September 17 (Thursday) 9:30—11:30am
Internal vs. External Responsibilities in the Nonprofit Audit
Looking for ways to improve your organization’s audit process? Join us as a panel of nonprofit insiders discuss “who is responsible for what” in the nonprofit audit. Adam Cole of BDO USA, Charlene Laniewski of KPMG and treasurer of NPCC's board, and Sheila Abrams of United Hospital Fund will share their perspectives on how to successfully navigate each step of the nonprofit audit. They will discuss their key responsibilities in their respective roles as auditor, board member, and CFO. Paul Konigstein, senior consultant at Accounting Management Solutions, Inc. will moderate the workshop.
September 25 (Friday) 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. The workshop will be most helpful to executive directors and program managers. Co-sponsored by Citi Community Development and NPCC, the workshop will help build the capacity of community development nonprofits that serve low-to-moderate income individuals and families. The workshop will be presented by Laurel Molloy, founder & chief consultant at Innovations Quantified. The session will be held at RXR Realty, 68 South Service Road, Melville, Long Island, NY.
September 28 (Monday) 6—8pm
Bringing the Tools of Gen X to Board Fundraising: What Board Members Need to Make Crowdfunding Wildly Successful
Join Greg Cohen from Cause Effective and Ethany Uttech from the national nonprofit crowdfunding platform ioby to learn how crowdfunding can serve your nonprofit as a fundraising and community engagement tool. This workshop is tailored for an audience of board members and will cover crowdfunding from a board perspective, including: how crowdfunding fits overall into the nonprofit development toolbox; what crowdfunding can do for nonprofits; best practices in crowdfunding for nonprofits; examples of past nonprofit crowdfunding campaigns with varying levels of board involvement; techniques to mobilize board members to be involved in crowdfunding; strategies for establishing accountability for board participation; context in year-round and varied fundraising for board member involvement; and Q&A.
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 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.
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.