Workshop: Know the Numbers: The Basics of Financial Accounting for Social Impact
Date and Time:
Location: 34 Chambers Street, Room 115
Speaker: Brian Trelstad, Bridges Ventures, and Marty Johnson '81, Isles
In this Keller Center mini-course, Brian Trelstad, Partner of Bridges Ventures and Former CIO of Acumen (and trustee of Guidestar, VisionSpring and former trustee of Isles) and Marty Johnson '81, Founder and CEO of Isles, Inc., will offer a lively overview of financial accounting for impact organizations. The interactive session will cover the basics of the big three: the balance sheet, income statement and cash flow statement.
This mini-course is open to undergraduates, graduates and postdocs. Lunch will be served and registration is required.
12:30pm - Lunch
1:00pm - Workshop begins
3:00pm - Workshop ends
Brian Trelstad - Since 2012, Brian has been a partner at Bridges Ventures, a global asset manager specializing in sustianable and impact investing. Prior to Bridges, he was the Chief Investment Officer of Acumen Fund, where he oversaw $75M of investments into companies that were delivering health, water, energy, and agriculture services to economic base of the pyramid in South Asia and Sub-Saharan Africa. As CIO, he was a member of Acumen’s management team and helped build out the network of country operations that worked closely with the entrepreneurs. Brian was also a co-founding board member of the Aspen Network of Development Entrepreneurs (ANDE) and was one of the principal architects of impact management software tool, Pulse, and the Impact Reporting and Investment Standards (IRIS). Prior to Acumen Fund, Brian worked as a consultant at McKinsey & Company, was a lead environmental staff person at the Corporation for National Service, and was involved in a range of non-profit and for-profit start ups. Brian has an undergraduate degree from Harvard University, an MBA from Stanford’s Graduate School of Business, and an MA in City & Regional Planning from the University of California at Berkeley. Brian was the first impact investor to go through the Kauffman Fellows Program of the Center for Venture Education, and is a Henry Crown Fellow of the Aspen Institute.
Marty Johnson '81 is Founder and CEO of Isles, Inc., an urban sustainable development organization that fosters self-reliance and healthy neighborhoods. Founded in 1981, Isles arose from a student-initiated seminar and thesis at Princeton University in 1981. Nationally recognized as a model for innovative and effective nonprofit development, Isles has received awards from the U.S. EPA, the White House, the United Nations, and numerous other organizations. Isles work includes community planning and green real estate development, wealth creation, environmental health, urban agriculture, education for under-served high school drop-outs and job training. Mr. Johnson co-founded other development organizations and projects, including: New Jersey Community Capital, Housing and Community Development Network of NJ, Building One New Jersey and the Success Measures Project, a national effort to develop impact measures for community-building work. Marty is a 1981 graduate and former trustee of Princeton University, where he played football and baseball. He came back to teach a course on Rethinking Poverty: Community Development Research and Policy at the Woodrow Wilson School of Public and International Affairs in 1996. He is a trustee of the Capital Health System and National Housing Institute. Marty and his wife Liz raised three sons in Trenton, New Jersey.