Date

Thursday, May 24, 2018
7:30 a.m. - 9:30 a.m.
Continental Breakfast & Presentation at 7:30 a.m., Networking at 9:00 a.m.

Event Description

Title
Form 990 Updates & Best Practices

Presenters
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors

There are many complexities to the Form 990. Join Fritz Duncan, CPA and Laura McKay, CPA to explore the Form 990. We will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds, market and run your organization.

After attending this session, you will be able to:

  • Identify changes on the 2016 Form 990
  • Clarify IRS requirements, key schedules and special considerations
  • Utilize the Form 990 as a Marketing Tool
  • Identify Form 990-T requirements regarding Unrelated Business Income

Who should attend?

  • Executive Directors
  • Fiscal Managers
  • Chief Financial Officers
  • Controllers
  • Financial Directors / Managers
  • Board Members

About the Presenters

 

Presenter
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors

Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for nonprofit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. He is recognized as one of the top nonprofit CPA’s in Oregon and is regularly called upon to present specialized nonprofit auditing and accounting topics at industry conferences. He has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. In his free time, Fritz coaches soccer and volleyball. Fritz holds a Bachelor of Science in Accounting from the University of Oregon

Presenter
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors

Laura McKay is a Manager in Jones & Roth’s nonprofit niche and has been with the firm since January, 2011. She has extensive experience working with both nonprofit and commercial businesses and manages many of the Firm’s largest and most complex audit engagements. Laura is an active member of the Firm’s Assurance Services Department Management Team, and is highly involved in the development and instruction of firm-wide continuing education. She is also a leader in the firm’s Form 990 Task Force. Laura holds a Bachelor of Science Degree in Accounting from the University of Oregon.

Cost

Individual Session
$35 NAO Member
$65 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. View the full NFMA schedule here.

Location

May 24th, 2018 7:30 AM   through   9:30 AM
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Price $ 65.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Management
Networking
Presenter Jones & Roth
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Form 990 Updates & Best Practices


You can also share the below link in an email or on your website.
https://nonprofitoregon.org/civicrm/event/info?id=2915&reset=1