Speaker Lori Herrick, CPA, CFE, CICA
Audit/Tax Manager Davis Kinard & Co, PC With 11 years of public accounting experience, Lori Herrick, audit and tax manager for Davis Kinard & Co, PC, has extensive knowledge in audits for not-for-profits, governmental entities and private companies. She also specializes in tax preparation for individuals, corporations and partnerships. In 2010, ...
Audit/Tax Manager
Davis Kinard & Co, PC
With 11 years of public accounting experience, Lori Herrick, audit and tax manager for Davis Kinard & Co, PC, has extensive knowledge in audits for not-for-profits, governmental entities and private companies. She also specializes in tax preparation for individuals, corporations and partnerships. In 2010, Lori established the Firm's SAFRline, a 24-hour fraud hotline to report concerns within organizations.
Lori graduated from McMurry University with a Bachelor of Business Administration. She maintains membership with the Texas Society of Certified Public Accountants (TSCPA), Alabama Society of Certified Public Accountants (ASCPA), New Mexico Society of Certified Public Accountants (NMSCPA), American Institute of Certified Public Accountants (AICPA), Texas Association of School Business Officials (TASBO) and the Association of Certified Fraud Examiners (ACFE). She also volunteers her time to the Boys and Girls Club of Abilene.
Full Description
Davis Kinard & Co, PC, would like to extend to you an invitation to our complimentary upcoming luncheon, "Profitable Solutions for Nonprofits: Addressing your concerns about Form 990." We will offer guidance to assist your organization in filling out the often confusing and difficult IRS Form 990.
We will specifically address the following Form 990 policy questions:
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Does the Organization have a written conflict of interest policy?
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Does the Organization have a written whistleblower policy?
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Does the Organization have a written document retention and destruction policy?
If you wonder: "What are these policies? What do they look like? Where can I find one? Why do I need one?" we can help you find the answers.
