Excellence in Financial Management Series

CFO Roundtable – Best Practices for Nonprofits and the Form 990 (In-person)

Carina Kleter

  • June 1, 2022
    8:30 am - 10:30 am EST

Great minds DON’T all think alike, thankfully. As nonprofit CFOs, getting fresh perspectives on pressing challenges can be just the push we need to propel us forward.

Our CFO Roundtable, drawing on the collective wisdom of the group, will help you identify new ideas, tools, or strategies to help you meet or exceed your goals.

All CFO Roundtable sessions include:

  • Facilitated discussion/presentation on topics of interest to the group, when needed
  • Open and facilitated networking time to give you the opportunity to meet new colleagues and deepen relationships with those you already know.
  • A mini think-tank/brainstorming session for up to 3 participants who wish to bring a challenge to the group.

In this session, Byron Smith, CPA, ABV, PFS, NLC Board Member, and Partner at RSM US LLP, will discuss best practices for nonprofits and the form 990.


To participate in the CFO Roundtable, we request that you meet the following criteria set forth by the group:

  • Bachelor of Arts in accounting, i.e. a formal accounting background
  • Five (5) years of accounting experience
  • Top finance officer (or acting in that capacity) for organization

$122.00 Only $30.00 (when logged in) thanks to the support of our funders

This event is being held IN-PERSON at our training room in Tampa, FL.

Registration will close at 11:55 pm on May 30, 2022.


Safety and Health Protocols for In-Person Classes

The safety and health of all visitors, students, trainers and staff is our top priority.

The Nonprofit Leadership Center is taking necessary precautions to ensure the safety of guests and participants for all in-person training sessions:

  • We are following all federal health and safety guidelines, as well as guidance from state and local governments. Depending on the community spread of COVID-19, this may include protocols such as wearing face coverings and social distancing. Registrants will receive an email from NLC one week prior to each in-person training session that outlines specific protocols to expect on the event day.
  • We are using enhanced protocols and practices to keep our Training Room healthy and safe.
  • Training Room capacity is limited to ensure proper distancing.
  • Any person who is feeling unwell or suspects they have been exposed to contagious illness is asked to refrain from attending in-person training events. If you are not feeling well on the day of your training or are aware of exposure (within the previous 10 days) to someone who has tested positive for COVID-19, we ask that you cancel or reschedule your visit with us, whether or not you appear to be experiencing symptoms of illness. If you need to cancel for this reason, please notify us, and we will be happy to provide program credit equivalent to the registration fees already paid.

Please note: In-person training events are subject to be changed to virtual (via Zoom), rescheduled or canceled depending on current CDC guidelines and/or state and local government recommendations as the date of the training approaches. If such a change is required, registrants will be notified in advance.


Registration & Cancellation Policies

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, cancellation and refunds.

NLC/Children’s Board of Hillsborough County (CBHC) No-Show Policy
If you use a CBHC code to register for an NLC event, you will be responsible for paying the registration and processing fees if you do not show up for the class. Please read the full no-show policy here.

Visit our FAQ page for answers to other questions you may have.


If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779 or info@nlctb.org.

There may be photographing of the training for use in our marketing materials. If you do not wish to be captured on film, please alert staff at registration. 

Tickets Price Qty
CFO Roundtable Registrationshow details +

This ticket is required and must be purchased.

$30.00 (USD)  

Venue:  

Venue Phone: 813-287-8779 or info@nlctb.org

Venue Website:

Address:
1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States

Description:

Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.