eCourse
Answer Bar: New Boardmember Basics for Tax-Exempt Organizations
Contains material from Feb 2018 to Feb 2022
Answer Bar: New Boardmember Basics for Tax-Exempt Organizations
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Update to 2022
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Session 1: 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 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Session 3: Governance in a Time of Crisis - This panel will cover both proactive steps to prepare an organization for crisis and practical guidance for navigating through a crisis. Topics will include fiduciary issues, the tools available to allow board members and officers to exercise their fiduciary duties, the role of the board and management during a crisis, and challenging decisions involving funding and endowment management.
Session 4: IRS and AG Oversight - This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.
Session 5: This session is no longer available
Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Session 3: Governance in a Time of Crisis - This panel will cover both proactive steps to prepare an organization for crisis and practical guidance for navigating through a crisis. Topics will include fiduciary issues, the tools available to allow board members and officers to exercise their fiduciary duties, the role of the board and management during a crisis, and challenging decisions involving funding and endowment management.
Session 4: IRS and AG Oversight - This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.
Session 5: This session is no longer available
Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
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1.
Governance Literacy (Feb 2018)
Meredith S. Camp
1.00
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0.00
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Session 1 —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
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2.
Financial Statement Essentials (Feb 2020)
Neely D. Duncan, Sarah Loghin
1.00
0.00
0.00
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Session 2 —59 mins
Financial Statement Essentials (Feb 2020)
Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Neely D. Duncan,
BKD, LLP - Dallas, TX
Sarah Loghin,
BKD, LLP - Austin, TX
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3.
Governance in a Time of Crisis (Feb 2022)
Katherine Karl, Justin Zaremby
0.75
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Session 3 —45 mins
Governance in a Time of Crisis (Feb 2022)
This panel will cover both proactive steps to prepare an organization for crisis and practical guidance for navigating through a crisis. Topics will include fiduciary issues, the tools available to allow board members and officers to exercise their fiduciary duties, the role of the board and management during a crisis, and challenging decisions involving funding and endowment management.
Originally presented: Jan 2022 Nonprofit Organizations Institute
Katherine Karl,
The Humane Society of the United States - Washington, DC
Justin Zaremby,
Patterson Belknap Webb & Tyler LLP - New York, NY
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4.
IRS and AG Oversight (Feb 2022)
Tama Brooks Klosek, Susan K. Staricka
1.00
0.00
0.00
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Session 4 —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
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5.
This title is no longer available
1.00
0.00
0.00
Session 5
This title is no longer available
This description is no longer available
Originally presented: Jan 2021 Nonprofit Organizations Institute
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6.
Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
John E. Ansbach
1.00
1.00
0.00
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Session 6 —61 mins
Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Originally presented: Jan 2021 Nonprofit Organizations Institute
John E. Ansbach,
Stroz Friedberg - Dallas, TX