このプログラムは、スノホミッシュ郡のアドバイザーに貴重な洞察とリソースを提供し、クライアントの慈善活動や財政的な目標を支援する手助けをします。
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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最近のエピソード
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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