eConference
2022 Nonprofit Organizations Fundamentals eConference
Contains material from Feb 2022
2022 Nonprofit Organizations Fundamentals eConference
4.18 out of 5 stars
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How would you rate the value of the materials provided as part of the course?
Very informative and the repetition enhanced my learning process.
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The 2022 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations.
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1.
Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View (Feb 2022)
Christina N. Cahill, Neely D. Duncan
1.00
0.00
0.00
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Session 1
—60 mins
Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View (Feb 2022)
This session focuses on start-up considerations, federal and state laws; choice of entity; articles of incorporation and bylaws; and applying for tax exemption. It provides insight on how different legal structures will impact financial statements and metrics.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Christina N. Cahill,
Polsinelli PC - New York, NY
Neely D. Duncan,
BKD, LLP - Dallas, TX
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2.
(1:30 p.m.) Concurrent Workshop: Governance Literacy for Nonprofits (Feb 2022)
Harrison M. Smith, Chelsey E. Ziegler
1.00
0.00
0.00
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Session 2
—56 mins
(1:30 p.m.) Concurrent Workshop: Governance Literacy for Nonprofits (Feb 2022)
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.
NOTE: This workshop provides an opportunity for instruction and interactive discussion in a smaller-group format.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Harrison M. Smith,
Schmoyer Reinhard LLP - Fort Worth, TX
Chelsey E. Ziegler,
John D. and Catherine T. MacArthur Foundation - Chicago, IL
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3.
Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring (Feb 2022)
Darren B. Moore, Lauren Simpson
1.00
0.00
0.00
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Session 3
—61 mins
Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring (Feb 2022)
This session focuses on the operating and compliance aspects of maintaining 501(c)(3) status, with a focus on permissible and impermissible activities.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Darren B. Moore,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Lauren Simpson,
Morgan, Lewis & Bockius LLP - New York, NY
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4.
(2:45 p.m.) Concurrent Workshop: Financial Literacy for Nonprofits (Feb 2022)
Michaela J. Cromar, Mark Schrutka, Ruth Snell
1.00
0.00
0.00
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Paper
(pdf)
1 pgs
Session 4
—58 mins
(2:45 p.m.) Concurrent Workshop: Financial Literacy for Nonprofits (Feb 2022)
Understanding financial statements is the key to understanding the financial health of your organization. Review the basic financial statements and common disclosures, and examine NFP financials to learn how to leverage the new formats for basic analysis.
NOTE: This workshop provides an opportunity for instruction and discussion in a small-group format.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Michaela J. Cromar,
CliftonLarsonAllen LLP - Fort Worth, TX
Mark Schrutka,
Armanino, LLP - Austin, TX
Ruth Snell,
Armanino, LLP - Austin, TX
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5.
Reporting Obligations for Section 501(c)(3) Organizations (Feb 2022)
Jennifer Becker Harris, Hamish W. Nieh
1.00
0.00
0.00
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Session 5
—60 mins
Reporting Obligations for Section 501(c)(3) Organizations (Feb 2022)
Explore compliance requirements for charitable organizations with IRC section 501(c)(3) status. Provide a framework for the reporting obligations at the federal and state levels. The federal reporting discussion will concentrate on the key reporting items of the Form 990 and when other forms may be required. Discuss the high-level requirements for state registrations for nonprofits, charitable trusts and charitable solicitations.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Jennifer Becker Harris,
Clark Nuber PS - Bellevue, WA
Hamish W. Nieh,
Fizer Beck - Houston, TX
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6.
IRS and AG Oversight (Feb 2022)
Tama Brooks Klosek, Susan K. Staricka
1.00
0.00
0.00
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Session 6
—61 mins
IRS and AG Oversight (Feb 2022)
This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.
Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop
Tama Brooks Klosek,
Klosek & Associates PLLC - Houston, TX
Susan K. Staricka,
Staricka Law, PLLC - Austin, TX