Resilient & Mission Driven: Creating an Audit Ready Organization from the Inside Out
Join us on June 03, 2025 at 9 am 
In this session, you’ll join Kendra Dockham to learn how to stay organized, manage potential challenges, and maintain focus on your mission—all while ensuring compliance with IRS requirements and preparing your organization for successful audits.

We’ll uncover common audit pitfalls and show you how healthy, well-structured nonprofits avoid them. You'll learn from Hannah Baldwin how strategic planning can create the structure, accountability, and alignment that not only support smooth audits but also strengthen your organization’s daily operations.

You’ll also walk away with ready-to-use templates and planning tools that will help you build a culture of preparedness without overwhelming your team.

Key takeaways include:

✅ What auditors are really looking for—and how to stay ready year-round
✅ Common audit pitfalls and how strong internal planning can prevent them
✅ How strategic planning creates clarity, accountability, and compliance
✅ Templates and tools you can start using immediately to strengthen your systems
✅ Best practices for handling audits and preserving your nonprofit’s integrity

Whether you're a seasoned executive or new to nonprofit leadership, this webinar will offer valuable insights to help your organization thrive—even in uncertain times.

Don’t miss this opportunity to strengthen your nonprofit’s resilience—register today!

Location
Zoom
Date & Time
June 3, 2025, 9:00 AM - 10:15 AM
REGISTRATION
This webinar is offered free for SmithMarion clients

Not a client? You are still welcome to join us for just $55.

Registration is open until June 2nd.

Space is limited register today!
Speakers
Kendra Dockham
CPA
Kendra is a Principal at SmithMarion, specializing in audits, reviews, and compilations for Non-Profit Organizations. With a passion for helping nonprofits succeed, she leads key firm programs and actively volunteers with organizations like the Susan G. Komen Breast Cancer Foundation, inspiring those around her through her dedication and leadership.
Carlos Carazo
CPA, EA
Carlos is a Principal at Smith Marion with extensive experience in nonprofit compliance, financial reporting, and consulting. A CPA and Enrolled Agent, he has supported nonprofit organizations since 2015. In addition to his professional work, Carlos serves as president of his homeowners’ association (HOA), applying his financial expertise and leadership skills to support his community.
Hannah Baldwin
SHRM-CP, Lean Six Sigma Green Belt
Hannah, Director of CAS at SmithMarion, is a human resources expert with a passion for helping nonprofits grow, adapt, and thrive. Hannah focuses her expertise with clients in the areas of Strategic Planning, Process Improvement, and Succession Planning. She is an active member of her community and serves as a mentor to youth and young adults. 
Join us on June 03
Space is limited. Register today!

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