United Way's Executive Financial Education Series
United Way of Tarrant County adheres to the highest standards of accountability. United Way and local accounting firms sponsor a series of financial education seminars as a service for United Way partner agency chief executive officers, chief financial officers and board members.
United Way sincerely thanks these firms for contributing their time and expertise.
2011-2012 Seminar Schedule
Budgeting and Cash Flow Forecasting
September 26, 2011
Presented by Paul Kelsey
Hartman Leito & Bolt, LLP
& Courtney Gregory
Presbyterian Night Shelter
PowerPoint from presentation
Not-for-Profit Financial Statements - The Basics
November 10, 2011
Presented by Amy Michie & Kim Crawford
Sutton Frost Cary, LLP
Power Point from presentation
Investment Management and Governance
January 10, 2012
Presented by Brian Jenke
Sanford Baumeister & Frazier, LLP
Power Point from presentation
Fraud Awareness & Internal Controls
March 7, 2012
Presented by Donna Mayes
Rylander Clay & Opitz, LLP
PowerPoint from presentation
"Loved the 'Fraud Scorecard!'" Will share it with my executive director and others." --Finance Dir. for a Nonprofit Agency
Basics of 990, IRS Exams and Third Party Ratings
April 26, 2012
(RSVP by April 23)
Presented by Daniel Stewart
Weaver, LLP
Topics to be suggested during the year
May 17, 2012
(RSVP by May 14)
Presented by a panel of CPAs facilitated by Karanae Barrey, CPA
Whitley Penn, LLP
2010-2011 Seminar PowerPoints & Video
Creating and Maintaining Sound Governance
Presented by Jenene Shaffer and Paul Kelsey
Hartman, Leito and Bolt , LLP
(PowerPoint slides from presentation)
Public Support Schedule on the IRS Form 990
Presented by Emily Adams
Sanford Baumeister and Frasier, LLP
(PowerPoint slides from presentation)
The New IRS Form 990
Presented by Daniel Stewart
Weaver, LLP
(PowerPoint slides from presentation)
Special Event Accounting
Presented by Tony Hausler, Partner; Curtis Maxfield, Senior Manager; Karanae Barrey, Manager; Annette Oknefski, Manager
Whitley Penn
(PowerPoint slides from presentation)
Government Grants and Audits
Presented by Donna Mayes, CPA, Audit Manager
Rylander, Clay & Opitz, LLP
(PowerPoint slides from presentation)
Community Assessment
Published in 2009, United Way's community assessment examines the state of Tarrant County in the areas of education, income and health. Learn more.
