BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260916T100000 DTEND;TZID=America/New_York:20260916T110000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Beyond Compliance: What Your 990 & Audit Say About Your Nonprofit DESCRIPTION:Your Form 990 and financial audit are more than annual compliance requirements they tell a story about your nonprofit's financial health\, governance\, accountability\, and stewardship.In this practical 45-minute workshop\, nonprofit leaders will learn what the Form 990 communicates to donors\, funders\, board members\, and the public\; understand the difference between a Form 990\, financial statement audit\, and Single Audit\; and discover how strong financial practices throughout the year can make the reporting and audit process smoother.Participants will also explore common financial and documentation issues that can create challenges during 990 preparation or an audit and learn practical steps their organizations can take to improve transparency\, strengthen internal controls\, and remain audit ready.The goal is not simply to survive year-end reporting\, but to build financial practices that demonstrate responsible stewardship and strengthen stakeholder confidence.Learning OutcomesBy the end of this workshop\, participants will be able to:Understand the Form 990 as a public financial story and identify the key areas donors\, funders\, board members\, and other stakeholders may review.Distinguish between a Form 990\, financial statement audit\, and Single Audit and recognize circumstances that may trigger additional reporting or audit requirements.Identify common financial and documentation issues that can create problems during 990 preparation or an audit.Recognize the importance of internal controls\, reconciliations\, documentation\, and proper financial reporting in maintaining audit readiness.Implement year-round financial practices that support transparency\, accountability\, compliance\, and responsible stewardship.\nIdeal AudienceThis workshop is designed for nonprofit professionals who have responsibility for or influence over the organization's financial health and accountability\, including:Executive Directors and CEOsNonprofit foundersBoard members and board treasurersFinance committee membersOperations and administrative leadersProgram managers responsible for grants or restricted fundingBookkeepers and nonprofit finance staffLeaders of growing nonprofits preparing for increased funding\, reporting requirements\, or their first auditNo advanced accounting or tax knowledge is required. The workshop is designed to help nonprofit decision-makers understand the questions they should be asking and the financial practices their organizations should have in place.Nonprofits First\, Inc is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP recertification activities.About the Presenter:Carol O'Neil\, EA\, is the Founder and CEO of CEO Financial Services\, a firm providing Fractional CFO\, accounting\, tax\, and advisory services to nonprofit organizations and growing businesses. As an Enrolled Agent (EA)\, Fractional CFO\, and accounting advisor\, Carol specializes in nonprofit accounting\, QuickBooks Online\, financial reporting\, internal controls\, and operational efficiency.Known for her practical\, systems-based approach\, Carol helps nonprofit leaders move beyond bookkeeping to gain meaningful financial insights. She is passionate about empowering organizations to strengthen financial stewardship\, enhance board reporting\, maintain grant compliance\, and make confident\, mission-driven decisions. Her engaging teaching style combines real-world experience with actionable strategies that participants can implement immediately within their own organizations. X-ALT-DESC;FMTTYPE=text/html:

Your Form 990 and financial audit are more than annual compliance requirements &mdash\; they tell a story about your nonprofit&rsquo\;s financial health\, governance\, accountability\, and stewardship.

In this practical 45-minute workshop\, nonprofit leaders will learn what the Form 990 communicates to donors\, funders\, board members\, and the public\; understand the difference between a Form 990\, financial statement audit\, and Single Audit\; and discover how strong financial practices throughout the year can make the reporting and audit process smoother.

Participants will also explore common financial and documentation issues that can create challenges during 990 preparation or an audit and learn practical steps their organizations can take to improve transparency\, strengthen internal controls\, and remain audit ready.

The goal is not simply to survive year-end reporting\, but to build financial practices that demonstrate responsible stewardship and strengthen stakeholder confidence.

Learning Outcomes

By the end of this workshop\, participants will be able to:


Ideal Audience

This workshop is designed for nonprofit professionals who have responsibility for&mdash\;or influence over&mdash\;the organization&rsquo\;s financial health and accountability\, including:

No advanced accounting or tax knowledge is required. The workshop is designed to help nonprofit decision-makers understand the questions they should be asking and the financial practices their organizations should have in place.

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

About the Presenter:

Carol O'\;Neil\, EA\, is the Founder and CEO of CEO Financial Services\, a firm providing Fractional CFO\, accounting\, tax\, and advisory services to nonprofit organizations and growing businesses. As an Enrolled Agent (EA)\, Fractional CFO\, and accounting advisor\, Carol specializes in nonprofit accounting\, QuickBooks Online\, financial reporting\, internal controls\, and operational efficiency.

Known for her practical\, systems-based approach\, Carol helps nonprofit leaders move beyond bookkeeping to gain meaningful financial insights. She is passionate about empowering organizations to strengthen financial stewardship\, enhance board reporting\, maintain grant compliance\, and make confident\, mission-driven decisions. Her engaging teaching style combines real-world experience with actionable strategies that participants can implement immediately within their own organizations.

LOCATION: UID:e.3446.1570354 SEQUENCE:3 DTSTAMP:20260818T233438Z URL:https://members.nonprofitsfirst.org/events/Details/beyond-compliance-what-your-990-audit-say-about-your-nonprofit-1850961?sourceTypeId=Hub END:VEVENT END:VCALENDAR