Risk & Financial Management
- March 20, 2020
9:00 am - 4:00 pm
During this training, you will be introduced to financial management essentials for effective and legal nonprofit operations. Topics include nonprofit accounting structures and statutes, accountability, internal controls, and the role risk management plays in order to deliver effective financial management. You will also learn about the legal structures and practices that you should have in place to protect your agency and to ensure you are operating effectively. Managing risk focuses on dealing with uncertainty and threat, and what to do when something happens. Is your organization prepared? Join us to learn the strategies and tools to make sure your organization is prepared for any obstacle.
Financial Management Presenters:
Heather Sanders is proudly from Kilgore, Texas with a Master’s and Bachelor’s degree in Accounting from The University of Texas at Tyler. Heather starts her 7th tax season this spring at Henry & Peters, P.C.as a Tax Supervisor over all forms of Federal income tax, state franchise tax, and Nonprofit Federal returns. She continues to promote her profession as a member of the Young CPA Committee for the ETCSCPA and the treasurer for the Accounting Advisory Council for UT Tyler. Heather has been in the Tyler office for six years but just transferred to the Longview office in November 2018.
Linda Cooper is a local from Lindale and Tyler with a BBA in Accounting from Baylor University and a MBA from The University of Texas at Tyler. Linda has been with Henry & Peters P.C. since last September where she is currently a Manager in the Accounting Solutions Department. Prior to coming to Henry & Peters P.C., she was CFO at Texas Spine and Joint Hospital and CFO/COO at Precision Spine Care.
Linda’s focus is consulting with nonprofits and for-profit organizations on Accounting Solutions which includes Quickbooks setup/training, evaluating and solving accounting and Quickbooks issues, assisting with Accounting processes, payroll and payroll reporting, financial reporting preparation and evaluation and any other needs that arise. Linda currently serves as Treasurer for Leadership Tyler and will be the Treasurer for Women’s Symphony League this next year. She enjoys volunteering at the SPCA with her 14-year-old daughter Caitlynn. Linda is married to Jeff who is a realtor in Tyler.
Risk Management Presenter:
Adam Sammons began his career in the insurance and risk management industry in 2010 as a Producer at MHBT in Dallas, TX – helping the organization grow from $39M to over $70M in revenue before being acquired by Marsh & McLennan Agency(MMA) in 2015. Sammons took on his new role within the firm in 2016, where he is responsible for providing strategic leadership and operational oversight for MMA’s Non-Profit Practice within the Southwest Region. Prior to joining the firm in 2010, Sammons served as the Executive Director at a local non-profit organization in the Dallas/Ft. Worth area.
Adam holds a business degree from Baylor University and holds the Certified Insurance Counselor designation from the National Alliance for Insurance Education & Research. In his spare time, Adam enjoys spending time with his wife, exercising, hunting, fly fishing, and volunteering at his church and in his community.
ETCN Membership provides discounts on trainings along with many other benefits. To learn more visit: https://uwsmithcounty.org/etcn-membership/
*Photographs and/or video will be taken at this event. By registering for this event, you grant the East Texas Center for Nonprofits, the event organizers, the full rights to use the images resulting from the photography/video filming, and any reproductions or adaptations of the images for publicity or other purposes. This might include (but is not limited to), the right to use them in printed material, online publicity, and social media. If you do not wish to be photographed, please inform the event organizer.