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SUMMARY:S402: Spring Symposium: Building an Effective Audit Committee
DESCRIPTION:COURSE DESCRIPTION: \nAn effective audit committee can be an exempt organization’s leaders best friend.  As the number and intensity of risks faced by exempt organizations grow so does the responsibilities and stress of senior leadership.   Let us have our audit committees come beside leaders to create a strategic team.  The audit committee can be staffed with members who have varying experience and knowledge to address the growing risks.  In this course\, we will discuss how to build and use the audit committee to protect and strengthen exempt organizations. \n  \nLEARNING OBJECTIVES: \n\n– Learn who should be on the committee.\n– Learn how to develop an audit committee charter.\n– Identify methods to assess risks.\n– Find ways to engage the audit committee.\n\n  \nYou can also join us IN-PERSON in Washington\, D.C! (for Associations & Nonprofit Professionals) \n\n\n\n\nThursday\, March 23\, 2023\n10:00 AM – 2:00 PM @Bernstein Private Wealth Management\n\n800 Connecticut Ave NW\, Washington\, DC 20006\n\n\nRegistration:  $25 (includes 4 sessions\, lunch & Happy Hour) You will be invoiced after registration. \nUp to 3 CPE/CAE Credits
URL:https://usteducation.org/event/s402-spring-symposium-building-an-effective-audit-committee/
LOCATION:https://zoom.us/j/93829906496
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/02/79.png
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DTSTART;TZID=America/New_York:20221130T133000
DTEND;TZID=America/New_York:20221130T143000
DTSTAMP:20260517T150451
CREATED:20221011T201219Z
LAST-MODIFIED:20221103T194929Z
UID:10000237-1669815000-1669818600@usteducation.org
SUMMARY:S303: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990)
DESCRIPTION:COURSE DESCRIPTION: \nThere is  more to your nonprofit than just the numbers on your 990 and financial statements.  Sophisticated donors often delve deeper than just the numbers before making contributions.  Learning to tell your organization’s story via IRS 990 and the financial statement footnotes is significant to your organization’s success. \n  \nLEARNING OBJECTIVES: \n\nLearn to use the 990 to tell the story.\nLearn to use the financial statement footnotes to tell the story.\nLearn to work cross-department to develop the story.
URL:https://usteducation.org/event/s303-how-to-craft-a-compelling-story-for-your-organization-using-financial-footnotes-and-forms-990/
LOCATION:https://zoom.us/j/92730590753
CATEGORIES:ASSOCIATIONS & NONPROFITS
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DTSTART;TZID=America/New_York:20221130T100000
DTEND;TZID=America/New_York:20221130T154500
DTSTAMP:20260517T150451
CREATED:20221025T215500Z
LAST-MODIFIED:20221118T155522Z
UID:10000241-1669802400-1669823100@usteducation.org
SUMMARY:WINTER SYMPOSIUM\, Washington D.C. (In-person)
DESCRIPTION:Join us in Washington\, D.C. for an in-person one day only event! \n\n\n\n(for Associations & Nonprofit Professionals) \nWe have combined four dynamic sessions for an in-person one day event to learn\, earn\, & network with your peers.\nFOCUS: Finance | Tech | Strategy\n\nWednesday\, November 30th\n10:00 AM – 3:45 PM @Clydes Restaurant; Gallery Place\n3:45 PM – 5PM and beyond…Happy Hour\nLEADERSHIP AWARDS will be presented for selected Association professionals\nRegistration:  $25 (includes 4 sessions\, lunch & Happy Hour) You will be invoiced after registration. \nUp to 4 CPE/CAE Credits\n\n\n\n\n\nSession Details\nSession 1: Non-Profit Strategic Plans – Best Practices & Key Pitfalls \nInstructors: David Keen\, CFO Business Development at American Physical Therapy Association; Jennifer Brearey\, Chief Financial and Operating Officer at AdvaMed \n  \nSession 2: 5 Steps To Selling Your Board of Directors on Your Required Technology Spend \nInstructor: Ali Niroo; Managing Partner; BridgePointe Technologies \n  \nSession 3: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990) \nInstructor: Rob Eby\, CPA\, CGMA\, Experienced Accountant of Nonprofit Organizations\, Partner at Aronson LLC; Stacy Cullen\, Tax Director\, Aronson LLC \n  \nSession 4: Cybersecurity Fundamentals for 501C Executives \nInstructor: Brian Scott\, President\, CIO\, ClearTone Consulting LLC \n 
URL:https://usteducation.org/event/winter-symposium-washington-d-c-in-person/
CATEGORIES:ASSOCIATIONS & NONPROFITS
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DTSTART;TZID=America/New_York:20220913T130000
DTEND;TZID=America/New_York:20220913T143000
DTSTAMP:20260517T150451
CREATED:20220804T141128Z
LAST-MODIFIED:20230601T194619Z
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SUMMARY:W267: Policies\, Procedures and Problems
DESCRIPTION:COURSE DESCRIPTION: \nWhich comes first the chicken or the egg; the fire or the firefighter; the operational problem or the policy and procedure?  The heart of the questions is whether you are reactionary or proactive.  Today we like to facilitate  a discussion on selected policies and procedures that must be monitored to avoid being more reactionary than proactive.   \n  \nLEARNING OBJECTIVES: \n\nLearn how to recognize policies that should be updated.\nLearn how to identify procedures that should be updated.\nLearn how to think through a monitoring of policies and procedures schedule.\n\n 
URL:https://usteducation.org/event/w267-policies-procedures-and-problems/
LOCATION:https://zoom.us/j/98583845274
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Business Strategy,Business Strategy,Culture & Communication,Culture/Communication
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/Rob.png
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