Date & Time: November 18, 2025, 9:00 a.m. - 12:00 p.m. (CST)

Location: OKCNP Legacy Tower - Tulsa, 5330 E 31st St. #200, 74135

  In-person and Zoom ticket options available. 

Cost: OKCNP Pro and Essential Members: $90 Non-member: $180

Description: Financial transparency is a cornerstone of nonprofit accountability and public trust. This 3-hour workshop provides nonprofit leaders with the knowledge and tools to confidently navigate IRS Form 990s and financial audits. Participants will gain a clear understanding of what these reports communicate to stakeholders—including funders, donors, regulators, and the public—and how to use them as tools for strategic oversight and organizational integrity.

Through a blend of instruction, real-world examples, and practical exercises, the workshop will demystify the components of the Form 990, highlight key areas that reflect organizational health, and clarify audit requirements based on organizational size, funding sources, and state regulations. Participants will also learn best practices for board review of financial documents and how to identify red flags, improve financial reporting, and enhance transparency.

This session is ideal for nonprofit board members, executive directors, finance staff, and development professionals seeking to strengthen their financial literacy and promote organizational accountability.

Participants will leave equipped to:

• Understand the purpose and structure of IRS Form 990 and its role in nonprofit accountability.

• Identify the key sections of the Form 990 that reflect mission alignment, governance, compensation, and financial health.

• Recognize common misconceptions and errors in preparing or interpreting 990s.

• Distinguish between audit, review, and compilation processes and know when each is required.

• Understand Oklahoma-specific audit thresholds and compliance requirements.

• Enhance board engagement in reviewing and understanding financial documents.

• Use 990s and audits as tools to build donor trust and demonstrate responsible stewardship.

• Identify action steps to improve their organization’s financial transparency and oversight practices.

Your Facilitator

Jana Lewis Harkins, CPA, MBA

Jana Lewis Harkins brings a wealth of professional knowledge and experience to the nonprofit sector and enjoys utilizing her financial and project management expertise to assist Oklahoma nonprofits. She retired in 2001 after 29+ years with Southwestern Bell / AT&T and honed her analytical skills in corporate accounting and finance with a local medical device manufacturing company following her “first retirement.” As Director of Shared Services, she championed and grew the Oklahoma Center for Nonprofits’ Shared Financial Services Program for five years. For the past six years she has continued her work with OKCNP Shared Services as a Consulting Accountant.

She obtained her undergraduate degree in accounting from Oklahoma City University and was conferred an MBA from the University of Dallas Graduate School of Management in Irving, TX. Ms. Harkins passionately believes in continuous learning and frequently speaks to local groups on a variety of subjects, including: the importance of voting, lifelong learning, financial literacy, nonprofit accounting, and living your best life with heart disease.

Ms. Harkins is a member of the AICPA, the Oklahoma Society of CPAs, Leadership Oklahoma City Alumni Association, Oklahoma City University Alumni Association, and the American Association of University Women. Additionally, she is a Life Member of the NAACP.

She is a wife, mother, and grandmother and understands that the love of one’s family is life’s greatest blessing. She and her husband, Clarence, have two adult children, ten grandchildren, and four great-grandchildren! She is an amateur genealogist, Sudoku & Wordle enthusiast, rarely passes on a road trip, and will drive a hundred miles out of the way to ride a classic wood carousel!