Gain the tools needed to create a plan to establish or enhance your organization's transparency.
We constantly hear about transparency this and transparency that, but what does that mean, and how do we get there? This topic will help executives, board members, and the professionals who work with them to understand the need for and benefits of enhanced transparency. In addition, you will learn the time-tested methods to achieve greater transparency at no cost to the organization. This information is critical for professionals in the ever-changing not-for-profit world.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is True Transparency?
- Understanding What It Is
- How Do We Improve Our Transparency?
- How Much Effort?
Legal Transparency
- Books and Records
- Annual Returns (Form 990)
- Application for Exempt Status
- Document Retention Policies
Ethical Transparency
- Regular Staff Meetings
- Sexual Harassment Policy
- Employee Relations Policy
- Annual Reports
Benefits of Transparency
- Public Perception
- Donor Relations
- Not for Profit Ratings
- Employee Morale
- Better Board Involvement
Case Studies
- Ex-Housing Client
- Dysfunctional Board
- Out of Control Employee
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
MP3 Download
- Arizona CLE 1.0
- CA MCLE 1.0
- CT CLE 1.0
- HI CLE 1.0
- NJ CLE 1.2
- VT CLE 1.0
- WA CLE 1.0
- WV MCLE 1.2
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
OnDemand Course
This course was last revised on November 29, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Samuel J. Erkonen
Howe & Hutton, Ltd.
- Partner with Howe & Hutton, Ltd.
- Practice is limited primarily to not-for-profit organizations and the hospitality industry
- Admitted in nine different federal jurisdictions nationwide
- Provides (before COVID-19) 30-40 educational presentations yearly in connection with not-for-profit law, related liability issues, and hospitality issues
- J.D. degree; LL.M. degree in taxation, Washington University in St. Louis; graduate in finance, University of Iowa
- Can be contacted at 312-263-3001, 815-919-6580, [email protected], or [email protected]
More Program Information
Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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