Questo programma offre preziose informazioni e risorse per i consulenti nella contea di Snohomish, aiutandoli a supportare i clienti nei loro obiettivi filantropici e finanziari.
Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.
S1 E18 • 35 mins • Sep 27, 2022
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Episodi recenti
Sep 27, 2022
Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.
S1 E18 • 35 mins
Sep 15, 2022
Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.
S1 E18 • 33 mins
Aug 5, 2022
Episode 17: How a Community Organizer in India Becomes an Estate Planning Attorney in Snohomish, and Why You Should NEVER Say, "I Would Never...". A Conversation with Attorney Paige Buurstra.
S1 E17 • 31 mins
May 2, 2022
Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.
S1 E16 • 37 mins
Apr 11, 2022
Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.
S1 E15 • 41 mins
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