Join your fellow executives to hear how the organizations represented have navigated 2010 and how they plan to capitalize on opportunities and challenges for 2011. Be prepared to exchange your own situations and solutions as you seek to fulfill your mission.

Presenters:  

Date:   September 1, 2010 (Wednesday)

Time: 11:30 – 1:30 (lunch and networking 11:30; program 12:00)
Cost: $20 – Lunch provided.
Held at: Funding Information Center
Location: 329 S. Henderson, Fort Worth TX 76104, 817-334-0228

To register, click here.

This event is sponsored by Rylander, Clay & Opitz, LLP.

On Saturday, July 17th, the IRS is offering seven locations to help taxpayers impacted by the BP oil spill.

“Individuals who have questions about the tax treatment of BP claims payments or who are experiencing filing or payment hardships because of the oil spill will be able to work directly with IRS personnel at any of these locations on Saturday.”

For more information, see this IRS link.

Employee relations create most of the operating headaches for a nonprofit organization. In fact, when a nonprofit finds itself in court, it usually is due to employee issues. Some nonprofits even incorrectly believe they are exempt from employment laws. In the next Funding Information Session on Tuesday, April 13th, (9 a.m. to 11 a.m.) Frank Sommerville will address:

• Applicability of employment laws to nonprofit organizations
• Employee vs. Independent Contractor
• Preventive measures to avoid employee issues
• Application of overtime pay
• Nondiscrimination laws
• Employee handbooks

Speaker:
Frank Sommerville is a shareholder in the law firm of Weycer, Kaplan, Pulaski, & Zuber, P.C. in Houston and Dallas, Texas. He holds a license as a CPA and he is also Board Certified in tax law by the Texas Board of Legal Specialization. He is a member of the American Bar Association, The State Bar of Texas, Dallas Bar Association, Christian Legal Society, and the TSCPA.

Fee: $30 for FIC members; $45 for nonmembers

Held at the Funding Information Center
329 South Henderson
Fort Worth, TX 76107

To register, click here.

Our next Executive Exchange is scheduled for Wednesday, March 3rd, located at the Funding Information Center, 329 S. Henderson in Fort Worth, TX. The training is designed for executive directors, presidents, chief financial officers, controllers and board members.

Topic: Exploring the New Governance Realities

Nonprofit governance is more in the spotlight than ever with the rewrite of the Texas Business Organizations Code and the Form 990. While the principles of good governance have not changed, laws, regulations, compliance and scrutiny certainly have. The following Panelists will discuss their experiences in the past couple of years and how Boards and regulators are dealing with the major issues:
• Carol Klocek, Executive Director, YWCA of Fort Worth & Tarrant County
• Sandy Kautz, retired nonprofit CEO and Realignment Consultant with Girl Scouts of the USA; Current Community Volunteer
• Becky DaVee, CPA – Rylander, Clay and Opitz, LLP 

Date: Wednesday, March 3, 2010
Time: 11:30 – 1:30
Location: Funding Information Center, 329 S. Henderson, Fort Worth – 817-334-0228
Cost: $20 (lunch is provided)
Registration: http://www.fic-ftw.org/signup/EE%203.3.10.htm

One of the most critical tasks in monitoring and managing operations is to establish an annual budget. Whether you are responsible for one line item, one program, one department, or an entire organization, you will want to participate in this workshop held in the Fort Worth area, and sponsored by the Funding Information Center.

Participants will learn:

• The importance of sound budgeting
• The basic principles of budgeting
• How the budget is used as a planning and management tool
• Steps in the budgeting process
• How to develop various types of budgets, including programs and special events

Speaker: Christi Stinson, Executive Director, Funding Information Center
Fee: $20 for FIC members; $40 for nonmembers

Date: Tuesday February 16th, 2010

Time:  9:00 a.m. to 11:00 a.m.

Location: Funding Information Center
329 S. Henderson, Fort Worth, TX 76104
817-334-0228
To register, follow this link.

Today, the Greater Fort Worth Chapter of NACBA is conducting a workshop for its members and Phill Martin, Deputy CEO of NACBA, will facilitate the dialogue. “Trust and Betrayal in Staff Teams” is the title of the workshop. Building trust and loyalty within an organization provide essential foundations of success in providing missional programs to the public. Everyone on the same page, working completely together, for the mission of the organization.

According to Steven Covey’s book The Speed of Trust: The One Thing That Changes Everything, trust means confidence. The following 13 behaviors either build or erode trust: Read the rest of this entry »

Our next Executive Exchange is scheduled for January 6, 2010. Our non-profit panel of 3 local executive directors will discuss The Economy and Best Operating Practices based on the following:

• Effect of the economy on your operations for 2009
• Operational changes for 2010
• Information regarding your sector and its outlook for 2010

Please join us and register on-line.

Date: January 6, 2010
Time: 11:30 – 1:30
Cost: $20 (covers lunch and fee)
Location: FIC – 329 S. Henderson, Fort Worth, Texas.

For more information, see this link.

The Nonprofit Risk management Center’s next webinar will be held December 2, 2009 at 2 p.m. (Eastern) and will address the topic of Conducting a Youth Protection Risk Assessment. If your tax-exempt organization serves or involves young people, then your organization faces potential risk. According to Melanie Herman, organizations need to learn how to conduct a proactive, youth-protection risk assessment. Learn about the fundamental policies and the questions to ask.

To register, click here.

In a recent BoardSource Leadership Forum, as the speaker was discussing young donors, current trends and economic conditions, he quoted the following from Charles Dickens’ A Tale of Two Cities,

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us, we had nothing before us, we were all going direct to heaven, we were all going direct the other way – in short, the period was so far like the present period, that some of its noisiest authorities insisted on its being received, for good or for evil, in the superlative degree of comparison only.

So as you share in a moment of thanksgiving, remember the moments when life has been shared, and look forward to future moments to give.

Happy Thanksgiving Day.

On November 13th, RCO will be sponsoring the Lunch & Learn at the The Women’s Center (Fort Worth). We will be discussing different types of transactions that are common for T-E organizations related to deferred revenue and the related revenue recognition requirements. During our session we will review fees/memberships; special events; grants.

You can register at our website.

Cost – $15 (includes lunch)

CPE – 1 hour

Join us if you are interested in learning more about deferred revenue and the complications that can arise related to unique transactions.

Lunch & Learn is provided on a quarterly basis to our clients and friends. If you’d like to join contact me.