Oct
16
2017

Successful Grant Writing

Thursday, Nov. 2, 2017 from 9 a.m. to 4 p.m. in Century Room C of the Millennium Student Center (on our UMSL north campus – please note different building than most of our workshops).

In the highly competitive world of grants, learn the art and science of creating excellent grant applications. Share perspectives and embrace practical examples that will give you an edge in writing proposals and obtaining funding. You will leave this interactive session with tools and techniques you can put to immediate use as you seek funds from the private sector. Hands-on activities will be more meaningful if you come to class with a project in mind – it can be for any project at any amount. From the initial research to thanking the donor, this comprehensive session is good for beginners and seasoned grantwriters alike. The class will also explore the growing area of Donor Advised Funds and their potential impact on foundation giving. Lunch included (in form of voucher for use in the MSC food court).

Instructor Wendy Dyer has enjoyed working with hundreds of nonprofits over the last 23 years as a consultant, from north to south and throughout the Midwest.   She has helped pump millions of dollars into the economy – expanding programs and building schools, health centers and cultural places – bringing opportunity to thousands of people.  A frequent presenter and trainer, Wendy encourages agencies to find their “sizzle” and embrace her mantra that “People are giving money away, anyway, might as well be to you.”

Fee: $99

Register for Successful Grant Writing

Written by in: Events
Oct
03
2017

Cybersecurity: A Strategic Priority for Nonprofits

Thursday, Oct. 19, 2017, 1-4 p.m. in #204 Express Scripts Hall (on the UMSL north campus - please note different location than most of our classes)

This class provides an overview of core cybersecurity concepts and an appreciation of the variety of threats to cybersecurity. Attendees will consider why a focus on cybersecurity is important, what is at stake, and how cybersecurity must become a strategic priority for nonprofits. The class will conclude with a survey of immediate steps nonprofits could take to better manage cybersecurity risks. Attendees are encouraged to bring their own laptops.

About the Cybersecurity Program at UMSL: The University of Missouri-St. Louis holds the prestigious National Center of Academic Excellence in Cyber Defense Education (CAE-CDE) designation granted by the National Security Agency and the U.S. Department of Homeland Security. We are currently one of only two institutions that hold such a designation in the state of Missouri and the only CAE-CDE in the Saint Louis region. (cybersecurity.umsl.edu).

Instructor Dr. Shaji Khan is an Assistant Professor of Information Systems, in the College of Business, University of Missouri-St. Louis. He has published in prestigious academic journals, presented research at national academic conferences, authored book chapters, and produced practitioner oriented research and industry reports. His research interests include offshoring of business services, innovation and entrepreneurship, and management of Information Technology and Information Security (InfoSec) in high-reliability environments.

Dr. Khan helped create the graduate and undergraduate certificate programs in Cybersecurity at the University of Missouri-St. Louis. He also created the Cybersecurity and Information Technology Innovation Lab (CITIL, http://cybersecurity.umsl.edu) which acts as a hub of InfoSec research and teaching for the entire campus. He currently teaches courses on Information Security, Data Networking and Security, and Management of Information Systems.

Enrollment fee: $40

Click here to register for Cybersecurity: A Strategic Priority for Nonprofits

Written by in: Events
Feb
09
2017

Understanding Effective Grant Management

When: Thursday, Feb. 23, 2017, 2 p.m. to 5 p.m.

Where: # 202 J.C. Penney Conference Center on the UM-St. Louis North Campus

Fee: $ 25

Program Description: Come to this class to learn the basics of effective grant management and implementation, and to learn the proper accounting procedures and practices you will need to employ as you put your grant funds into action.

Instructor Dan Sise, JD, joined the Nonprofit Management and Leadership Program (NPML Program) at UM-St. Louis in October, 2008, and serves as the NPML Program’s Academic Coordinator and Community Engagement Manager. A 1997 graduate of the University of Illinois College of Law, Dan is currently licensed to practice law in Missouri and Illinois. In the course of his legal career, Dan has dealt with a wide range of issues, including regulatory compliance, insurance coverage and defense, community redevelopment, and nonprofit governance and oversight. He serves on the board of directors of a number of nonprofit organizations, including the St. Louis-Jefferson Solid Waste Management District and The Daughters of Charity Foundation of St. Louis. Prior to joining the faculty of the NPML program, Dan worked at Habitat for Humanity St. Louis where he was director of operations.

Instructor Pamela Stuerke, Ph.d., is an Associate Professor of Accounting in the College of Business Administration at UM-St. Louis, and also serves as Chair of the Faculty Senate and University Assembly. In the College of Business Administration, she teaches Financial Accounting and Reporting, Accounting for Governmental and Not-for-Profit Entities, and Writing and Professional Research in Accounting. She also teaches Financial Issues in Managing Nonprofits for the Nonprofit Management and Leadership Program. She holds a Ph.D. from Indiana University’s Kelley School of Business, and a Missouri CPA certificate (inactive). She has served on the Board of Directors of the St. Louis Women’s Chorale, the Center for the Eucharist, and on the Chapter of Christ Church Cathedral (St. Louis). Before joining the accounting faculty at U.M. – St. Louis, she held faculty appointments at the University of Rhode Island and Case Western Reserve University.

Click here to register.

Written by in: Events
Jan
05
2017

Doug Stanley of Bryan Cave to Give Estate Planning Presentation to Artists at the Regional Arts Commission

On February 13, 2016, Doug Stanley, partner in the Private Client Services group at Bryan Cave, and Justin Flach of The Commerce Trust Company (an alumnus of the Bryan Cave Private Client Services group), will present “Creating A Living Legacy”, addressing estate planning basics to a group of artists.  The presentation is hosted by the Volunteer Lawyers and Accountants for the Arts and will be held at the Regional Arts Commission, 6128 Delmar, St. Louis, Missouri.

Written by in: Events
Jan
03
2017

Select Nonprofit Accounting Issues and Updates

When: Thursday, Jan. 26, 2017, 2 p.m. to 5 p.m.
Where: # 202 J.C. Penney Conference Center on the UM-St. Louis North Campus
Fee: $ 25

Program Description: Changes are coming for nonprofit financial statements. This class will cover some specific, technical topics that nonprofits need to know as they prepare for future changes in their financial management and reporting. Topics include:

  • Changes to net asset classifications
  • Disclosure of allocation methods
  • Functional expense information
  • Reporting of investment returns
  • Reporting of leases
  • And more…

Some of these are fairly technical topics that nonprofits should start hearing about and planning for now so they can address them more proactively, prior to audit time.

Instructor Linda Howdeshell founded her firm to serve nonprofits in May 2015 after almost 30 years of working with nonprofits. Linda works with clients to improve efficiency of systems and internal controls. She serves on the Not-for-Profit Committee of the Missouri Society of CPAs and is a member of both the MSCPA and AICPA. Linda also serves as a fiscal volunteer on United Way panels.

Click to Register

Written by in: Events
Nov
30
2016

Private Foundations and Impact Investing

Bryan Cave recently organized a half-day symposium examining the opportunities and legal considerations related to responsible and impact investing strategies. The Responsible and Impact Investing Symposium, held on November 10, was co-presented by Fordham University’s Gabelli School of Business and featured leaders in this growing field who discussed opportunities and legal considerations for investors, private foundations, financial advisers and for-profit entities, from start-ups to established ventures. More than 135 guests attended the event.  With respect to private foundations, we focused our discussion on the use of program related investments and what we hope is a growing trend to use these tax-advantaged tools to make a difference in our communities.   Below are the foundation slides from the event.  Special thanks to my co-speakers, John Oddy from Foundation Source and Dana Bezerra from the Heron Foundation.

For a complete list of speakers and the program agenda, please click here

For additional information about this program, please click here

Program Related Investments and Private Foundations

Impact Investing and Private Foundations

Written by in: Events
Oct
25
2016

Don’t forget to register for the free webcast about Clarifying the Universal Availability and Other 403(b) Retirement Plan Requirements

When: October 27, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

Learn about:

  • Hours of service
  • Changes in employee status
  • Student participation
  • Other 403(b) rules

This hour long webcast will provide answers to many of the questions we received for the May 19, 2016, Understanding the Universal Availability Rules in a 403(b) Retirement Plan webcast. We encourage you to review the prior webcast before attending this one.

Continuing education (CE) certificates of attendance will not be offered for this program.

Written by in: Events
Oct
10
2016

Register for IRS webinar: ACA Outreach for State and Local Governmental Employer Community

October 20 at 2 p.m. (Eastern)

Register for this event

This is a live webinar presented by the ACA Office and TE/GE Counsel to address governmental entities’ concerns and needs as they relate to ACA information reporting requirements.

Learn about:

  • Determining Applicable Large Employer (ALE) status
  • Identifying full-time employees
  • Defining hours of service
  • What is Minimum Essential Coverage?
  • E-Filing of information returns
  • 2016 filing season corrections and replacements
  • Penalties and relief
  • TIN solicitation
  • Changes to forms & instructions for Tax Year 2016
  • Questions and answers

We will not be offering Continuing Education Credit for this event.

Written by in: Events
Oct
04
2016

Webcast about clarifying the universal availability and other 403(b) retirement plan requirements

Watch this free webcast about Clarifying the Universal Availability and Other 403(b) Retirement Plan Requirements

When: October 27, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

Learn about:

  • Hours of service
  • Changes in employee status
  • Student participation
  • Other 403(b) rules

This hour long webcast will provide answers to many of the questions we received for the May 19, 2016, Understanding the Universal Availability Rules in a 403(b) Retirement Plan webcast. We encourage you to review the prior webcast before attending this one.

Continuing education (CE) certificates of attendance will not be offered for this program.

Written by in: Events
Sep
28
2016

Register for IRS webinar: Overview of Requirements for Charitable Hospitals Under ACA Section 501(r)

September 29
2 p.m. ET

Register for this event.

The Affordable Care Act added additional requirements that affect tax-exempt hospitals.

Learn about:

  • Community Benefit Standard for 501(c)(3) Hospitals
  • Community Health Needs Assessment and Implementation Strategy
  • Financial Assistance and Emergency Medical Care Policy
  • Limitation on Charge Requirements
  • Billing & Collection Requirements
Written by in: Events

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