Growth Exchange
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
Employee Benefits
Growth Exchange THE FUTURE OF FUNDRAISING EVENTS Health HSA FSA Dental Vision Basic Life Disability Vol Life Accident Critical Illness Medical Gap History of Health
Working effectively with your Board of Directors
Growth Exchange Work Effectively with your Board Board Needed for Governance It’s the law The governing or policy‐setting body Sets strategic direction Provides expertise Accepts
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
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 –
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
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
Payroll Responsibilities
Growth Exchange Payroll Responsibilities Introduction Regardless of who processes your organizations payroll, it is organizational leaderships’ responsibility to understand and engage in the payroll process.