CALENDAR 2020-02-06T00:22:10-06:00

Events

Apr
4
Sat
On BOARD® Lab: Nonprofit Finances, Budgeting, & Tax Issues @ Webinar
Apr 4 @ 10:00 am – 2:00 pm

Topics include:

  • Financial oversight; policy creation and compliance; and safeguarding of assets
    • Policies: conflict of interest, whistleblower, document retention & destruction, executive compensation, etc.
  • Achieving financial accountability
  • What occurs during an audit and when you need one
  • Managing cash flow
  • Taxes including payroll, UBIT, and changes to GAAP (generally accepted accounting principles)
  • Maintaining nonprofit status through tax compliance – filing with the IRS and other government entities

Presenter: Megan Angle, CPAManager / Porte Brown LLC

Price: $150

Apr
22
Wed
Learning Lab: Capital Campaigns @ Webinar
Apr 22 @ 6:00 pm – 8:00 pm

Acquiring land, renovating buildings, and purchasing large supplies are huge projects that take careful planning. A capital campaign is a fundraising process that aims to raise enough money to make any of these facility-related purchases. Running a successful capital campaign is a surefire way for nonprofit organizations to own space in the community they serve and create community wealth as an anchor institution.

In this session we will discuss:

  • Understanding the feasibility of reaching a high-impact fundraising goal in your capital campaign;
  • Business planning and lending processes;
  • Marketing and communications strategies to advocate for donations to your campaign;
  • And getting to the finish line! How will you know if you were successful?

Presenter: Tracy Lewis / CEO / Lewis & Associates LLC

Meet the presenter!

Registration: $65

Special Guests

The Neighborhood Opportunity Fund will join this Learning Lab to talk to attendees about grants available to arts, cultural, and creative organizations who are planning construction or rehabilitation projects in commercial corridors on the South and West sides of Chicago.

Beth Holaday of Verde Energy Efficient Experts will also join this Learning Lab to talk to attendees about the free  facility assessments and the resources available for energy efficiency upgrades that nonprofit organizations who own or rent facilities are entitled to through their utility companies – whether they rent or own their space.

Lewis & Associates LLC. intentionally & purposefully supports small businesses, nonprofits and government agencies, with strategic planning community engagement and project management consultation services. Lewis & Associates is lead by Tracy Lewis, who is a Detroit native with a passion for urban spaces, sensory experiences and politics. Tracy has a Masters in Public Administration from Wayne State University and has worked in communities of color for the past 12 years on a variety of community and economic development projects.

May
2
Sat
On BOARD® Lab: Fundraising & Arts Advocacy @ Chicago Public Library - Douglass Branch
May 2 @ 10:00 am – 2:00 pm

Topics include:

  • Funding landscape for nonprofit organizations and sector-wide trends in giving
  • The role board members play in securing funds
  • Identifying prospects and creating an “ask”
  • Creating a donor cultivation strategy
  • Understanding current cultural policies and advocacy tips and resources

Presenter: Charles Katzenmeyer / VP, Institutional Advancement / The Field Museum

Price: $150

May
12
Tue
Learning Lab: QuickBooks Online Plus 101 @ WeWork
May 12 – May 13 all-day
Learning Lab: QuickBooks Online Plus 101 @ WeWork

Tuesday, May 12 from 2:00 P.M – 5:00 P.M.
Wednesday, May 13 from 2:00 P.M. – 5:00 P.M.

QuickBooks Online Plus gives you many ways to improve your accounting efficiency and choose the processes and reports that are most important to your nonprofit organization. This hands-on Learning Lab will show you tips and shortcuts that’ll help you cut down on time spent working, while maximizing the accuracy of your accounting.

You’ll learn:

  • Overall settings and structure
  • User access
  • Record revenues
  • Memorized and automated transactions
  • Clients vs. vendors
  • Receipts
  • Payroll setup, timesheets, and processing

This Learning Lab is limited to 12 people. Registration will close once capacity is reached. Attendees must be available for both days of this Learning Lab.

Presenter: Yvonne P. Afable/ Managing Partner, Accounting Services / Afable Consulting

Read Yvonne’s bio.

Registration: $199 

Presenter Bio: Yvonne P. Afable is the Managing Partner of Accounting Services for Afable Consulting LLC, a firm providing accounting and technology support to not-for-profit organizations and small businesses. She earned her Bachelor’s degrees in Accounting & Finance from DePaul University and is a Certified Management Accountant. After starting her career in public accounting, she decided to focus on the nonprofit industry and joined the management staff of American College of Surgeons and Rotary International.

For the past 18 years, she’s been consulting with nonprofit organizations and small businesses, helping them understand and tell their financial story. Using Intuit/QuickBooks and Sage products, she and her team offer services to meet each client’s needs: accounting system set-up and training, bookkeeping services including payroll processing, audit preparation, financial reporting and analysis, and documentation of fiscal policies and procedures.

Yvonne serves as Treasurer on the board of Kartemquin Educational Films and teaches the Financial Management course at the School of Art Institute and Zumba at LA Fitness, South Loop. She resides in Chicago, with her partner, Jose-Albin D. Afable. They have three children (Nicole, Gabrielle, and Justin) and two dogs (Kona and Kai).

May
19
Tue
Learning Lab: QuickBooks Online Plus 201 @ WeWork
May 19 – May 20 all-day
Learning Lab: QuickBooks Online Plus 201 @ WeWork

Tuesday, May 19 from 2:00 P.M – 5:00 P.M.
Wednesday, May 20 from 2:00 P.M. – 5:00 P.M.

QuickBooks Online Plus gives you many ways to improve your accounting efficiency and choose the processes and reports that are most important to your nonprofit organization. This hands-on Learning Lab will show you tips and shortcuts that’ll help you cut down on time spent working, while maximizing the accuracy of your accounting.

  • Financial reports and notes
  • Project functionality
  • Grant reporting
  • Budgeting and forecasting
  • Banking downloads and account reconciliations
  • Detail vs. summary transactions
  • Importing options to reduce data entry (i.e. from third-party payroll, PayPal, etc.)
  • Exporting data
  • Audit preparation and attachments
  • 1099 reporting

This Learning Lab is limited to 12 people. Registration will close once capacity is reached. Attendees must be available for both days of this Learning Lab.

Presenter: Yvonne P. Afable / Managing Partner, Accounting Services / Afable Consulting

Registration: $199 

Presenter Bio: Yvonne P. Afable is the Managing Partner of Accounting Services for Afable Consulting LLC, a firm providing accounting and technology support to not-for-profit organizations and small businesses. She earned her Bachelor’s degrees in Accounting & Finance from DePaul University and is a Certified Management Accountant. After starting her career in public accounting, she decided to focus on the nonprofit industry and joined the management staff of American College of Surgeons and Rotary International.

For the past 18 years, she’s been consulting with nonprofit organizations and small businesses, helping them understand and tell their financial story. Using Intuit/QuickBooks and Sage products, she and her team offer services to meet each client’s needs: accounting system set-up and training, bookkeeping services including payroll processing, audit preparation, financial reporting and analysis, and documentation of fiscal policies and procedures.

Yvonne serves as Treasurer on the board of Kartemquin Educational Films and teaches the Financial Management course at the School of Art Institute and Zumba at LA Fitness, South Loop. She resides in Chicago, with her partner, Jose-Albin D. Afable. They have three children (Nicole, Gabrielle, and Justin) and two dogs (Kona and Kai).