This training provides an overview of the primary administrative responsibilities of Local Association Officers including the management and reporting of accurate membership and financial data. The course will include a high-level review of the components necessary to build and maintain a financially strong local association. It will also provide information regarding the tax requirements of a local association. Finally, the course will provide instruction pertaining to the collection and transmittal of membership data from the local association to the school district and the MTA. The following is a basic outline of topics that will be discussed within the training:Fundamentals of budget preparation and financial planningFinancial reporting, transparency and internal control proceduresRequired regulatory filingsAgency service feesLocal office support programMA Data Security Laws and regulationsCompliance with IRS independent contractor laws and definitions Independent contractor vs. employee issues Payroll and payroll tax issuesAnnual tax reporting to the IRS 990, 990-EZ or a 990N (e-postcard) Maintenance or reinstatement of tax exempt statusMembership Processing Enrolling new members Maintaining existing members Payroll deduction set-up NEA/MTA Dues billing Interactive Membership Services (IMS) database
Tuesday, November 15, 2016 4:00 PM - 7:00 PMEastern Time
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