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Nonprofit Finance and Accounting Panel

  • WeWork 1601 Vine Street Los Angeles, CA, 90028 United States (map)

Everything you always wanted to know about nonprofit finances, taxes, and insurance!

Welcome! This is a series of workshops and events designed to connect nonprofit founders and to provide them with the knowledge they need to start their organizations.

About the Event

Join us as we host an expert panel of industry professionals from different sectors, including banking, insurance, and tax accounting. This is an opportunity for you to ask your burning questions about tax law, insurance and finances for new and early-stage nonprofits. 

The goal of this panel is to help your organization get a better understanding of the best practices for money management in nonprofit organizations, so you can focus your energy on scaling your mission. 

More about our panelists:

Caroline Snyder: Caroline founded Verdi to follow her passion about bringing financial coaching to the incredible community of creative, value driven people in Los Angeles. Prior to founding Verdi she was a high school Social Studies teacher and loved teaching about the historical cultural and social shifts that impact our current world. She was so turned off by finance and money that she avoided the subject at all costs (pun intended) until her late 20s when she was directed to teach finance as part of one of her classes. As soon as she approached finances from an educator standpoint, she became less afraid of her own financial situation and was able to gain the clarity and confidence needed to get her ducks (er, bucks) in line. She quickly realized that her true passion was bringing that same peace of mind to others. She went back to grad school, studied finance and worked in the industry before founding Verdi - a financial coaching company designed for women who want to create their own unique versions of financial success. She believes in the transformative power of mindfulness, financial empowerment and experiential learning. These areas of focus can be seen in all aspects of the Verdi coaching process.

Victor F. Mena, II. Nonprofit Banking Specialist. Senior Managing Director of First Republic Bank, serving the financial and lending needs of individuals, businesses and nonprofits primarily in Southern California. Mr. Mena has 33 years of banking experience; 24 of them at First Republic Bank. Previously, Mr. Mena held the position of Vice President with Boston Safe Deposit/Mellon Bank, Chase and Tokai Bank. As part of his work with local nonprofits, Mr. Mena currently serves on the advisory board of Safe Families, an organization committed to supporting families in crisis. Mr. Mena previously served on a local YMCA board as well as an independent school board.

Mockingbird Incubator members and attendees of our Nonprofit Financial Management for Startups Workshop will have discounted access to this workshop.

To learn more about our program visit https://www.mockingbirdincubator.org/nonprofit-program or email us at info@mockingbirdincubator.org.

In partnership with Young Nonprofit Professionals Network (YNPN LA), all verified YNPN members have a 20% discount on our workshops and membership rates. Please visit the YNPN Member Benefits page to obtain the discount code for individual workshops or mention in your application for our Nonprofit Incubator membership you are a YNPN member.





Later Event: September 25
Board Development & Engagement