Fundamental HR/Employment Policies for Organizations
For arts administrators of small to mid-sized nonprofits
Monday, June 2, from 4-6 p.m.
@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007
Presenters:
Bob Lawson, Director of Administration & Education, Theatre Under the Stars
Elaine C. Becraft, Counsel, Labor & Employment, LyondellBasell
Not sure who on your team should receive a 1099 or a W-2? Are you supposed to be paying unemployment taxes? Do you know the rules around interns? Join Bob Lawson, of Theatre Under the Stars, and employment lawyer, Elaine C. Becraft for a crash course in what you need to know and what you didn’t know you didn’t know. This is a great opportunity for administrators to have questions answered by an expert in the field and address some of the unique challenges we all face in keeping our small or mid-size organizations in compliance with HR standards.
Topics include:
- Basic distinctions between 1099/W2 employees, as well as exempt/non-exempt
- How to avoid abusing interns
- Basic options for offering benefits
- Basic reporting for new hires
- Unemployment taxes (when you need to worry about them)
- The advantages and timing of outsourcing, rather than handling HR in house
- Common questions re: employment law
- Basic best practices for interviewing/hiring
- Employee reviews + HR advocate on board of directors for smaller nonprofits (i.e. to provide an additional outlet for reporting HR problems)
- The "Absolute Musts" of any employee handbook (I found a great resource from ADP on this subject)
Development finance & operation basics for nonprofits_Fresh Arts 2014Fresh Arts
Development Finance and Operation Basics
for the Jack-of-All Arts Administrator
(Gift Acceptance, Disclosure Rules & Basic Financial Reporting)
For arts administrators of small to mid-sized nonprofits
Wednesday, June 4th, from 4-6 p.m.
@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007
PRESENTERS:
Amy Lampi, Senior Director of Development Support Systems, Memorial Hermann Foundation
Joanna Torok, Director of Advancement Operations, Houston Grand Opera
Are you in charge of fundraising AND finance within a small organization? Do you struggle with creating a regular routine for acknowledging donations? Do you know how to present your financial position effectively to your board? Are you certain you’re in total compliance with the IRS when accepting gifts? Administrators can expect to walk away from this workshop better equipped to manage broad financial concerns along with a simple check-list of things to do each day to ensure you are staying in compliance.
Topics will include:
- Creating simple systems for fund development management and operations
- Timing, rules, and language for donor receipts
- Common mistakes in communicating the tax benefits of donations
- How to determine Fair Market Value for special events, etc.
- Basic financial reports
- Forecasting revenues
- Reconciling fundraising activities with greater financial goals
Writing a great grant 2014 (Individual Artists)Fresh Arts
Writing a Great Grant: An Overview for Individual Artists
Led by: Jenni Rebecca Stephenson, Executive Director of Fresh Arts, with Christa Forster, author and 4-time winner of the Houston Arts Alliance Individual Artist Grant
For individual artists // limited to 50 registrants
Wednesday, October 22 , 6:30 p.m. – 8:30 p.m. @ Fresh Arts
Join Fresh Arts’ executive director Jenni Rebecca Stephenson and 4-time HAA Individual Artist Grant recipient and author, Christa Forster, for a two-hour in depth presentation on best practices when composing and applying for artist project grants. Additionally, Houston Arts Alliance Grants Manager Shannon Teasley will be present to answer any specific question related to the Individual Artist Grant.
Our goal with this workshop is to help local artists develop and refine their grant writing skills and to highlight some important and attainable grants administered locally, such as the Houston Arts Alliance's Individual Artist Grant and the Idea Fund. Even if you do not plan to submit any proposals this fall, this overview will be a fantastic opportunity to develop your strategies for framing your work and honing your grant-writing skills.
Representatives from both the Houston Arts Alliance and the Idea Fund will be on hand to answer questions about these grant opportunities.
Funding strategies for individual artists 3.0Fresh Arts
Funding Strategies for Independent Artists
Monday, April 21 | 6:30-8:30 p.m.
*Workshop will be hosted by Art League Houston, in the Main Gallery.
Art League Houston, Main Gallery
1953 Montrose Blvd.
Houston, TX 77006
Join Fresh Arts’ Executive Director Jenni Rebecca Stephenson and professional composer and musician, Jerry Ochoa of Two Star Symphony, for an overview workshop on strategies and resources for individual artists seeking funds to support their professional art career.
This workshop will cover: identifying grant opportunities (including several key local opportunities), increasing accessibility to additional funding through fiscal sponsorship, and securing individual contributions and institutional support. The workshop will also provide tips for creating and managing successful crowd-funding campaigns and offer examples of how local artists have successfully raised money for their projects. (Specifics on grant-writing and crafting proposals will NOT be covered in this workshop, but will be covered later in Fresh Arts’ workshop series.)
This workshop will apply to all types of individual artists including those in the visual, performing, filmmaking, literary, and multi-disciplinary fields.
Fresh arts Get it in writing! Contract WorkshopFresh Arts
Get it in Writing!
Understanding & Crafting Contracts
with Emily Watts and attorney Erin Rodgers
May 6, 2014
(For artists, collectives, and nonprofits)
*This workshop hosted at the Dance Source Houston Headquarters, The Barn (formerly Barnevelder).
The Barn, 2201 Preston St, Houston, TX 77003
Are you an artist lending your work to a business for exhibition? Are you a performing arts organization that hires independent artists to perform? Are you renting space for a performance and exhibition? In all these instances, contracts and/or letters of agreement help protect you and your work, as well as prevent misunderstandings and other problems.
TOPICS TO BE COVERED INCLUDE:
- Understanding basic contract language and common clauses (glossary of common legalese)
- Defining correct parties
- Terms and options
- Intellectual property ownership
- Work for hire
- Liability
- Consideration ( making a contract binding)
- Breach and dispute
- Cure options (how to remedy a breach of contract)
- How do you know when you are breaking a contract
- Combining contracts with Letters of Agreement (LOAs) and riders
- Contract addendums and red-lining
- Recourse upon broken contracts
Development finance & operation basics for nonprofits_Fresh Arts 2014Fresh Arts
Development Finance and Operation Basics
for the Jack-of-All Arts Administrator
(Gift Acceptance, Disclosure Rules & Basic Financial Reporting)
For arts administrators of small to mid-sized nonprofits
Wednesday, June 4th, from 4-6 p.m.
@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007
PRESENTERS:
Amy Lampi, Senior Director of Development Support Systems, Memorial Hermann Foundation
Joanna Torok, Director of Advancement Operations, Houston Grand Opera
Are you in charge of fundraising AND finance within a small organization? Do you struggle with creating a regular routine for acknowledging donations? Do you know how to present your financial position effectively to your board? Are you certain you’re in total compliance with the IRS when accepting gifts? Administrators can expect to walk away from this workshop better equipped to manage broad financial concerns along with a simple check-list of things to do each day to ensure you are staying in compliance.
Topics will include:
- Creating simple systems for fund development management and operations
- Timing, rules, and language for donor receipts
- Common mistakes in communicating the tax benefits of donations
- How to determine Fair Market Value for special events, etc.
- Basic financial reports
- Forecasting revenues
- Reconciling fundraising activities with greater financial goals
Writing a great grant 2014 (Individual Artists)Fresh Arts
Writing a Great Grant: An Overview for Individual Artists
Led by: Jenni Rebecca Stephenson, Executive Director of Fresh Arts, with Christa Forster, author and 4-time winner of the Houston Arts Alliance Individual Artist Grant
For individual artists // limited to 50 registrants
Wednesday, October 22 , 6:30 p.m. – 8:30 p.m. @ Fresh Arts
Join Fresh Arts’ executive director Jenni Rebecca Stephenson and 4-time HAA Individual Artist Grant recipient and author, Christa Forster, for a two-hour in depth presentation on best practices when composing and applying for artist project grants. Additionally, Houston Arts Alliance Grants Manager Shannon Teasley will be present to answer any specific question related to the Individual Artist Grant.
Our goal with this workshop is to help local artists develop and refine their grant writing skills and to highlight some important and attainable grants administered locally, such as the Houston Arts Alliance's Individual Artist Grant and the Idea Fund. Even if you do not plan to submit any proposals this fall, this overview will be a fantastic opportunity to develop your strategies for framing your work and honing your grant-writing skills.
Representatives from both the Houston Arts Alliance and the Idea Fund will be on hand to answer questions about these grant opportunities.
Funding strategies for individual artists 3.0Fresh Arts
Funding Strategies for Independent Artists
Monday, April 21 | 6:30-8:30 p.m.
*Workshop will be hosted by Art League Houston, in the Main Gallery.
Art League Houston, Main Gallery
1953 Montrose Blvd.
Houston, TX 77006
Join Fresh Arts’ Executive Director Jenni Rebecca Stephenson and professional composer and musician, Jerry Ochoa of Two Star Symphony, for an overview workshop on strategies and resources for individual artists seeking funds to support their professional art career.
This workshop will cover: identifying grant opportunities (including several key local opportunities), increasing accessibility to additional funding through fiscal sponsorship, and securing individual contributions and institutional support. The workshop will also provide tips for creating and managing successful crowd-funding campaigns and offer examples of how local artists have successfully raised money for their projects. (Specifics on grant-writing and crafting proposals will NOT be covered in this workshop, but will be covered later in Fresh Arts’ workshop series.)
This workshop will apply to all types of individual artists including those in the visual, performing, filmmaking, literary, and multi-disciplinary fields.
Fresh arts Get it in writing! Contract WorkshopFresh Arts
Get it in Writing!
Understanding & Crafting Contracts
with Emily Watts and attorney Erin Rodgers
May 6, 2014
(For artists, collectives, and nonprofits)
*This workshop hosted at the Dance Source Houston Headquarters, The Barn (formerly Barnevelder).
The Barn, 2201 Preston St, Houston, TX 77003
Are you an artist lending your work to a business for exhibition? Are you a performing arts organization that hires independent artists to perform? Are you renting space for a performance and exhibition? In all these instances, contracts and/or letters of agreement help protect you and your work, as well as prevent misunderstandings and other problems.
TOPICS TO BE COVERED INCLUDE:
- Understanding basic contract language and common clauses (glossary of common legalese)
- Defining correct parties
- Terms and options
- Intellectual property ownership
- Work for hire
- Liability
- Consideration ( making a contract binding)
- Breach and dispute
- Cure options (how to remedy a breach of contract)
- How do you know when you are breaking a contract
- Combining contracts with Letters of Agreement (LOAs) and riders
- Contract addendums and red-lining
- Recourse upon broken contracts
A top reason employees quit their jobs is a negative relationship with their direct manager. Effective managers drive the growth and success of a company. But how do you develop your managers into effective coaches?
During this webcast, Britt Andreatta covers top strategies for teaching your managers how to successfully coach and develop their people to reach their potential.
Self-awareness of how we learn as individuals and in teams becomes the springboard for change and innovative growth within academic institutions.
Together, we’ll explore:
- Nine learning strategies that work both pedagogically and practically
- How to use data to learn how learners learn
- Current methods for integrating and implementing learning strategies
- The learning principles of engagement, connection, interaction, attention, memory and reflection
The SlideShare 101 is a quick start guide if you want to walk through the main features that the platform offers. This will keep getting updated as new features are launched.
The SlideShare 101 replaces the earlier "SlideShare Quick Tour".
SlideShare now has a player specifically designed for infographics. Upload your infographics now and see them take off! Need advice on creating infographics? This presentation includes tips for producing stand-out infographics. Read more about the new SlideShare infographics player here: http://wp.me/p24NNG-2ay
This infographic was designed by Column Five: http://columnfivemedia.com/
No need to wonder how the best on SlideShare do it. The Masters of SlideShare provides storytelling, design, customization and promotion tips from 13 experts of the form. Learn what it takes to master this type of content marketing yourself.
Are you new to SlideShare? Are you looking to fine tune your channel plan? Are you using SlideShare but are looking for ways to enhance what you're doing? How can you use SlideShare for content marketing tactics such as lead generation, calls-to-action to other pieces of your content, or thought leadership? Read more from the CMI team in their latest SlideShare presentation on SlideShare.
10 Ways to Win at SlideShare SEO & Presentation OptimizationOneupweb
Thank you, SlideShare, for teaching us that PowerPoint presentations don't have to be a total bore. But in order to tap SlideShare's 60 million global users, you must optimize. Here are 10 quick tips to make your next presentation highly engaging, shareable and well worth the effort.
For more content marketing tips: http://www.oneupweb.com/blog/
Each month, join us as we highlight and discuss hot topics ranging from the future of higher education to wearable technology, best productivity hacks and secrets to hiring top talent. Upload your SlideShares, and share your expertise with the world!
Not sure what to share on SlideShare?
SlideShares that inform, inspire and educate attract the most views. Beyond that, ideas for what you can upload are limitless. We’ve selected a few popular examples to get your creative juices flowing.
How to Make Awesome SlideShares: Tips & TricksSlideShare
Turbocharge your online presence with SlideShare. We provide the best tips and tricks for succeeding on SlideShare. Get ideas for what to upload, tips for designing your deck and more.
A top reason employees quit their jobs is a negative relationship with their direct manager. Effective managers drive the growth and success of a company. But how do you develop your managers into effective coaches?
During this webcast, Britt Andreatta covers top strategies for teaching your managers how to successfully coach and develop their people to reach their potential.
Self-awareness of how we learn as individuals and in teams becomes the springboard for change and innovative growth within academic institutions.
Together, we’ll explore:
- Nine learning strategies that work both pedagogically and practically
- How to use data to learn how learners learn
- Current methods for integrating and implementing learning strategies
- The learning principles of engagement, connection, interaction, attention, memory and reflection
The SlideShare 101 is a quick start guide if you want to walk through the main features that the platform offers. This will keep getting updated as new features are launched.
The SlideShare 101 replaces the earlier "SlideShare Quick Tour".
SlideShare now has a player specifically designed for infographics. Upload your infographics now and see them take off! Need advice on creating infographics? This presentation includes tips for producing stand-out infographics. Read more about the new SlideShare infographics player here: http://wp.me/p24NNG-2ay
This infographic was designed by Column Five: http://columnfivemedia.com/
No need to wonder how the best on SlideShare do it. The Masters of SlideShare provides storytelling, design, customization and promotion tips from 13 experts of the form. Learn what it takes to master this type of content marketing yourself.
Are you new to SlideShare? Are you looking to fine tune your channel plan? Are you using SlideShare but are looking for ways to enhance what you're doing? How can you use SlideShare for content marketing tactics such as lead generation, calls-to-action to other pieces of your content, or thought leadership? Read more from the CMI team in their latest SlideShare presentation on SlideShare.
10 Ways to Win at SlideShare SEO & Presentation OptimizationOneupweb
Thank you, SlideShare, for teaching us that PowerPoint presentations don't have to be a total bore. But in order to tap SlideShare's 60 million global users, you must optimize. Here are 10 quick tips to make your next presentation highly engaging, shareable and well worth the effort.
For more content marketing tips: http://www.oneupweb.com/blog/
Each month, join us as we highlight and discuss hot topics ranging from the future of higher education to wearable technology, best productivity hacks and secrets to hiring top talent. Upload your SlideShares, and share your expertise with the world!
Not sure what to share on SlideShare?
SlideShares that inform, inspire and educate attract the most views. Beyond that, ideas for what you can upload are limitless. We’ve selected a few popular examples to get your creative juices flowing.
How to Make Awesome SlideShares: Tips & TricksSlideShare
Turbocharge your online presence with SlideShare. We provide the best tips and tricks for succeeding on SlideShare. Get ideas for what to upload, tips for designing your deck and more.
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This session describes key issues during recruitment and employment. These presentations are are part of a workshop series that was implemented in Nepal and 2016 as part of the INGENAES initiative.
From the online class "Nonprofit Management" from the Loyola School of Social Work, Chicago, Tom Tresser, Instructor. Presentation by Prof. Ivan Medina.
This is the slide that will be used for case work support briefing for volunteers. Feel free to take a look at it so that you will come prepared.
Of course, you may not understand some of it, it will be explained during the actual briefing itself.
Harassment in the workplace is not a new phenomenon to HR. What’s shifted is the level of tolerance at the top and the call for action. There is a prediction that 2018 will be the year of sexual harassment lawsuits. We can help you with a strategic approach to Preventing Sexual Harassment in the workplace with training, compliance and employee awareness education.
Is Your Organization Ready for the Year of #MeToo in the Workplace? In this webinar we will explore strategies to stay ahead of the avalanche. We will
discuss:
History of Complaints
Definition of workplace harassment
Types of Harassment
Retaliation
The shift in Tolerance
Changing Laws
Prevention Strategies
Accountability
Human Resources & Employment Law 2015 - HRD Strategies - Michael Lovett, Nina...HRDstrategies
Michael Lovett and Nina Lovett of HRD Strategies, Inc. in Greensboro, North Carolina, provide an update on HR employment law at the 2015 North Carolina Literacy Association (NCLA) Conference. This presentation was part of the Executive Track
Gain a new perspective on your HR challenges and knowledge for meeting them confidentially and legally. Keeping up with the latest legal trends, changes in best practices, legal updates is a tough job . . . even for a seasoned HR professional.
In this presentation, you will gain an understanding of:
- What to consider before hiring an employee to ensure your process is legal and consistent
- Best practices for onboarding a new hire during the employee orientation
- Practical, legal and security issues for managing employee personnel records
- Key issues such as background checks, disciplinary action, documentation and at-will employment
- Latest trends, news and updates around employment law today
- What employees are looking for from employers
- Reference materials of federal employment laws
Visit www.hrdstrategies.com to learn more.
Organizational activities that provide a pool of applicants for the purpose of filling job openings.Recruitment is the process of searching for prospective employees and stimulating them to apply for jobs in the organizations.
First launched in Kansas City, Artist INC is a cutting edge training seminar that addresses the specific business needs and challenges artists of all disciplines face every day. Limited to 25 participants per session, artists gather for one night a week for eight weeks to learn business skills specific to their art practice and apply those skills cooperatively with their peers. Using an innovative class design, artists learn and grow together through artist facilitator mentoring, small group application activities, as well as large group discussion and multi-media lecture.
Artist INC is a collaborative partnership between Mid-America Arts Alliance, and the University of Missouri-Kansas City Innovation Center.
Housont Arts Resource Fair 2012 - Host PresentationsFresh Arts
A brief overview of the main programs & services of the seven arts services organizations that collaborated together to host the inaugural Houston Arts Resource Fair.
By Maria Guralnik, visiting Assistant Professor of Arts Management, Purchase College.
CAREERS FOR THE 21st CENTURY ARTIST: Why Understanding the Business of the Arts will MAXIMIZE your success in the Arts Business.
Fiscal Sponsorship + Crowdfunding = $$ for Creative ProjectsFresh Arts
Presented by Dianne Debicella - Program Director, Fiscal Sponsorship.
Presentation covers:
Definition of fiscal sponsorship and crowdfunding, Taking advantage of the fiscal sponsorship program. Review of the leading crowdfunding platforms. Keys to crowdfunding success, Benefits of crowdfunding, and Crowdfunding myths.
Funding Strategies for the Individual ArtistFresh Arts
Spacetaker hosted Jenni Rebecca Stephenson and Sara Kellner for an artist workshop on identifying funding sources for individual artist projects (grants, fiscal sponsorship, crowdsourcing) on Aug. 31, 2011
Get Discovered: Optimizing Tools to Enhance Your Web PresenceFresh Arts
Spacetaker Artist Resource Center Workshop on Optimizing Tools to Enhance Your Web Presents for artists and arts organizations led by Caitlin Kaluza of Schipul, The Web Marketing Company. July 20, 2011
On July 13, 2011, Spacetaker hosted a workshop for artists on Art Leasing & Commercial Licensing presented by Michele LaRocco of 360 Degrees of Art and Blakely Bering. This is the presentation that accompanied the workshop.
IndieGogo & Fractured Atlas Info Session at SpacetakerFresh Arts
On March 10, 2011, Dianne Debicella of Fractured Atlas and Danae Ringelmann from IndieGoGo shared this insightful presentation on fiscal sponsorship and crowd funding opportunities for artists. Hosted by Spacetaker.
2137ad Merindol Colony Interiors where refugee try to build a seemengly norm...luforfor
This are the interiors of the Merindol Colony in 2137ad after the Climate Change Collapse and the Apocalipse Wars. Merindol is a small Colony in the Italian Alps where there are around 4000 humans. The Colony values mainly around meritocracy and selection by effort.
2137ad - Characters that live in Merindol and are at the center of main storiesluforfor
Kurgan is a russian expatriate that is secretly in love with Sonia Contado. Henry is a british soldier that took refuge in Merindol Colony in 2137ad. He is the lover of Sonia Contado.
Explore the multifaceted world of Muntadher Saleh, an Iraqi polymath renowned for his expertise in visual art, writing, design, and pharmacy. This SlideShare delves into his innovative contributions across various disciplines, showcasing his unique ability to blend traditional themes with modern aesthetics. Learn about his impactful artworks, thought-provoking literary pieces, and his vision as a Neo-Pop artist dedicated to raising awareness about Iraq's cultural heritage. Discover why Muntadher Saleh is celebrated as "The Last Polymath" and how his multidisciplinary talents continue to inspire and influence.
Hadj Ounis's most notable work is his sculpture titled "Metamorphosis." This piece showcases Ounis's mastery of form and texture, as he seamlessly combines metal and wood to create a dynamic and visually striking composition. The juxtaposition of the two materials creates a sense of tension and harmony, inviting viewers to contemplate the relationship between nature and industry.
Fresh Arts Fundamental HR/Employment Policies for Organizations 2014
1.
2. ABOUT FRESH ARTS
ONLINE SERVICES
• The Culture Guide
Online event calendar
• The Houston Artist Registry
A warehouse of local artists and
creatives
• Houston Artist Field Guide
A wealth of resources for artists
and arts administrators
PHYSICAL PROGRAMMING
• Community Supported Art
A subscription for local art
• Workshops & Professional
Development- Offered to assist
arts administrators and artists
• Exhibitions - We work exclusively
with local emerging artists
• Cultured Cocktails
Raises funds for local arts projects
• Winter Holiday Art Market
An annual holiday art market
involving over 60 local artists (Last
year we sold over $153,000 of
local art!)
• M-Lab - Marketing incubator for
small to mid-sized nonprofit
organizations
3. ABOUT OUR GUEST experts TONIGHT:
Bob Lawson is currently the Director of Administration and Education at Theatre
Under The Stars (TUTS). He has held this position since December 2000. In this
capacity he oversees many areas of TUTS’ business including Administration,
Human Resources, Operations, and Education. From February 1997 to November
2000 he was employed as the Director, Volunteer Services at AIDS Foundation
Houston, Inc. (AFH). In this capacity he the management of 365 individuals serving
on 10 direct and indirect client service volunteer teams. Prior to his employment at
AFH he spent 18 years with the E.I. DuPont de Nemours Company in positions of
increasing responsibility managing employees and suppliers. Bob became known as
an expert in problem resolution, negotiations, motivation, and financial
management. Bob has an extensive background in quality process management
including Steven Covey’s “Practical Leadership”. He was one of the recipients of
DuPont’s “Excellence Through People” award in 1992. Bob is a cum laude graduate
of Niagara University with a BS degree in Business Logistics.
Elaine C. Becraft is Counsel, Labor & Employment (Americas) for LyondellBasell, one
of the world’s largest plastics, chemicals and refining companies with annual
revenues of $44 billion.* LyondellBasell, a member of the S&P 500, manufactures
products at 56 sites in 18 countries. In her current role, Becraft advises her internal
business clients on all aspects of labor and employment law. She joined the
company in December 2011. Before joining LyondellBasell, Becraft was in private
practice in Seattle, Washington and Houston, Texas. Becraft is a graduate of Seattle
University School of Law and received a Bachelor of Arts degree in International
4. Fundamental HR &
Employment Policies for
Organizations
Bob Lawson
Director of Administration & Education
Theatre Under the Stars
Elaine C. Becraft
Counsel, Labor & Employment
LyondellBasell
5. DISCLAIMERS
This workshop content should not be
considered legal advice or legal
opinion. You should review
applicable law in your jurisdiction
and consult experienced counsel for
legal advice.
6. The Big Ideas: HR Essentials
• Human Resource Management
• Compensation and Benefits
• Recruitment and Selection
• Performance Management
• Employee Development
• Employment Law Basics
HR Priorities:
• Strategic: how to best realize your org’s mission
• Administrative: compliance, reporting, and records
• Operational: day-to-day employee relations
The BIG ideas. What we will cover:
What else we will cover
• 1099/W2 distinctions
• Benefit options
• Performance Reviews
• HR reps for small shops
• New Hire concerns
• Interns
• Employment taxes and withholding
• Outsourcing your HR Function
8. Staff without a formal HR background
The use of unpaid staff (volunteers)
Limited resources/budget
Lack of affordable training for staff
High turnover
Staff burnout
Managing office administration
Board of Directors support
Idealist.org describes the unique challenges of Human
Resources (HR) in a nonprofit setting: Support for these
needs can be hard to find, and difficult to navigate.
They include:
The nonprofit human resources function deals with
volunteers, staffs high-risk programs, and can be subject to
intense scrutiny.
These major
challenges can
be
categorized as:
o Economic
o Structural
o Legal
o Cultural
9. THE “ Absolute Musts " OF ANY EMPLOYEE HANDBOOK
(From April 2014 ADP HR Newsletter)
• At-will employment
• Anti-harassment & nondiscrimination
• Immigration Law compliance
• Employment classifications (full-time, part-time, exempt, non-exempt,
etc.)
• Leave of absence and time off benefits (holidays, vacation, sick, etc., as
well as policies about unused vacation)
• Attendance and time-keeping
• Paydays
• Meals and break periods (if regulated by state law; not necessary in
Texas)
• Safety and health (if regulated by state law; not necessary in Texas)
YOUR EMPLOYEE
HANDBOOK
10. Other handbook inclusions
to consider:
Employee conduct
Company history,
practices, and culture
Use of company
equipment (including
no expectation of
privacy when using
company email, etc.)
Emergency Closings
Social Media
Sample policies to consider:
• Whistle-blower:
Sample language will be
emailed to you
• Internal conflict of interest:
Sample language will be
emailed to you
• Nondiscrimination
• Others?
YOUR EMPLOYEE
HANDBOOK
11. BASIC BEST PRACTICES FOR
INTERVIEWING/HIRING
OVERVIEW : Basic legal concerns: Elaine
Practical concerns: Bob
PREPPING FOR A NEW POSITION – Develop Job
Description
• Determine your staffing needs first; create the job descriptions second
• Avoid the common pitfall of crafting job responsibilities on the basis of
existing personnel strengths, rather than organizational needs
• Determine the benefits package for the role; are your expectations for
salary, etc. realistic and competitive in the market?
• Analyze the current staff to ensure you need to go outside the
organization to meet your needs
• Could an internal resource be developed to meet needs?
• Does bringing in an external candidate prevent a strong current
RECRUITMENT AND SELECTION
12. • Screen all applications received
against pre-determined criteria
i.e.:
Do we require a degree?
Second language?
Prior experience using
specific skills?
PREPPING FOR A NEW POSITION – Develop Your Selection
Process
• Post jobs in a variety of places (idealist.org, local arts schools, Linked In,
etc.)
• Use standard method to acknowledge receipt of applications and resumes
(i.e. have one person in charge of emailing each applicant to acknowledge
receipt)
• Reviewing Applications Checklist:
o Completeness
o Availability
o Employment eligibility
o Desired pay/position match
o Employment history
o Reasons for leaving previous employer
o Pay history
o Education
o References
o Signatures
RECRUITMENT AND SELECTION
13. HIRING PROCESS
• Compare and rank applicants
• If large pool of potential candidates emerges, conduct phone
interviews first
• Invite candidates to interview (Do we have one round of
interviews with internal staff and invite the finalists back to
interview with select board members?)
• Interview process:
o While interviewing, review your limitations as an interviewer: you
cannot ask questions regarding an applicant’s race, national
origin/citizenship, disability, sex/gender, military service, criminal
background, family history, religion, marital status, age (or date of birth).
o Create a list of interview questions and be consistent in asking them
of all applicants.
o Do’s & Don’ts (emailed to you)
RECRUITMENT AND SELECTION
14. HIRING PROCESS
• Extend an offer (provide offer letter)
• Include special conditions (Example: Hiring as
temporary employee for 3 months and then, make
full time or full-time vs. 6 months; is the offer
contingent on successfully passing a background
check?)
• Conduct reference and background checks
• Confirm offer and send new hire paperwork
• Send rejection letters (Can be good form to personally
call anyone you interviewed in person)
RECRUITMENT AND SELECTION
15. Employee Classification
OVERVIEW : Basic legal concerns: Elaine
Practical concerns: Bob
BASIC DISTINCTIONS BETWEEN 1099 CONTRACTOR VS W2
EMPLOYEE:
Why does it matter?
–Worker classification affects how
you pay your employee’s federal
income tax, social security and
Medicare taxes, and which tax
forms you need to file on their
behalf. Classification affects their
eligibility for social security and
Medicare benefits, employer
provided benefits and their tax
responsibilities.
16. Employee Classification
HOW TO KNOW THE DIFFERENCE:
• BEHAVIORAL CONTROL
– Instructions: you might be an employee if
you’re told
> How, when, or where to do the work?
> What tools or equipment to use?
> What assistants to hire to help with the work?
> Where to purchase supplies and services?
– Training: you might be an employee if you
need training to do a job a way specified by
the company
17. Employee Classification
HOW TO KNOW THE DIFFERENCE:
• FINANCIAL CONTROL
– Expenses (If you aren’t typically reimbursed for
expenses)
– Opportunity for profit or loss (If you can realize
a profit or incur a loss, you’re likely a
contractor)
– Compensation timing: If the nonprofit controls
the frequency of compensation, as opposed to
the worker sending an invoice after services
are performed, you’re likely an employee
18. Employee Classification
HOW TO KNOW THE DIFFERENCE:
• RELATIONSHIP OF THE PARTIES
– Employee benefits (If you receive benefits,
you may be an employee. However, the
reverse cannot be assumed)
– Are duties of X integral to operations of
nonprofit?
– Written contracts to define
20. Employee Classification
OTHER CLASSIFICATION CONCERNS:
• Do not classify people with similar duties differently
• Contractors should not get organization business cards or be
listed in staff directory
• Email addresses for contractors should have disclaimer in
footer
• Always issue IRS Form 1099s to contractors/consultants and
W-2s to employees.
• Adopt and standardize language in a written agreement that is
used with all contractors/consultants, spelling out that, “[Name
of Contractor] reserves the right to control the manner in which
services are performed and the scheduling of performance.”
21. Employee Classification
BASIC DISTINCTIONS BETWEEN
EXEMPT/NONEXEMPT
Why does it matter?
• Exempt employees are exempt from minimum wage and
overtime premium pay protections of the Fair Labor Standards
Act (FLSA). As such, you are not required to pay them extra
for overtime.
• Nonexempt employees must generally be paid for overtime –
at time and one half their regular rate of pay – for each hour,
or fraction thereof, in excess of 40 hours in a workweek.
(Minimum wage laws apply.)
Exemptions from the overtime requirements of the FLSA are just
that— exceptions to the rule. They are very narrowly
construed, and as the employer, you will always bear the
burden of proving that you have correctly classified an
employee as exempt.
22. Employee Classification
BASIC DISTINCTIONS BETWEEN
EXEMPT/NONEXEMPT
Why does it matter?
• The FLSA recognizes seven major categories
of exempt workers:
o Executive employees
o Administrative employees
o Learned professional employees
o Creative professional employees
o Computer employees
o Highly compensated employees
o Outside sales employees
23. Employee Classification
BASIC DISTINCTIONS BETWEEN EXEMPT/NONEXEMPT
Why does it matter?
• EXEMPT TEST: Might be exempt if the employee is paid at least $455/week on
a salary or fee basis, AND:
– Executive: Primary duty is management of the organization or
department. Regularly directs the work of two or more other employees;
AND Has authority to hire or fire other employees, OR the employee’s
suggestions as to hiring, firing, promotion or other change of status of
other employees are given particular weight.
– Administrative: Primary duty is the performance of office work directly
related to the management or general business operations of the
employer or the employer’s customers. Primary duty includes the
exercise of discretion and independent judgment in matters of
significance. Regularly exercises discretionary powers and independent
judgment in performing the job.
– Creative professional: Primary duty is the performance of work requiring
invention, imagination, originality, or talent in a recognized field of artistic
or creative endeavor.
– http://www.nibmimages.com/nibm/Audit-TestYourCompliance.pdf
24. Employee Classification
BASIC DISTINCTIONS BETWEEN EXEMPT/NONEXEMPT
Why does it matter?
• Determining whether or not a position is
exempt requires a detailed analysis, you
should seek legal assistance in conducting
this analysis.
• So you have a nonexempt employee, now
what?
– Timecards? (ADP Template included in resources)
– Overtime calculation http://bit.ly/overtimecalculation
25. Employee Classification
INTERNS
How to avoid abusing them: (Bob)
Temporary full-time employees?
According to The Department of Labor, the following six legal criteria must
be applied when making a determination if an internship is required to be
paid:
• The internship, even though it includes actual operation of the facilities of
the employer, is similar to training, which would be given, in an educational
environment.
• The internship experience is for the benefit of the intern.
• The intern does not displace regular employees, but works under close
supervision of existing staff.
• The employer that provides the training derives no immediate advantage
from the activities of the intern; and on occasion its operations may actually
be impeded.
• The intern is not necessarily entitled to a job at the conclusion of the
internship.
• The employer and the intern understand that the intern is not entitled to
wages for the time spent in the internship.
26. Employee Classification
INTERNS
Are interns considered employees and does it
matter?
• A temporary intern DOES count as an employee, UNLESS:
– 1.) the person is interning as a part of a "school sponsored"
program;
OR
– 2.) the intern works for less than 20 weeks (about 4 months) out
of the year with the organization.
• (NOTE: the Texas Workforce Commission counts toward the 20
weeks full- and part-time work performed in any day.)
It matters towards employee totals for certain reporting!
27. Employee Benefits &
CompensationOVERVIEW
To consider: Legal requirements + Employee retention
TYPES OF BENEFITS
» Compensation
» Health insurance (dental, vision, etc.)
» Unemployment compensation
» Worker’s Comp
» Life insurance
» Investment Plans
» Flex time
28. Employee Benefits &
Compensation
COMPENSATION
• Minimum wage in Texas: $7.25/hour
• Issues of competitiveness?
• Restrictions about timing of pay (must pay regular basis, set out in
writing, final pay within 5 days if you fire)
For perspective: From the 2008-2009 United Way of Houston Wage & Benefit Survey
For orgs with budget under $350K
» Executive Director compensation (Median $48,000 / Mean $51,111)
» Program Director compensation (Median $29,000 / Mean $30,467)
» Marketing Director compensation (Median $43,000 / Mean $43,000)*
For orgs with budget between $350-599K
» Executive Director compensation (Median $60,000 / Mean $62,288)
» Program Director compensation (Median $40,000 / Mean $38,041)
» Marketing Director compensation (Median $26,500 / Mean $28,500)*
* The Marketing Director pay rate
discrepancy (the Marketing Director at
slightly larger org making less) is due to
small number of respondents.
For a national
perspective: 2013
Nonprofit Times Wage &
Benefit Survey:
http://www.thenonprofitti
mes.com/wp-
content/uploads/2013/02/
1359731596_2-1-
13_SalaryBenefits.pdf
29. Employee Benefits &
Compensation
HEALTH INSURANCE
• You must be consistent in offering benefits. If you offer benefits to
one full-time employee, you must offer benefits to ALL full-time
employees.
• ACA (Affordable Care Act or Obamacare) as it pertains to nonprofits:
http://www.councilofnonprofits.org/resources/resources-
topic/affordable-care-act-faqs
– There is NO requirement on employers to provide health
insurance -- but there is a penalty (that is only applicable to
employers with 50 or more full-time employees) under the ACA’s
employer “shared responsibility” provisions effective starting in
2015 if the employer does not provide a minimum level of
insurance coverage to their full-time employees
– Look-back provision (documenting how many hrs a week
average over 3 month or a year-- depending on company size
30. Employee Benefits &
Compensation
HEALTH INSURANCE
• SHOP (Small Business Health Options Program)
Marketplace
– Insurance solutions specifically for small employers
– In Texas, must be handled through agent, broker, or insurance
company
– Starting in 2014, small employers can claim the Small Business
Health Care Tax Credit only for coverage purchased through the
SHOP Marketplace.
– Basic eligibility: business address or primary workplace, at least
one common-law employee on payroll (not including sole proprietor
or spouse), and less than 50 full-time or FTE
employees.http://marketplace.cms.gov/getofficialresources/publicati
ons-and-articles/who-can-use-shop.pdf
– Premium Estimate Tool: https://www.healthcare.gov/find-premium-
estimates/
31. Employee Benefits &
Compensation
HEALTH INSURANCE
• Small Business Healthcare Tax Credit
http://www.councilofnonprofits.org/small-employer-credit
– Eligibility: pay at least 50% of healthcare costs, Less than
25 FTE employees, must be able to calculate average
salaries (The credit is decreased as you approach an
average salary of $50K.)
– Nonprofits are eligible, but must file Form 990-T
32. Employee Benefits &
Compensation
UNEMPLOYMENT COMPENSATION
The Texas Unemployment Compensation Act (TUCA) requires liable Texas
employers - including sole proprietorships, partnerships and corporations, and
other entities registered with the Secretary of State - to pay unemployment
insurance tax. Employers become liable if they: Are a 501(c)(3) nonprofit
organization (excluding churches and religious organizations) and have at least
four employees for part of a day or more each week for 20 weeks.
• In Texas, the maximum amount of taxable wages per employee, per
calendar year is set by statute and is currently $9,000.
• Entry level unemployment tax rate is 2.7%
• Texas Workforce Commission policies on unemployment taxes:
http://www.twc.state.tx.us/ui/tax/unemployment-tax-program-overview.html
• Reimbursement method:
http://www.guidestar.org/rxa/news/articles/2005/alternatives-to-
unemployment-taxes-for-501c3.aspx
33. Employee Benefits &
Compensation
WORKER’S COMPENSATION
Optional in Texas
• However, company must notify all employees of decision
to NOT offer worker’s comp at time of hire
• Notice of NOT providing coverage must be posted
prominently:
http://www.tdi.texas.gov/pubs/factsheets/noncoveremp.p
df
• Must report non-coverage to Texas Department of
Insurance via DWC Form-005
RESOURCES:
http://www.tdi.texas.gov/wc/employer/index.html#aboutw
c
34. Employee Benefits &
Compensation
BASIC REQUIRED STEPS FOR NEW HIRES
http://www.twc.state.tx.us/news/efte/new_hire_paperwork.html
• Attorney General in Texas:
https://portal.cs.oag.state.tx.us/wps/portal/EmployerHome
– Federal & state law require employers to report new hires/rehires
within 20 calendar days from date employee starts earning wages
• I-9 report (confirms that employee is eligible to work in the US)
• W-4 Form
• Notice of worker’s compensation coverage (or confirmation that
there is no coverage)
• Written consent for background checks
35. BASIC REQUIRED STEPS FOR NEW HIRES – CONT’D
Notice of Coverage Options (Affordable Care Act)
What: Under the Affordable Care Act (ACA), employers must provide a
Notice of Coverage Options (“Notice”) to all new hires.
Who: All employers subject to the Fair Labor Standards Act (which
encompasses almost all employers) must provide the Notice,
regardless of whether the employer offers health coverage.
What it must contain: (The Notice must be provided in writing and may be hand
delivered, sent by first-class mail, or sent electronically as long as the U.S.
Department of Labor's electronic disclosure safe harbor rules are met.)
– Information about the services provided by the Marketplace;
– How to contact the Marketplace;
– Information about the employer, including any employer-sponsored health coverage available;
– The potential impact on the employee if he or she purchases coverage through the Marketplace
(including that the employee may be eligible for a premium tax credit under section 36B of the
Internal Revenue Code; that he or she may lose any employer contribution toward health benefits
offered by the employer; and that all or a portion of such contribution may be excludable from
income for Federal income tax purposes); and
– Information the employee will need to gather in order to apply for coverage through the
Marketplace.
See details: 29 CFR 2520.104b-1(c), Disclosures through Electronic Media.
36. Employee Benefits &
CompensationBASIC OPTIONAL (BUT RECOMMENDED) STEPS FOR
NEW HIRES
• Acknowledgment of receipt of employment handbook
• Agreements regarding pay, wage deductions, benefits,
schedule, work location, and so on (with employment-at-will
disclaimers)-- this can be handled in the offer letter
– Employment at Will Disclaimer: I understand that this agreement
concerning my compensation and benefits does not modify the at
will employment relationship between myself and ABC Company;
does not constitute a commitment by ABC Company to employ
me for any particular length of time; does not commit me to
remain with ABC Company for any particular length of time; and
does not restrict either ABC Company or myself from ending the
employment relationship at any time for any reason, with or
without notice.
• Consent for drug testing
• Consent for video surveillance
37. Employee Benefits &
Compensation
OTHER NECESSARY STEPS WHEN HIRING
• Enter employee into payroll system
• Enroll employee in any benefits
• Issue equipment or supplies necessary for job
(consider using aproperty return security deposit
agreement to minimize the risk of damage or non-
return of property, like laptop, etc.)
38. Operations Concerns
EMPLOYEE TAXES
• How to know which payroll taxes apply:
http://www.bizfilings.com/toolkit/sbg/tax-info/payroll-
taxes/determining-payroll-taxes-for-employees.aspx
• Typically: Federal Income Tax Withholding + FICA (Social
Security + Medicare)
• Payroll Tax Calculator (ADP): http://www.adp.com/tools-and-
resources/calculators-and-tools/payroll-calculators.aspx
• IRS Withholding Calculator http://www.irs.gov/Individuals/IRS-
Withholding-Calculator
39. Operations Concerns
PAYROLL TOOLS
• RESOURCE: ADP
http://www.adp.com/~/media/PDF/Payroll%20Packages.ashx
– Basic (Essential) Plan:
• Semi-monthly for 2 employees $58+/pay period or
4 employees $64/pay period
• Monthly for 1 $69
• RESOURCE: Tobin & Associates
40. Operations Concerns
REVIEWS: YOU NEED TO DO THEM
REGULARLY
• Employee reviews (timing + actually have them +
documentation needed)
• Employee review of director by board
• 360 review of director
41. Operations Concerns
DO YOU HAVE A HUMAN RESOURCES REP ON THE
BOARD?
• HR advocate on board of directors for smaller nonprofits
(i.e. to provide an additional outlet for reporting HR
problems)
• Division of Board / Staff HR responsibilities:
http://hrcouncil.ca/docs/Table_HR_Resp.pdf
• Board’s involvement in HR:
http://www.blueavocado.org/content/nonprofit-boards-
role-hr
• Board Planning toolkit: http://hrcouncil.ca/hr-
toolkit/planning-board-role.cfm
42. OUTSOURCING YOUR
HR
• The advantages and timing
of outsourcing, rather than
handling HR in house
Operations Concerns
43. Common employment law
mistakes
• Misclassifying employees as independent
contractors.
• Misclassifying non-exempt employees as exempt.
• Not complying with state wage payment laws.
These rules include providing new employees with
written notice of their rate of pay and regular pay
date; prohibiting deductions from wages unless for
the employee's benefit and authorized in writing;
requiring written contracts for commissioned
salespersons; and providing terminated employees
with written notice of their last day of work, their
last day of benefits, and their right to apply for
unemployment benefits.
44. Common employment law
mistakes• Not having an employee handbook.
• Not documenting employee job performance.
• Not training supervisors regarding EEO laws.
• Not providing reasonable accommodations for disabled
employees.
• Not obtaining releases from terminated employees where
appropriate.
• Not protecting confidential business information.
• Not consulting a qualified employment law attorney.
Directly from: http://warshawskylawfirm.com/lawyer/2010/12/04/Employment-Law/Ten-
Common-Employment-Law-Mistakes-Made-By-Businesses._bl1518.htm
http://www.employmentlawgroup.com/wp-
content/uploads/Employers_Common_Mistakes_Encouraging_Employees_Seek_Legal
_Advise.pdf
45. Resources
• Jody Blazek: HR Handbook
• TX Workforce Commission (handbook samples-- policies)
• “Especially for Texas Employers” - TWC webpage:
http://www.twc.state.tx.us/news/efte/tocmain2.html
• ACA as it pertains to nonprofits:
http://www.councilofnonprofits.org/resources/resources-
topic/affordable-care-act-faqs
http://commongoodvt.org/nonprofit-101/human-resources/
46. IN YOUR INBOX TOMORROW
This PowerPoint
Example docs and resources
Info about upcoming workshops including
Development Finance and Operation Basics
for the Jack-of-All Arts Administrator
(Gift Acceptance, Disclosure Rules & Basic Financial
Reporting)
Wednesday, June 4, from 4-6 p.m.@ Fresh Arts
Meet Your Media
With Joel Luks, Molly Glentzer, Bill Davenport
Tuesday, July 8, 6-8 p.m. @ Diverseworks Artspace
Link to a post-workshop survey
Editor's Notes
Sufficient investment in infrastructure must be made to enable staff to perform financial and general operations effectively
Free
Daily transaction log--gift; Amy to bring weekly activity report; Best practices is that 72 hours (but deposits are non-negotiable) and immediate acknowledgment in some fashion will help set you apartReport template: TY language
Documentation of what you do– organic doc that changes over time– especially things that happen once a year
Documentation of what you do– organic doc that changes over time– especially things that happen once a year
Create a sample timeline?
Create a scaled down version of this for a small org?
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)
Gift them example text; building trust with donors; directed to whoever’s name was on check (what is donor advised funds?)