Webinar Series

Impact of COVID-19 on Nonprofits

The Paycheck Protection Program
(Wednesday, July 15 at 10 a.m. PT)

Strategic Planning During the COVID Crisis
(Wednesday, July 22 at 10 a.m. PT)

Return to Work Guidelines
(Thursday, July 30 at 10 a.m. PT) 

ABOUT THE WEBINAR SERIES

Nonprofits across the nation are being impacted by the coronavirus pandemic. Canterbury Consulting and Armanino, an independent accounting and business consulting firm, are hosting a three-part webinar series on the impact of COVID-19 on nonprofits to bring together our communities and share insights on how organizations are navigating through the pandemic's effects.

During each session, we will:

• Highlight results from our survey on the impact of COVID-19 on nonprofits
• Feature industry experts from accounting and investment consulting
• Share how nonprofit entities are addressing challenges during this time

SCHEDULE OF EVENTS

The Paycheck Protection Program
Wednesday, July 15 at 10 a.m. PT

Now that many nonprofit organizations have been approved and received funding through the PPP, the focus moves to maximizing loan forgiveness and maintaining adequate documentation for any potential audits of the funding in the future.

The webinar will include:

• A highlight of results from our nonprofit survey on the impact of COVID-19
• A review of PPP guidelines and compliance
• Guest panelist Matt Petroski, Director, Armanino, to answer your questions on PPP

Strategic Planning During the COVID Crisis
Wednesday, July 22 at 10 a.m. PT

Hear from nonprofit organizations whose operations have been directly affected by COVID-19 as well as foundations that are responding to the needs in their communities through emergency response funding and grants.

Guest panelists will include:

• UniHealth Foundation, President and Chief Operating Officer, Jennifer Vanore, Ph.D.
• Fine Arts Museums of San Francisco, Chief Financial Officer, Jason Seifer, CPA
• Ventura County Community Foundation, President and Chief Executive Officer, Vanessa Bechtel

Return to Work Guidelines
Thursday, July 30 at 10 a.m. PT

As the nation begins returning to work, organizations are implementing new processes and procedures to address health and safety guidelines for employees as well as patrons.

We will be hosting the following guest panelists:

• YMCA of Metropolitan Los Angeles, Executive Vice President, Chief Human Resource Officer, and General Counsel, Dana Hirsch Lipman
• TheatreWorks Silicon Valley, General Manager and Chief Financial Officer, Scott DeVine

FEATURED HOSTS

Jason Levey, CAIA, Director, Canterbury Consulting
Mr. Levey is an investment consultant advising clients on investment strategy, risk management, and portfolio construction. In addition to being a shareholder of the firm, Mr. Levey is the chair of Canterbury’s Capital Markets Committee and plays an integral role in determining the firm's macro investment views. Mr. Levey also sits on the Global Equity and Private Equity Manager Research Committees, and on the Canterbury Outsourced CIO Committee. Upon joining Canterbury in 2005, Mr. Levey partnered with senior consultants as an analyst performing asset allocations studies, implementing portfolio decisions, and conducting performance measurement. Previously, Mr. Levey was a financial advisor at Morgan Stanley. He is a member of the Orange County Community Foundation’s Impact Philanthropy Group and a member of the Project Hope Alliance advisory board. Mr. Levey received his Bachelor of Arts in business administration with a concentration in finance from California State University, Fullerton and is a Chartered Alternative Investment Analyst.

Mike Boulton, CPA, Audit Partner
Mike is a partner who provides assurance and technical accounting consulting services. He specializes in financial statement audits of nonprofit organizations and co-leads Armanino’s Foundations & Grantmakers nonprofit practice group. Mike works with a variety of nonprofits including private foundations, charitable trusts, private education, religious entities, social services and performing arts organizations. In addition to financial statement audits, Mike assists organizations with financial statement reviews, compilations and general accounting consulting such as best practices, benchmarking, and creating key financial performance metrics. Active in his community, Mike serves on the board and is audit committee chairman of Downtown Streets Team in Palo Alto, and is also the chairman of the finance council of Queen of Apostles Catholic School. He is a member of both the American Institute of CPAs and the California Society of CPAs. Mike earned his B.S. in accounting from California Polytechnic State University, San Luis Obispo.