HR &amp; Operations

Audience

Topic(s)

29 Mar 2018

Financial Series - Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Thursday, March 29, 2018 -

9:00am to 12:00pm

Financial statements and an organization’s 990 each tell a story. Using the two financial documents together can yield so much more information than the financial status of the organization.

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20 Mar 2018

Foundation Administrators Network Meeting: Meeting and Understanding Your Fiduciary Responsibilities

Tuesday, March 20, 2018 -

9:00am to 10:30am

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer, all benefit when a retirement plan is in place.

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Network Building

Format

Presentation

Audience

HR & Operations Staff

Topic(s)

15 Mar 2018

POSTPONED 3/22 Financial Series - Looking at the 990 Part I (March 15) and Part II (March 22)

Thursday, March 15, 2018 -

9:00am to 12:00pm

The IRS Form 990 is used by funders as a tool to track and scrutinize the finances, governance and accomplishments of grant applicants and recipients.

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06 Mar 2018

Legal Series - Self-Dealing (Family Foundations & Family Offices)

Tuesday, March 6, 2018 -

9:00am to 11:00am

The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance.

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Finance & Asset Management

Format

Presentation

Audience

Family Foundation

Board & Trustees

HR & Operations Staff

Legal Staff

Topic(s)

01 Mar 2018

Financial Series - What to Look for in a Nonprofit’s Financial Statement

Thursday, March 1, 2018 -

9:00am to 11:00am

Learn how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis.

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22 Feb 2018

Financial Series: Intro to Financial Statements

Thursday, February 22, 2018 -

3:00pm to 5:00pm

In this Primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. It is a broad overview for all newcomers who must work with nonprofit organizations’ financial...

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13 Feb 2018

Learning from the #MeToo Moment: Building an Anti-Harassment Practice in Your Foundation

Tuesday, February 13, 2018 -

9:00am to 11:00am

If 98 percent of organizations in the United States have a harassment and discrimination policy, why does sexual harassment and discrimination continue to be such a persistent and devastating problem in the American workplace?

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Format

Livestream

Presentation

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