Training and Events

This calendar is updated periodically; please check back often.

Fall 2020

WATCH NOW US Nonprofits: A Practical Guide to Global Mission Delivery

During this 90-minute, virtual workshop, Laura Solomon, Esq. (Laura Solomon and Associates) and Cindy Bergvall, CPA (Bee, Bergvall & Co.) will highlight key considerations for US Based charities operating abroad. With the global pandemic, there has been great economic need in our country and around the world. In times of crisis, people respond in many different ways—volunteering, giving, and even starting a nonprofit.

If you are thinking of starting a charity to meet global needs or you already have one that operates internationally, there are important compliance guidelines you need to follow. Failure to follow these rules can jeopardize the deductibility of the donations to your donor and even jeopardize the charitable, tax-exempt status of your organization.   There can also be stiff IRS penalties for failure to file certain IRS forms specific to activity with a foreign country.

We will review:

  • What needs to be in your Articles and Bylaws
  • Documentation you need to keep in Board Minutes; grant agreements and reporting financial records
  • Information you need to get from each foreign organization
  • Added controls and risks to be aware of when operating or donating to a charity in another country
  • Federal law, including U.S. Executive Orders, FBAR rules, OFAC guidelines, and Treasury Department and Financial Actions Task Force Anti-Terrorist Financing Guidelines- all presented in a user-friendly manner to help you navigate these complicated rules.
  • IRS Form 990 questions and forms related to foreign operations
  • Other IRS year-end forms
  • Practical Tips for successful, complaint grantmaking

Gold Sponsor : Bookminders 

Catalyst NPU-Our nonprofit university-style was held virtually August 17-18, 2020

Recordings are available for each session.  To inquire about a specific workshop recording, please contact Liz Vibber at lvibber@bbco-cpa.com or 215-343-2727.

Monday
August 17, 2020 EST
Session 1Session 2
9:00-10:00 amFor White Folks in Nonprofits and the Rest of Y’all: How to Start the Conversation
About Diversity--Jael Chambers, Cultured Enuf
Financial Leadership: Communicating the Financial Information that Matters-
Gregg Indictor, Your Part-Time Controller
10:30-11:30 amHow to Make Your Website Work for Your Nonprofit-Donna Botti, Delos Inc.Managing Emotions to Leverage Differences-Keith Willis, Coach to Achieve
1:30-2:30 pmManaging Projects & Teams in a Remote Setting- Dave Hollander, PMO SynergiesSuccess Secrets of Effective Nonprofit Board Members-Lisa Verges, Lisa Verges Consulting
3:00-4:00 pmCreating a Sustainable Volunteer Program-Karen Smith, Volunteer Center of the Lehigh ValleyWorking Together: From Collaborations to Mergers-Cindy Bergvall, Bee, Bergvall & Co.
Tuesday
August 18, 2020 EST
Session 1Session 2
9:00-10:00 amUnderstanding Nonprofit Financial Statements-Amy O’Connor, BookmindersC-19 Fundraising for Arts, Cultural & Environmental Nonprofits-Valerie Jones, Valerie M. Jones Associates
10:30-11:30 amEmpowered Leadership: Bringing our Best Selves or our Stressed Selves to Work-
We Can Choose-Alvina Peat, Williams-Peat Associates
Overcoming Barriers to Fundraising Success-Chad Barger, CFRE, Productive Fundraising
1:30-2:30 pmEmployment Issues for Nonprofits-Patricia Collins, Esq, AMM LawGoverning in a Crisis-Liz Vibber, Catalyst center for Nonprofit Management
3:00-4:00 pmThe Impact of Equitable Development-
Frank Robinson, Kairos Development Group
Creating a Culture of Accountability-Ken Byler, Higher Ground Consulting

WATCH NOW Board Boot Camp: Governing in a Crisis

During this 60 minute session we will cover the roles and responsibilities of board members as well as discuss best practices that can be activated in addressing a crisis.  We will keep the call open for an additional 30 minutes for Q&A and to give participants a chance to connect and share.

CCNM Around Town

Mini-Sessions

The Catalyst Center for Nonprofit Management is pleased to offer a series of one and two hour training sessions for busy Boards.  Note we are happy to provide virtual training options for your board!  Contact us for more information-

Our training professionals are able to attend your regular Board meetings and conduct mini-trainings in a variety of areas. Popular topics include:

  • Strategic Thinking for Boards
  • Board Roles and Responsibilities
  • The Board’s Role in a Development Plan
  • Understanding your Financial Statements

Allow us customize any topic to suit the needs of your Board. Trainings are 1 -2 hours in length and include handout materials. For more information, please contact Liz Vibber, 215-343-2727 or e-mail: lvibber@bbco-cpa.com