Regional Association Website

Association Management Idea Sharing

Handy Reference Material:

Association Transition Checklist (use when changing who manages your association)
Board Meeting Documents
Cancellation/Refund Policy Language (some examples of wording others use to explain their cancellation and refund policies for shows and events)
Four Pitfalls of Hotel and Convention Center Contracts (be careful what you agree to—you might be agreeing to contract terms not covered by your insurance policies)
How to Calculate Your Renewal Rate
Policies for a Policy Manual (a checklist of policies that your association needs in place to mitigate loss and liability)
Recession-proof Strategies for Associations
Top Legal & Liability Issues Confronting Regional Associations (presented by Steve Slagle, CAE, at 2009 LDW):
When to Grease the Squeaky Wheel (how to deal with criticism and complaints)

Webinars:

Powerful Boards, Powerful Leadership (Knowledge-based Management)

To view the webinar:

1) You will need Flash Player installed on your system and we strongly suggest that you check your connectivity and configuration BEFORE viewing the webinar.

2) Once your connectivity is working at 100 percent, open and listen to the recorded webinar. The webinar is approximately 58 minutes long; if you need to listen in spurts, the pause button is on the lower left.

These Board Policies Now Required for 990 Organizations

With its first major overhaul of not-for-profit reporting rules in 30 years, the IRS has made a significant redesign of its 2008 Form 990, Return of Organizations Exempt from Income Tax.

Part of the redesign includes adopting three Board policies that your regional association may, or may not have in place.

If your regional association has not yet adopted these three Board policies into your Policy (& Procedures) Manual, here are action steps to take as soon as possible:

Customize the three “generic” attachments with your Regional Association name. (The attachments are from PPAI’s Policy Manual and approved by PPAI’s attorney.)
Place the three board policies on the agenda of your next Board meeting for adoption.
Include the adoption of the three policies within your Board meeting minutes.
Add the three Board policies to your Regional Association’s Policy (& Procedure) manual so it is handy when filing IRS Form 990.

If you would like to do further research on the new 990 form, go to the IRS website (www.irs.gov and click on Charities and Non-profits) and www.nonprofitcenter.com where Bob Harris, CAE, shares a wealth of knowledge.

The material contained herein is provided for informational purposes only. The Association makes no warranties, or representations about applicability, or accuracy of any information provided.