Nonprofit Leadership Initiative Executive Director and Board Member Forum: Topic – Finance
5 N Systems Dr
Appleton, WI 54914
AM Session for Board Members 7:30 – 9:00 am
PM Session for Executive Directors 3:30 – 5:30 pm
We are offering two round table discussions. You will be able to attend both if interested.
1) Preparing for your audit, maintaining internal controls
- Schenck will discuss preparing for your audit or review (remind you what your 990 is); and discuss the critical components of maintaining internal controls.
2) Estate Planning/Endowments and the importance of reserves
- Community Foundation for the Fox Valley staff will help you through how to set up estate planning programs for your nonprofit; discuss the importance of endowments; and how your donors like to see you planning for reserves.