Thursday, May 29, 2014

Fending off Fraud: Steps nfp's can take to avoid the latest trends - Topic for June 24, 2014

If you stay awake nights worrying about if all the security walls you have carefully constructed to protect your nfp are still effective, then make plans to join us Tuesday, June 24, 2014 when Brian Ferguson and David Henroid (Certified Fraud Examiner) of Stone Carlie discuss the latest trends in fraud and how you can avoid them.

Thursday, May 1, 2014

Developing Effective Policies required by 990's Part VI, Section B - Topic for May 27, 2014

If you strive to answer "yes" to all the questions about policies in Part VI, Section B of the 990, then make plans to join us Tuesday, May 27, 2014, when John McAnnar, co-founder of ArchCity Defenders, in cooperation with the Mission Center L3C, will present an overview of Conflict of Interest, Whistleblower, Document Retention, and Executive Compensation policies. We'll learn best practices in developing these policies so that in addition to answering "yes" to the questions on the 990 we'll derive benefit from having the policies in place.

Monday, April 14, 2014

Exploring CRM Software - Topic for April 22, 2014

If you are unaware that CRM is an acronym for Constiuent Relationship Management, then make plans to join us Tuesday, April 22, 2014 when Nick Morilla of Nonprofit Easy will discuss the basics of CRM and why all nonprofits should be aware of them.

Wednesday, February 26, 2014

Audit trends - Topic for March 25, 2014

If during audit season you find yourself upended by unexpected audit requirements, then make plans to join us Tuesday, March 25, 2014, when Elizabeth Pagett of BKD will discuss audit trends all nfp's should know.

Tuesday, February 4, 2014

Staying on top of watchdog group benchmarks - Topic for February 25, 2014

With each passing fundraising scandal, the importance of non-profit watchdog groups grow. Many use benchmarking metrics derived from 990 data to assess mission effectiveness, and some of those get published whenever improprieties are reported. So if you would like to know which benchmarks are being highlighted and why, then make plans to join us Tuesday, February 25, 2014 when Carole Bellman, Director of Charity Information Services for the Better Business Bureau serving Eastern Missouri and Southern Illinois will discuss how the BBB designs benchmarks and why.

Tuesday, January 14, 2014

Investment Strategies for nfp's - Topic for January 28, 2014

Nfp Finance Managers usually spend most of their time on accounting rather than finance. So if you would like to kick off the New Year learning some skills that support your title, then make plans to join us Tuesday, January 28, 2014 when Caleb Croquart and Dustin Gaj of PNC Institutional Investments will present tips for the best investment strategies nfp's can utilize in 2014.

Wednesday, November 6, 2013

Merging non-profits - Topic for December 3, 2013

Is your nfp considering a merging of operations with another non-profit that serves similar populations to gain much needed efficiencies in the current competitive economic climate? If so, make plans to join us Tuesday, December 3 (our combined November/December meeting) when John Adkins, CFO of Life Skills Missouri will discuss the recent merger of Life Skills and Touchpoint. John will discuss the challenges that drove the decision to merge, how the merge was proposed, what preparations were made for merging, and lessons learned.