2025 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
UNA Members: $180 for the first person/$40 for each additional participant
Not-Yet Members: $360 for the first person/$80 for each additional participant

Course Dates
Online Training Sessions

• Day 1: Wednesday July 16, 2025 | 9:30 AM to 3:30 PM
• Day 2: Thursday, July 17, 2025 | 9:30 AM to 3:30 PM 

Organizational Consultation
20-minute consult on Wednesday, August 27, 2025 or Thursday, August 28, 2025

Location
Online via Zoom

Subject Matter Experts: Kyle Robbins, Brent Andrewsen, Michael Durham

Kyle 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.

Michael 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.