PSV Nonprofit Group - Tell Your Story Through the New Liquidity Disclosures | I2030719


Date :
July 17, 2019 8:30 AM - 10:00 AM
Location :
San Francisco Peninsula
Facility :
Morton & Associates
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Level of Difficulty :
CPE Credits :
CPE 1.50, AA 1.50
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Disclosures matter. Take steps to create exceptional liquidity disclosures.
Please note date has been rescheduled to Weds, July 17 


  • Learn through the AICPA resource steps you can take to create exceptional liquidity disclosures.
  • Gain an edge on determining the message, reviewing current procedures, updating procedures, and providing the best board presentation.
  • Understand qualitative information and quantitative information by communicating the how and the availability of liquid resources.

Major Subjects:

  • Determining major changes for nonprofit organizations to the disclosure of liquidity that communicates how the NFP manages its liquid resources and the availability of the NFP's financial resources to meet cash needs for general expenditures within one year of the balance sheet date.
  • Identifying availability, the nature of the resources, restrictions by donors, laws and contracts with others, and internal limits imposed by governing boards.

Advanced Prep:


Misc. Information:

The Nonprofit Group meets every 1st Wednesday of the month (except March & April). Please note July meeting has been changed to July 17. All members are welcome and attendance at previous meetings is not a prerequisite. Free parking.
Level of Difficulty:
Field of Interest:
Some knowledge of nonprofit accounting and financial statements preferred.
Designed For:
CPAs and other professionals working with nonprofit organizations


John D Morton, CPA
Jack established Morton & Associates in 1980. A native of Canada, he received his BS from the University of Alberta, his MS from the University of Calgary, and his Ph.D. from the University of Toronto. Jack completed his American tax and accounting education at Golden Gate University, and taught preparatory courses for the CPA exam while building the firm. He has more than 30 years of experience providing personalized tax and accounting services. Jack is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. A recognized expert in accounting for non-profit organizations, Jack’s professional activities include or have included: Co-Chair of the Non-Profit Audit Committee of the Peninsula Chapter of the California Society of CPAs, and service as a Board Member of Community Skating Inc., the Palo Alto Recreation Foundation, and the Morrissey-Compton Educational Center. He has also served as a Board Member of the Palo Alto Chamber of Commerce and past Chairman of the United Way Audit Advisory Committee. Jack was a member of the Palo Alto City Council from 2002 to 2009, taking a frequent leadership role on the City Finance Committee, including two times as the Chair.
No Agenda or Materials posted.