Operations Health Check: A 6-Part Series for Mission-Driven Nonprofits

In this 30-minute session of WorkStream Nonprofit's free webinar series, Sarah Goodman of Offit Kurman joins Deena Englander to walk through what nonprofit leaders need to have in place to manage compliance across governance, contracts, and data privacy. Sarah is an employment attorney whose work focuses on helping nonprofits and other organizations navigate governance, compliance, risk management, employment practices, internal controls, and data privacy. As she explains, most compliance problems do not start because an organization is careless. They start because roles are unclear, policies are outdated, documentation is missing, or no one owns the process. In this session, Sarah and Deena cover: Governance and Oversight: annual board training, IRS filings and disclosures, conflict of interest processes, board self-assessments, and the role of meeting minutes in protecting your organization Policies and Documentation: building a living policy framework, annual policy acknowledgment forms, and using a delegation of authority matrix to clarify who can sign, approve, and commit the organization Financial and Fundraising Compliance: restricted fund tracking, charitable solicitation requirements across state lines, segregation of duties, and the value of an annual independent review HR and Employment Practices: handbooks and acknowledgments, documented performance reviews, background checks for sensitive roles, offboarding procedures, and executive compensation considerations Data Privacy and Risk Management: cybersecurity and breach response plans, incident reporting playbooks, cyber and D&O insurance, annual risk assessments, and data retention schedules Culture and Ethics: compliance champion roles, scenario-based training, and anonymous reporting channels Contracts: vendor contract reviews, centralized contract repositories, at-will language, contractor classification, NDAs, and standard contract templates The session closes with a live Q&A covering worker classification, exempt versus non-exempt status, volunteer agreements for minors, internship pay, financial approval structures, and more. A huge thank you to Offit Kurman for sponsoring this session and making it free for the nonprofit community. Access the compliance checklist: https://docs.google.com/document/d/1I... Register for upcoming sessions: https://us06web.zoom.us/j/84581259492... Learn more about WorkStream Nonprofit: https://workstreamnonprofit.org/ #NonprofitLeadership #NonprofitOperations #NonprofitCompliance #NonprofitGovernance