Hippie Co-ops? Expanding Your Co-op Expertise to Other Cooperative Niches

Date: Tuesday, February 21, 2023
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Nancy McClelland, CPA, Principal, The Dancing Accountant
Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives
Learning Objectives:
1) Identify distinguishing characteristics of consumer, housing and worker co-ops.
2) Recognize the unique benefits and challenges of each type, as well as common industries.
3) Explore additional resources and next steps to expand scope and offerings to potential clients.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
  Order Recording

Course Description

Consumer, Housing, and Worker Co-ops have been around for a long time and are experiencing a surge in popularity, but many experienced cooperative accountants know little about them. By introducing NSAC members to unfamiliar cooperative structures, they can leverage their existing expertise in areas common to all co-ops, and build on that knowledge. We will explore these three co-op types and more, and learn to recognize what they have in common with other co-ops, as well as explain the differences. Our goal is to help identify and create additional business opportunities for cooperative accountants to expand their scope and offerings.

Presenter and Moderator Bios

Presenter: Nancy McClelland, CPA, Principal, The Dancing Accountant

As principal at her firm The Dancing Accountant, CPA Nancy McClelland has been on a 20-year-long mission to provide affordable, quality accounting and advisory services to independent business owners. She believes the vibrancy and character of neighborhoods depend on thriving small businesses lending their unique visions to our communities.

Winner of AI’s 2022 Best SME Accounting Services-USA, Nancy was recently named one of Ignition’s “Top 50 Women in Accounting.” She writes an award-winning blog with insights and resources for small businesses and accounting professionals and is a sought-after interviewee and conference speaker.

She is a member of three different dance troupes, and can be found on Chicago stages entertaining audiences that often include her clients.

Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives

Wayne Sine is an experienced and highly knowledgeable professional in the field of Tax. Wayne recently retired as Tax Director from his company, Southern States Cooperative. He has extensive experience working with agricultural cooperatives and has been a long-time member of the NSAC. He is extremely active in the NSAC, serving as both past Chapter President of the Atlantic Chapter, and past Chair of the Tax Committee, and is currently serving as the NSAC Director of Education.. Wayne's career is marked by several accomplishments, and he has always been involved in many organizations, spreading his knowledge. Wayne is a member of the Legal, Tax, and Accounting (LTA) Committee for the National Council of Farmer Cooperatives. He is also Past Chair of both the Tax Committee of the Virginia Chamber of Commerce and the Virginia Manufacturers Association. Wayne also served on the Tax Policy Committee at the Virginia Society of CPAs and served as past Region Vice President for the Tax Executives Institute. 

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification 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, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.