The survey is will take less than 10 minutes and all questions are optional, but we hope that you'll take a few minutes to offer your feedback to help us continue to improve Strength Matters' offerings. The survey will be open through Friday, February 22.
Not-for-Profit Organizations From Infancy to Adolescence to Adulthood!
This paper walks through the do’s and don’ts of creating a tax-exempt organization with focus on:
- Recruiting board members
- Creating bylaws
- Special rules for low-income housing entities
- IRS forms and paperwork requirements
- State considerations
Now that your organization has tax-exempt status, how do you keep it?
This paper outlines the do’s and don’ts for maintaining your tax-exempt status. Topics covered include:
- Fundamentals of maintaining tax-exempt status – organizational and operational tests
- Unrelated business income taxes
- Safe harbor guidelines
- Public charity status
Join Strength Matters for a one-hour webinar on the new Functional Expense Reporting requirements. Scott Seamands of Lindquist, von Husen & Joycewill cover the new requirement to present expenses in both natural and functional formats for 2018 financial statements.
- Discuss the new requirement to present expenses in both natural and functional formats for 2018 financial statements.
Join Strength Matters for a one-hour webinar on the new liquidity footnote disclosure requirements. Scott Seamands of Lindquist, von Husen & Joyce and Karen Kent, of Kevin P. Martin & Associates will lead this webinar and provide guidance on how to begin drafting your organization’s 2018 financial statements. CPE credit available.
Got it! We’ll remove your email from future communications about the Strength Matters Financial Professionals Learning Community.
If you’d like to be added to communications in the future, please email your request to email@example.com.
The next Strength Matters Boot Camp will be in Pittsburgh, PA, on December 3-4, 2018 during NeighborWorks National Training Institute.
Email firstname.lastname@example.org with questions.
Strength Matters Boot Camp is designed to provide an overview of the accounting and financial reporting issues faced by a nonprofit housing enterprise. Accounting professionals working in this field require industry-specific information. The course also offers CPE credit. Examples of topics covered in this course:
- The accounting differences unique to each entity type, such as limited partnerships.
- Funding sources unique to the industry, such as HUD, Low Income Housing Tax Credits and other programs. Funding requests from these and commercial sources are examined both in lecture format and through case study.
- Project surplus cash calculations and the loan and regulatory agreements to be considered.
- Using materials published by Strength Matters, participants also focus on financial reporting issues that arise throughout the life cycle of an affordable housing property, from predevelopment through year-15 buyouts and beyond.
The Financial Management Conference, formerly the NeighborWorks CFO Convening, is open to all community developers – real estate developers, CDFIs, and CDCs. The conference agenda is outlined below.
Registration for the 2018 Financial Management Conference is now closed. Please contact Omayra Colon at email@example.com for additional information.
|STRENGTH MATTERS FINANCIAL MANAGEMENT CONFERENCE|
|Tuesday, October 16th, 2018|
|12:00PM – 12:45PM||OPENING CONFERENCE LUNCHEON
|12:45PM – 1:45PM||OPENING PLENARY – CAPITAL FOR SCALE TO IMPACT CHANGE
David Erickson, director of Community Development at the Federal Reserve Bank of San Francisco, will provide keynote remarks and seed a discussion on community development investment and social impact capital from a number of perspectives to kick-off the broader financial management conference. For the discussion that follows, David will be joined by Chrystal Kornegay, executive director of MassHousing, and other key leaders in the Strength Matters network.
|1:45PM – 2:00PM||BREAK|
|2:00PM – 4:00PM
|6:00PM – 7:00PM||COCKTAIL RECEPTION AT THE WESTIN DALLAS|
|Wednesday, October 17th, 2018|
|8:30AM – 12:00PM||CFO/FINANCIAL MANAGEMENT WORKSHOPS
Five tracks of workshops will be provided. Sessions will be led by your peers and others by experts in their field. You are free to participate in workshops in different tracks throughout the day. Final schedule of workshops will be made available shortly before the meeting. Sample topics are provided below.
|12:00PM – 1:00PM||CFO Café
Enjoy a working lunch and meet with experts and/or consult with your peers on the following topics (and other topics that emerge):
• Cash Forecasting – meet with consultants who can help you with your cash forecast
|1:00PM – 4:30PM
|6:00PM – 7:30PM||RECEPTION AT THE DALLAS FEDERAL RESERVE BANK|
|Thursday, October 18th, 2018|
|8:30AM – 9:15AM
||PLENARY – LESSONS FROM THE FIELD: NAVIGATING CHANGE MANAGEMENT
Sheila Maith, a leading industry consultant and executive coach and an expert in organizational change management, will reflect on her experience in the field and provide context for the morning discussions.
|9:15AM – 9:30AM||BREAK|
|9:30AM – 11:30AM||CONCURRENT CHANGE MANAGEMENT SESSIONS|