October 8 (Thursday) 9—11:30am
Form 990 Sticky Issues: Traps & Tips for Reporting Properly
Bring your most troubling, bothersome, contentious or annoying Form 990 reporting questions to this workshop for suggestions and solutions. CPA Laurence Scot will draw from his 25 plus years of servicing the nonprofit community in discussing the following IRS Form 990 topics: demystifying problem areas and confusing terminology; proper reporting of compensation; understanding Schedules A & B; reporting unrelated business income activity (UBIT); and, tips for avoiding IRS follow-up correspondences or audit. Throughout the workshop he will attempt to answer in clear terms any “sticky issues” questions you have about Form 990 reporting.
October 13 (Tuesday) 3—5pm
Pension 101: Retirement Plans
This session will cover the basics of retirement plans: how they work, their importance for employees, the different types of plans, and what to consider in designing a plan. It will also include information for those who administer ERISA plans or want to learn more about them. Topics will include the day-to-day administration of such plans, filing requirements and plan design. In addition, information will be provided for those who are considering a retirement plan for the first time or those who want background information before the October 15 workshop. The workshop will be led by Mark Rubinstein from MetLife. Mark Rubinstein is a Financial Services Representative of Metropolitan Life Insurance Company [MLIC], New York, NY 10166. Securities and investment advisory services offered by MetLife Securities, Inc. [MSI] [Member FINRA/SIPC], a registered investment adviser. MLIC, and MSI are MetLife Companies.
October 14 (Wednesday) 9:30—11:30am
Tips to Rock Your 2015 #GivingTuesday Crowdfunding Campaign
#GivingTuesday is the online annual crowdfunding day that changes the conversation and hype around Black Friday to raise money around the holidays. In 2014, more than $45 million in donations were generated, up 63% from 2013. If you’re going to participate in GivingTuesday, you want to do it right, so join us for a GivingTuesday holiday campaign strategy session. Dana Ostomel, founder of the crowdfunding website DepositaGift.com, will offer participants the guidance you need to get the most out of your GivingTuesday campaign this year. You want to make sure that you’re setting your organization up for success with a campaign that is built to be social and has a plan of action to engage your community. Executive directors, development, marketing and communication staff: join us for a lively discussion and learn the tools you need to put a strategic plan in place.
October 14 (Wednesday) 9:30am—12pm
Managing for Results: Strategies for Successful Outcome Measurement
Learn how outcomes measurement can focus your organization on what is important about your work and the difference it makes. Through hands-on exercises, you’ll begin to develop an outcomes tracking plan that is both meaningful and manageable and discover the steps you need to take to achieve excellence in managing for results. This workshop will be most helpful to executive directors and program managers. This workshop, presented by Laurel Molloy, founder & chief consultant at Innovations Quantified and co-sponsored by Citi Community Development and NPCC, will help build the capacity of community development nonprofits that serve low-to-moderate income individuals and families. It will held at Housatonic Community College in Bridgeport, CT.
October 15 (Thursday) 9:30—11:30am
New NPCC Retirement Plans & Services
NPCC is excited to announce the formation of a new retirement program and associated fiduciary investment services exclusively for our 501(c)(3) members. The new program with Nationwide will offer ERISA 403(b) and/or 401(k) retirement plans. Read more about the new retirement plan here. Join us for a two-hour seminar at which representatives will discuss the new plans. You may want to attend the October 13 introductory session (see above) if you are not familiar with the concepts of retirement plan.
October 22 (Thursday) 8—10:30am
Breakfast Seminar: Managing Scarce Resources
NPCC is pleased to partner with HSC and Crystal and Company to provide this breakfast seminar on managing scarce resources. A panel of industry professionals will engage in a discussion on two employee-related topics affecting nonprofits: health care benefit strategies and employee-based risk exposures. This workshop will be most helpful to HR directors, general counsels, and anyone responsible for their organization’s benefits. The content will be geared towards organizations with 100 or more employees or annual budgets of at least $10 million. The session will be held at the Princeton Club, 15 West 43rd Street, New York, NY.
October 29 (Thursday) 9:30—11:30am
2016 Health Insurance Market Update
What’s on the horizon with the Affordable Care Act (ACA) and the landscape of the health insurance market in 2016? As we turn another page in the calendar to 2016, come hear Joseph Moschitto, president, and James Schutzer, vice president of J.D. Moschitto & Associates discuss the issues impacting employers. They will be discussing the latest updates with the ACA including the new federal small group definition and providing detailed information and strategies on how employers can gear up for 2016 renewal season.
Registration is Required: Click on a workshop title above to register. Attendance may be limited to one person per 501(c)(3) member organization. By registering for a workshop you are making a firm commitment to attend. If you must cancel, please provide at least 48 hours notice so that someone else can take your place. Meetings begin and end on time so please plan your travel and schedules accordingly. If a workshop is marked as sold out, members may still sign up for a wait list in the event that a seat becomes available.
Unless noted otherwise, workshops are open only to NPCC's 501(c)(3) members and are held at NPCC's office at 135 West 36th Street, 15th Floor (between Broadway and 7th Avenue), New York NY, 10018. NPCC is a scent-free environment. Please do not use scented products when attending a meeting.