Webinar: Governance & Financial Oversight Essentials for Board Members
2026-07-23 12:00 - 13:00 (America/Los_Angeles)
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Strong governance doesn’t happen by accident — it’s built through clarity, accountability, and an engaged board that understands its fiduciary duties. Jones & Roth’s Nonprofit Team will guide you through the core principles of strong governance and the real-world practices that help boards thrive. We’ll break down the essential responsibilities of nonprofit boards and share actionable strategies that you can bring back to your organization.

Learning Objectives

Grasp the fiduciary responsibilities that anchor effective board service

Explore smart approaches to board composition, recruitment, and engagement

Strengthen governance through policies, financial oversight, and internal controls

Boost board performance with strategic thinking and meaningful participation

Spot common governance pitfalls — and learn how to navigate them

Who should attend this webinar?

Controllers

Board Members

Executive Directors

Chief Financial Officers

About our Presenters

Kari Young, CPA

Partner, Shareholder, & Nonprofit Team Leader, Jones & Roth

Kari Young holds expert knowledge in the areas of audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services. Kari is often called on to speak at nonprofit educational conferences and sessions and is recognized as one of the top Nonprofit CPAs in Oregon.

Aaron Sachs, CPA

Senior Manager & Nonprofit Team Member, Jones & Roth

Aaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits, reviews, and federal single audits; and information return preparation services.

Tyler Weber, CPA

Senior Manager & Nonprofit Team Member, Jones & Roth

Tyler joined Jones & Roth in 2018. Prior to joining Jones & Roth, he worked for a local CPA preparing 1040s and bookkeeping. Tyler has developed expertise in tax and audit services.
