The more successful nonprofit advocates become, the more their organizations are placed under the microscope by individuals and groups who may like to see them fail. Nonprofits (and their staff) are often scrutinized as they engage in successful advocacy and civic engagement efforts, such as voter registration and legislative campaigns. After this workshop, you will have a clear understanding of how to prepare for allegations of non-compliance so that your organization can continue to advocate with confidence in 2025 and beyond.

During this workshop, you will receive:

• A basic refresher on the advocacy rules that apply to 501(c)(3) public charities;

• Information on how to utilize Bolder Advocacy’s “Advocacy Check-up – Nonprofit Compliance Self-Assessment” to identify recordkeeping and reporting strengths and weaknesses;

• Tips to address compliance gaps in your nonprofit’s operations, including sample policies and timesheets;

• And more!

Audience: This webinar is best suited for New Executive Directors or EDs who may need a refresher on how to close out their financials and Finance and Operations Senior Staff who oversee close out of financials.

Name(s) of trainer(s): Natalie Roetzel Ossenfort, Program Director, Bolder Advocacy

Subject Area: Compliance