UP6. 990 Public Relations Review

Track: 
Tax
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of not-for-profit operations, auditing, accounting and/or compliance requirements. General experience working in, or auditing, not-for-profits, including those NFPs audited under GAGAS.

Tuesday, June 19, 2018
 
4:15PM-5:30PM

This interactive session will include a data driven review of the Form 990 from a PR perspective. Attendees will break up into small groups and analyse the Form 990 based on assigned roles such as media, donors, etc.

Learning Objectives:

  • To provide an opportunity for attendees to ask questions, interact with peers and comment on best practices when it comes to presenting organization information within the Form 990 filing


SESSION SPEAKER(S)

CPA
President, Maher Duessel
CPA, J.D.
Partner, Gelman, Rosenberg & Freedman CPAs
CPA
Sole Practitioner, John Gregory Valenzuela
CPA, J.D.
Managing Partner, YH Advisors