We've put together another season of thoughtful CPE qualifying, educational and informational webinars designed to keep our nonprofit industry clients, colleagues and friends informed on the latest technical accounting topics. We hope you can join us for one or all our upcoming webinars.


Board Best Practices: Financial and Legal Considerations
September 30, 2020 | 11am CST | CPE Credits: 1

This webinar is designed to provide board members with an understanding of your role. You will also learn about your fiduciary responsibilities, gain an appreciation for your liability and how to manage it and walk away with some practical financial and legal best practices for you and the board as a whole as you work with management to elevate your organization.

Learning Objectives:

  • Discuss the role of a board member.
  • Identify a board members fiduciary responsibility.
  • Identify board member liabilities, and how to manage them.
  • Examine practical financial and legal best practices for Board members.

PRESENTER:
Brenda Blunt, CPA | Partner

GUEST PRESENTER:
Kendis Muscheid | Partner | Ballard Spahr LLP


 

 

 

Form 990: A Powerful Tool
October 15, 2020 | 11am CST | CPE Credits: 1

For many organizations, the Form 990 is one of the most powerful communication tools they have with donors and other constituents. During this webinar, we will share helpful hints on what areas of the Form 990 are most important to focus on and best practices for evaluating the information provided.

Learning Objectives

  • Discuss the Form 990 and why it matters
  • Identify who is looking at your Form 990 and discuss why
  • Determine how your Form 990 can serve as a marketing tool
  • Review what should donors know regarding the Form 990
  • Discuss best practices for completing an accurate Form 990

PRESENTER:
Kim Hunwardsen, CPA | Partner-in-Charge of Tax-Exempt Services
Deb Nelson, CPA | Nonprofit Industry Partner-in-Charge


 

 

 

Understanding and Using Nonprofit Financial Statements
November 16, 2020 | 11am CST | CPE Credits: 1

Achieving long-term mission fulfillment and financial sustainability within your nonprofit depends on having board members, management and development staff who understand the role of financial reporting and key performance indicators. This webinar will help build that understanding to support effective leadership.

Learning Objectives

  • Identify the most significant and unique elements of not-for-profit financial statements
  • Discuss key metrics and performance indicators
  • Discuss how to use financial statements as a tool for making strategic decisions and telling the story of your organization

PRESENTER:
Ksenia Popke, CPA | Partner
Maria Schwingler, CPA | Partner


 

Miss any of our webinars? Recordings are available below

Date Title
July 21 Proposed Regulations: UBTI “Siloing” Rules Under IRC Section 512(a)(6)
June 26 Single Audit Requirements Overview
June 8 The Normalization of Deviance: How Workplaces Can Avoid Deceit
May 27 Going International: Things for Nonprofits to Consider
April 29 Nonprofit HR Trends
March 26 Reshaping the Gift Box – An Introduction to Noncash Philanthropy and Charitable Giving
February 2020 Leveraging Technology in Your Planning and Reporting Processes
January 2020 The Importance of an Employee Handbook
December 2019 ACA Compliance Considerations & Best Practices for Nonprofits
November 2019 Tax Risks for Nonprofit Organizations
October 2019 Revenue Recognition for Nonprofits – What You Need to Know
September 2019 Common Single Audit Deficiencies and How to Avoid Them