W223: Non-Profit / Association Accounting Webinar Series: Basics and Best Practices
Tuesday, November 9, 2021
1:00 PM - 2:30 PM (EASTERN TIME)

Are your non-profit / association books set up to be effective, efficient, and compliant?  This webinar will provide you with industry best practices for optimizing your accounting system.  We will cover the chart of accounts, customer structure, documented policies and procedures, the financial calendar, and other ways you can get the most out of your accounting.  This will be an interactive conversation and we welcome questions throughout the presentation.

Learning Objectives
  • Learn how to structure the accounting system
  • Understand the benefits of documented policies and procedures
  • Gain tools to help you execute accounting tasks effectively, completely, and on time
Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc.
Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for clients in the Government contracting, commercial, and non-profit sectors. As an Accountant for TMG clients, Gerardo manages accounts through effective internal controls. He prepares business performance reports, forecasts, and reconciliations. For Government contractors, he handles labor distributions and indirect cost calculations. Gerardo has experience with invoicing, accounts receivable, accounts payable, payroll, and month-end close transactions. Gerardo also assists in the review of accounting systems to ensure clients are DCAA compliant. Gerardo’s technical computer skills, a keen eye for details, and accuracy, make him a vital asset for TMG’s clients and team. Gerardo is a Registered Tax Preparer with the Maryland Board of Individual Tax Preparers. He earned a B.S. in Accounting from Towson University, is a certified QuickBooks Desktop Advisor, and is a native Spanish speaker.
Traci Vagnucci
Controller, The McKelvey Group
Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations, coordinates, and directs the preparation of budgets and financial forecasts, and prepares and publishes timely monthly financial statements. She works with third-party vendors to coordinate the preparation and submission of payrolls. Traci undertakes all aspects of financial management, including TMG’s corporate accounting, and works directly with clients in government contracting and various commercial and nonprofit organizations. She has supported clients in implementing DCAA compliant policies and procedures and preparing the Cost Accounting Standards Board Disclosure Statement (CASB DS-1). Traci assists in the training and management of the TMG administrative staff and the accounting team. Traci is well-versed in small business management. She is highly organized and motivated and applies an efficient, systematic approach to accomplishing tasks. Traci grew up in Hawaii, received a Bachelor of Science degree in Biochemistry from the University of California at Los Angeles and a dental degree from Northwestern University. She is Intuit QuickBooks Certified.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Accounting Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisite knowledge is required to be successful in this course. Cost $0.00
Refund and Complaint Resolution Policy:

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: