NSAC Members may register for CLNs without charge while non-members may participate for a nominal fee.
Individuals or groups are able to participate in these online courses from the convenience of their own space using their own device and immediately put what they’ve learned to work for their organization.
Review the following list of upcoming CLNs and register today!
Quarterly Economic and Financial Market Review
Date: Monday, September 9, 2024Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Sam Kem, Senior Economic Research Analyst, CFC
Learning Objectives:
* Participants will gain an understanding of key global market trends and their implications for the cooperative sector.
* Attendees will be able to assess the impact of current economic developments on financial decision-making within cooperatives.
* Participants will learn to identify and monitor emerging financial risks that could affect their cooperative's strategic planning.
Field of Study: Economics
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Environmental Social and Governance and SEC Climate Disclosure Requirements
Date: Wednesday, September 18, 2024Time: 12:00 PM EST / 11:00 AM CST / 10:00 AM MST / 09:00 AM PST
Presenter(s): Olga Darlington, Partner, National Practice Leader, Power & Utilities, Moss Adams, Madison Poitras, FSA, Senior Manager, Moss Adams
Moderator(s): Wayne Sine, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the fundamentals of Environmental, Social, and Governance (ESG) principles.
• Learn practical steps for initiating or advancing ESG initiatives within their utilities, including best practices.
• Understand the SEC’s climate disclosure requirements and their potential implications for organizations.
Field of Study: Specialized Knowledge
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Property Tax Management
Date: Wednesday, September 25, 2024Time: 12:00 PM EST / 11:00 AM CST / 10:00 AM MST / 09:00 AM PST
Presenter(s): Marty Tschida, CMI, Principal, Moss Adams LLP |, Michael Clayton, Managing Director, Moss Adams LLP
Moderator(s): Wayne Sine, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the importance of accurate property tax assessments.
• Develop strategies for property tax mitigation.
• Have the understanding to implement best practices for property tax management.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Educating Your Workforce on Retirement Planning
Date: Tuesday, October 22, 2024Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Casey McKillip, MBA, CPFA, AIF, Senior Retirement Plan Consultant, Aldrich Wealth LP
Moderator(s): Wayne Sine, CPA, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the importance of financial wellness and retirement education by analyzing industry data such as average 401k balances and the current state of the industry and recognizing how these factors impact individual financial security and retirement preparedness.
• Recognize the correlation between employee financial wellness, productivity, and the value of benefits provided by their employer, thereby gaining insight into the significance of fostering a workplace culture that prioritizes retirement education and support.
• Comprehend fiduciary responsibility and the protections offered by 404c regulations, ensuring an understanding of the legal and ethical obligations associated with managing retirement plans, and how these regulations safeguard participants' interests.
Field of Study: Personnel/Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Financial Dashboards for Internal Management Use
Date: Wednesday, October 30, 2024Time: 11:00 AM EST / 10:00 AM CST / 09:00 AM MST / 08:00 AM PST
Presenter(s): Darren Hutson, Sr. Analyst – Financial Data & Operational Analytics, Southern States Cooperative
Moderator(s): Wayne Sine, Director of Education, National Society of Accounts for Cooperatives
Learning Objectives:
• Identify and understand the critical financial metrics that are essential for internal management and decision-making processes.
• Review types of dashboards and understanding how to tailor them to meet specific organizational needs.
• Explore real-world examples and case studies to see how organizations utilize financial dashboards for strategic decision-making.
Field of Study: Finance
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Joint Ventures and Partnership Issues and How LLC Agreements Can Complicate
Date: Tuesday, November 12, 2024Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): McKenzie Lubeck, Senior Manager, Moss Adams LLP
Moderator(s): Wayne Sine, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the legal distinctions between joint ventures, partnerships, and LLCs,
• Learn to identify and navigate the common issues that arise in joint ventures and partnerships, particularly those related to LLC agreements.
• Learn best Practices in structuring agreements and negotiating effective joint venture and partnership agreements.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Registration
All registration is done on-line and each registrant must provide their name and email address.
Fees and Payment Procedures
CLNs are free for all NSAC members. Non-members may register for a nominal fee. Non-members must pre-pay at the time of registration.
Delivery System
The National Society of Accountants for Cooperatives uses the Zoom platform for CLNs. Registrants will receive login instructions in advance by email and the virtual meeting room will open 15 minutes prior to the CLN start time. We recommend participants log-in 5-10 minutes prior to the start, allowing enough time to download and print any documents you wish to have available during the course presentation. It is recommended that you test your computer prior to attending a meeting. We use polling to verify active participation and you must use the Zoom app to submit poll responses. If you are unable to use the Zoom app, please contact us for an alternative arrangement prior to the start of the CLN.
Refund Policy
NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and sends written notice to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.
Additional Information
Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.
For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters at 937-222-6707, or info@nsacoop.org.