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Financial Statements for Community Development Corporations: Understanding the Basics

December 12, 2018 @ 6:00 pm - 7:00 pm

Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP
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 22 years of financial and accounting experience, specializing in the nonprofit sector. She has been at CliftonLarsonAllen LLP (formerly Accounting Management Solutions, Inc.) for over 13 years. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. She also has extensive experience working with organizations that receive federal funding and are subject to audit under OMB Circular A-133.

Since joining the CLA team, Stephanie has attained AMS Rapid Diagnostic Certification and performed many assessments on nonprofit organizations. 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.

“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



December 12, 2018
6:00 pm - 7:00 pm