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Finance

53 item(s) found
Mastering the ABC’s of Financial Oversight: Accountability, Budgets and Controls
  • Wednesday, November 13
  • Webinar
Lynn Ivey

Please join Lynn Ivey as she discusses strategies and practical steps to safeguard your nonprofit organization through a strong system of financial oversight that will ensure a keen focus on the mission, reduce the risk of fraud or misuse of funds, and satisfy stakeholder expectations for strong accountability.

Community Foundation Boards: Fiduciary Duties and Unique Considerations
  • Thursday, November 14
  • Webinar
Casey Summar

Learn the fiduciary duties of a board member of a community foundation as well as any potential personal liability and how this can be addressed through insurance and other protections. In addition, we will look at special considerations for community foundation boards, primarily your responsibilities in the oversight of donor-advised funds, exercising variance power and managing investments under the Uniform Prudential Management of Institutional Funds Act (“UPMIFA”).

Annual Plan Essentials
  • Wednesday, December 11
  • Webinar
Lynn Ivey

Please join Lynn Ivey as she shows you where to focus your attention in order to create your organization’s guide for the coming fiscal year.

Understanding Nonprofit Insurance Coverage
  • Thursday, December 12
  • Webinar
Dustin Johnson

Please join Dustin Johnson as he simplifies this confusing topic and walks you through a typical insurance policy, explaining key terms to focus on, what it all means, and how the right choice can potentially save your nonprofit from unnecessary exposure.

Strategic Plans: Developing & Implementing the Course for Organizational Success
  • On-demand
Lynn Ivey

Explore ways to design, develop, and implement a strategic planning process that prepares your organization for both the present and the future. Learn key strategies for ensuring your nonprofit engages in ongoing and intentional planning, incorporates the right information into the plan, and identifies clearly defined goals, objectives and outcomes. Effective organizational planning defines your direction, articulates your vision, and provides you with a road map to a successful future.

Taking Action: Developing a Comprehensive Work Plan Built Around Your Strategic Plan
  • On-demand
Dustin Johnson

Learn how to build your strategic plan, a clear path, and templates to help you build the plan and timelines.

The Schedule of Expenditures of Federal Awards: An Important Part of Preparing for Your Single Audit
  • On-demand
Diane E. Edelstein

Guidance on how to complete your SEFA in order to smooth your Single Audit and to make sure you are in compliance with all of the Uniform Guidance requirements.

The New Not-for-Profit Entities Reporting: Areas Affected by the New Standard & Changes Which Can Be Adopted Early
  • On-demand
Diane E. Edelstein

Learn the new requirements for the Presentation of Financial Statements of Not-for-Profit Entities.

Working Your Strategic Plan: How to Implement and Monitor Your Completed Plan
  • On-demand
Jeanne Allen

Learn how to implement and monitor the progress of your strategic plan

Budgeting and Financial Planning for Nonprofits
  • On-demand
Sandra Pfau England

Please join Sandra Pfau England, attorney at law, for a webinar that will equip you with the necessary tools to ensure better financial health and security for your nonprofit. By implementing sound financial planning methods, you and your staff will have the freedom to focus on your mission and the other important work you do.

Can a Nonprofit Give Gifts and Make Contributions Without Jeopardizing Its Own Tax-Exempt Status?: Guidance for Understanding the Rules
  • On-demand
John Bradley

Please join John Bradley, attorney at law, whose many years of nonprofit experience, will offer guidance for understanding the potential risks and liabilities arising out of the making of donations and giving of gifts by your nonprofit and offer guidance your nonprofit can use to help reduce these risks.

Collaborations, Partnerships & Joint Ventures: Guidance for Building Win-Win Cross-Sector Relationships
  • On-demand
Lynn Ivey

Join Lynn Ivey, nonprofit consultant, as she explores ways to identify your opportunities, steps to take to develop your partnerships and joint ventures, and how to mobilize your resources for success.

Changes to the Federal Tax Rules: Impact on Nonprofits and How to Respond
  • On-demand
Rex Porter

Please join Rex Porter as he provides practical and important explanations of federal tax rule changes and how they impact nonprofits. This webinar is your opportunity to identify key concerns, learn best practices under key changes of federal tax rules, and create a roadmap of the next steps you should be taking.

Fiscal Sponsorship: Benefits, Risks and Essential Guidance for Nonprofits
  • On-demand

Please join Erin Bradrick as she discusses the basics of fiscal sponsorship and some of the most common models that are used.

Federal Interest for Nonprofits: Key Requirements for Property Acquired or Improved with Federal Funds
  • On-demand

Please join David Bender and Scott Sheffler of the law firm, Feldesman Tucker Leifer Fidell, LLP, as they discuss the federal government’s interest in real and personal property that grant and cooperative agreement recipients acquire or improve with federal funds. They will discuss what a “federal interest” is and how it is created, its importance to you as a nonprofit, and the legal and practical implications of federal interests in recipients’ property. Additionally, they will explain the related requirements under the Uniform Guidance pertaining to use and management of real and personal property, plus approaches to federal interest when real and personal property are offered by recipients to satisfy cost-sharing requirements.

Grantee Self-Audit: At Two Years Under the Uniform Guidance, How Are You Doing with the Key Changes Impacting Nonprofits?
  • On-demand

Please join L’Kel C. Little as she discusses what steps your organization needs to take to conduct its own federal grants self-audit.

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