Financial Management for Historical Organizations

September 29, 2023, 12:00-1:30 p.m.

Treasurer is the hardest board position to fill for small nonprofits. Not only does the treasurer do the (usually fairly simple) books, but they report to the Massachusetts and Federal Government. The requirements are murky, the schedule gets lost when the position changes hands. When do you need to file what kind of 990? And to whom? What do you do if it has to be filed online? What’s to file with the Massachusetts Attorney General and when? Accounting firms cost an arm and a leg, especially for small historical organizations with little or no staff and shoestring budgets. Should you hire a pro anyway? Go it yourself and hope for the best?

Join us for a conversation that will clear up some of these questions and discuss what kind of financial records your organization should be keeping. We’ll share tricks and tips about software and links for filing. Join us and share your tips, experiences, and fiascos. Together we can come up with enough knowledge to (hopefully) save us all a bunch of money!

Registration is free. REGISTER HERE!

About Our Speaker:

Mark Romboli is a retired financial executive with over 40 years experience in financial and management accounting for companies ranging in size from $5M to $100M. He also has experience as a treasurer of small non-profits. He currently works as a consultant with MDR Consulting.

We will do our best to monitor your questions and comments during the conversation. A recording will be publicly available in the Conversations on the Commons Archive.

Questions? Email commons@masshistoryalliance.org

Conversations on the Commons

Where people from Massachusetts history organizations get to vent, empathize, laugh, complain, think, collaborate, brainstorm, plan, and in general be up to no good.