Events

Presenter: Kay Sohl, Nonprofit Consultant and Founder of TACS	Supported by:
Date: December 4, 2008 Time: 8:30 am - 4:00 pm Registration includes continental breakfast and lunch

Price:
$135.00 - General Admission
$121.50 - RVDP Season Pass Holders
$121.50 - NAO Member Admission
Find out how to become a member of the Nonprofit Association of Oregon or Check the NAO member list. 

Event Description

Master the tools that every executive director, fiscal manager, and board member needs for effective financial management in uncertain times. Learn budgeting, accounting, and financial reporting techniques to deal with multiple programs and multiple funding sources, cash flow issues, and the challenge of building reserves.

Master the five essential functions for effective financial management:

• Planning: annual budgets, capital budgets, grant budgets, cash flow projections
• Execution: fiscal controls to protect your nonprofit
• Recording: accounting system choices and challenges
• Reporting: getting and using the financial info you need
• Monitoring: tracking progress and revising course

Nonprofit Financial Fundamentals provides  practical approaches to strengthen your nonprofit’s financial management and meet the highest standards for accountability. This full-day, interactive workshop also offers a great opportunity to improve communication between executive directors and fiscal manager/accountants and to increase board involvement in productive financial oversight.  Take home a comprehensive packet of self assessment tools, checklists, and samples to help  your board and staff address  key financial management issues for your nonprofit.

Who Should Attend:
This training will benefit anyone wanting to understand the tools and challenges of nonprofit financial management, including:

• Executive Directors
• Fiscal Staff
• Board Members  

About the Presenter

Kay Sohl has provided financial management training and consultation for over 3000 nonprofit organizations throughout the Northwest. Training participants praise Kay’s ability to make complex financial tools and concepts understandable for both nonfinancial and financial audiences. Kay draws on her experience as a nonprofit board member, executive director, consultant, and auditor to provide multiple perspectives on some of the most daunting issues confronting nonprofits today.

A big thanks to the Carpenter Foundation for supporting this training!

Location

Rogue Valley Country Club
2660 Hillcrest Road
Medford, Oregon 97504
Click here for driving and parking directions.

Discussion Leader: A variety of colleagues and professionals Date: December 9, 2008 Pizza and Networking: 5:00 - 5:30 pm Presentation: 5:30 - 7:00 pm

Sponsored by:

Regular Fee: $25.00
NAO Member Fee: $22.50

NAO Members receive a 10% discount - Find out more about this great opportunity!

Not sure if your organization is a member of NAO? Check the NAO member list to find out. 

Sign up for a Season Pass for maximum return.

Event Description:

One of the most important decisions a Board ever makes is their choice of a new Executive Director. Hiring the right new ED depends as much on a fit with style, culture, and values as it does on skill sets. It also depends a lot on how prepared you are as an organization for that transition.

We’ll discuss these questions:

• What do you need to do organizationally to prepare for a new ED?
• What is a typical timetable for an ED hire, and how much time is required of those on the search committee?
• What kind of outreach produces the best results?
• What are the pros and cons of using a recruiting firm or consultant to help with the process?
• When should you start preparing for your search?

Join Cathey Briggs, Interim Executive Director of TACS, and Bob Hazen, Founder and Director of TACS’ Executive Transition Services (ETS). Since 2001, Bob has placed over 80 interim directors through ETS, and has led over 40 Executive Director searches. He has created and run several businesses with strong social values in fields from the environment to social justice, and has served the nonprofit sector for many years. He has an MA in international non-profit management.

As an affiliate of TACS' Executive Transition Services, Cathey Briggs has worked as an interim ED with seven organizations and seven Board Chairs - each with a unique style.  Having also served as Board Chair or Board committee member for a number of nonprofit organizations, Cathey brings with her both the perspective of board member AND interim ED.

5:00 - 5:30 pm doors open, pizza, networking

Network Description: Help your board really make a difference for your nonprofit! TACS’ new Nonprofit Board Network (NBN) offers board members a monthly networking opportunity to build skills, strengthen leadership and increase board effectiveness.

Join other board leaders to learn from each other and top experts in governance, board structure, strategic planning, and fundraising. NBN meets over pizza and beer in the heart of the Pearl District. Relax, share experiences, and learn!

Location
Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Click here for driving and parking directions

Discussion Leader: Cynthia Cumfer, Attorney at Law, Community Development Law Center Date: December 10, 2008 Time: 12:00am - 2:00pm Includes Lunch

Partner: Sponsored by:

Regular Fee: $25.00
NAO Member Fee: $22.50

NAO Members receive a 10% discount - Find out more about this great opportunity!

Not sure if your organization is a member of NAO? Check the NAO member list to find out. 

Sign up for a Season Pass for maximum return.

Event Description

Boards operate more efficiently and ensure compliance with the law by enacting policies that provide rules and procedures to address issues that reoccur over time. Because board membership tends to change frequently, policies also provide structure in the face of personnel flux and reduce the necessity of "reinventing the wheel".

Unfortunately, most boards tend to adopt policies piecemeal and to devote little time to thinking "big picture" about their policies. Executive directors have an important role to play in taking a longer view about policies.

Bring a copy of your board's policies to this interactive session where you will learn:

• What policies are vital to your organization
• Why and how to ensure your policies are accessible
• When you might want to consider a "legal audit"

Join Cynthia Cumfer, J.D., co-author of The Oregon Nonprofit Corporation Handbook, for a fun and lively examination of board policies. Cindy is an attorney for Community Development Law Center, a nonprofit that represents nonprofits that work with low income people. Cindy also has a private practice that focuses solely on nonprofit organizations. Cindy has over 30 years of experience representing nonprofits.

Location
Rogue Valley Country Club
2660 Hillcrest Road
Medford, Oregon 97504
Click here for driving and parking directions

Presenter(s): Terry Miller, Director of Client Services, Leventhal Kline Management Date: December 11, 2008 Time: 8:30 am - 4:00 pm

Sponsored by:

Cost: $150.00
NAO Member: $135.00 Join the Nonprofit Association of Oregon. View the NAO member list.

Registration includes continental breakfast and lunch

Event Description

Beginning January 2008, the new Form 990 became a reality. No need to panic! Join Terry Miller, dynamic national trainer on tax exemption issues, for an in depth look at the implications of the new 990 for your nonprofit. In this full day workshop, Terry will review each section of the form, and schedules of interest to small and mid-size tax exempt organizations. 

There are brand new requests on Form 990, and some requests that are just more formal than before. We'll explore all of these changes, and work on a list of record-keeping changes driven by the form. We'll take a long look at appropriate governance policies and implementation strategies, and how to protect your organization from unnecessary disclosures. Terry will translate the confusing Trigger Questions and explore the pros & cons of filing Form 990 EZ.

Together we'll cover and interactively discuss:

• What's new with Form 990
• Governance questions and optimal answers
• Additional schedules your organization or clients will need to file

Who should come? 

• Anyone preparing Form 990 for small to mid-size exempt organizations
• Anyone keeping the records a tax-preparer will rely on
• Corporate Secretaries and Treasurers, and the staff who support them
• Executive Directors who want to understand what their Form 990 will tell the public
• Funders who use Form 990 to understand nonprofits

Terry Miller has been active for seven years on the planning committee of the annual AICPA Not for Profit Industry Conference, and is widely recognized for his ability to make the torture-some twists and turns of the 990 reporting entertaining as well as understandable.

Please note: We'll focus on small to mid-sized community-based organizations with straightforward arrangements, and will spend a larger portion of the day on the Governance questions than any other section. We will not explore complex high-compensation arrangements, hospital reporting, tax-exempt bonds, or organizational issues with for-profit enterprises.

Location

Ecotrust Conference Center
721 NW 9th Avenue
(between NW Irving and Johnson)
Portland, Oregon
Click here for driving and parking directions