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1. Profit-oriented activities
Attendees will explore the legal climate surrounding strategies for earning income both “related to” their tax-exempt functions and “unrelated to” those functions. There are many strategies for generating income, which might ordinarily be seen as “for-profit” and therefore inappropriate for nonprofit organizations. However, in order to survive many nonprofits have generated income got seemingly profit-oriented activities for a long time and are well-respected in their fields. This session will also explore the world of joint ventures as a method for generating additional income for the nonprofit.
2. Fundraising
Attendees will learn how to avoid the legal pitfalls that accompany fundraising activities. While other training events focus on the techniques of effective fundraising, this session addresses the legal issues inherent in fundraising within a single state, across multiple states, and by using the Internet. Attendees will learn when they may begin fundraising, how to complete the Unified Registration Statement, what states require registration prior to fundraising, and how to legally use the Internet for fundraising. Appropriate take away materials include written guidelines addressing fundraising and notes of procedures to comply with IRS-mandated recognition of gifts to the nonprofit.
3. Accounting and Reporting Requirements
Attendees will learn to understand and apply the Federal Accounting Standards Board (FASB) Standards 116 and 117, how to apply federal cost principles (for organizations receiving federal funds), and how to complete the new IRS Form 990 Annual Reporting for Nonprofit Organizations. The session will move through the Form 990 section by section to ensure that nonprofit management, as well as people with nonprofit accounting responsibilities, thoroughly understands the expanded requirements that begin for years beginning in 2008. Attendees will take away a completed sample Form 990, with instructions, for preparing their next annual report for the IRS.
4. Lobbying – How to do it Aggressively but Legally.
Attendees will learn how to lobby federal, state, and local legislative bodies in a legal manner. Most workshops addressing lobbying activities focus solely on the IRS aspects; this event goes beyond the IRS guidelines to encompass OMB Circular rules, the Byrd Amendment, Federal Agency Grant Regulations regarding lobbying, and state lobbying rules. Lobbyist registration and reporting are considered at both the Federal and State levels. Attendees will take away a written set of lobbying guideline reference materials for application within their own nonprofit’s efforts to “educate and inform” legislators and executive branch officials about needed public actions and funding for the nonprofit sector.
Limit 20 participants.
About Conley Salyer
Conley Salyer is an organizational management consultant and attorney whose practice is limited to nonprofit organizations, including standalone nonprofits, foundations, and government agencies. As a consultant, Conley has developed and presented with PrimePoint, LLC a unique nonprofit training module entitled Nonprofit Organizations and the Continuous Improvement Model. In May 2009, he completed a consulting assignment with the City of Washington, D.C. setting up a procurement technical assistance center to help companies learn to contract with the federal government. Conley is an Examiner, Malcolm Baldrige National Quality Award Program. He teaches nonprofit organization law at the University of Kentucky’s College of Law and at Northern Kentucky University’s Masters of Public Administration Program. Conley is corporate counsel for The Kentucky Center for Performance Excellence, Partners for Entrepreneurial Advancement in Kentucky, and numerous other nonprofit organizations. Conley developed a three-part public television series showcasing West Virginia small businesses, Home Grown,andmanaged Congressional relations for a national nonprofit organization (Association of Procurement Technical Assistance Centers) from 1999-2003 and for the West Virginia small business division from 2001-2006.
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