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Understanding Board Financial Reporting
Growth Exchange Understanding Board Financial Reporting Agenda Overview of financial reporting at a board level Unique aspects of non‐profit accounting Support Kansas City observations related to board reporting Examples Tools and Resources Overview Things to be aware of as a board member that will help

Annual Audit Preparation
Growth Exchange Annual Audit Preparation Topics 1. What is an audit? 2. Does my organization need an audit? 3. How do I prepare for an

Annual Board & Organization Planning
Growth Exchange Annual Board & Organization Planning Introduction 1. Name 2. Organization you represent 3.What you hope to gain from this session Reflections & Preparation Gather formal feedback from constituents, staff and board. Evaluate what has gone well and challenges. Review strategic plan. Determine if goals… where met are on track are behind need to be re‐evaluated

Understanding Your Form 990
Growth Exchange Understanding Your Form 990 Return of Organization Exempt from Income Tax Presentation Objectives Provide a General Overview Feel comfortable asking for help/guidance Understand

Conducting a Brand Audit
Growth Exchange Conducting a Brand Audit What is your brand story? Three layers to understanding brand purpose WHAT Every organization knows WHAT they do. These

Improving Your Grant Process
Growth Exchange Understanding the SKC 990 Questionnaire Cultivation – The Pre-Application Phase 1) Do your research 2) Contact the Funder – Email –

Not-for-profit Accounting Hot Topics
Growth Exchange Not-for-profit Accounting Hot Topics Content Overview A Quick Introduction Organizational Topics Insurance Coverage Contributions – Donor imposed restrictions and conditions Net Assets –

Brand + Marketing Audit
Growth Exchange Marketing / Brand Development Brand + Marketing Audit for Nonprofits A practical framework to clarify your story, evaluate your assets, and improve marketing
Visual Portfolio Plugin Setup
Data Best Practices
THE FUTURE OF FUNDRAISING EVENTS
Managing 1099 Vendors
Finding Grant Funders
Understanding Board Financial Reporting
Annual Audit Preparation
Annual Board & Organization Planning
Brand + Marketing Audit
Understanding the SKC 990 Questionnaire
Understanding Your Form 990
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