Participant Testimonials – Financial Training for Nonprofits

“…excellent seminar. I not only learned a lot that I can apply to my job, I learned how I could strengthen our entire organization…I never thought I would laugh while reviewing a 990. Great job on making learning fun (especially taxes)!”  

Paige Huggins
Financial Assistant
Industrial Minerals Association-North America

 

“This conference opened my eyes to ways I can help my organization improve its financial status.”   

Kimberli Collett
Matthews Center

 

“As an E.D. of a non profit, the knowledge I’ve gained is fantastic.”  

Dr. Rodell Lawrence
Penn Center, Inc.

 

“Joan is outstanding.  Clear, warm, patient, engaging and most importantly, well-informed.”  

Jennifer Schroeder
Habitat for Humanity

 

“I found each session incredibly helpful… Financial Statement Concepts was the best.”
Joan and Cathy are “helpful, engaging, and approachable”

Kristina Conroy
Business Manager
The Saluda Counseling Center

“Governance & DRAB to FAB” were some of the best features of the program.

Glenn Robinson
Finance Director
Habitat for Humanity of Northern Virginia

“[Asking] questions as we went along” was very helpful.

Viktor Zikas
Chief Development Officer
Vietnam Veterans Memorial Fund

“Great workshop!”

Tanya Briner
Office Manager
The First Tee of Greater Charlotte

“[Red Flags in your 990]” is the best.

Sharryn Johnson
Office Manager
Wilson County Partnership for Children

“… very through, knowledgeable, and willing to personalize material to offer direct assistance to attendees.”

Terri Livingston
Executive Director
Piedmont Education Foundation/Bears Club at Lenoir-Rhyne University

501(c)(fit!) “Helped me process decisions that needed to be made!”

Phil Watson
President
WBFJ FM/AM

“I enjoyed the 990 walk-through”

“I appreciated the individual attention.”
“Thank you for an excellent set of learning sessions.”

Charles Ashe
Chief Operating Officer
Hospice of Iredell

“The presentations were great and provided a lot of useful material. The session about the board responsibilities and functioning was particularly helpful.”

Robyn Bockweg

“The presentations were great and provided a lot of useful material. The session about the board responsibilities and functioning was particularly helpful.”

 

Robyn Bockweg

 

“Excellent – very engaging and audience oriented.”
“All information was presented in a professional manner.”
“Excellent training! Will certainly recommend to others. Looking forward to future event!”

Donna Miller
Executive Director
Esther House of Stanly County, Inc.

 

“501(c)(fit!) course provided excellent information for professionals in the nonprofit community…I came away from the course well prepared to fulfill my commitment to my organization and to help my Board better understand its obligations. Well worth attending and I enjoyed it thoroughly!”

Krista Levy
Executive Director
American College of Clinical Pharmacology