Executive Telephone Seminars - Training Resources

Form 990 and Unrelated Business Income BenefitsThis teleconference will involve a detailed discussion of the 2008 Form 990 and any changes for 2009, including tips and traps. If you are involved with 990s, you know the effort it takes to complete the form accurately. With renewed emphasis on the filing due to congressional attention and IRS audit activity, this teleconference will go through the respective parts of the form in detail,  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) BenefitsAs of March 19, 2009, 29 states have adopted UPMIFA as law and the Uniform Act is presently pending in an additional 16 jurisdictions. By the end of 2009, in most of the United States, attorneys representing nonprofit institutions and those who donate to them and their endowment funds will be governed by new state law which replaces the Uniform Management of Institutional Funds, which had  more...

Fraud and Embezzlement in Nonprofits: How It Happens and How to Prevent It! BenefitsIt's unfortunate, but the reality is that thinking your employees are honest isn't true! This fascinating and practical teleconference will walk you through actual fraud scenarios: discuss how the frauds occurred; and show profiles of embezzlers, why they did it, how they did it and what internal controls would have prevented them. Additionally, you will be provided a valuable handout to  more...

Private Foundation Requirements and Restrictions BenefitsMany families and corporations establish private foundations to carry on their personal philanthropy. While private foundations offer significant opportunities for family and corporate philanthropists, there are special federal tax rules that apply. Failure to fully understand these rules can subject the foundations and those involved with them to substantial excise taxes. This  more...

Direct Cost Accounting and Indirect Cost Allocation for Not-For-Profit Organizations BenefitsThis teleconference will help you deepen your understanding of direct cost accounting and indirect allocation rules, risks and best practices to achieve compliance with accounting requirements and maximize cost reimbursement. Accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents  more...

FAS 117-1: Endowments of Not-for-Profit Organizations BenefitsIn response to the enactment of the Uniform Prudent Management of Institutional Funds Act in most of the United States, the Financial Accounting Standards Board last year promulgated FASB Staff Position No. FAS 117-1. FSP FAS 117-1 provides guidance for nonprofits as to the proper classification of endowment funds when UPMIFA has been enacted and expands the required disclosure about  more...

Legal Traps of Internet Activities for Nonprofits BenefitsThe Internet is essential to the functioning of virtually every nonprofit organization, yet it is fraught with a host of legal pitfalls. This teleconference will focus on the legal traps of Internet activity: the tax impact of web-based advertising and related activities, the potential issues involved in fundraising through the Internet and the risks of utilizing emerging social media to  more...

Prevailing Wage Law--An Understanding of The Davis-Bacon Act ...e and hour laws. Recently enacted federal legislation and executive orders issued by the Obama Administration involving the use of federal stimulus monies will also result in additional prevailing wage compliance requirements and increased enforcement by the federal government. Federal public works contractors often do not understand the requirements for complying with the Davis-Bacon Act when  more...

Commodity Risks: How to Identify and Implement a Corporate Hedging Program ...y price changes to your firm, communicate them clearly to executive management, follow a framework to identify and evaluate risk management options, and gain concurrence on a course of action and follow through with implementation from the supply chain through sales contracts and into the boardroom. This teleconference is critical for firms with significant exposure to commodity prices that  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations BenefitsFundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy  more...

Tax Treatment of Charitable Fundraising BenefitsFundraising for charitable organizations has become a complex business. Charities no longer hold out a tin cup and ask for donations. They engage in sophisticated activities to generate revenue for their mission and the activities have tax consequences. This teleconference will review the federal tax consequences of fundraising activities and provide specific guidance on how to avoid tax  more...

Workers' Compensation Metrics: Assessing and Reporting on the Success of Your Program BenefitsIn today's economy, it is especially critical to be able to assess the success of your workers' compensation program and provide meaningful reports to the C-Suite. In this teleconference, you will learn about the key metrics that can be used, where the data for these metrics may be found, sources of benchmarking information and how to most effectively present your success story to  more...

Private Foundation Grant Agreements: Basics and Beyond BenefitsGrant making is the raison d'etre of most foundations. It is what you do! Therefore, a solid foundation grant agreement ought to be the legal backbone for much of a foundation's operations. Surprisingly however, for many private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the  more...

Valuation and Reporting of Gifts and Service Donations BenefitsAs not-for-profits continue to face challenges related to raising money, they are becoming more creative in soliciting donations, resulting in more donations of noncash assets and greater restrictions on contributions received. This is occurring at the same time that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair  more...

GASB Statement No. 51: Rules for Intangible Assets Come to Governmental Entities BenefitsIntangible assets have been present in government operations for many years, but until now there have not been specific rules on how governments were to account and to report for these assets. GASB Statement No. 51 changes this situation. We now have specific rules on how to account and report for these types of assets. These rules go beyond what is typically found in the private sector as  more...

Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking BenefitsYou will learn the strategies necessary and appropriate for improving financial reporting and ratio analysis. You will be able to develop an action plan for your organization to improve the clarity and substance of its financial reporting. Using ratio analysis, unit cost and benchmarking techniques, you will improve the clarity and understanding of your financial reports. You will learn  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity nEstablishing and maintaining investment policies that fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success. At this teleconference we will take a strategic look at the components that contribute to creating strong investment policies. Included will be discussions on understanding the needs of your organization, spending  more...

Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits ...rnance, transparency, abusive tax avoidance transactions, executive compensation, tax-exempt hospitals and community benefit, and the current ongoing initiative involving colleges and universities, have securely placed the spotlight on this sector. The Internal Revenue Service has become more sophisticated and active in the arena of unrelated business income tax. The result of noncompliance can  more...

Effective Fundraising Techniques for Nonprofit Organizations nNonprofit organizations always need to diversify their revenue from earned income, government grants with philanthropic fundraising. Now, in tough economic times, you must determine how to maximize the effectiveness of your fundraising program. This teleconference will cover the basic elements of a complete fundraising program for annual operating support as well as ways every organization can  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...f retirement benefits to attract and retain employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for 403(b) plans and pending IRS guidance that will restrict nonqualified  more...

Hot Topics for 501(c)(3) Organizations nThere has been a lot of talk about the revised Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll  more...

E-Verify Mandates and Mechanisms for Compliance nE-Verify is an online system that allows participating employers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, as a result of a presidential executive  more...

Green Contracting: the Federal Government's Procurement Policies nMany federal contractors will have questions regarding the effective implementation of the OFPP policy and will further be concerned as to whether its costs will impact their competitiveness or ability to perform economically. Additionally, the monitoring and reporting that the government will require will have an impact on time and costs and one wonders if contractual sanctions will be imposed  more...

Obtaining and Sustaining a Tax-Exempt Status nIn today's environment, the pressure on tax-exempt organizations to comply with the tax rules is greater than ever. In this teleconference, you'll learn the difference between nonprofit and tax-exempt organizations, how an organization qualifies for 501(c)(3) tax-exempt status, how to distinguish between private foundation and public charities, how to understand the benefits of public charity  more...

Implementing Green Initiatives in Government nPublic agencies across the country are implementing green mandates and determining the best routes to meet their objectives in an efficient and effective manner. Green experts and experienced agencies are sharing their best practices and information so as to help other public agencies reap the benefits of their tested proven methodologies. Register for this teleconference and gain access to a  more...

Grant Applications From Beginning to End nGrants are highly competitive. With the down turn in today's market they are becoming even more competitive as business and investors are looking at grants to leverage their position. Grants that are easy to find are the most competitive and most difficult to receive. Grant money is free money, in the sense that it does not have to be repaid like a loan. Getting grant funding takes skill,  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  more...

Return on Investment for Wellness Programs nMounting evidence indicates that worksite wellness should be part of every strategic health plan. These plans can offer a valuable tool for employers to promote a fit and health-conscious work force that will save employers money by keeping health insurance premiums down, reducing workers' compensation costs, and by increasing productivity and decreasing lost time. Implementing a plan takes time,  more...