The Los Angeles Chapter of Advisors in Philanthropy Presents:

LA-AiP EDUCATION SEMINAR

Understanding Non-profit
Financial Statements

February 12, 2015
12:00 – 2:00pm

Hosted by:

CBIZ MHM, LLC
10474 Santa Monica Blvd., Suite 200
Main Conference Room
Los Angeles, CA 90025

Lunch will be served

Limited seating for 25 guests on a first-come first-served basis, with priority given to LA-AiP members. LA-AiP members may attend free of charge and non-member guests are $25.

<< REGISTER HERE >>

Guest Speaker:
JENNIFER FARR, CPA
Managing Director, CBIZ MHM, LLC and Treasurer, LA-AiP

Jennifer Farr is a Managing Director of CBIZ MHM and Shareholder of Mayer Hoffman McCann P.C.  She is responsible for the firm’s nonprofit and private foundation audit and tax practices in Los Angeles and Orange County.  Combining her talents for business and tax issues with her desire to contribute and support causes in the community, she has worked with nonprofit organizations for 15 years to help them develop sound accounting practices and ensure compliance with laws and regulations.

Jennifer is the Chair of the United Way of Orange County’s Financial Review Committee and is a Member of the United Way’s Community Investment Cabinet, whose responsibilities include awarding grants to nonprofits to further the good of the community.  Jennifer is also actively involved in the CBIZ Women’s Advantage initiative, is on the editorial board for the CBIZ MHM national nonprofit newsletter, and is a member of the American Institute of Certified Public Accountants.

Jennifer holds a Bachelor of Arts in Business Administration/Accounting, a Bachelor of Arts in English, and a Masters of Business Administration from California State University, Fullerton.

Event Producer:

JEFFREY WESTON
Financial Advisor, Morgan Stanley Wealth Management

Jeff Weston is a financial advisor with Morgan Stanley Wealth Management. He has a diverse background which provides him with the distinct perspective to serve individuals pursuing a range of financial goals. His experience includes international real estate investment, social enterprise and non-profit management.

Jeff obtained his MBA from Georgetown University’s McDonough School of Business. During his MBA, he was a Packard MBA Fellow with The Nature Conservancy and performed research for Microvest Capital, an investor in microfinance. He was a leader in Georgetown’s Net Impact chapter, and put on numerous events related to impact investing and other social impact related issues. He also designed and led Georgetown’s first course in impact investing and began efforts to create a student-led social venture fund. Jeff obtained his undergraduate degree from the University of Pennsylvania.

He is fluent in Spanish and Portuguese, having lived and worked in Latin America for over three years. In his free time, he enjoys playing tennis, traveling, and community service.