Cancelled -Non Profit Group Meeting

Important Legal and Management Planning Tips for 2017
 Speaker: James C Provenza, JD, CPA
 

1. Importance of a master calendar
   1. Filing deadlines
   2. Board elections
   3. Focus on important events throughout the year
2. Review articles of incorporation and bylaws to make sure they reflect mission.  
3. Policies – do you have them.  Are they followed?
   1. Conflict of interest
   2. Document retention
   3. Whistleblower
4. Fundraising and gift acceptance policies and goals
5. Tax reform and charitable giving.  How might it affect you? 
6. Financial statements – teach your Board members how to read them
7. Review your gift substantiation policies.  Don’t assume they are in compliance.