Finance: What Stories Do Your Financials Tell?
Angela Coaxum & Patricia J. Withington with Your Part-Time Controller (YPTC)
What do your financials and grant applications say about your organization? Join us to learn how to best portray your organization when submitting grant applications. Glean tips from YPTC Manager, Angela Coaxum, who reviews the financial data of grant applications to a local funder. You will learn best practices on producing accurate financial reports. Also learn from Marketing Director, Patti Withington, what your Form 990 can say about you, especially when applying for grants and attracting donors. Lastly, learn how the Charity Watchdogs are watching you; who are they, what they are looking at and what you can do to protect your organization.
DANA Members $40; Not a member yet? $80
Validated Parking is available in the Community Service Building garage, 111 W. 11th St.
About the Instructors
Angela Coaxum is a Manager with Your Part-Time Controller,LLC (YPTC) providing Controller/CFO services as well as internal control, financial and operational management consulting services to clients. She works directly with multiple not-for-profit organizations to provide necessary financial reporting and improvements in financial operations, while also providing direction and oversight for YPTC Associates working in direct client service capacities. After earning her Bachelor’s degree in Public Accounting from Iona College, she pursued an auditing career with Ernst & Young, LLP in New York. That is where she first realized her passion for working with healthcare and not-for-profit organizations. Angela left Ernst & Young as a Senior Manager after nine (9) years and relocated to the Delaware Valley where she moved into internal auditing with the Catholic Healthcare Audit Network. After eleven years as an Internal Audit Director, Angela found her dream job with YPTC. Angela serves as the Treasurer and Finance Committee Chair of Henrietta Johnson Medical Center in Wilmington and as Co-Director of the Children’s Ministry at Seeds of Greatness Bible Church in New Castle. She currently resides in Garnet Valley, PA with her husband and two children.
Patti Withington joined Your Part-Time Controller, LLC (YPTC) in 2011 as an Associate performing accounting and financial services for YPTC’s nonprofit clients, helping them gain a sound financial infrastructure. In her current role as Marketing Director, she links nonprofit executives with their services, helping them set goals and showing them how our YPTC team can help them achieve them! After earning her Bachelors degree in Finance and her Masters degrees in Psychology and Health Services Administration, Patti has held positions as CEO of Big Brothers Big Sisters and CFO with The Arc of Virginia Peninsula. Additionally, Patti is a 2005 Fellow from Stanford University Graduate School of Business, Fellowship Executive Program for Nonprofit Leaders. Prior to her nonprofit experience, her experience includes government and banking. It may come as a surprise to some that Patti was a Miami Dolphin cheerleader at the time they claimed history with a 17-0 perfect season. Patti currently resides in Sicklerville, NJ with her husband and three dogs.