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Rogue Valley Nonprofit Network

Nonprofit Record Keeping: What's Critical to Keep & What Can Go?

Inn at the Commons 200 N Riverside Avenue

About this event

Amanda McCleary-Moore, CPA
Moss Adams

Networking at 8:00
Presentation at 8:30

Are you buried in paper? Is your office being taken over by file boxes? Is your server bogging down with too many documents? Do you want to clean up all of these documents but are uncertain of what’s critical to keep and what can go? Join us to learn which records your nonprofit needs to retain (beyond current use needs) according to regulatory, legal, financial, and operational requirements. This session will explore:

  • The documents, files, and records that must be retained
  • How they should be filed and stored
  • When and how they should be destroyed
  • How to make sure procedures are in compliance with government regulations

In addition we’ll explore benefits of proper record keeping, including strategies and regulation addressing hard copy versus electronic copy. Ways to ensure proper accessibility of these records to your board, staff, and constituents. Policies that should be in place to address record retention and destruction procedures. And, best practices for a designing and implementing a workable record retention system.

About the Presenter

Amanda McCleary-Moore has practiced public accounting since 2000. She is a graduate of Southern Oregon University, and a Senior Manager at Moss Adams, LLP. Amanda is currently the leader of the Medford office Government, Not-for-Profit, and Regulated Entities industry group. She provides professional services to a range of tax-exempt clients and is experienced in providing for their unique needs. She is in charge of numerous audits for not-for-profit organizations, governmental entities, and associations. Amanda is currently a Rogue Valley Habitat for Humanity Finance Committee member.

About the Network

Through a unique collaborative arrangement, the Rogue Valley Nonprofit Network (RVNN) on behalf of the Nonprofit Association of Oregon (NAO) presents this comprehensive training series designed to provide timely information and resources on nonprofit management and fund development practices.

Who Should Attend?

Rogue Valley Nonprofit Network is for executive directors and fund development staff, but all nonprofit leaders will gain a deeper understanding or proven practices, tools, and resources for effective management and development.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire eight session series by purchasing a season pass. Season pass holders receive:

  • Six trainings in Medford
  • Two trainings in Grants Pass

The RVNN Advisory Committee has partnered with local sponsors to offer subsidized season passes for 501(c)(3) nonprofit charitable benefit organizations in Jackson and Josephine Counties.

For the low price of $97, charitable benefit organizations in these counties can purchase a season pass and receive:

  • Six trainings in Medford
  • Two trainings in Grants Pass
  • An introductory one-year membership to NAO
  • As a membership of NAO, organizations will receive additional member benefits including discounts on other state-wide NAO trainings.


$97 Charitable Benefit organizations (501c3) in Jackson and Josephine Counties
$160 Affiliate NAO Members
$260 Nonmembers

Purchase a season pass today!

Individual sessions are not available for this network.

Learn about the RVNN Scholarship Fund.