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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

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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

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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

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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

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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     –

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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 –

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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

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Visual Portfolio Plugin Setup

Visual Portfolio, Posts & Image Gallery for WordPress

Data Best Practices

Growth Exchange Data Best Practices Tips for collecting and storing data so that it remains useful, readable, and portable. What to collect? - What you...

THE FUTURE OF FUNDRAISING EVENTS

Growth Exchange THE FUTURE OF FUNDRAISING EVENTS OVERVIEW Who is KC Crew? How did we end up in fundraising events? What we’ve learned How we...

Managing 1099 Vendors

Growth Exchange Managing 1099 Vendors Topics 1. Know your vendors 2. Reportable? Who and what you pay determines whether you must report 3. Form W‐9...

Finding Grant Funders

Growth Exchange Understanding Board Financial Reporting Are you “Grant Search Ready”? Who, What, Where? •Organizational • Programmatic • Financial Organization 501(c)3 status Board of Directors...

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...

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...

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...

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