Not For Profit Industry Workshop!
Date and Time
Friday May 12, 2017
11:30 AM - 1:00 PM PDT
Friday, May 12, 2017
11:30 am - 1:00 pm
Location
at the Murrieta Chamber of Commerce
25125 Madison Ave., Suite 108
Murrieta, CA 92562
Fees/Admission
Description
~PANEL OF EXPERTS ~
UNDERSTANDING THE BASICS OF NOT-FOR-PROFIT MANAGEMENT
“Equipping NFP Industry Leaders for High-Capacity, Purpose-Driven Management”
Session 1: Staying Compliant: Navigating the Narrow Road of Maintaining Your Tax-Exempt Status
Event Date: Friday, May 12, 2017
Event Time: 11:30 AM – 1 PM
Location: Murrieta Chamber of Commerce Conference Room
11:15 AM – Guests begin to arrive (refreshments served)
11:30 AM – Welcome to Guests and invitation to get appetizers and refreshments
11:45 AM – Presentation of the Panel of Experts (moderator)
12:40 – Q & A Session
12:55 – Conclusion and Thank You – Follow ups
UNDERSTANDING THE BASICS OF NOT-FOR-PROFIT MANAGEMENT
“Equipping NFP Industry Leaders for High-Capacity, Purpose-Driven Management”
Session 1: Staying Compliant: Navigating the Narrow Road of Maintaining Your Tax-Exempt Status
- Learn how to avoid losing your tax-exempt status by following some simple guidance from the experts
- Learn what the IRS considers an “excess benefit transaction” where one individual stands to benefit excessively from an activity
- Learn how to properly classify your staff as employees or contractors
- Learn how to setup your accounting and recordkeeping systems to ensure you are tracking the essential financial data for tax preparation and financial reporting
Event Date: Friday, May 12, 2017
Event Time: 11:30 AM – 1 PM
Location: Murrieta Chamber of Commerce Conference Room
11:15 AM – Guests begin to arrive (refreshments served)
11:30 AM – Welcome to Guests and invitation to get appetizers and refreshments
11:45 AM – Presentation of the Panel of Experts (moderator)
- Legal professional (Pietro Canestrelli)
- Accounting/financial management professional (N&N)
- HR Professional (Daneen Ashworth, etc.)
- Grant writer (Melissa Diehls/other)??? TBD
- Legal – private inurement
- Accounting – charting your accounts to prepare for financial and 990 reporting
- HR – hiring and personnel basics/ind contractor v. employee
- Grantwriter – targeting your fundraising efforts
12:40 – Q & A Session
12:55 – Conclusion and Thank You – Follow ups
