Not For Profit Industry Workshop!

~PANEL OF EXPERTS ~
UNDERSTANDING THE BASICS OF NOT-FOR-PROFIT MANAGEMENT
“Equipping NFP Industry Leaders for High-Capacity, Purpose-Driven Management”
Session 1: Staying Compliant: Navigating the Narrow Road of Maintaining Your Tax-Exempt Status

Learn how to avoid losing your tax-exempt status by following some simple guidance from the experts
Learn what the IRS considers an “excess benefit transaction” where one individual stands to benefit excessively from an activity
Learn how to properly classify your staff as employees or contractors
Learn how to setup your accounting and recordkeeping systems to ensure you are tracking the essential financial data for tax preparation and financial reporting

AGENDA
Event Date: Friday, May 12, 2017
Event Time: 11:30 AM – 1 PM
Location: Murrieta Chamber of Commerce Conference Room
11:15 AM – Guests begin to arrive (refreshments served)
11:30 AM – Welcome to Guests and invitation to get appetizers and refreshments
11:45 AM – Presentation of the Panel of Experts (moderator)

Legal professional (Pietro Canestrelli)
Accounting/financial management professional (N&N)
HR Professional (Daneen Ashworth, etc.)
Grant writer (Melissa Diehls/other)??? TBD

11:50 – Panel Begins

Legal – private inurement
Accounting – charting your accounts to prepare for financial and 990 reporting
HR – hiring and personnel basics/ind contractor v. employee
Grantwriter – targeting your fundraising efforts

12:35 – Conclusion of the Panel
12:40 – Q & A Session
12:55 – Conclusion and Thank You – Follow ups

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Date and Time

Friday May 12, 2017
11:30 AM - 1:00 PM PDT

Friday, May 12, 2017
11:30 am - 1:00 pm

Location

at the Murrieta Chamber of Commerce
25125 Madison Ave., Suite 108
Murrieta, CA 92562

Fees/Admission