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W223: Nonprofit/Association Accounting Webinar Series: Basics and Best Practices

November 9, 2021 @ 1:00 pm - 2:30 pm EST

Are your non-profit / association books set up to be effective, efficient, and compliant?  This webinar will provide you with industry best practices for optimizing your accounting system.  We will cover the chart of accounts, customer structure, documented policies and procedures, the financial calendar, and other ways you can get the most out of your accounting.  This will be an interactive conversation and we welcome questions throughout the presentation.


  • Learn how to structure the accounting system
  • Understand the benefits of documented policies and procedures
  • Gain tools to help you execute accounting tasks effectively, completely, and on time

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Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc. Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for…
Traci Vagnucci
Controller, The McKelvey Group Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations,…