Minimum Fiduciary Standards for Nonprofit Directors

2014 Free CPE Day, Fort Worth Chapter, Texas Society of CPAs, Fort Worth, Texas

As a director, trustee, and/or officer of a nonprofit organization, you have a real responsibility to your community, the beneficiaries of your charity, and to state and federal regulators.  This PowerPoint summarizes best practices for directors, trustees, and officers into comprehensive illustrations that underscore the multifaceted duties of care, loyalty, and obedience. 

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.

Public Charities and Private Foundations

136390931On January 25, 2014 I had the pleasure of presenting an overview of the planning opportunities with public charities and private foundations to the Southwest Regional Education Conference of the American Association of Attorney-Certified Public Accountants at Texas A&M Law School in Fort Worth.  It was an early Saturday morning (after having 16 6th graders from my son’s church youth group spend the night!) but a good discussion.  I appreciated the opportunity.  The presentation materials can be found at the following links.

Paper

PowerPoint Deck