Learn the essentials of nonprofit banking in a fun and interactive workshop - get ready to bank on success!
About this Event

Description:

Join us for a seminar that will cover the basics of nonprofit banking. Kindra will discuss:

What documentation will be required to open and maintain an account and why a bank needs each signer’s personal information
How to ensure your bylaws and minutes have the appropriate wording a bank requires
Risk management information that includes 1. Dual controls with cash management systems; 2. Board member and signer responsibilities
And more!

Presenter Bio:

Kindra Skrydlak is a Relationship Banker in the Portland Metro area focused on building relationships and serving the business and nonprofit community. She serves on a number of committees including the Dougy Center Finance Committee and as President of her daughter’s school PTO. When not working, she enjoys baking, reading and spending time with her husband and two young children.

Cost:

Choice 1 is Free: $0

Choice 2 is Happy to Pay: $25

Words of Ocean Wisdom:

All attendees must register in advance via Eventbrite for this event.
Virtual events will take place on Zoom. Each event has its own unique Zoom link. This will be sent to you by or before 24 hours before the event takes place.
All virtual events are recorded. If you are unable to attend after registering, you can reach out for a recording of the event.
Eventbrite, Zoom, Google, and any other platforms that may be used in this process are third parties. We have no control over their terms and conditions or privacy policies. If any platforms we are using are of concern, please reach out to those platforms with questions.
By attending the event, you agree to be photographed, recorded, and/or filmed. Similarly, by attending, you acknowledge that these media captures may be used for marketing materials.
Any and all information presented during a “Learning with a Purpoise” seminar is deemed to be for educational purposes only. It is not meant to be legal advice nor does it create an attorney-client relationship. Attendees are encouraged to seek legal or other professional advice on their own based on their unique set of facts.
Owner and Attorney of Narwhal Nonprofit Consulting LLC, Michael Jonas, JD, MBA is currently employed by Oregon Pride in Business (ORPIB), a nonprofit organization, as their Executive Director. Opinions and views expressed by Michael while offering presentations or services via Narwhal Nonprofit Consulting LLC are not in any way nor should they be construed as the views and/or opinions of ORPIB. Similarly, both organizations are separate entities with no formal or structural business relationship.
Narwhal Nonprofit Consulting reserves any and all copyright and reproduction rights related to content and/or materials shared with attendees. Content and/or materials may only be used for individual, non-commercial, and informational use. Should attendees wish to use it in ways other than this, they must inquire in writing.