BOP Lunch N Learn: Understanding Non-Profit Finance

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Event details

Date and Time: August 27, 2025, from 12:00 PM to 1:00 PM
Topic: Undertsanding Nonprofit Finance
Format: Virtual via Zoom
Panelists: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director, The Mercadien Group
Principal, Mercadien P.C.
Mark A. Gittelman, Esq., Retired Chief Counsel – Bankruptcy and Business Reorganization, PNC Bank, National Association

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Session Highlights

During this Lunch 'N Learn session, panelists will guide nonprofit Board members through key financial concepts essential to effective governance. Topics will include:

  • An introduction to the most common financial statements Board members should understand
  • A clear overview of nonprofit accounting principles and financial reporting standards
  • Foundational knowledge of budgeting and forecasting practices specific to nonprofit organizations
  • A comprehensive explanation of IRS Form 990, including tips on how Board members can confidently review and interpret their organization’s filing to fulfill their fiduciary responsibilities

This session is designed to empower Board members with the financial insight needed to support organizational transparency, sustainability, and impact.

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