Nonprofit Financial Statements 101
July 11 @ 12:00 pm - 1:30 pmFree
Join The Bonadio Group’s Justin Reid, Lisa Palladino, and Stephen Turner for a lunch and learn on the mechanics of nonprofit financial statements. Following the presentation, Justin, Lisa, and Stephen will open for a Q&A. Admission is free and open to the public, and includes a complimentary lunch.
Justin Reid (CPA, CHFP) is a partner in The Bonadio Group’s Health Care/Tax-Exempt division. He has serviced the tax-exempt industry for more than 20 years, providing both audit and consulting services. Justin’s experience in both the financial and operational aspects of tax-exempt organizations has helped many clients achieve their defined missions. He is primarily responsible for the planning and completion of audit engagements for tax-exempt clients. Justin is also responsible for the audits of numerous employee benefit plans, including defined contribution plans, defined benefit plans, employee stock ownership plans and health & welfare plans. His experience includes working with some of the largest employee benefit plans we audit, and he has specialized in benefit plan auditing for over 15 years.
Lisa Palladino (CPA) is a partner with over 20 years of experience in the public accounting and taxation fields. Her experience encompasses a full range of accounting, tax, and consulting services to a variety of small- to medium-sized businesses. Lisa has developed a proficiency in handling tax matters for flow-through entities such as corporations, partnerships, and limited liability companies, and coordinates the tax planning and compliance services needed for both the entity and the related individual owners. Her experience in working with closely held businesses include companies within the manufacturing, service, distribution, and construction industries.
Stephen Turner (CPA) is a principal in The Bonadio Group’s Commercial division. He works closely with a wide array of clients including auto dealerships, manufacturers, retailers, construction companies, and other privately held companies. Steve’s responsibilities include the overall coordination and oversight of financial statement audits and other attest services, including financial statement reviews, compilations, agreed-upon procedures, and projections. He also has experience in consulting and transaction-based projects. Additionally, Steve is responsible for the audits of numerous employee benefit plans for both SEC registered and privately held companies, including defined contribution plans, defined benefit plans, employee stock ownership plans, and health and welfare plans.