that audits are effectively planned, properly supervised, and executed with efficiency, and prides himself on being extremely responsive. Nathan also serves as a board member for multiple nonprofits.


Randy Shrum, Audit Partner at Marshall Jones, has spent over 25 years in public accounting, with the bulk of his career focused on the nonprofit, manufacturing, and construction sectors. His experience includes financial statement audits, implementing new reporting standards, internal control improvement, governance, and federal grant compliance

Program Stats:


November 4, 2021


4:00 pm - 5:00 pm EDT


Online Class
You will recieve log-in information after registering for the course.

Registration Details

Free Community Event

Public - create free account to register