eCourse
Answer Bar: How to Protect Your Nonprofit
Contains material from Jan 2017 to Feb 2018
Answer Bar: How to Protect Your Nonprofit
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Session 1: Texas Nonprofit Law 101 - Hear an overview of the essential characteristics of Texas nonprofit organizations, legal requirements, benefits and restrictions of tax exemption, guiding governance principles and state regulation.
Session 2: Governance Literacy - 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.
Session 3: UBIT Literacy: You’re doing WHAT?? - 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.
Session 4: Investment Literacy - 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.
Session 5: Financial Statements Literacy - 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.
Session 6: Form 990: The Naughty and The Nice - What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?
Session 7: GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected - A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.
Session 8: Anatomy of an Attorney General Investigation - Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.
Session 9: Funding Advocacy: A Roadmap for Private Foundations - Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.
Session 10: Keeping an Eye on Privacy and Data Protection Risks - Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
Session 2: Governance Literacy - 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.
Session 3: UBIT Literacy: You’re doing WHAT?? - 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.
Session 4: Investment Literacy - 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.
Session 5: Financial Statements Literacy - 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.
Session 6: Form 990: The Naughty and The Nice - What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?
Session 7: GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected - A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.
Session 8: Anatomy of an Attorney General Investigation - Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.
Session 9: Funding Advocacy: A Roadmap for Private Foundations - Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.
Session 10: Keeping an Eye on Privacy and Data Protection Risks - Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
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1.
Texas Nonprofit Law 101 (Jan 2017)
Danika Hudik Mendrygal, Susan K. Staricka
0.75
0.25
0.00
Session 1
—44 mins
Texas Nonprofit Law 101 (Jan 2017)
Hear an overview of the essential characteristics of Texas nonprofit organizations, legal requirements, benefits and restrictions of tax exemption, guiding governance principles and state regulation.
Originally presented: Jan 2017 Nonprofit Organizations Institute
Danika Hudik Mendrygal,
Mendrygal Law, PLLC - Dallas, TX
Susan K. Staricka,
Office of the Attorney General - Austin, TX
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2.
Governance Literacy (Feb 2018)
Meredith S. Camp
1.00
0.00
0.00
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Session 2
—61 mins
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
Show session details
3.
UBIT Literacy: You’re doing WHAT?? (Feb 2018)
Michaela J. Cromar, Rosalinda Marikar
1.00
0.00
0.00
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Session 3
—66 mins
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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4.
Investment Literacy (Feb 2018)
Karey Dubiel Dye, Stephanie Kenary
1.00
0.00
0.00
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Session 4
—55 mins
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
Show session details
5.
Financial Statements Literacy (Feb 2018)
Jillian Bergman, Ruth Snell
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 5
—50 mins
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
Show session details
6.
Form 990: The Naughty and The Nice (Feb 2018)
Jody Blazek, Mimi Holt, Catherine E. Livingston
1.50
0.00
0.00
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Paper
(pdf)
12 pgs
Paper
(pdf)
8 pgs
Paper
(pdf)
1 pgs
Session 6
—94 mins
Form 990: The Naughty and The Nice (Feb 2018)
What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?
Originally presented: Jan 2018 Nonprofit Organizations Institute
Jody Blazek,
Blazek & Vetterling - Houston, TX
Mimi Holt,
Blazek & Vetterling - Houston, TX
Catherine E. Livingston,
Jones Day - Washington, DC
Show session details
7.
GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected (Feb 2018)
Nicola Fuentes Toubia, Katherine Karl, Ellen Taus, Ellen D. Willmott
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 7
—62 mins
GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected (Feb 2018)
A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.
Originally presented: Jan 2018 Nonprofit Organizations Institute
Nicola Fuentes Toubia,
Fuentes Toubia, PLLC - Houston, TX
Katherine Karl,
The Humane Society of the U.S. - Washington, DC
Ellen Taus,
The Rockefeller Foundation - New York, NY
Ellen D. Willmott,
The Susan G. Komen Breast Cancer Foundation, Inc. - Dallas, TX
Show session details
8.
Anatomy of an Attorney General Investigation (Jan 2017)
David M. Rosenberg, Susan K. Staricka, C. Andrew Weber
1.00
0.25
0.00
Session 8
—57 mins
Anatomy of an Attorney General Investigation (Jan 2017)
Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
David M. Rosenberg,
Thompson & Knight LLP - Dallas, TX
Susan K. Staricka,
Office of the Attorney General - Austin, TX
C. Andrew Weber,
Kelly Hart & Hallman LLP - Austin, TX
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9.
Funding Advocacy: A Roadmap for Private Foundations (Feb 2018)
John Pomeranz
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 9
—43 mins
Funding Advocacy: A Roadmap for Private Foundations (Feb 2018)
Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.
Originally presented: Jan 2018 Nonprofit Organizations Institute
John Pomeranz,
Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
Show session details
10.
Keeping an Eye on Privacy and Data Protection Risks (Feb 2018)
Wendell J. Bartnick
0.75
0.00
0.00
Preview Materials
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Session 10
—47 mins
Keeping an Eye on Privacy and Data Protection Risks (Feb 2018)
Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
Originally presented: Jan 2018 Nonprofit Organizations Institute
Wendell J. Bartnick,
Reed Smith LLP - Houston, TX