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Course Listings by Title:
See below for detailed course descriptions, registration and hotel information
Registration rates per person are as follows:
Discounts — As many as two different discounts off the above rates can be applied as follows:
The total discount taken cannot exceed $50 per person if both of the above discounts are applied. Registration fees include comprehensive course materials, plus morning continental breakfast and a mid-afternoon snack. Lunch is on your own. To Register — There are two methods you can use to register for any of our seminars:
Any questions about registering — call us at (301) 987-0287. Hotel Sleeping Rooms — Due to the small size of our groups, we provide attendees with maximum opportunities for learning and asking questions. The one down-side to this is that hotels generally do not provide us with discounted room blocks for sleeping rooms. Please contact the hotel directly as soon as possible to reserve your sleeping rooms. If you are having any difficulties finding a sleeping room, please contact us and we will attempt to help. Cancellations — Cancellations received up to two weeks before any seminar shall be entitled to a full refund, less a $25 processing fee. Cancellations received less than two weeks before a seminar are not eligible for a refund, but a coupon that can be used for future registrations only shall be issued in an amount equal to the registration fee, less a $25 processing fee. Substitutions are permitted at any time.
All seminars begin at 8:30 am and conclude at 5 pm, with the exception of the half-day private foundations course, which concludes at 12 noon. Registration and continental breakfast begin at 7:45 each day. Lunch is on your own, from 12 to 1:30. Afternoon refreshments will be provided. CPE credits listed in the next section are measured in accordance with the standards of the National Registry of CPE Sponsors — CPE credits have been granted based on a 50-minute hour. For more information regarding administrative policies, such as complaint and refund policies, please contact our offices at (301) 987-0287.
Completing IRS Form 990 (8 CPE hours)Detailed guidance on how to prepare this complicated new form, is provided in this intensive seminar. Take a strategic look at preparing the new form 990 on a line-by-line, schedule-by-schedule basis, identifying the accounting, record-keeping, and policy implications of this comprehensive return.
Learning Objectives:
Prerequisites: Basic knowledge of nonprofit taxation
Advance Preparation: None
Schedule:
Key Tax Exemption Issues for Nonprofits (8 CPE Hours)This seminar will explain all of the most important issues associated with maintaining an organization's exemption from federal income taxes. Many of these issues are introduced in the preceding course on the new Form 990 - but this seminar will go into the details necessary to understand each of the following key issues:
Learning Objectives:
Prerequisites: Basic knowledge of nonprofit taxation
Advance Preparation: None
Schedule:
Auditing and Reporting in Accordance with OMB Circular A-133 (16 CPE hours)This comprehensive 2-day course will explain the key requirements associated with conducting Single Audits in accordance with OMB Circular A-133 and Government Auditing Standards (i.e. the Yellow Book). Topics covered include:
Practical group exercises will be used to illustrate the application of the concepts explained in this course.
Learning Objectives:
Prerequisites: Basic knowledge of generally accepted auditing standards
Advance Preparation: None
Schedule:
Core Accounting Issues for Nonprofit Organizations (8 CPE hours)This seminar explains the core accounting and financial reporting issues applicable to all nonprofit organizations. It is designed to be a basic-level introduction to all the key GAAP issues, or as a refresher course. Topics covered include:
Learning Objectives:
Prerequisites: Basic knowledge of generally accepted accounting principles
Advance Preparation: None
Schedule:
Complex and Emerging Accounting Issues for Nonprofit Organizations (8 CPE hours)This seminar focuses on more advanced accounting issues and recent accounting developments impacting not-for-profit organizations. Topics covered include:
Learning Objectives:
Prerequisites: Attendance at NRC's "Core Accounting Issues for Nonprofit Organizations" course, or the equivalent level of knowledge.
Advance Preparation: None
Schedule:
Risk Management, Compliance, and Internal Controls (16 CPE hours)This practical new course is aimed at nonprofit managers (of all departments and functions) and outside advisors and consultants. It is not targeted towards auditors, but auditors may find it useful in auditing and consulting with their nonprofit clients.
The course combines and applies key concepts of risk management, compliance and ethics programs, and internal controls to improve performance and effectively accomplish the mission and objectives of nonprofit organizations. In addition to providing participants with a thorough grounding in the key theoretical concepts behind each of these areas, extensive use of practice problems and group discussion will enable participants to apply these concepts to their own real-life situations. The course will proceed in the following manner:
Learning Objectives:
Prerequisites: Basic understanding nonprofit management functions.
Advance Preparation: None
Schedule:
Due to the small size of our groups, we provide attendees with maximum opportunities for learning and asking questions. The one down-side to this is that hotels generally do not provide us with discounted room blocks for sleeping rooms. Please contact the hotel directly as soon as possible to reserve your sleeping rooms. If you are having any difficulties finding a sleeping room, please contact us and we will attempt to help.
Gerry Zack is an expert in the financial management of nonprofit organizations and associations. He is widely recognized as one of the nation's foremost authorities on the unique accounting, tax, audit, and financial management issues of nonprofit organizations and is frequently praised for his ability to explain complex financial and technical issues and apply them to specific organizations. Gerry founded Nonprofit Resource Center in 1990 and has trained more than 15,000 participants since. In addition, Mr. Zack has provided internal training for more than 50 CPA firms and has spoken at many large industry conferences, such as the AICPA's Not-for-Profit Industry Conference and the Annual Conference of the Association of Certified Fraud Examiners. He also serves on the faculty of the Association of Certified Fraud Examiners and is the 2009 recipient of the ACFE's James Baker Speaker of the Year award. Gerry is the author of two books on fraud: Fair Value Accounting Fraud: New Global Risks and Detection Techniques (pub. 2009 by John Wiley & Sons) and Fraud and Abuse in Nonprofit Organizations: A Guide to Prevention and Detection (pub. 2003 by John Wiley & Sons), as well as numerous articles and presentations on fraud and internal controls. Gerry is also president of Zack, P.C., which specializes in providing anti-fraud, internal control, internal audit, governance, compliance and ethics services for a variety of industries. He has worked with organizations of all types throughout the United States, Canada, and Europe during his 30 years of professional experience. For more information about Zack, P.C. visit www.zackpc.com. Gerry earned his BSBA from Shippensburg University in Pennsylvania and his MBA from Loyola College in Maryland.
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