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.

Continental Breakfast served at 8:00-8:30 am and lunch included.

Cost:

$295 per person per day registration fee includes instruction and meals. Attend all three days for $780.

Please CLICK HERE to register

Topics and Agenda:

Accounting Basics – January 13, 2015

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.

• Contributions
• Special Events
• Net Assets
• Functional Allocation of Expenses
• Investments
• Financial Statement Reporting Issues
• Internal Controls and Fraud Prevention
• Recent Not-for-Profit Industry Developments

Tax Basics – January 14, 2015

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
• Recent Developments in the NFP Sector
• Form 990 Overview
• Unrelated Business Income Taxes
• State & Local Taxes
• Private Foundations
• Required Disclosures & Foreign Filings

Federal Compliance Basics: Understanding the OMB’s New Uniform Guidance – January 15, 2015

Join us for a full day devoted to learning the basics of the Office of Management and Budget’s (OMB) new Uniform Guidance with a focus on its applicability to Federal grants and cooperative agreements received by Not-For-Profit Organizations. Whether new to receiving Federal assistance or wanting to ensure you have grasped the provisions of OMB’s new Uniform Guidance, our sessions will provide interactive instruction and exercises to ensure you come away learning the basics. The course will cover the following basic topics as it relates to OMB’s new Uniform Guidance:

• Overview of Key Changes from the old Circulars
• Grant Administrative Requirements
• Allowable Costs
• Indirect Cost Fundamentals
• Single Audit Overview