About this event

Half day seminar for a CPA working in or advising a nonprofit.

  • Entrepreneurial Operating System Josh Audi, Catholic Charities Diocese of Fort Worth & Daphne Alexander, Trinity Habitat for Humanity
  • Form 990: The Complications of Schedule A Elaine Sommerville, Sommerville & Associates
  • Communicating Financial Information to the Board Jackie Gonzalez, Weaver
  • Utilizing the Enneagram of Personality in Managing People Peter Nelson & Jennifer Nelson, Broadway Baptist Church
***We recommend taking the Enneagram of Personality test before this seminar.

Fee Free for members; $100 for nonmembers

Learning Objectives Gain insights for communicating financial information to a board of directors, understand the EOS operating model and how it could strengthen your organization, review the information requested and calculations needed for Schedule A of Form 990, and learn how understanding the Enneagram of personality can create effective communication and teamwork.

Delivery Method Group live

CPE credits available 4

Level Update

Prerequisites/advance preparation none

Included in your registration Digital materials. Breakfast tacos, sodas, water, coffee.

Contact cpeinfo@fortworthcpa.org

About our cancellation and refund policies and our authority to issue CPE.

Underwritten by: 
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Nonprofit Seminar


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