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Seminars & Events
05.19.15
How to Prepare for Your Annual Not-For-Profit Audit
ORBA’s Not-For-Profit Group invites you to attend a program focusing on how to prepare for your annual not-for-profit audit. Presenters Larry Sophian and Alison Fetzer, members of ORBA’s Not-For-Profit Group, will cover topics including: Creating a Plan Establishing a Timeline Communicating and Managing Expectations Breakfast and networking will begin at 8:30 a.m. followed by the […]
04.22.15
Understanding Your Form 990
Wednesday, April 22, 2015, 9:00 – 11:00 a.m. Registration closes Tuesday, April 21 at noon. A wait list will be created as necessary. Hosted by North Park University, Chicago, IL Free Workshop; RSVP Required (no more than 2 individuals per organization, please) About this Session: Most tax-exempt organizations are required […]
02.19.15
CFO Roundtable: A Focus on Project Finance
ORBA’s Not-For-Profit Group and INCS invite you to the next Charter School CFO Roundtable event that will discuss project financing. Speakers from MB Financial will be presenting this topic with a focus on the use of New Markets Tax Credits and tax-exempt bonds to finance the expansion, new construction, and acquisition of school facilities. […]
10.10.14
Ways for Charter Schools to Control and Reduce Health Insurance Costs
ORBA’s Not-For-Profit Group and INCS invite you to the next Charter School CFO Roundtable event that will focus on ways to control and reduce health insurance costs. Speaker Craig Stubler of Linden Group Health Services will be speaking on the topic. Affordability, flexibility, and choice are critical elements in the evolving healthcare benefits marketplace and […]
05.01.14
Budgeting 101 and 990 Overview: What You Should Know
Marva Flanagan, CPA, will be speaking at the Valparaiso University course titled Role of Business in Faith-Based Organizations on May 1st. She will cover tax and reporting requirements for non-profit organizations.
03.27.14
Internal Controls and Best Practices for Charter Schools
12.04.13
How to Successfully Prepare For Your Annual Not-For-Profit Audit
This program will focus on practical tools for ensuring a successful and efficient audit of your not-for-profit organization, including: Effective communication with your auditors throughout the year Proactive planning and preparation for an annual audit Collaboration and time management between your auditors and your team Tips for completing financial statements and other reports ahead of […]
12.02.13
Understanding Your Financial Statements and Best Practices of Financial Oversight
James G. Quaid, Alison Fetzer and Barbara Miller will present a break out session at the INCS Conference. The presentation will focus on understanding charter school financial statements. Included in the presentation will be: A review the basics of a charter school’s financial statements; Best practices, resources, and tools that board members can use to […]
09.26.13
Making the Affordable Care Act Affordable for Your Company
Robert Swenson and Anita Wescott will be presenting at a President's Resource Organization seminar on September 26, from 8:00-10:30 a.m. entitled, "Making the Affordable Care Act Affordable for Your Company," which will be held at the Mission Hills Country Club.