Policies that the IRS Wants Your Non-Profit to Have

Our first in a series of Non-Profit Leader Seminars entitled "Policies that the IRS Wants You to Have" will be FREE and held November 16th (Session #1 at 8:00 -  9:30 a.m. and Session #2) at 10:00 - 11:30 a.m. The location is Ukrop's Support Center, 1st Floor, Large Training Room #1, 2001 Maywill Street (near Staples Mill & Broad - behind the Anthem building). Registration begins 20 minutes before each session.

The seminar, presented jointly by First Market Bank and Sands Anderson Marks and Miller, is offered at no cost to participants. Those who would find this seminar most useful are board members, officers, Executive Directors, and other key personnel of organizations with budgets over $250,000 and with several staff positions.

Faculty: Phyllis Katz, attorney, Sands Anderson Marks & Miller

Topics:
  • Governance Requirements Under State and Federal Law
  • IRS’s Governance Recommendations
  • Recommended Policies
  • Conflict of Interest
  • Compensation
  • Whistleblower
  • Investment
  • Financial Controls
  • Procurement
  • Document Retention and Destruction

Coffee and a continental breakfast will be provided for seminar participants.

Space is limited for this invitation-only event; reservations will be accepted on a first-come first-serve basis (no more than 3 persons from each organization; after November 10 no limit per organization).

Please RSVP to Dawn Hathaway at First Market Bank.
dawn.hathaway@firstmarketbank.com
804.327.5743

Please indicate the name(s) of the person(s) who plan to attend.