2013 Nonprofit and Association Accounting Roundtable Series

 

Wednesdays, August 28 – October 9

8:30 – 10:00 am

2860 Gateway Oaks Drive, Sacramento

 
We are excited to offer this seven-part series on accounting, governance and financial management issues, tailored specifically for nonprofits and associations. These sessions are designed for accounting staff, controllers and executive directors.
 
With 30 years of experience, and nearly half of our practice serving the accounting needs of the nonprofit and association community, we bring a wealth of knowledge and experience to each of these sessions. Our aim is to provide you with valuable tools and best practices you can readily implement in your organization for improved governance, management and operations.

UPDATE:  Registration is now closed.  Registration is $25 per session or $50 for unlimited sessions, and is free to Gilbert clients.   Contact us if you have questions or would like additional information.
 

Nonprofit Accounting Basics

Wednesday, August 28

Are you new to nonprofit accounting, or looking for a refresher? In this session, we will be discussing the basics of contribution accounting: differentiating contributions from other types of revenue, identifying factors that may influence recognition, and the effect of contributions on net assets.

 

Financial Management & Reporting

Wednesday, September 4

We will address reporting techniques to help your Board be an effective partner in your organization’s finances. The presentation will address examples of financial data, strategic budget information and dashboards which will keep your Board focused on policy, strategy and effective decision-making.

 

Avoiding Form 990 Pitfalls Part I

Wednesday, September 11

Do you know the top Form 990 pitfalls, and how to avoid them?  In this session, we will be looking at what types of policies need to be in place and what can cause your exempt status to be revoked. We will be addressing executive compensation, benchmarking resources, and excess benefits to interested parties.

 

Advanced Nonprofit Accounting

Wednesday, September 18

Are you unsure of how to record and track complex contributions and grants your organization is receiving? Assessing contributions with restrictions can be challenging. We will review common misconceptions that lead to audit adjustments, perform case studies on common revenue recognition pitfalls, and cover unique transactions and their effects on net assets.

 

Finance and Audit Committee Responsibilities

Wednesday, September 25

The fiduciary responsibility of nonprofit Board members is under more pressure and scrutiny than ever before. We will provide clarity of their roles and responsibilities, as well as tools to help them be an effective resource to your organization.

 

Avoiding Form 990 Pitfalls Part II

Wednesday, October 2

This session will continue the discussion on pitfalls common to the Form 990. We will discuss unrelated business income and how to correctly allocate and deduct the associated expenses. We will also cover lobbying and political activities.

 

Cost Allocation & Functional Reporting

Wednesday, October 9

Our last session will cover the benefits of an effective cost allocation, what external users of financial statements are focusing on, methods for recording and allocating costs, and how to determine the appropriate level of detail to report.

 

UPDATE:  Registration is now closed.  Registration is $25 per session or $50 for unlimited sessions, and is free to Gilbert clients.   Contact us if you have questions or would like additional information.