Friday, September 29, 2023, 12:00 – 1:30 p.m.
A conversation with Mark Romboli, retired financial executive and non-profit financial guru, moderated by Mass History Alliance board member Pleun Bouricius.
Treasurer is the hardest board position to fill for small nonprofits. Not only does the treasurer do the (usually fairly simple) books, but they report to the Massachusetts and Federal Government. The requirements are murky, the schedule gets lost when the position changes hands. When do you need to file what kind of 990? And to whom? What do you do if it has to be filed online? What’s to file with the Massachusetts Attorney General and when? Accounting firms cost an arm and a leg, especially for small historical organizations with little or no staff and shoestring budgets. Should you hire a pro anyway? Go it yourself and hope for the best?
Join us for a conversation that will clear up some of these questions and discuss what kind of financial records your organization should be keeping. We’ll share tricks and tips about software and links for filing. We’d love to hear your tips, experiences, and fiascos. Together we can come up with enough knowledge to (hopefully) save us all a bunch of money!
We will do our best to monitor questions and comments during the livestream. A recording will be publicly available in the Conversations on the Commons Archive.
Questions? Contact us at commons@masshistoryalliance.org
Conversations on the Commons
Where people from Massachusetts history organizations get to vent, empathize, laugh, complain, think, collaborate, brainstorm, plan, and in general be up to no good.Suggest a Conversation topic or volunteer as a peer panelist or moderator.
Conversations on the Commons
Where people from Massachusetts history organizations get to vent, empathize, laugh, complain, think, collaborate, brainstorm,