Nonprofit Governance Policies and Procedures Revisited: Trends, Developments and More

2015 TSCPA Nonprofit Organizations Conference, Dallas, Texas, (co-presented with David Rosenberg)

153834794Your foundation is up and running, you are happily serving your niche, and you have suddenly realized that you need policies and procedures in place for all the new situations arising in your day-to-day activities.  What policies do you need?  What state and federal laws should you consider?  This talking points presentation and packet of sample policies will point you in the right direction when drafting and revising your foundation’s policies and procedures.

Alternative Operating Structures, Governance Best Practices and Fraud Risk Management

32nd Annual Nonprofit Organizations Institute, Austin, Texas

Many tax-exempt organizations utilize separate or subsidiary organizations to operate one or more charitable programs; however, undertaking this type of venture should not be done without careful planning.  Are you considering an alternative operating structure or do you want to learn more about what this charitable vehicle could do to further your charitable goals?  Use this paper and presentation as tools to guide you through the considerations and options when planning for an alternative operating structure.

Governance and Form 990: Understanding the Why and the What

The Nonprofit Management Center of the Permian Basin, Midland, Texas

This PowerPoint kicks off by exploring the duties of care, loyalty, and obedience; runs through best practices when drafting policies, keeping corporate records, and considering other governance matters; and, finally, enters the red zone with a ‘glance’ at the Form 990, highlighting key considerations of the 11-page core form.