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Nonprofit Fiscal Managers Association

Form 990 Update: Changes, Experiences & Outlook

Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Terry Miller
Nonprofit Financial Management Consultant

Presentation & Continental Breakfast at 7:30
Networking at 9:00

Form 990 was fully overhauled in 2008 and has changed slightly each year since. Overall, the transition has gone more smoothly than many expected. Now in the third year of revision and with the first glimmers of the 2011 drafts, this session will focus on changes and improvements to the Form 990 and schedules. After reviewing these changes and what we know of the IRS’s reasoning, we will discuss remaining problem areas and exchange ideas for further study, such as developing even better articulations of policy and procedure questions on the forms.

To provide perspective on Form 990, we will:

  • Review changes and improvements to the core form
  • Review changes and improvements to the various schedules
  • Discuss what’s working and what’s not
  • Note early observations on draft 2011 forms

This training assumes basic knowledge of what Form 990 is and its requirements. Finance Directors, Executive Directors, and Board members who need to understand what their 990 says about their organizations, as well as CPAs and others who prepare, review, or use Form 990 as filed, will benefit from this training. It does not require any preparation, although participants may find it helpful to have a completed 990 with them.

About the Presenter

Terry Miller brings years of training and consulting experience in the nonprofit sector across a broad range of organizations. He received his BA from Antioch College and his MBA from the University of Portland. Terry has worked in the area of financial management with a wide variety of nonprofits since 1978. Since 1984, he has continuously maintained a consulting practice providing advice and training to nonprofits on financial and tax compliance issues.

Terry’s passion is making information accessible to nonprofit managers, Boards, and advisors. In addition to training nonprofit staff and Boards, Terry has presented seminars for CPA associations in northern California, New York, Oregon, and Mississippi; for the AICPA Financial Executives Forum; and for nonprofit management support organizations in Portland and San Francisco. Learn more at www.terrymiller.biz.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up-to-date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions.

Purchase a season pass today!

Register Now

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Terry Miller
Nonprofit Financial Management Consultant

Presentation & Continental Breakfast at 7:30
Networking at 9:00

Form 990 was fully overhauled in 2008 and has changed slightly each year since. Overall, the transition has gone more smoothly than many expected. Now in the third year of revision and with the first glimmers of the 2011 drafts, this session will focus on changes and improvements to the Form 990 and schedules. After reviewing these changes and what we know of the IRS’s reasoning, we will discuss remaining problem areas and exchange ideas for further study, such as developing even better articulations of policy and procedure questions on the forms.

To provide perspective on Form 990, we will:

  • Review changes and improvements to the core form
  • Review changes and improvements to the various schedules
  • Discuss what’s working and what’s not
  • Note early observations on draft 2011 forms

This training assumes basic knowledge of what Form 990 is and its requirements. Finance Directors, Executive Directors, and Board members who need to understand what their 990 says about their organizations, as well as CPAs and others who prepare, review, or use Form 990 as filed, will benefit from this training. It does not require any preparation, although participants may find it helpful to have a completed 990 with them.

About the Presenter

Terry Miller brings years of training and consulting experience in the nonprofit sector across a broad range of organizations. He received his BA from Antioch College and his MBA from the University of Portland. Terry has worked in the area of financial management with a wide variety of nonprofits since 1978. Since 1984, he has continuously maintained a consulting practice providing advice and training to nonprofits on financial and tax compliance issues.

Terry’s passion is making information accessible to nonprofit managers, Boards, and advisors. In addition to training nonprofit staff and Boards, Terry has presented seminars for CPA associations in northern California, New York, Oregon, and Mississippi; for the AICPA Financial Executives Forum; and for nonprofit management support organizations in Portland and San Francisco. Learn more at www.terrymiller.biz.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up-to-date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions.

Purchase a season pass today!

When
September 22nd, 2011 from  7:30 AM to  9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Event Fee(s)
NAO Members $22.50
Nonmembers $25.00
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City Portland
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Topic Financial Oversight
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