Tell a Friend

 

Nonprofit Transparency and Disclosure Through Form 990
   LIVE Webcast  

 


Event Details:                                                                                                                                                          

Nonprofit stakeholders include donors, board directors and trustees, and most importantly, the populations served by and benefiting from the nonprofit mission. Form 990 is a top tool used by federal and state regulators, the media, and grantmakers to assess whether nonprofits work effectively and efficiently to fulfill their qualified exempt purposes and serve the social good. Continued enhancements to Form 990 support the drive for greater nonprofit transparency and disclosure. In this Nonprofit Form 990 LIVE webcast, a panel of recognized tax practitioners and industry thought leaders will share current need-to-know nuts and bolts of nonprofit compliance along with emerging developments:



Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124397
NASBA Field of Study: Taxes - 1.5 credit hours
Recording Fee: $299 (Please click here for details)

 

Featured Speakers for Nonprofit Transparency and Disclosure Through Form 990 LIVE Webcast :


Agenda  (click here to view more)


SEGMENT 1:
Emily Cummins , Director of Tax & Risk Management,
National Rifle Association of America

  • - High-level theme: Why disclosure, transparency, and accountability matter to the health of the nonprofit sector
  • - Drill-down: What donors and their philanthropic advisors need to understand about your nonprofit
  • - Drill-down: Promoting communication between charitable grantmakers and potential grantees
  • - Wrap-up of the above: 990 minimum requirements & beyond, with new/fresh ways 990 tools are being used to enhance communication


SEGMENT 2:
Pamela A. Mann , Attorney,
Carter, Ledyard & Milburn LLP

Overall theme: Tax exempt organizations face increased challenges in dealing with the Form 990 as presently constituted.
  • - Changes in organizational behaviors that are suggested by questions on the form
  • - Increased board involvement in monitoring of the organization’s operations and finances
  • - Increased scrutiny on board policies and conflict of interest management
  • - Traps for the unwary in completing the Form 990


SEGMENT 3:
John M. Horak , Stockholder,
Reid and Riege, P.C

  • - The vital importance of privacy to good corporate governance
  • - Charitable money is private money and not public money
  • - The privacy component of the fiduciary duties of care and loyalty
  • - Dealing with the IRS and State Attorneys General – arms length or an embrace?
  • - When to hold your ground with the regulators




National Rifle Association of America
Emily Cummins
Director of Tax & Risk Management
speaker bio »»

Carter, Ledyard & Milburn LLP
Pamela A. Mann
Attorney, Chair of Tax Exempt Organizations Group
speaker bio »»

Reid and Riege, P.C.
John M. Horak
Stockholder
speaker bio »»



Who Should Attend?

Nonprofit board trustees and directors; nonprofit accounting and tax managers; tax-exempt in-house lawyers and outside counsel; donors and philanthropic advisors.

Why Attend?

This is a must attend event for nonprofits officers and practitioners who’d like to be in the know with the latest issues surrounding nonprofit transparency and disclosure through Form 990.

- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from experienced practitioners & thought leaders
- Interact directly with panel during Q&A

Enroll in this course now by clicking the Register button below. Early birds can enjoy deep discount in the registration fee.

Registration Information:                                                                                                                                    


(Click here for information on group registrations and discounts)

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Nonprofit Transparency and Disclosure Through Form 990
LIVE Webcast
Event Sponsors:




Carter Ledyard & Milburn LLP (www.clm.com), established in 1854, has approximately 100 attorneys and has been headquartered on Wall Street since its founding. Carter Ledyard’s general practice includes corporate, securities, mergers and acquisitions, private equity, litigation, intellectual property, environmental, employment, media and technology, investment regulation, antitrust, trusts and estates, maritime, ERISA, tax-exempt organizations, real estate, tax and bankruptcy. A significant part of the firm’s practice involves representing overseas-based clients and their U.S. affiliates, financial institutions and other financial services providers, governmental entities and media and technology clients.




Founded in 1950, Reid and Riege, P.C. is a full service law firm providing legal counsel and representation to many of the region’s leading business and nonprofit organizations, financial institutions, corporations and individuals. The firm’s focus includes the following practice areas: bankruptcy and insolvency; commercial finance; corporations, limited liability companies and other business organizations; business succession planning; executive agreements and compensation; mergers and acquisitions; pension and other employee benefits; employment and personnel; environmental; health care; estate planning and estate settlement; executive and physician planning; fiduciary and probate litigation; fiduciary services; general litigation; nonprofit organizations; real estate; Taft-Hartley benefit plans; and tax. Reid and Riege has principal offices in both Hartford and New Haven. For additional information, please visit www.rrlawpc.com.


Speaker Firms:


National Rifle Association of America








 

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org



 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml

Attention Pennsylvania Attorneys:

Knowledge Congress is not yet an Accredited Distance Learning Provider in PA, neither the instructors nor any PA attendees will receive credit for the course.



 
Enrolled Agents Sponsor ID Number: 7602U

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.