Training and Events
This calendar is updated periodically; please check back often.
Fall 2020
November 10, 2020
US Nonprofits: A Practical Guide to Global Mission Delivery
9:00-10:30 AM (VIRTUAL)
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
There is no fee to attend this program, however, registration is required.
REGISTER NOWGold 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 1 | Session 2 |
| 9:00-10:00 am | For 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 am | How 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 pm | Managing Projects & Teams in a Remote Setting- Dave Hollander, PMO Synergies | Success Secrets of Effective Nonprofit Board Members-Lisa Verges, Lisa Verges Consulting |
| 3:00-4:00 pm | Creating a Sustainable Volunteer Program-Karen Smith, Volunteer Center of the Lehigh Valley | Working Together: From Collaborations to Mergers-Cindy Bergvall, Bee, Bergvall & Co. |
| Tuesday August 18, 2020 EST | Session 1 | Session 2 |
| 9:00-10:00 am | Understanding Nonprofit Financial Statements-Amy O’Connor, Bookminders | C-19 Fundraising for Arts, Cultural & Environmental Nonprofits-Valerie Jones, Valerie M. Jones Associates |
| 10:30-11:30 am | Empowered 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 pm | Employment Issues for Nonprofits-Patricia Collins, Esq, AMM Law | Governing in a Crisis-Liz Vibber, Catalyst center for Nonprofit Management |
| 3:00-4:00 pm | The Impact of Equitable Development- Frank Robinson, Kairos Development Group | Creating a Culture of Accountability-Ken Byler, Higher Ground Consulting |
May 7, 2020
Board Boot Camp: Governing in a Crisis
Virtual-AVAILABLE TO VIEW
4:30-6:00 PM
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
