Center for Nonprofit Excellence

This seminar explains the core accounting and financial reporting issues applicable to all nonprofit organizations. It is designed to be a basic-level introduction to understanding basic financial statement issues. Topics covered include: • Defining the statements of financial position, activities, cash flows, functional expenses and notes to financial statements. • Defining assets, liabilities, net assets, revenues and expenses • Understanding the 3 different levels of financial statements (audit, review, compilation) • Basis of accounting (accrual, cash, modified cash, tax, regulatory)…

Many of our members request specific assistance with some of the more detailed issues specific to nonprofit accounting. If you need more detailed information about specific financial concerns this class is designed to focus on those issues including: • Accounting for contributions received • Defining contribution vs. exchange transactions • Accounting for in-kind contributions and contributed services • Accounting for capital campaigns, and fund-raising events • Discounting of long-term pledges • Classifications of net assets as unrestricted, temporarily restricted, or…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

Learn more about how a 457(b) Plan can help you and your employees help save for retirement. Topics to discuss include: -Common retirement plans adopted by nonprofit organizations -Maximum Contribution Limitations and Nondiscrimination issues associated with 403(b) & 401(k) Plans -Eligible 457(b) Deferred Compensation Plan Overview -Eligibility and Contribution Limitations -Why have a 457(b) Plan? -457(b) Plan Considerations -457(b) Plan Compliance & Reporting Lunch will be provided. Presenter: Stephen G. Yards CEBS CRPS, Field Vice President, Mutual of America

First Session: Thursday, October 24 Second Session: Thursday, October 31 Course Description: Board Service seminar focused on new and veteran board members. It is designed to educate, encourage, and empower anyone serving on a nonprofit board. ShipShape, CNPE’s proven nonprofit board governance education program, has been re-packaged into a newly designed, comprehensive one-day offering.  Shipshape offers you a simple, engaging, and refreshingly unique guide to governing and managing your nonprofit organization. This newly designed one-day training assures board members clear…

Newly appointed board chairs, vice-chairs, board officers, president-elects and other aspiring to lead a board one day. Report to Boot Camp! Successful nonprofits are highly dependent on competent, well-governing boards. Those boards don’t evolve and maintain themselves without exemplary leadership that radiates from the key board leader, the board chair. The Center for Nonprofit Excellence can give you a head start in assuming this role by attending our Board Chair Boot Camp. Our participants will leave this session with a…

The ELEVATED Volunteer How To Attract, Engage and Retain your Most Valuable Volunteers Your volunteers are key to achieving your outcomes and a powerful resource for moving your mission forward. The struggle to attract, engage and retain these key players can become a daunting and frustrating priority. You’re not alone. What if there were some powerful and practical strategies you could leverage to create positive changes in your volunteer program, effective immediately? That’s what we will create. Together. The workshop…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

Let’s face it: prospect research is difficult. Those who have mastered it are truly artists, but not every nonprofit has access to a dedicated professional. For those wearing multiple hats, wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there’s no guarantee that they’ll drop a million bucks in your lap. In this session, we’ll explore prospect research strategies that build deeper, more…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

The CNPE Marketing and Communications Learning Circle of Excellence connects nonprofit professionals who are responsible for marketing, public relations, and communications. This informal facilitated group meets for coffee and conversation. Don’t miss this great opportunity to ask questions and share tips, advice, and strategies with your colleagues working at small to mid-size nonprofits in Greater Louisville. Join your peers for lively conversation and networking as we tackle challenges, issues, and ideas in a confidential, non-judgmental learning environment. The group meets…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

This seminar explains the core accounting and financial reporting issues applicable to all nonprofit organizations. It is designed to be a basic-level introduction to understanding basic financial statement issues. Topics covered include: • Defining the statements of financial position, activities, cash flows, functional expenses and notes to financial statements. • Defining assets, liabilities, net assets, revenues and expenses • Understanding the 3 different levels of financial statements (audit, review, compilation) • Basis of accounting (accrual, cash, modified cash, tax, regulatory)…

Many of our members request specific assistance with some of the more detailed issues specific to nonprofit accounting. If you need more detailed information about specific financial concerns this class is designed to focus on those issues including: • Accounting for contributions received • Defining contribution vs. exchange transactions • Accounting for in-kind contributions and contributed services • Accounting for capital campaigns, and fund-raising events • Discounting of long-term pledges • Classifications of net assets as unrestricted, temporarily restricted, or…

The CNPE Marketing and Communications Learning Circle of Excellence connects nonprofit professionals who are responsible for marketing, public relations, and communications. This informal facilitated group meets for coffee and conversation. Don’t miss this great opportunity to ask questions and share tips, advice, and strategies with your colleagues working at small to mid-size nonprofits in Greater Louisville. Join your peers for lively conversation and networking as we tackle challenges, issues, and ideas in a confidential, non-judgmental learning environment. The group meets…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

If you're a nonprofit development professional, you've likely heard the term "donor retention." It's one of the hottest topics of discussion in the nonprofit sector. But what is donor retention? And why is it important? This session explores the root causes of poor donor retention rates, as well as the reasons why donors stay loyal. You'll come away with several ideas for improvement based on leading research in the field. LEARNING OUTCOMES: Explore current research on donor loyalty and retention.…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

The CNPE Marketing and Communications Learning Circle of Excellence connects nonprofit professionals who are responsible for marketing, public relations, and communications. This informal facilitated group meets for coffee and conversation. Don’t miss this great opportunity to ask questions and share tips, advice, and strategies with your colleagues working at small to mid-size nonprofits in Greater Louisville. Join your peers for lively conversation and networking as we tackle challenges, issues, and ideas in a confidential, non-judgmental learning environment. The group meets…

Managing an organization’s finances is one of the toughest jobs. The best leaders in this area take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for Finance Directors and CFO will cover issues most important to increase your and your organization’s effectiveness. Possible topics include, but not limited to: • Are you compliant for fundraising/solicitation: KY Attorney General # in good standing • Options for handling stock donations • Managing needs of…

Leading a nonprofit organization is one of the toughest jobs. Providing leadership, day-to-day management all while keeping the ship afloat can be challenging! It can be “lonely at the top.” The best leaders take time to reflect with colleagues, share best practices and renew themselves. This confidential, yet friendly, gathering for chief executives will cover issues most important to increase your organization’s effectiveness such as: board management/development, staff issues, resource development, among others… This learning experience is designed for executive…

First Session: Thursday, April 9 Second Session: Thursday, April 16 Course Description: Board Service seminar focused on new and veteran board members. It is designed to educate, encourage, and empower anyone serving on a nonprofit board. ShipShape, CNPE’s proven nonprofit board governance education program, has been re-packaged into a newly designed, comprehensive one-day offering. Shipshape offers you a simple, engaging, and refreshingly unique guide to governing and managing your nonprofit organization. This newly designed one-day training assures board members clear…

The CNPE Marketing and Communications Learning Circle of Excellence connects nonprofit professionals who are responsible for marketing, public relations, and communications. This informal facilitated group meets for coffee and conversation. Don’t miss this great opportunity to ask questions and share tips, advice, and strategies with your colleagues working at small to mid-size nonprofits in Greater Louisville. Join your peers for lively conversation and networking as we tackle challenges, issues, and ideas in a confidential, non-judgmental learning environment. The group meets…

Newly appointed board chairs, vice-chairs, board officers, president-elects and other aspiring to lead a board one day. Report to Boot Camp! Successful nonprofits are highly dependent on competent, well-governing boards. Those boards don’t evolve and maintain themselves without exemplary leadership that radiates from the key board leader, the board chair. The Center for Nonprofit Excellence can give you a head start in assuming this role by attending our Board Chair Boot Camp. Our participants will leave this session with a…

The CNPE Marketing and Communications Learning Circle of Excellence connects nonprofit professionals who are responsible for marketing, public relations, and communications. This informal facilitated group meets for coffee and conversation. Don’t miss this great opportunity to ask questions and share tips, advice, and strategies with your colleagues working at small to mid-size nonprofits in Greater Louisville. Join your peers for lively conversation and networking as we tackle challenges, issues, and ideas in a confidential, non-judgmental learning environment. The group meets…