2012 Nonprofit Education Series

For our friends and clients, BPM University (BPMU) presents the Nonprofit Educational Series, in which training-through-sharing sessions cover significant emerging issues that can affect every facet of your organization. Our Nonprofit Services Group is committed to providing the nonprofit sector with quality services and essential information to ensure their success. BPMU's professional speakers have been selected based on their expertise in a particular field and the wealth of knowledge and information they possess. We invite you to please join us, at no cost, as we cover a wide range of important topics.

Registration:

Registration is separate for each event. These sessions are offered at NO CHARGE TO PARTICIPANTS. Seating is limited, so registration is necessary. CPE credits available.

For more questions or information, please contact 415/288-6296 npedu@bpmcpa.com.

Click here to download online schedule.

Back to Top February
QuickBooks in the Nonprofit Environment
Learn how to effectively utilize QuickBooks and answer the reporting needs of your program manager, executive director and board members.
Karen Pfau-Martinez, Burr Pilger Mayer
Wednesday, February 22, 9:00 to 10:30 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Back to Top March

Lobbying and Political Campaign Activities by Charities
Charities are limited in their ability under federal tax rules to conduct lobbying and political activity. This session will review the do’s, don’ts and penalties that attach to such activities.
Rosemary E. Fei, Adler & Colvin
Wednesday, March 14, 9:00 to 10:30 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

New Webinar: Effective Nonprofit Finance and Audit Committees
This webinar will cover duties and responsibilities of nonprofit finance and audit committees. We will also explore best practices employed by effective committees which will benefit the experienced committee members. The webinar will be especially helpful to board members that are new to these committees.
Geralyne Mahoney, Burr Pilger Mayer
Wednesday, March 21, 9:00 to 10:30 a.m.
Register here or 415/288-6296

Back to Top May

Sales Tax for Nonprofits
A representative from the California State Board of Equalization will review the basics of sales tax and answer questions on your sales tax issues.
Ward Wise, California State Board of Equalization
Wednesday, May 9, 9:00 to 10:30 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Nonprofit Risk Management
A review of commonly uninsured high risks for nonprofits as well as risk management techniques and ways to reduce the cost of insurance.
Kathleen Floyd, Vice President Risk Management and Doug Morton, Executive Chairman, Woodruff-Sawyer and Company
Thursday, May 22, 9:00 to 10:30. a.m
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Back to Top June

Retirement Plan Fiduciary Update
Stay current with new plan sponsor and participant fee disclosure requirements. We will also discuss benchmarking of your Plan.
Mike Rogers, Shareholder, Burr Pilger Mayer
Wednesday, June 6, 9:00 to 10:15 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Back to Top July

An Introduction on What to Expect for an A133 Audit
This session is designed for those who are new to federal funding of your programs.
Stacie Kowalczyk and Shannon Silverman, Burr Pilger Mayer
Thursday, July 19, 2:30 to 4:00 p.m.
Coffee and Networking 2:00-2:15 p.m.
Burr Pilger Mayer, San Jose
Video conference to Palo Alto, San Francisco, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Webinar: Accounting Update
Need a way to keep up to date with accounting and disclosure requirements?  This webinar will provide you with the key changes that have been made this past year.
Stacie Kowalczyk and Daniel Figueredo, Burr Pilger Mayer
Wednesday, July 25, 12:00 to 1:30 p.m.
Register here or 415/288-6296

Back to Top September

Webinar: Tax Exempt Financing for Nonprofits
This webinar will provide basic introduction to tax exempt financing, identify benefits and challenges of tax-exempt financing, and discuss special nonprofit organization considerations.
Walter Coughlin, Coughlin and Company
Thursday, September 20, 12:00 to 1:30 p.m.
Register here or 415/288-6296

Back to Top October

New Market Tax Credit: Helping Nonprofits to Fill Financing Gaps for Facilities
This workshop will outline how New Market Tax Credits (NMTC) financing works and how to determine the financial benefit on your facility project and organization. The workshop is a great choice for nonprofits who need to renovate existing facilities or fill the final funding gap in their facility development budget.
Joshua Simon, Northern California Community Loan Fund
Wednesday, October 10, 9:00 to 10:30 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Back to Top November

Nonprofit Electronic Communications
Communication of the message your organization sends electronically is just as critical if not more critical than what you put in print so many years ago. A discussion on the basics of communicating with your constituency and doing it electronically.
Janis MacKenzie, MacKenzie Communications, Inc.
Wednesday, November 14, 9:00 to 10:30 a.m.
Coffee and Networking 9:00-9:15 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Back to Top December

Webinar: Nonprofit Tax Update
Anything new??  Always!  This session will give you an update on what is new and what is on the horizon for the IRS and State of California relative to nonprofit organizations.
John Panetta and Deborah Kaminski, Burr Pilger Mayer
Thursday, December 6, 12:00 to 1:30 p.m.
Register here or 415/288-6296