How to Start a Non-Profit Corporation May 24, 2022, 9:00am PDT May 24, 2022, 12:00pm PDT
Address:
SCORE San Diego - attend live or on Zoom
8825 Aero Drive, Suite 102
San Diego, CA, 92123

A MUST for anyone thinking about starting a Non-Profit Corporation

This workshop will give you an understanding of how to start and organize a non-profit corporation, and the responsibilities for operating it.

What you need to know before starting a non-profit: 

  • Steps to take to begin a non-profit
  • Legal filings to achieve a tax-exempt status
  • How non-profits generate money
  • Management structure and supervision of a non-profit
  • Alternative to non-profit - fiscal sponsor
  • Keys to success for a non-profit corporation

This workshop will be held in-person and on Zoom. Registration deadline is midnight the day before all events.

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. He served four years on the board of SCORE-San Diego, first as Secretary, then as Treasurer.


Harry Duffield has 40 years of experience in accounting and finance. He started his career with Plante & Moran, CPAs 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 Finance/Chief Financial Officer. In 1995 he purchased a CPA practice and spent 15 years’ operating his practice which consisted of about 300 clients. He conducted audits, reviews and compilations, and prepared income tax returns for corporations, partnerships, individuals, nonprofits and estates. He sold the practice in December 2010 and retired.

About the Presenter(s)

William L Pope

I can help you evaluate your exposure to loss and help design the right insurance program for you and your business. 38 years insurance industry experience as underwriter and agent/broker. Specialty in property and liability insurance for businesses. Principal owner and CFO of insurance agency employing 130 people. In addition to insurance, skilled in business management, risk management,...

Harry Duffield

I have 40 years of experience in accounting and finance. I started my career with Plante Moran, CPAs in Michigan then moved to San Diego and worked for Deloitte Touche CPAs (then Haskins Sells). I then spent 15 years working for real estate developers in the San Diego area as their Controller/Vice President Finance/Chief Financial Officer. In 1995 I purchased a CPA practice and spent 15...

Key Topics

How to Start a Non-Profit Corporation