Description

This dynamic session will have participants focus on how the underlying data and narratives included in a Form 990 filing 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 how the Form 990 contributes to the overall public portrayal of the tax-exempt organization and will share ideas on how to better communicate your organization's story.

Learning Objectives:

• Identify key data, narratives and metrics that contribute to a tax-exempt organization’s Form 990
• Understand how the Form 990 contributes to the public portrayal of the tax exempt organization
• Develop better methods of positive story-telling for your organization's Form 990

Speaker(s):

• Ms. Elizabeth E. Krisher, CPA, President, Maher Duessel
• Brian Yacker, CPA/JD, Managing Partner, YHA

Category: Concurrent Session (Online)