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DTSTART;TZID=America/Denver:20260715T093000
DTEND;TZID=America/Denver:20260716T153000
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SUMMARY:2026 Nonprofit Credential in Finance and Legal
DESCRIPTION:Transparency and accountability aren't just buzzwords. They're the bedrock of trust for your nonprofit. And with the IRS stepping up audits for 501(c) organizations\, staying on top of your game isn't optional.That's where the Nonprofit Credential in Finance and Legal comes in. Think of it as your cheat sheet for compliance\, donor trust\, and funder expectations.You'll learn to:Know your legal must-dos as a nonprofit.Protect info\, honor intent\, and send those perfect tax receipts.Show off sound practices with spotless documentation and timely reports.Master tools and retention strategies for smooth sailing.Compliance? Check. Trust? Locked in. Your organization? Ready for success that lasts.Upon completion\, your organization will earn the UNA Finance and Legal Badge\, a mark of excellence to share with your network and show the world you're serious about making an impact.Note: The Nonprofit Credential program is for 501(c) organizations only. Cost\nUNA Members: $200 for the first person/$40 for each additional participant\nNot-Yet Members: $400 for the first person/$80 for each additional participantCourse Dates\nOnline Training SessionsDay 1 (Legal): Wednesday July 15\, 2026 | 9:30 AM to 3:30 PM (MT) Day 2 (Finance): Thursday\, July 16\, 2026 | 9:30 AM to 3:30 PM  (MT)Organizational Consultation\n20-minute consult on Wednesday\, August 26 (Legal)\, 2026 and Thursday\, August 27\, 2026 (Finance)Location\nOnline via ZoomSubject Matter Experts: Kyle Robbins\, Brent Andrewsen\, Michael Durham\n\nKyle Robbins is an audit partner for Larson & Company PC where he leads the firm's nonprofit practice. As a Certified Public Accountant\, he specializes in providing audit services to a variety of industries. During his career\, Kyle has worked with nonprofit organizations\, auto dealerships\, manufacturing companies\, professional service firms\, and insurance companies. He graduated with a B.S. in Accounting and Master of Accounting from Brigham Young University. He is also a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Kyle holds the AICPA Nonprofit Certification and is an expert in the application of nonprofit accounting and auditing standards. He also understands the complex governance models of nonprofits. Kyle is active in the community and enjoys providing trainings to the nonprofit community whenever he can. Kyle has served on boards and committees for local nonprofits for the past 8 years. He enjoys reading and playing basketball\, tennis\, and pickleball. However\, his favorite thing to do is anything with his wife and three kids.Brent Andrewsen serves as a trusted advisor to his clients\, both individuals and organizations\, in all aspects of charitable planning\, wealth management\, and business planning. His practice focuses on nonprofit and tax-exempt organizations\, assisting them with their board governance\, qualification and maintenance of exempt status\, and legal audits when necessary. Additionally\, Brent offers clients sophisticated estate planning and tax-efficient strategies to manage their wealth and reduce their potential tax liabilities. Brent often assists clients in a general counsel role\, advising on a variety of legal needs\, including tax planning\, integration of estate plans\, and charitable wishes. He counsels clients on business matters and helps them form various business entities and transactions.\nMichael Durham is a member of the firm's Tax and Estate Planning section. He has advised some of the nation's largest private foundations\, museums\, hospitals\, high-technology nonprofits\, newly formed organizations and donors wishing to structure their gifts to maximize tax savings. Mr. Durham has considerable experience in the rules governing private foundations\, private operating foundations\, supporting organizations and donor-advised funds\, as well as tax-exempt bond issues and unrelated business activities of exempt organizations.In addition\, Mr. Durham has represented large charities before the IRS on audit\, seeking initial recognition of exempt status\, and in specific ruling requests. He has also represented clients before Treasury and Congress regarding new or pending law and regulations.
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p>Transparency and accountability aren&rsquo\;t just buzzwords. They&rsquo\;re the bedrock of trust for your nonprofit. And with the IRS stepping up audits for 501(c) organizations\, staying on top of your game isn&rsquo\;t optional.</p><p>That&rsquo\;s where the Nonprofit Credential in Finance and Legal comes in. Think of it as your cheat sheet for compliance\, donor trust\, and funder expectations.</p><p>You&rsquo\;ll learn to:</p><ul fr-original-style="" style="list-style-position: inside\;"><li>Know your legal must-dos as a nonprofit.</li><li>Protect info\, honor intent\, and send those perfect tax receipts.</li><li>Show off sound practices with spotless documentation and timely reports.</li><li>Master tools and retention strategies for smooth sailing.</li></ul><p>Compliance? Check. Trust? Locked in. Your organization? Ready for success that lasts.</p><p>Upon completion\, your organization will earn the UNA Finance and Legal Badge\, a mark of excellence to share with your network and show the world you&rsquo\;re serious about making an impact.</p><p>Note: The Nonprofit Credential program is for 501(c) organizations only.&nbsp\;</p><p><strong fr-original-style="" style="font-weight: 700\;">Cost</strong><br>UNA Members: $200 for the first person/$40 for each additional participant<br>Not-Yet Members: $400 for the first person/$80 for each additional participant</p><p><strong fr-original-style="" style="font-weight: 700\;">Course Dates</strong><br><em>Online Training Sessions</em></p><ul fr-original-style="" style="list-style-position: inside\;"><li>Day 1 (Legal): Wednesday July 15\, 2026 | 9:30 AM to 3:30 PM (MT)&nbsp\;</li><li>Day 2 (Finance): Thursday\, July 16\, 2026 | 9:30 AM to 3:30 PM &nbsp\;(MT)</li></ul><p><em>Organizational Consultation</em><br>20-minute consult on Wednesday\, August 26 (Legal)\, 2026 and Thursday\, August 27\, 2026 (Finance)</p><p><strong fr-original-style="" style="font-weight: 700\;">Location</strong><br>Online via Zoom</p><p><strong fr-original-style="" style="font-weight: 700\;">Subject Matter Experts: Kyle Robbins\, Brent Andrewsen\, Michael Durham</strong><br><br><span style="color: rgb(85\, 85\, 85)\; font-family: Nunito\, sans-serif\; font-size: 17px\; font-style: normal\; font-variant-ligatures: normal\; font-variant-caps: normal\; font-weight: 400\; letter-spacing: normal\; orphans: 2\; text-align: start\; text-indent: 0px\; text-transform: none\; widows: 2\; word-spacing: 0px\; -webkit-text-stroke-width: 0px\; white-space: normal\; background-color: rgb(255\, 255\, 255)\; text-decoration-thickness: initial\; text-decoration-style: initial\; text-decoration-color: initial\; display: inline !important\; float: none\;"><img src="https://res.cloudinary.com/micronetonline/image/upload/c_limit\,w_400\,h_400/v1737585940/tenants/d84af9b1-c568-4a4f-8ba1-440375adb8f0/dab79a00409c4094be52cc7627998c56/KyleRobbins.jpg" width="218" style="display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; width: 218px\; height: 218px\; float: left\; position: relative\; cursor: pointer\; padding: 0px 1px\;" height="218" fr-original-style="display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; width: 218px\; height: 218px\; float: left\;" fr-original-class="fr-draggable"></span><strong fr-original-style="" style="font-weight: 700\;">Kyle Robbins</strong> is an audit partner for Larson &amp\; Company PC where he leads the firm&rsquo\;s nonprofit practice. As a Certified Public Accountant\, he specializes in providing audit services to a variety of industries. During his career\, Kyle has worked with nonprofit organizations\, auto dealerships\, manufacturing companies\, professional service firms\, and insurance companies. He graduated with a B.S. in Accounting and Master of Accounting from Brigham Young University. He is also a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Kyle holds the AICPA Nonprofit Certification and is an expert in the application of nonprofit accounting and auditing standards. He also understands the complex governance models of nonprofits. Kyle is active in the community and enjoys providing trainings to the nonprofit community whenever he can. Kyle has served on boards and committees for local nonprofits for the past 8 years. He enjoys reading and playing basketball\, tennis\, and pickleball. However\, his favorite thing to do is anything with his wife and three kids.</p><hr fr-original-style="" style="clear: both\; user-select: none\; break-after: page\;"><p><img src="https://res.cloudinary.com/micronetonline/image/upload/c_limit\,w_400\,h_400/v1737586037/tenants/d84af9b1-c568-4a4f-8ba1-440375adb8f0/d9d2ed7277bf4455ba63bda45a2250f1/BrentAndrewsen.jpg" width="215" style="display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; width: 215px\; height: 215px\; float: left\; position: relative\; cursor: pointer\; padding: 0px 1px\;" height="215" fr-original-style="display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; width: 215px\; height: 215px\; float: left\;" fr-original-class="fr-draggable"><strong fr-original-style="" style="font-weight: 700\;">Brent Andrewsen</strong> serves as a trusted advisor to his clients\, both individuals and organizations\, in all aspects of charitable planning\, wealth management\, and business planning. His practice focuses on nonprofit and tax-exempt organizations\, assisting them with their board governance\, qualification and maintenance of exempt status\, and legal audits when necessary. Additionally\, Brent offers clients sophisticated estate planning and tax-efficient strategies to manage their wealth and reduce their potential tax liabilities. Brent often assists clients in a general counsel role\, advising on a variety of legal needs\, including tax planning\, integration of estate plans\, and charitable wishes. He counsels clients on business matters and helps them form various business entities and transactions.</p><p><br></p><hr fr-original-style="" style="clear: both\; user-select: none\; break-after: page\;"><p><img src="https://res.cloudinary.com/micronetonline/image/upload/c_limit\,w_434\,h_495/v1737586082/tenants/d84af9b1-c568-4a4f-8ba1-440375adb8f0/b45fa0f005324fb7b6515eb57a0fb7a9/MichaelDurham.jpg" style="width: 216px\; display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; float: left\; position: relative\; cursor: pointer\; padding: 0px 1px\;" width="216" height="246" fr-original-style="width: 216px\; display: inline-block\; vertical-align: bottom\; margin: 5px 5px 5px 0px\; max-width: calc(100% - 5px)\; text-align: left\; float: left\;" fr-original-class="fr-draggable"><strong fr-original-style="" style="font-weight: 700\;">Michael Durham</strong> is a member of the firm&#39\;s Tax and Estate Planning section. He has advised some of the nation&#39\;s largest private foundations\, museums\, hospitals\, high-technology nonprofits\, newly formed organizations and donors wishing to structure their gifts to maximize tax savings. Mr. Durham has considerable experience in the rules governing private foundations\, private operating foundations\, supporting organizations and donor-advised funds\, as well as tax-exempt bond issues and unrelated business activities of exempt organizations.</p><p>In addition\, Mr. Durham has represented large charities before the IRS on audit\, seeking initial recognition of exempt status\, and in specific ruling requests. He has also represented clients before Treasury and Congress regarding new or pending law and regulations.</p></body></html>
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DTSTAMP:20260513T215256Z
URL:https://utahnonprofitsassociation.growthzoneapp.com/nonprofit-community-calendar/Details/2026-nonprofit-credential-in-finance-and-legal-1528716?sourceTypeId=Hub
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