Finance & HR Professionals Peer Learning Network - Financial Landmines for Nonprofit Organizations

9/27/2023 from 9:00 AM to 10:30 AM PT

Finance & HR Professionals Peer Learning Network

Financial Landmines for Nonprofit Organizations

Sep 27, 2023 (Wednesday) from 9am to 10:30am PST

This program will include some of the common financial pitfalls and landmines realized in nonprofit organizations. Oftentimes, nonprofit boards and executives are unaware of the rules regarding interested party transactions, executive compensation, appropriate authorization for financial transactions, and reporting of wrongdoing to the IRS and California Attorney General’s Office. Directors, officers, and key executives can be held financial liable for transactions violating the law, including the responsibility to cover the costs (legal and accounting fees) for fixing delinquencies with the government.
Session Objectives:

  1. Gain a working understanding of Interested Party Transactions and the IRS penalties associated with them.
  2. Understand executive compensation rules and the requirements for the process of setting executive compensation.
  3. Understand the prohibition of using charitable assets to correct governmental deficiencies, requiring board member payments.

Meet the Speaker:

Daryl Reese spent 20 years as a nonprofit executive before becoming an attorney and focuses his practice on nonprofit and business law. He represents nonprofit organizations throughout the State of California including formation, compliance, governance, management, litigation, and dissolution. He holds an MBA, Masters of Legal Studies, and Juris Doctorate degrees and is regarded as an expert in his field.

Peer Learning Network is free for CVNL members. A registration fee of $10 is applied to non-members.
If you are interested in becoming a CVNL member for our exclusive membership benefits including free registration to our Peer Learning Networks, please visit our website to learn more or contact Ling Tang at


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