Finance & Accounting Sessions

Listed below are all the Financial and Accounting sessions at this year's Management Conference. Click on a session's title to read its description. All the Financial and Accounting sessions are associated with a teal-colored box on the conference schedule page.

Note: All regular sessions are 3.5 CPE credits; all mini sessions are 1.5 CPE credits. Regular sessions are 3 hours in length, and mini sessions are 1.5 hours in length.

Pre-Conf: Adv. Financial Statements in Sage MIP Fund Accounting
Pre-Conf: Budgets in Sage MIP Fund Accounting
An Auditor's Look at Head Start Compliance
Join MUG – The MIP User Group
Preparing IRS Form 990
SAS 115: Communicating Internal Control Related
Matters Indentified in an Audit
GAAP: Update for New Rules
Effective Monitoring
Budgets from A to Z in Sage MIP Fund Accounting
Financial Analysis
Fundraising Risk Management
Auditor's Look at Internal Controls
Procurement Best Practices
Preparing for the Audit
Fraud Schemes and Internal Controls
Procurement in Sage MIP Fund Accounting 		FY10 OHS Monitoring Protocol - Fiscal
Cash Management Best Practices
Understanding Audited Financial Statements for Executives
Internal Controls for the Small Accounting Office
Intermediate Sanctions - Compensation, Benefits, Perks
Financial Statements in Sage MIP Fund Accounting
Head Start In-Kind
Spending Federal Dollars – An Intro to Allowable Cost
Payroll 1-2-3 in Sage MIP Fund Accounting
A-133 Compliance Supplement
Fraud Happens! - The Fraud Who Done It
Fraud Risk Management
How to Prepare GAAP Financial Statements
Managing a Nonprofit Like a Business
Implementing Form 990 Reports in Sage MIP Fund Accounting
IRS Form 990: An Executive Perspective

Pre-Conference: Advanced Financial Statements in Sage MIP Fund Accounting

Session Type: Regular
Level: Intermediate
Prerequisite: Prior experience developing custom financial statements in Sage MIP Fund Accounting
Field of Study: Specialized Knowledge and Applications
Time: Monday, July 12; 9:00-12:15 pm
Trainers: Peggy Farah

Take your financial reporting skills to the next level with this special hands-on pre-conference that teaches you to create complex financial statements in Sage MIP Fund Accounting. Participants will increase their reporting capacity by using segment substitution, report groups, segment substitution with report groups, and column subtotals to produce various FAS 117 required financial statements. Participants will also create custom charts to display financial information graphically. Bring your laptop loaded with the latest version of Sage MIP Fund Accounting. Since you will be learning these reporting techniques on your own machine, you can take your results home with you! Space is limited, so each participant can get personal attention.

Note: This session is limited to 40 attendees for an additional $150 per person registration fee.

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Pre-Conference: Budgets in Sage MIP Fund Accounting

Session Type: Regular
Level: Intermediate
Prerequisite: Used MIP for a least 1 year and own the budget module
Field of Study: Specialized Knowledge and Applications
Time: Monday, July 12; 9:00-12:15 pm
Trainers: Maile Pa'alani and Jaclynn Murphy

Don't miss this hands-on pre-conference session on budgeting in Sage MIP Fund Accounting. We will focus on how to do collaborative budgets, and revising budgets. Bring your laptop loaded with the latest version of Sage MIP Fund Accounting, including the budget module. Since you will be learning these techniques on your own machine, you can take your results home with you. Space is limited so each participant can get personal attention.

Note: This session is limited to 40 attendees for an additional $150 per person registration fee.

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An Auditor's Look at Head Start Compliance

Session Type: Regular
Level: Intermediate
Prerequisite: Head Start Compliance and Management Background
Field of Study: Specialized Knowledge and Applications
Time: Tuesday, July 13; 1:30-5:00 pm
Trainers: Peter Olsen

Have you ever wondered what exactly an auditor is looking at when they test your Head Start program for compliance? Well wonder no more! Head Start directors and staff, as well as fiscal directors and staff, are invited to this session to learn how an auditor reviews your Head start program for compliance.

We will focus on and discuss:

  • Required compliance audit steps
  • Understanding, and the documentation of, internal controls for the Head Start program
  • Overview and application of the Head Start compliance supplement
  • Head Start financial reporting

You won't be an auditor when you leave this session, but you will know what they are looking for the next time they come to your organization

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Join MUG – The MIP User Group

Session Type: Regular
Level: Overview
Prerequisite: Sage MIP Knowledge Recommended
Field of Study: Specialized Knowledge and Applications
Time: Tuesday, July 13; 1:30-5:00 pm
Trainers: Peggy Farah

Sage MIP Fund Accounting keeps changing - are you keeping up? What version are we on anyway? Why should you care? Come find out if you are using the newest features and get a sneak peak as to what the future holds for new developments.

And don't miss the "stump the experts" segment! Submit questions* ahead of time to your most intractable problems, and see if the Wipfli's MIP experts can help you. That's right, FREE CONSULTING!

*Email your questions in advance to gfpinfo@wipfli.com, subject line: MUG.

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Preparing IRS Form 990

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Taxes
Time: Tuesday, July 13; 1:30-5:00 pm
Trainers: Rich Ruvelson

The IRS significantly revised the IRS Form 990, so now is the perfect time to get familiar with it. This session will go through some of the key considerations for the revamped Form 990 to get you ready to file.

Come to this session to learn the answers to the following questions:

What are the changes and how will they affect me?
What are all those questions are on the IRS Form 990, and what do they mean to my organization?
Where do I report our rental income?
What is a substantial contributor, anyway?
What should be attached to the return?
What about Electronic Filing - when should it be completed, and how easy is it?

These questions, and more, will be answered as we walk through the preparation of Form 990 and Schedule A during our discussion. Bring specific questions to this updated session, and we'll discuss them as a group.

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SAS 115: Communicating Internal Control Related Matters Identified in an Audit

Session Type: Regular
Level: Basic
Prerequisite: NPO Fiscal Background
Field of Study: Auditing
Time: Tuesday, July 13; 1:30-5:00 pm
Trainers: Denes Tobie

Join us for this updated session to discuss SAS 115 Communicating Internal Control Related Matters Identified in an Audit (formerly known as SAS 112). SAS 115 (effective for years ending after 12/15/09) revised the definitions of the terms material weakness and significant deficiency that had been previously been established in SAS No. 112. We will cover SAS 112 established standards and provided guidance on communicating matters related to an entity's internal control over financial reporting identified in an audit of financial statements, and how SAS 115 would effect that communication. The following are some of the changes resulting from the issuance of SAS 115 (and the original SAS 112):

  • The term reportable condition is no longer used. The terms significant deficiency and material weakness are used to describe control deficiencies that must be communicated to management and those charged with governance.
  • Communication to management and those charged with governance must be in writing.
  • Communicated specific significant deficiencies and material weaknesses in previous years need to continue to be communicated as long as those deficiencies continue to exist.
  • These items may now appear in your audited financial statements.

Attend this session to see how these and other aspects of SAS 115 may affect your organization.

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GAAP: Update for New Rules

Session Type: Regular
Level: Intermediate
Prerequisite: Basic Knowledge of Accrual Accounting
Field of Study: Accounting
Time: Wednesday, July 14; 8:15-11:45 am
Trainers: Stephanie Cavadeas and Kenny Retzl

You don't have to be a CPA to understand GAAP! This session is designed to present new accounting standards in an easily understandable format. Attend this session and learn what new disclosures should be in your financial statements, how to prepare them, and how new accounting standards will affect the way certain transactions are accounted for.

During this session, we will review:

  • The Codification of GAAP
  • SFAS 157: Fair Value Measurements
  • SFAS 165: Subsequent Events
  • FSP 117-1: Endowments of Not-for-Profit Organizations
  • SFAS 164: Consolidations within the Not-for-Profit Industry
  • And more!
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Effective Monitoring

Session Type: Regular
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
Field of Study: Management Advisory Services
Time: Wednesday, July 14; 8:15-11:45 am
Trainers: Janet Johnson

Are you responsible for subrecipient or delegate monitoring? Is your monitoring process efficient and effective? Are you confident that you are focusing on the right things?

Join us for this interactive session to learn how to make monitoring an ongoing process. We will show three approaches to monitoring that incorporate of all of the ways you interact with a subrecipient. The approaches are:

  • Regular ongoing, including monthly financial and program reports
  • Informal, including phone calls and other means of communication
  • Formal, including audit reports and monitoring visits

Effective systems of regular ongoing and informal monitoring will guide you in designing the most effective formal monitoring processes for each subrecipient.

Our goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on the right things and gives you tools to assess your subrecipients' processes and results.

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Budgets from A to Z in Sage MIP Fund Accounting

Session Type: Regular
Level: Basic
Prerequisite: Familiarity with MIP
Field of Study: Specialized Knowledge and Applications
Time: Wednesday, July 14; 8:15-11:45 am
Trainers: Maile Pa'alani

Own the budget module, but confused on how to use it? Attend this updated session to learn budget basics from A to Z.

  • Set up the budget versions and controls in administration
  • Learn the difference between budget transactions and the budget worksheet, and when to use which one
  • Use the budget wizard to create budget worksheets, then transfer and post
  • Access budget balances and available budget balances on the fly
  • Produce budget reports to keep you ahead of the game.
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Financial Analysis

Session Type: Regular
Level: Intermediate
Prerequisite: Nonprofit Fiscal Background
Field of Study: Accounting
Time: Wednesday, July 14; 8:15-11:45 am
Trainers: Denes Tobie

This updated session will discuss various ways to analyze the data that you currently have, but may not be using effectively. We will discuss ways to assist you when trying to relate financial information to non-financially savvy individuals.

We will cover:

  • Providing effective financial analysis throughout the year
  • Creating and using trend analysis
  • 2 CFR Part 215 (OMB Circular A-110) required financial management analysis
  • Budget preparation and use
  • Board reports
  • Analytical procedures and how they can help you
  • What your financial statements and 990 can tell you
  • A variety of financial analyses will be addressed to assist you in using the information you currently have to enhance your organization's financial reporting.
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Fundraising Risk Management

Session Type: Regular
Level: Basic
Prerequisite: Introduction to Risk Management Session or a Fraud Session
Field of Study: Management Advisory Services
Time: Wednesday, July 14; 8:15-11:45 am
Trainers: Gerry Zack and Eric Waldron

Focusing on the risks surrounding fundraising in today’s nonprofit organizations, this session introduces participants to compliance issues, such as:

  • State registrations
  • Licensing
  • IRS rules
  • Insurance for special events
  • Permits
  • Unrelated Business Income Tax

This session utilizes the risk management model presented in the Introduction to Risk Management session.

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Auditor's Look at Internal Controls

Session Type: Regular
Level: Intermediate
Prerequisite: Nonprofit Fiscal Background
Field of Study: Auditing
Time: Wednesday, July 14; 1:30-5:00 pm
Trainers: John Hemming and Denes Tobie

This session will focus on how an auditor analyzes internal controls throughout the audit process. We will be specifically covering internal control best practices.

If you are a fiscal officer, program director or program staff, join us for this session to discuss the internal controls your organization must have regarding:

  • Assets
  • Liabilities
  • Revenue and Expense Accounts

We will even give you suggestions for the prevention of fraud prevention in these areas.

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Procurement Best Practices

Session Type: Regular
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
Field of Study: Management Advisory Services
Time: Wednesday, July 14; 1:30-5:00 pm
Trainers: Janet Johnson

Federal regulations for procurement are long and complex. So, not surprisingly, procurement is one of the topics we get the most questions on. For example, we get questions about requirements for competition and price comparisons, sole sourced procurements, etc. ARRA's increased emphasis on transparency and accountability, as well as confusion over "buy American" has also complicated procurement.

This updated session will give you the tools and information to manage procurement effectively while staying compliant with federal regulations. Internal controls will be highlighted throughout the session and we'll give you lots of examples. There will also be time for your questions. Plan to join to learn about easy-to-implement, practical procurement methods.

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Preparing for the Audit

Session Type: Regular
Level: Intermediate
Prerequisite: NPO Fiscal Background
Field of Study: Auditing
Time: Wednesday, July 14; 1:30-5:00 pm
Trainers: Peter Olsen and Kenny Retzl

What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor do? Come learn the secrets of a real auditor and the things we can't tell you while doing your audit.

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Fraud Schemes and Internal Controls

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Accounting
Time: Wednesday, July 14; 1:30-5:00 pm
Trainers: Mike Yankunas

This session will focus on explaining how various fraud schemes are perpetrated, and matching those schemes up with preventive and detective internal controls.

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Procurement in Sage MIP Fund Accounting

Session Type: Regular
Level: Intermediate
Prerequisite: Knowledge of procurement policies
Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 15; 8:15-11:45 am
Trainers: Peggy Farah

Does it take days, or even weeks, to approve purchase requests and get the PO out the door? Are many of your POs approved after you have received product from the vendor. Are you wasting money on a paper based procurement system? See how days can turn into hours with real-time approval notification. Learn how to utilize the procurement capabilities in Sage MIP Fund Accounting. The primary focus will be use of the Electronic Requisitions and Purchase Orders modules.

Additional topics covered include:

  • Integration options
  • Deployment strategy
  • Impact on the Encumbrance and A/P modules
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FY10 OHS Monitoring Protocol - Fiscal

Session Type: Regular
Level: Intermediate
Prerequisite: Head Start Background
Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 15; 8:15-11:45 am
Trainers: Howard Gesbeck

The Fiscal Management section is broken down into the following five subsections:

  • Governance and Internal Controls
  • Use of Head Start Grant Funds
  • Grant Property
  • Compensation
  • Financial Reporting
  • Management Systems Analysis

There are 35 main compliance questions relating to fiscal management. Each main question has 'prompts' that tell the reviewers what documents to look for and includes items to be discussed with the fiscal officer, fiscal staff, other staff and board members. For FY 2010, the wording of many questions has been revised and many targeted questions have changed. The approximately 200 targeted questions address documents and transactions to be reviewed, staff to be interviewed and questions to be asked. In addition to the Fiscal Protocol, we will also review the FY 2010 Monitoring Protocol Guide for Fiscal Management.

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Cash Management Best Practices

Session Type: Regular
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
Field of Study: Management Advisory Services
Time: Thursday, July 15; 8:15-11:45 am
Trainers: Janet Johnson

Cash flow is the life blood of every organization. Implementing best practices and effective internal controls to manage disbursement, and collect and process cash receipts will help you have necessary resources available as efficiently as possible.

We will cover many aspects of best practices in cash management including:

  • Internal controls in cash collection and disbursement processes
  • Cash handling procedures
  • Efficient billing processes and grant draw-downs
  • Management of accounts receivables and collections, including use of accounts receivable software
  • Employee receivables and travel advances
  • Accounting for grants income and receivables
  • Bank reconciliations
  • Use of line of credit

Our focus will include effective include internal controls and we will give you many examples, and we will refer to the federal regulations that address cash management. There will also be time for your questions. Please join us for this session to get ideas on process streamlining and improved internal controls that you can apply immediately.

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Understanding Audited Financial Statements for Executives

Session Type: Regular
Level: Intermediate
Prerequisite: Attendees should be Board Members, Executive Directors or Fiscal Officers
Field of Study: Accounting
Time: Thursday, July 15; 8:15-11:45 am
Trainers: John Hemming

If improving your Board and management team's understanding of your audited financial statements is a goal, then don't miss this updated session! Board members, Executive Directors and Fiscal Officers should participate in this session for an in-depth look at audited financial statements completed in accordance with OMB Circular A-133 reporting requirements. A complete set of audited financial statements will be analyzed from beginning to end. Learn what is required to be included and what you should be looking for in your statements.

In addition, beyond every aspect of the audited financial statements being discussed and analyzed, this session will include an interactive session where the financial results of an agency over a five year period are analyzed. At the completion of this session you will:

  • Have a complete understanding of an audited financial statement and all of its components
  • Be able to apply key financial indicators to your own financial statements
  • Be able to Identify potential red-flag issues within your own financial statements
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Internal Controls for the Small Accounting Office

Session Type: Mini
Level: Basic
Prerequisite: None
Field of Study: Accounting
Time: Thursday, July 15; 8:15-9:50 am
Trainers: Peter Olsen

Do you think your accounting department is too small to implement strong internal controls? Does your auditor issue you a management letter each year that suggests your review your "segregation of duties"?

This session is for organizations with small administrative staffs that are looking for alternative and practical examples of good internal controls. After this session, you will know how to identify incompatible responsibilities, learn how to recruit other people into your processes and establish strong internal controls using only the resources your already have.

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Intermediate Sanctions - Compensation, Benefits, Perks

Session Type: Mini
Level: Intermediate
Prerequisite: Basic Accounting Knowledge
Field of Study: Taxes
Time: Thursday, July 15; 10:10-11:45 am
Trainers: Rich Ruvelson

Intermediate sanctions may be imposed by the Internal Revenue Service on any "disqualified person". Generally, this is an officer, director or key employee of an organization exempt from tax under Internal Revenue Code Sections 501(c)(3) or 501(c)(4) who receives an "excess benefit" from the organization and organization managers approving the "excess benefit". Interest and substantial penalties can be imposed (200% of the "excess benefit") if the "excess benefit" is not paid back to the organization and penalties of up to $10,000 on the organization managers. This session will focus on the impact of the intermediate sanction provisions upon management compensation, benefits and "perks", in light of increased Internal Revenue Service focus on these rules.

The session will focus on the following:

  • Defining disqualified person
  • Defining excess benefit
  • Initial employment
  • Compensation
  • Fringe Benefits
  • Expense reimbursements, including mixed use cellular phones and computer
  • Rebuttable presumption of reasonableness.
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Financial Statements in Sage MIP Fund Accounting

Session Type: Regular
Level: Intermediate
Prerequisite: Basic Sage MIP Fund Accounting reporting skills
Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: Peggy Farah

This course builds on your basic reporting skills, focusing on financial statement formats and creating basic financial statements. This course will train users how to take advantage of the default financial statement features to design custom financial statements and demonstrate the use of report groups for summarizing financial data. The course will also cover the drill-down analyzer and how to use the charting feature within Sage MIP Fund Accounting.

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Head Start In-Kind

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: John Hemming and Deron Kling

Are you finding in-kind harder to generate? Is answering the question, "is this in-kind?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us in this updated session.

We will discuss the tools, techniques, and regulations of generating, calculating, and documenting in-kind. Make generating in-kind everyone's responsibility in your program. This session will focus on:

  • What regulations and guidelines govern non-Federal in-kind
  • How to decide if a contribution is allowable non-Federal in-kind
  • Where the most amount of non-Federal match is missed
  • Documenting all in-kind
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Spending Federal Dollars – An Introduction to Allowable Cost

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Management Advisory Services
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: Janet Johnson

This new session will provide an introduction to allowable cost under the federal cost principles. We will review what's in the regulations and how to find it so that you can become comfortable with them.

We will discuss specific items of cost that often cause confusion, for example:

  • Advertising and marketing
  • Compensation, including bonuses, overtime pay, and severance pay
  • Personnel activity reports
  • Travel costs

We will also discuss best practices for accountability and transparency. Make sure the right people are making the right decisions in a timely manner.

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Payroll 1-2-3 in Sage MIP Fund Accounting

Session Type: Regular
Level: Basic
Prerequisite: Own the Payroll Module
Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: Maile Pa'alani

Setting up and processing payroll is as easy as 1-2-3 when you know the tricks. Come to this new session to find out how to set up everything you need to process flawless payrolls. Earnings codes, benefit codes, deduction codes and leave codes will become clear as we set up a payroll system from scratch, and consider some of the most common elements seen in payroll systems of grant-funded programs.

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A-133 Compliance Supplement

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Auditing
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: Denes Tobie

The OMB Circular A-133 Compliance Supplement is the driver to all audits for grant funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session will explain the supplement, audit approach and touch on many of the programs provided by grant-funded agencies. This is a must attend for fiscal officers and program managers alike.

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Fraud Happens! - The Fraud Who Done It

Session Type: Regular
Level: Intermediate
Prerequisite: Management or Fiscal Experience
Field of Study: Management Advisory Services
Time: Thursday, July 15; 1:30-5:00 pm
Trainers: Gerry Zack and Mike Yankunas

Solve a fraud case! This session starts out with an introduction to who commits fraud and why, but the primary focus of this session is on solving a fraud case study. Some of you will be selected to portray characters in a case involving an organization victimized by fraud. The rest of the class has to solve the case, starting with a series of clues and then interviewing the characters to gather more information. It will be fun as well as enlightening. We'll wrap up by explaining what to do (and what not to do) when fraud is suspected in your organization.

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Fraud Risk Management

Session Type: Mini
Level: Basic
Prerequisite: Introductions to Risk Management and/or a Fraud Session
Field of Study: Management Advisory Services
Time: Thursday, July 15; 3:25-5:00 pm
Trainers: Mike Yankunas

In this new session, participants will learn the methodology of performing a fraud risk assessment. Participants will gain an overview of the importance of performing a fraud risk assessment, and the effect it can have on their organization. A practical framework will be discussed on which a fraud risk assessment can be built. Those attending could have attended earlier fraud related sessions, or be participating in the risk management track.

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How to Prepare GAAP Financial Statements

Session Type: Regular
Level: Intermediate
Prerequisite: Basic Knowledge of Accrual Accounting
Field of Study: Accounting
Time: Friday, July 16; 8:15-11:45 am
Trainers: Stephanie Cavadeas

This session is designed to teach grant-funded organizations to be able to prepare financial statements in accordance with GAAP. Topics covered include the Schedule of Expenditures of Federal Awards, Basic Financial Statements, typical financial statement disclosures, specific conflicts between GAAP and grant accounting, and tips on how to research and record difficult accounting issues properly. This session will also provide a brief update on new accounting standards that could affect nonprofit organizations.

During this session, we will review:

  • The Codification of GAAP and how to research tricky accounting issues
  • Basic GAAP concepts that appear in most nonprofit financial statements
  • Supplemental schedules and reports that are not required under GAAP, but are applicable to most grant-funded organizations
  • Areas where nonprofit agencies usually get tripped up when preparing financial statements
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Managing a Nonprofit Like a Business

Session Type: Regular
Level: Basic
Prerequisite: None
Field of Study: Management Advisory Services
Time: Friday, July 16; 8:15-11:45 am
Trainers: Karl Eck and John Hemming

The session provides an overview of the tools necessary to successfully operate a grant-funded nonprofit organization like a business. The topics of this session will include: guidelines and ratios for determining financial health, methods of generating unrestricted funds in a grant-funded environment, an overview of how to read financial statements, how to tell if your audit is effective, the role of an audit committee, and corrective action for management letters and audit findings.

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Implementing Form 990 Reports in Sage MIP Fund Accounting

Session Type: Mini
Level: Intermediate
Prerequisite: Basic Sage MIP Fund Accounting reporting skills
Field of Study: Specialized Knowledge and Applications
Time: Friday, July 16; 10:10-11:45 am
Trainers: Peggy Farah

Now that you have learned the ins and outs of the new IRS Form 990, learn how to implement financial sections of the form using the recently updated 990 reporting features of Sage MIP Fund Accounting. This course builds on your basic reporting skills; provides a refresher on setting up report groups in Sage MIP Fund Accounting; and trains users how to take advantage of report groups to map their general ledger and other chart of accounts segments to the various sections of the new IRS Form 990. Participants will also see how these mappings will produce financial reports that match the financial sections of the IRS Form 990.

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IRS Form 990: An Executive Perspective

Session Type: Mini
Level: Basic
Prerequisite: None
Field of Study: Management Advisory Services
Time: Friday, July 16; 10:10-11:45 am
Trainers: Denes Tobie

Not only are there challenges in preparing the new Form 990, but there are equal challenges for Executive Directors and Board members to understand and review the 990. This session is designed for a high level understanding of what information is being conveyed in the new Form 990.

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