Whether you are new to not-for-profit accounting or feel the need for a refresher course, we think you will find these three all day workshops worthwhile. The discussions cover accounting, tax, federal compliance, and information that is unique to not-for-profit organizations, as well as some interactive group exercises designed to make sure that you walk away with superb ideas from the workshop.
Workshop Location and Dates:
Clark Nuber PS
10900 NE 4th Street, Suite 1400
Bellevue, WA 98004
8:30 am to 4:30 pm, January 13, 14 & 15, 2020
Continental Breakfast served at 8:00 – 8:30 am
Lunch included
Cost:
$295 per person per day, registration fee includes instruction, CPE credit, and meals.
Attend all three days for $780.
Parking:
Due to space limitations in the Skyline Tower garage, we are unable to guarantee or validate parking.
Topics and Agenda:
Accounting Basics – January 13, 2020
Bring your “sticky” not-for-profit accounting questions! In this one day course, we will work through many real-life examples not-for-profit accountants face. We will help you understand the unique nature of not-for-profit accounting, and provide you with the knowledge to help strengthen the financial infrastructure of your organization. Topics covered include:
- Contributions
- Special Events
- Net Assets
- Functional Allocation of Expenses
- Investments
- Financial Statement Reporting Issues
- Internal Controls and Fraud Prevention
Register here for Day 1: Accounting Basics.
Tax Basics – January 14, 2020
The Form 990 is open to public disclosure for all non-profits. Bring your own organization’s Form 990 and spend the first half of the day diving into the form itself, uncovering the reporting requirements and gaining an understanding of what the IRS is really looking for on the tax return. The second half of the day will focus on various tax topics your organization may encounter throughout the year. Find out if your property tax exemption is at risk due to unrelated activities, if your donor receipts are preventing a donor from claiming a charitable deduction, and if your sponsorship revenue is actually taxable advertising income. The agenda for the day includes the following topics:
- What It Means To Be Tax Exempt
- Form 990 Overview
- Unrelated Business Income Taxes
- State & Local Taxes
- Private Foundations
- Required Disclosures & Foreign Filings
Register here for Day 2: Tax Basics.
Federal Grant Compliance Basics: Understanding the OMB’s Uniform Guidance – January 15, 2020
Federal Grant Compliance requirements are not intuitive and come with a high risk for noncompliance. Join us for a full day devoted to learning the basics of Federal Grants Compliance covering the requirements of the Office of Management and Budget’s (OMB) Uniform Guidance with a focus on Federal grants and cooperative agreements received by Not-for-Profit Organizations. Whether new to receiving Federal grant assistance or worried about what you may not know, our sessions will provide interactive instruction and exercises to ensure you come away learning the basics. The course will cover the following:
- Introduction to the Uniform Guidance
- Federal grants management tips and techniques
- In-depth Grant Post Award Requirements
- Allowable Costs explained
- Indirect Cost Fundamentals
- The Schedule of Expenditures of Federal Awards and Single Audit
- Key Single Audit Findings
Register here for Day 3: Federal Grant Compliance Basics.
Register here for a discounted rate to all three sessions.
Contact Jean Basuel if you have any questions regarding the event.
Menu
≡
╳
