Financial Management

Presenter: Kay Sohl, Nonprofit Consultant & Co-Author of The Oregon Nonprofit Corporation Handbook	Venue Sponsor
Date: April 2, 2009 Time: 8:30 am - 4:00 pm Registration includes continental breakfast and lunch

Regular Fee: $150.00
NAO Member Fee: $135.00
NAO Members receive a 10% discount - find out how to become a member of the Nonprofit Association of Oregon

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

Event Description

The media, Congress, the IRS, and every auditor all want nonprofit boards and executive directors to provide more meaningful oversight of their organization’s finances. Community-based nonprofit boards and many nonprofit executive directors, often find themselves long on commitment and programmatic knowledge, and short on financial expertise. Even board members with strong business backgrounds may be unfamiliar with nonprofit financial reporting formats and compliance requirements, and unaware of the most common nonprofit fraud risks.

Nonprofit Financial Oversight is designed for Executive Directors, Board members, and fiscal managers seeking new tools and strategies to provide high level financial oversight and direction for their nonprofit.

Workshop topics will include:

• Board oversight responsibilities
• Essential financial info for boards
• Board service risks and risk management strategies
• “Must have” policies and procedures
• Fraud prevention – board and management roles

Workshop leader Kay Sohl has worked on financial oversight issues with boards, executive directors, fiscal managers, and auditors of nonprofit organizations throughout the northwest. Kay has presented workshops on fraud prevention, financial reporting, and board oversight for Oregon Society of CPAs, the American Institute of CPAs not-for-profit national conference, and thousands of community-based nonprofit leaders.

Location

St. Charles Medical Center
2500 NE Neff Rd
Bend, Oregon 97701
Click here for driving and parking directions.

Presenter: Kay Sohl, Nonprofit Consultant Date: February 11, 2009 Time: 8:30 am - 4:00 pm

Sponsored By:

Price:
$125.00 - General Admission
$112.50 - Nonprofit NAO Member Admission
Become a member of the Nonprofit Association of Oregon or check the NAO member list.

Registration includes continental breakfast and lunch

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 managers/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.

Location

Downtown Athletic Club
999 Willamette
Eugene, OR 97401

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.

Regular Fee: $85.00
NAO Member Fee: $76.50
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. 

Event Description

In this training you will learn:

• How to apply for tax exempt status
• The most common errors in completing Form 1023, the application for tax exempt status
• What the IRS needs to see in your Articles of Incorporation
• Financial information you need to complete Form 1023

Learn how to complete Form 1023, the Application for Tax Exempt Status for charitable nonprofits. This clinic provides a walk-through of the application process, and includes discussion of the most important, difficult, and potentially confusing questions. Registration for the clinic is limited to 16 participants to be sure we have time to address questions and specific challenges.

The clinic is intended both for groups who want to do their own application for tax exempt status and for those who will work with an attorney or accountant but want to understand the key concepts and challenges involved in qualifying for exempt status under Section 501 (c)(3).

To get the most out of the Clinic:

• Download both Form 1023 and its instructions, and Publication 557 from the IRS website (click here..)
• Read over Form 1023 and mark questions you find confusing
• Download Form SS-4, the Application for Employer ID # or bring your number if you’ve already applied
• If you’ve already incorporated, bring your Articles of Incorporation
• If you have a website, print-out and bring the page which has the clearest description of what your nonprofit does

If you haven’t incorporated or don’t have a website, don’t worry. We’ll cover the basic do's and don’t's of the application and help everyone get ready to apply.

Location

TACS Conference Room
1001 SE Water Ave, Suite 490
Portland, Oregon
Click here for driving and parking directions.