Are You Wearing Too Many Hats

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Are You Wearing Too Many Hats?
Moderator Pamela DavisPresenters Jonna
Hensley, Annette Cook, and Prudy Kohler
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Nonprofits Insurance Alliance Group

• Pamela Davis
• President/CEO
• Direct line 831-621-6018
• pdavis_at_insurancefornonprofits.org
• www.insurancefornonprofits.org

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Nonprofits Insurance Alliance Groupserving 9,000
nonprofits nationwide

• Companies that make up the Group
• NIAC Nonprofits Insurance Alliance of
  California
• ANI-RRG Alliance of Nonprofits for
  Insurance, Risk Retention Group
• NANI National Alliance of Nonprofits for
  Insurance
• AMS Alliance Member Services
• All companies in the Group are
• 501(c)(3) nonprofits themselves!

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Mission

• To serve 501(c) (3) nonprofit organizations by
  providing a stable source of reasonably priced
  liability insurance tailored to the specialized
  needs of the nonprofit sector, and to assist
  these organizations to develop and implement
  successful loss control and risk management
  programs.

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Liability Coverages We Provide

• General Liability
• Auto Liability and Physical Damage
• Social Service Professional Liability
• Improper Sexual Conduct Liability
• Directors and Officers Liability
• Umbrella Liability
• Liquor Liability
• Employee Benefits Liability
• Other programs for property and volunteer accident

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Member Services

• Member-only Secure Website (Free)
• Employment Issues Assistance (Free)
• Personnel Handbook Review (Free)
• Driver Training and Vehicle Monitoring Program
  (Free)
• Risk Management Educational Booklets (Free)
• Audiovisual Lending Library (Free)
• Sexual Harassment Training for Supervisors (Free)
• Discounts on Background Checks (80 off)
• Risk Management Webinars (at our cost)
• On-line Board Management Tool (at our cost)

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• And last but not least
• please visit
• www.blueavocado.org

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Jonna Hensley, SPHR, MBA Sr. Human Capital
Consultant [phone] Direct [phone]
HR Helpline jonna.hensley_at_trinet.com
www.trinet.com
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Why Is Do-It-Yourself (DIY) HR So Hard?
Multiple Constituencies
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DIY Forced to Spend Time on Wrong Activities
In these times must maximize revenue per employee
by
20 Strategic HR Initiatives

80 HR Admin Tasks
Todays DIY Approach
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TriNet What Do We Offer? Core Services
Big Company Benefits and Administration
Benefits Funding Strategies
Employer HR Services
Multi-State Payroll Processing
Comprehensive Health Benefits
FSAs, HSAs, other Voluntary Benefits
Toll-Free Solution Center
End-to-End Workers Compensation
Payroll Deductions Direct Deposit
Online Pay Stubs and W2s
Policies, Procedures, Handbooks
Online Benefits Enrollment
HR Audits Best Practice Guidance
Benefits Comparisons, Calculators
On-Boarding and Termination
EmployeeHR Services
PTO and Leave Processing
COBRA EAP Services
Employee Relations
Compensation Analysis
Reports Metrics
Labor and Benefit Law Compliance
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TriNet Service Delivery ModelExpertise Matched
to Specific Roles Needs
C-LEVEL
HR/ FINANCE COORDINATOR
MANAGERS
EMPLOYEES
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Why Organizations Select TriNet

• Highest Service
• Levels

100 Paperless
Grows With You
Benefits 2.0

• Experienced Credentialed
• Industry-Focused Expertise
• Red Carpet Audit

• Eliminates Admin Burden
• Anytime, Anywhere Web Access
• Easy to Use Applications

• The Right Benefit Plan for Everyone
• Inclusive Immediate
• Less Headache, More Compliant

• Fits Your Needs Today
• Anticipates Your Needs as You Grow
• A-la-carte HR Advisory Services

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Annette J. Cook, M.Div., M.B.A.PartnerNonprofit
Suite520 3rd Street, Suite 207Oakland, CA
94607(510) 350-2000acook_at_nonprofitsuite.comwww.
nonprofitsuite.com
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• Big decisions
• Good information
• Trust your numbers
• Know where you stand

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1. Best Practices and Re-engineering

• Your accounting system design is the chicken and
  the egg.

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2. Transactional Bookkeeping

• Coding, coding, coding.

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3. Operational Accounting

• A good report is more than the sum of its parts.
  It tells a story.

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4. Strategic Accounting

• The goal is an unqualified opinion from your
  auditor.

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Resources

• Financial Leadership for Nonprofit Executives
  Guiding Your Organization to Long-term Success,
  by Jeanne Bell and Elizabeth Schaffer,
  CompassPoint Nonprofit Services, 2005.
• Bookkeeping Basics, Debra L. Ruegg and Lisa M.
  Venkatrathnam, LarsonAllen Public Service Group,
  Fieldstone Alliance.
• Financial and Accounting Guide for
  Not-for-Profit Operations, Wiley Nonprofit
  Series.

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Prudy KohlerOffice Manager/Grants and Projects
ManagerCommunity Initiatives354 Pine Street,
Ste. 700San Francisco, CA 94104415.230.7700www.
communityin.org
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• Financial Services
• Check stock
• Banking services
• Bills paid within one week
• Deposits made weekly
• Monthly financial statements
• Audit (for use in fundraising)
• 990 tax returns filed
• Financial oversight of expenditures
• Stock and online donation capability
• Donor acknowledgment of gifts larger than 250
• EDD report filing on independent contractors
• State income tax processing for out-of-state
  contractors
• 1099 tracking and reporting

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• Fiscal Sponsorship
• Tax-exemption for your individual donors
• Capacity to receive foundation and government
  grants
• Human Resources Services
• Full service HR Department
• HR consultation
• Hire/termination process
• 401(k)
• Full benefits program health, dental, vision,
  life insurance
• Commuter, health, and dependent care
  flex-spending accounts

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• Project Grants Management Services
• Problem solving consultation
• Legal referral where needed
• Assistance in applying for government and
  foundation grants
• Tracking of grant reporting
• Assistance in billing government grants
• Capacity to receive on-line donations
• Programmatic oversight
• Space
• Use of conference room at no cost
• Use of work stations on a drop-in basis

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• Insurance at no cost (Model A only)
• General liability, property, auto, umbrella,
  accident , crime
• Directors Officers (DO)
• Workers compensation
• Short- and long-term disability
• Certificates of Insurance
• Communications
• Presence on CIs website and copies of CI
  brochures
• A Co-op Operating Philosophy
• In years of surplus, rebates are given to FSPs,
  when possible