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Nonprofit Financial Compliance Made Clear: From Status to Audit

March 31, 2026 11:00 AM - 12:00 PM (EDT)

Description

This virtual training is designed to help nonprofit leaders better understand the financial requirements that support strong governance and compliance. We'll cover nonprofit status designations, how to determine which IRS Form 990 to file, and when an audit or financial review may be required. Attendees will leave with greater clarity and practical guidance to confidently navigate their organization's financial responsibilities.

Nonprofits First, Inc is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

ABOUT THE PRESENTER

Tricia Anderson, EA, Partner at KSDT, has more than two decades of experience delivering comprehensive accounting and financial solutions to businesses and nonprofit organizations nationwide. Renowned for her strategic mindset and operational acumen, Tricia partners closely with clients to enhance profitability, strengthen compliance, and achieve sustainable growth. 

As an Enrolled Agent and University of Florida graduate with a background in Finance, Real Estate, and Economics, she offers expertise in tax planning and strategy, audit defense, and in-depth financial analysis across diverse sectors such as real estate, construction, manufacturing, and nonprofit services. Dedicated to client success, Tricia is valued for her diligence, innovation, and ability to deliver superior financial insights. Beyond her professional role, she is active in her community through Impact 100 Palm Beach County and the Junior League of Boca Raton and enjoys traveling and culinary pursuits.

Location

Virtual Session

Virtual via ZOOM

Pricing

Members - FREE

Non-members - $25

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Contact Information

Name: Callie Sharkey
Phone: (561) 910-6678
Email: csharkey@nonprofitsfirst.org
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