Spotlight: Get the House in Order – Proactive Risk Mitigation for Nonprofits
June 25 @ 8:45 am – 3:30 pm
Virtual Workshop – Live/Online
Fee: $135 for MCN members / $175 for nonmembers
Even in seasons of unpredictability, there are things within your control as a conscientious, grounded, and informed nonprofit leader. Join us for a day of learning that will build your confidence in ensuring key reporting, financial, operational, and governance pieces are in place for maintaining your nonprofit’s 501(c)(3) status and the integrity of your team.
This full-day, virtual training offers four 60-minute sessions that address state registration and reporting requirements, records management, financial reporting, and critical policies, procedures, and awareness-building for good governance. Get the House in Order: Proactive Risk Mitigation for Nonprofits is designed for nonprofit finance, operations, and HR leaders, executive level leaders, and board members.
We know it’s difficult to carve out large chunks of time in your day for professional development, so we’ve spread the sessions out over a full day, with breaks in between. You will have access to the session recordings for three months!
Schedule
All times listed in Central Time. (More details to be added soon.)
8:45 – 9:00 a.m. // Welcome and Setting the Stage
9:00 – 10:00 a.m. // Registration and Reporting Requirements for Minnesota Nonprofits
Presenters: Kari Aanestad, Associate Director, Minnesota Council of Nonprofits and Heather Caulkins, Assistant Attorney General, Charities Division, Office of the Minnesota Attorney General
10:30 – 11:30 a.m. // Data Collection and Document Retention for Compliance and the Wellbeing of Your People
We are awash in data. How much data does your organization need? How long do you need to keep it? And how do you protect it? Join this Spotlight session for answers to these questions and more regarding data collection and document retention.
Presenter: Mary Warner, Legal Technologist, Minnesota State, Hennepin County, and Ramsey County Bar Associations
1:00 – 2:00 p.m. // Financial Procedures Manual and GAAP
Through the lens of a CPA, examine the importance of having separation of duties, identify common sections of a financial procedure manual, and understand where things can go wrong in nonprofit accounting processes and how to solve them.
Presenter: Chris Vanecek, CFO, Diverge
2:30 – 3:30 p.m. // Governance and Effective Oversight
Take a focused look at policies, Articles/bylaws, fiduciary duties of the board, minutes/recordkeeping of board actions, and generally best practices in these areas.
Presenter: Emmett Robertson, Attorney, Rubric Legal
Event Details
This virtual event will take place on the Zoom platform. Your access link will be emailed to you the day before the event after 12 p.m.
This session will be recorded. The recording will be made available to registrants after the live event.
Captioning is provided automatically through Zoom. For information on requesting CART, ASL, or another accommodation, please visit our Registration Policies page.
Small Team Rate: Register three people from the same organization at once and the fourth registration is free! To register online, one person will login to their MCN account and will add colleagues to your group – your fourth colleague will be free! Visit our Events and Registration FAQ page (choose “How do I register multiple people?” from the FAQ options) for instructions on how to complete online group registrations.
To learn more about events, registration, and payment, visit our Event & Registration FAQ page.
Speaker Information
Kari Aanestad is the associate director at the Minnesota Council of Nonprofits. In this role, Kari partners closely with the executive director to chart MCN’s strategic response to organizational and sector challenges and plays a critical role as counselor, advisor, and strategic thought-partner for the executive director. Kari shapes and implements the organization’s strategy by providing oversight of fundraising, sector research, GreaterMN programs, special programs, operations, human resources, and financial management.
Mary Warner spent over 25 years of her career in a nonprofit museum grappling with issues related to collecting and retaining data, including making difficult decisions around data destruction. In her current role as legal technologist with the Minnesota State Bar Association, she works with these issues in relation to digital data and its security.
