Skip to content
 Registration is closed for this event
NAO Members will receive a $75 discount when registering.
2016_Training_Scandinavia_Partnership.png

April 7, 2016 | 8:00 a.m. to 4:00 p.m.
Networking & Continental Breakfast at 8:00, Presentation at 8:30
Scandinavian Heritage Foundation | 8800 SW Oleson Rd | Portland, OR 97223
$150 NAO Members, $225 Nonmembers

Presenter
Kay Sohl, National Nonprofit Financial Management Trainer, Consultant, Kay Sohl Consulting

Special Guest Panel from Multnomah County
Cora Bell, Fiscal Compliance Senior, Department of County Management
Eric Arellano, Deputy CFO, Finance & Risk Management, Department of County Management
Rob Kodiriy, Finance, Department of County Human Services

Learn how your nonprofit can benefit from new OMB Uniform Guidance rules for admin and other overhead costs – even if you receive no direct federal funds – and talk with Multnomah County fiscal staff to learn how pass-through entities are dealing with the Uniform Guidance and why it matters.

Break through the tangled language of "indirect, administrative, and overhead costs" to evaluate multiple approaches to cost allocation to determine the full cost of providing each of your services. Explore new strategies to increase the amount you can recover from grants and contracts to cover essential administrative and overhead costs.

Learn how the new federal rules in the OMB Uniform Guidance require state, local, and nonprofit pass-through entities, as well as federal agencies, to allow nonprofits to charge a minimum of 10% overhead. This full-day session will take you beyond what’s been possible in our earlier 90 minute discussions, providing the tools you need to find the best strategies for your nonprofit under the Uniform Guidance.

Topics will include:

  • Evaluating your current approach to charging administrative, overhead, shared, or indirect costs to governmental awards and contracts
  • Understanding the new 10% de minimus rate
  • Pros and cons of cost allocation and direct charging methods to recover indirect costs
  • Determining if you should negotiate a federal indirect cost rate
  • Choosing the best strategy for your nonprofit

Download Agenda Here

Who Should Attend?

This workshop is designed for executive directors, fiscal directors, grant writers, grants managers, and board members.

Additional Information

The registration fee includes continental breakfast and lunch. Please contact [email protected] with special dietary requests.

Join us for an Additional Training Opportunity on March 24

Interested in learning more about Uniform Guidance? Join us for Uniform Guidance – New Opportunities to Cover Your Full Costs in Governmental Funding Agreements on March 24. We’ll explore the strategies nonprofits are using for getting governmental funding awards to cover their full administrative costs, including the impact and challenges of the 10% de minimus indirect rate. We’ll also take a look at the next big challenge – implementing Uniform Guidance requirements for procurement policies and procedures, as well as revisiting the continuing challenges of time and effort tracking.

About the Presenter

Sohl,%20Kay.jpg
Kay Sohl
Kay Sohl has provided financial management training and consultation for over 6,000 nonprofits throughout the country. She is currently focusing her national training and consulting practice on helping community based nonprofits get the maximum benefit from the new opportunities provided in the Uniform Guidance. Kay draws upon her experience as an executive director, consultant, auditor, and Board member to create trainings designed to help nonprofit leaders communicate across barriers of accounting jargon and financial anxiety.
When
April 7th, 2016 from  8:00 AM to  4:00 PM
Location
Scandinavian Heritage Foundation
8800 SW Oleson Rd
Portland, OR 97223
Event Fee(s)
Price $225.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Oversight, Operations
Presenter Kay Sohl
Event Region Metropolitan Portland
Programmatic Approach
Presenters
Featured Image
WordPress Image ID
Show Related Events
Select Related Events
Select Related Resources
Member Price
Non-member Price
Link to post-event materials
Zoom Link
Dates