Description

This interactive unplugged session will have participants discuss how the underlying data and narratives tell an organization's story and you will evaluate if your organization's Form 990 is telling the "right" story based on your constituencies. Participants will explore the Form 990 and how the Form contributes to the overall big picture of the tax-exempt organization and will share ideas on how to better communicate your organization's story. (Available Onsite Only)

Learning Objectives:

• Identify key data and metrics that contribute to a tax-exempt organization’s Form 990
• Understand how the Form 990 contributes to the big picture of the tax exempt organization and develop means to better communicate your organization's story

Speaker(s):

• Lauren Haverlock, CPA, Senior Manager, Moss Adams LLP
• Betsy Krisher, Maher Duessel

Category: Concurrent Session (Onsite Only)