eConference
2018 Nonprofit Organizations Literacy eConference
Contains material from Feb 2018
2018 Nonprofit Organizations Literacy eConference
3.48 out of 5 stars
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I thought the speakers were rather dry and did not really get into much depth on their subjects. Perhaps I should have chosen a more advanced course.
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The 2018 Nonprofit Organizations Literacy eConference is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.
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1.
1A: Governance Literacy (Feb 2018)
Meredith S. Camp
1.00
0.00
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Session 1
—61 mins
1A: Governance Literacy (Feb 2018)
Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Meredith S. Camp,
Wells Fargo Bank - Dallas, TX
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2.
2A: UBIT Literacy: You’re doing WHAT?? (Feb 2018)
Michaela J. Cromar, Rosalinda Marikar
1.00
0.00
0.00
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Session 2
—66 mins
2A: UBIT Literacy: You’re doing WHAT?? (Feb 2018)
Hear the basics of Unrelated Business Income, including the definition, exceptions, and issues relating to advertising and sponsorship. Examine how much is too much UBI, plus key traps for the unwary.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Michaela J. Cromar,
CliftonLarsonAllen LLP - Fort Worth, TX
Rosalinda Marikar,
CliftonLarsonAllen LLP - Fort Worth, TX
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3.
3A: Investment Literacy (Feb 2018)
Karey Dubiel Dye, Stephanie Kenary
1.00
0.00
0.00
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Session 3
—55 mins
3A: Investment Literacy (Feb 2018)
Developing and maintaining a successful investment program that supports the mission and withstands challenging market environments requires the right mix of governance and portfolio management discipline. Review the fiduciary underpinnings, board considerations and policies, and key investment concepts that contribute to an effective investment strategy.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Karey Dubiel Dye,
Goldman Sachs & Co. LLC - Houston, TX
Stephanie Kenary,
Goldman Sachs & Co. LLC - New York, NY
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4.
4A: Financial Statements Literacy (Feb 2018)
Jillian Bergman, Ruth Snell
0.75
0.00
0.00
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Session 4
—50 mins
4A: Financial Statements Literacy (Feb 2018)
Understanding financial statements is the key to understanding the financial health of your organization. Review the basic financial statements (statement of net assets, statement of changes in net assets, and statement of cash flows) and common disclosures. A look at NFP-specific accounting, including donor restrictions, net assets classes, functional expenses, and new guidance.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Jillian Bergman,
Holtzman Partners, LLP - Austin, TX
Ruth Snell,
Holtzman Partners, LLP - Austin, TX