Instructor: "Form 990 Made Understandable,
Accurate, and Complete," Community Foundation of Herkimer
and Oneida Counties/Utica College, Utica, NY, October 2007.
Instructor: "Legal Issues Facing Nonprofit
Directors and Board Members," Minnesota Council of Nonprofits
and the Blandin Foundation, Duluth and Grand Rapids, MN, September
2007.
Presenter: "990 Advanced" and
"UBIT for Nonprofit Organizations," North Carolina
Association of CPAs and North Carolina Center for Nonprofits,
2007 Not for Profit Accounting Conference, May 2007.
Instructor: Legal Breakfast Series, "Unrelated
Business Income Tax," Center for Nonprofit Management,
University of St. Thomas, February 2007.
Presenter: "IRS 'E3' (Exempt Enforcement
Expansion)," 52nd Annual Massachusetts Society of CPAs
Tax Conference, January 2007.
Instructor: "Form 990 Made Simple
and Fun!" Presented by the Minnesota Council of Nonprofits,
St. Paul, MN, October 2006.
Presenter: "The 21st Century View of
Nonprofits," North Carolina Association of CPAs and North
Carolina Center for Nonprofits, 2006 Not-For-Profit Accounting
Conference, May 2006.
Presenter: "New 990 Disclosures Bring
New Implications," Presented by LarsonAllen, 13th Annual
Nonprofit and Foundations Conference, May 2006.
Instructor: "Form 990 Made Simple and
Fun!" Presented by the Minnesota Council of Nonprofits, St.
Paul, MN, April 2006.
Presenter: "One Size Fits All? The IRS
Form 990 in the 21st Century," Minnesota Nonprofit and Legal
Accountability Conference, Sponsored by the Minnesota Council
of Nonprofits and Independent Sector, September 2005.
Instructor: Legal Breakfast Series, "Legal
Mistakes in Collaboration and Fiscal Agency," Center for
Nonprofit Management, University of St. Thomas, April 2005.
Instructor: "Minnesota's Lobbying and
Election Laws," Worry-Free Lobbying Presented by the
Alliance for Justice and the Minnesota Council of Nonprofits,
St. Paul, MN, April 2005.
Instructor: Legal Breakfast Series, "Legal
Mistakes that Generate a Tax Bill from the IRS," Center for
Nonprofit Management, University of St. Thomas, February 2005.
Presenter:"Legal & Fiduciary Responsibilities
of Nonprofit Board Members", BoardSmart -- Presented by the
Central Minnesota Community Foundation, St. Cloud, MN, October
2004.
Instructor: Legal Breakfast
Series, "Ten Most Common Legal Mistakes in Collaboration
and Fiscal Agency", Center for Nonprofit Managemnet, University
of St. Thomas, June 2004.
Presenter: "Public Advocacy
in An Election Year", Larson Allen
11th Annual Nonprofit and Foundation Conference, Plymouth,
MN, May 2004.
Presenter: "Making the 990 Work for
You", Nonprofit Financial Group of the Twin Cities -- Presented
by the Minnesota Nonprofit Accountability Collaborative, March
2004.
Instructor: Legal Breakfast Series,
"Ten Most Common Legal Mistakes in Applying
the Unrelated Business Income Tax", Center for Nonprofit
Managemnet, University of St. Thomas, March 2004.
Presenter: “Legal Requirements and the Importance
of Being Transparent”, Nonprofit 101: Nuts and Bolts of Practical
Management, Minnesota Council of Nonprofits, July 2003.
Presenter: “Making Your Form 990 Work for
You”, Minnesota Nonprofit Accountability Collaborative, April
2003.
Presenter: “Going out of Business Gracefully”,
Springboard for the Arts, March 2003.
Instructor: Community Leadership Institute
II, “The Ups and Downs of Advocacy and Advocacy Partnerships”,
sponsored by the Center for Nonprofit Management,
University of St. Thomas, Metropolitan Alliance of Community Centers,
and City of Minneapolis Neighborhood Revitalization Program, March
2003.
Instructor: Legal Breakfast Series
“Ten Most Common Mistakes in Managing Conflict of Interest”, Center
for Nonprofit Management, University of St. Thomas, January
2003.
Instructor: Legal Breakfast Series
“Ten Most Common Mistakes in Collaboration and Fiscal Agency”,
Center for Nonprofit Management, University of St. Thomas,
November 2002.
Instructor: “Accountability of Tax
Exempt Organizations: Director and Trustee Oversight Responsibility”,
sponsored by Arrowhead Estate Planning Council, October 2002.
Presenter: “Lobbying (a/k/a Public
Policy Change): An Attempt at Demystification”, Statewide Secondhand
Smoke Conference: Clear the Air, Sponsored by Minnesota
Smoke-Free Coalition, August 2002.
Instructor: Community Leadership Institute
II, “The Ups and Downs of Advocacy”, sponsored by the Center for
Nonprofit Management, University of St. Thomas,
Metropolitan Alliance of Community Centers, and City of Minneapolis
Neighborhood Revitalization Program, November 2001 and, May 2002.
Instructor: Legal Breakfast Series
“Tax Exempt but TAXABLE?” and “What’s the Fuss About Fiscal Agents?”,
Center for Nonprofit Management, University of St. Thomas,
February and March 2002, respectively.
Instructor: "Your Unique Legal Playing Field",
Co-sponsored by Initiative Foundation, and Works in Progress,
Inc., February 2002.
Instructor: Legal Breakfast Series "The 501(c)(3)
Mirror: What Makes You, You?", Center for Nonprofit Management,
University of St. Thomas, October 2001.
Instructor: 2001 Community Leadership Institute,
"Understanding the Structure of A Charitable Organization", sponsored
by the Center for Nonprofit Management,
University of St. Thomas, Metropolitan Alliance of Community Centers,
and City of Minneapolis Neighborhood Revitalization Program, April
and October 2001.
Presenter: "Developing a Practice in Nonprofit
Advocacy", Co-sponsored by Alliance for Justice and American University,
March 2001.
Author/Instructor: "The Exempt Organization's
Tax Return", Center for Nonprofit Management, University of St.
Thomas, February 2001.
Series Author/Instructor:Nonprofits and
Election Year Advocacy: How to Increase Your Impact Legally.
[Undertaken with the Alliance for Justice]. Three Minnesota workshops:
"Nonprofits and Election-Year Advocacy"; "The 501(h) Lobbying
Rules: Maximizing Your Impact in the Public Policy Arena"; and
"Building Nonprofit Clout: The (c)(3)/(c)(4)/PAC Connection",
May 2000.
Workshop Author/Instructor: "Financial Filings",
City of Minneapolis Neighborhood Revitalization Program (training
for Neighborhood Organizations), May 2000.
Session Author/Instructor:Social Change
Institute. Sponsored by Headwaters Fund -- Session "Nonprofit
Democracy: Getting Your Issues Across in an Election Year". May
2000.
Series Author/Instructor:Tax Exempt Law
for Non-Profit Managers. Self-sponsored. Four workshops: "Maximizing
Advocacy -- c3/c4 Linkages"; "Navigating the §501(c)(3) Lobbying
Limits"; "What's the Fuss about Fiscal Agents?"; "How to Read
Your 990", September/October/December 1999.
Sessions Author/Instructor:The Basics:
Financial and Tax Management for Nonprofits. Sponsored by
Headwaters Fund -- Sessions, "Reporting and Filing Requirements"
and "Income Issues and Treatment", November and December 1999.
Presenter: Nonprofits and The Law Workshops.
Twin Ports Area Nonprofit Coalition - "Your Unique Legal Playing
Field" and "Taking a Closer Look at Key Nonprofit Legal Issues",
November 1999.
Series Author/Instructor:Tax Exempt Law
for Non-Profit Managers. Self-sponsored. Three workshops:
"Navigating the §501(c)(3) Lobbying Limits"; "What's the
Fuss about Fiscal Agents?"; "There's Gold in Your Public Documents",
May/June/July 1999.
Panelist/Presenter: The New 990 Disclosure
Rules. Minnesota Council of Nonprofits, June 1999.
Presenter: "The Top 3 Items of Concern and/or
Interest in Dealing with the IRS" 6th Annual Non-profit Conference
sponsored by CPA firm of Larson Allen Weishar & Co., L.L.P.,
April 1999.
Workshop Author/Instructor: (with IRS' Southeast
Key District Exempt Organization Office):"Taxation of Gaming Operations",
BINGO WORLD, March 1999.
Workshop Author/Instructor: "Federal and
State Filings in the World of Non-profit Operations", City of
Minneapolis Neighborhood Revitalization Program (training for
Neighborhood Organizations), November 1998 and January 1999.
Sessions Author/Instructor:The Basics:
Financial and Tax Management for Nonprofits. Sponsored by
Headwaters Fund -- Sessions, "Reporting and Filing Requirements"
and "Income Issues and Treatment", November and December 1998.
Panelist/Presenter: Putting the Pieces
Together. Skills Building Session on "Funding Advocacy", National
Network of GrantmakersConference, September 1998.
Session Author/Instructor: "Staying Legal
(as a Non-Profit Charity)", Minnesota Regional Arts Council, September
1998.
Workshop Author/Instructor: "Nonprofits &
Voter Participation", Minnesota Council of Nonprofits, Duluth
Minnesota, June 1998.
Presenter: "How to Work Into 'The Ballot
Box' Without Losing Your Tax Exempt Status", Headwaters Fund,
April 1998.
Series Author/Instructor:Tax Exempt Law
for Non-Profit Managers. Self-sponsored. Three workshops:
"Watch Yourself! (What You Must Disclose)"; "(c)(3) Sensitivities
(the IRS Watches)"; and "Unrelated Business Income Taxation (UBIT)
& Me" March/April 1998.
Workshop Author/Instructor: (with IRS' Southeast
Key District Exempt Organization Compliance Coordinator): "Dealing
with the IRS", BINGO WORLD, March 1998.
Presenter: "Tax and Legal Issues for Grantmakers",
Institute for New Staff and Trustees, Minnesota Council on Foundations,
March 1998.