Learn more about the five essential questions to ask a financial professional to ensure your nonprofits financial health and compliance
In this Nonprofit Bytes & Insights webinar, you will learn how to find a financial partner who is not only has the right credentials but will be a partner in your nonprofit mission. Topics covered include evaluating whether it’s time for a financial partner change, setting realistic expectations and turnaround time, spot red flags in online reviews, and improving communication from both sides. Whether you’re hiring your first CPA or reconsidering your current one, this session will give you the tools to make a confident, informed choice.
Presented by Stephen Newland, Owner, Money Path, Helping nonprofits + social entrepreneurs simplify their finances
Over the past 15 years, Stephen has worked in finance roles at a variety of organizations including nonprofits, startups, early-stage companies, and Fortune 500. He has experience in a variety of industries including fintech, financial literacy, foster care, healthcare, professional services, e-commerce, SaaS, construction, real estate, biotech & media.
When he’s not working, he enjoys checking out a new coffee shop with his wife and daughter. You can always find him watching Arsenal, Cincinnati Bengals and Cincinnati Bearcat games!
