Location:
Oasis Rancho Bernardo
17170 Bernardo Center Drive
Mahogany Room
San Diego, CA 92128
A MUST for anyone thinking about starting a Nonprofit Corporation
This workshop will give you an understanding of how to start and organize a nonprofit corporation, and the responsibilities for operating it.
What you need to know before starting a nonprofit:
- Steps to take to begin a nonprofit
- Legal filings to achieve a tax-exempt status
- How nonprofits generate money
- Management structure and supervision of a nonprofit
- Alternative to nonprofit - fiscal sponsor
- Keys to success for a nonprofit corporation
This workshop will be held IN-PERSON ONLY. Registration deadline is 9:00 PM the day before all events.
Event Location:
OASIS Rancho Bernardo (Mahogany Room)
17170 Bernardo Center Drive
San Diego, CA 92128
Presenters: Bill Pope retired at the end of 2006 after almost 36 years with John Burnham Insurance Services, one of the top 100 independent insurance brokers (out of some 40,000) in the country and a top-five insurance broker in San Diego. As Executive Vice President/Principal, Bill directed the insurance and risk management service programs for major corporate clients. Bill holds the professional designations Certified Insurance Counselor and Certified Risk Manager and is an expert in program and coverage design for corporate buyers. Upon retirement from Burnham, Bill became an independent insurance consultant.
Throughout his career, Bill has been active in the communities where he has worked. He is a past member of the Newport Harbor Art Museum and Industrial League of Orange County, as well as past member and president of the Gaslamp Quarter Historical Foundation. Bill is also past chairman of the local division of the March of Dimes, where he had been a board member for over 20 years. In his many years as a SCORE mentor, he also served four years on the board of SCORE San Diego, first as Secretary, then as Treasurer. Bill also serves on the Board of Trustees of Library Foundation SD, where he is on the Executive Committee and chairs the Finance Committee.
Harry Duffield has 40 years of experience in accounting and finance. He started his career with Plante & Moran, CPA’s in Michigan then moved to San Diego and worked for Deloitte & Touche CPAs (then Haskins & Sells.) He then spent 15 years working for real estate developers in the San Diego area as their Controller/Vice President/Chief Financial Officer. In 1995 he purchased a CPA practice and spent 15 years operating the practice which consisted of about 300 clients. He conducted audits, reviews, compilations, and prepared income tax returns for corporations, partnerships, individuals, nonprofits, and estates. He sold the practice in December 2010 and retired.