Budgeting, Finance and Compliance: Understanding the Basics 

Understanding your organization's finances is essential to contributing to your organization's success. If preparing budgets and financial statements, interpreting and reporting finances, and keeping up with the ever-changing tax requirements has your head spinning, this seminar is for you. Gain a straightforward understanding of general budget development and management principles, effective financial reporting techniques, and updated tax and accounting guidelines.

About The Presenters: 

Jayne A. Andrews, CPA                                  
Director of Not-for-Profit Services                               
Anstiss & Co., P.C.                                        

As the Director of Not-for-Profit Services, Jayne is responsible for assisting non-profit clients meet their federal and state reporting requirements by planning and conducting audits, reviews and compilations of their financial statements, and the preparation of the related information returns. Jayne has served as treasurer and chair of the finance committee for the Brush Art Gallery and Studios from 2008 to 2016 and of the Greater Lowell Health Alliance of CHNA 10 since 2015. She is also active in the Greater Haverhill Chamber of Commerce.

Joe Lussier
Director of Finance, SVP
Enterprise Bank

Joe has nearly 20 years of financial and volunteer experience. He has worked with several organizations as Treasurer and Board Member including the Dracut Scholarship Foundation, Franco American School, Lowell Transitional Living Center, and currently Homeland Heroes Foundation. Joe is a Chartered Financial Analyst, a Certified Public Accountant and a graduate of Merrimack College.

Michael Reid
Senior Finance Analyst, VP
Enterprise Bank

Michael has over 8 years of non-profit finance experience, specializing in fixed income analysis, asset-liability management and financial reporting. Passionate about investment strategy and creating operational efficiencies, Michael puts his expertise to use serving on the Lowell Telecommunications Corporation Board, having been the Finance Committee Chair for 6 years and currently serving as Board President. Michael also served on the UMass Board of Trustees while attending UMass Lowell.