Webinar Series

Session 1 – Introduction

Session 2 – Financial

Session 3 – Fundraising

Session 4 – Merging or Closing

Charitable Advisors Webinar Series

Our Organization is Sinking Fast… What Do We Do?

Session 2: Finance

About Our Presenters

Jim Simpson
Jim Simpson founded Financial Technologies & Management in 1999 and has served as CFO and controller for numerous nonprofit organizations. He has implemented, trained, and supported over 200 nonprofit accounting and fund raising software systems.  Jim serves as an instructor has trained over 1,500 individuals for various nonprofit training programs and seminars to the Indiana CPA Society, United Way, and other organizations.  Jim is a CPA, CITP, and member of the American Institute of CPA's and Indiana CPA Society.

Jennifer Foster
Jennifer Foster is a former CFO who started her own bookkeeping and accounting service targeting non-profits in the Indianapolis metro area. Foster has a BS in Accounting from Ball State University, an MBA from Indiana Wesleyan University and has earned both the CMA (Certified Managerial Accountant) and CFM (Certified Financial Manager) certifications from the Institute of Managerial Accountants.  Foster Results provides bookkeeping services along with part-time controller and CFO services for businesses needing financial direction.