What do the Duties of Care and Loyalty look like?
HomeschoolCPA Carol Topp frequently mentions that homeschool leaders have a duty of care and loyalty to their groups. What does a duty of care look like? How do I know if I am being loyal?
This recording is from a workshop given to homeschool leaders in Austin Texas in February 2020.
Some of the ways to demonstrate a duty of care and loyalty for a leader include:
* Have Board meetings
* Manage the money well
* Have insurance
* Avoiding conflict of interest
* No self dealing (the board gives itself discounts)
Handout of the workshop: https://homeschoolcpa.com/wp-content/uploads/2020/11/Top-Tips-Handout-2020.docx (https://homeschoolcpa.com/wp-content/uploads/2020/11/Top-Tips-Handout-2020.docx)
Featured Resources:
Money Management in a Homeschool Organization (http://homeschoolcpa.com/bookstore/managing-a-homeschool-organization/)
* Does your homeschool group manage their money well?
* Do you have a budget and know where the money is spent?
* Do you know how to prevent fraud?
This 115 page book will help you to open a checking account, establish a budget, prevent mistakes and fraud, use software to keep the books, prepare a financial statement and hire workers. Sample forms and examples of financial statements in clear English are provided.
A checklist of best practices to avoid embezzlement. It is available at HomeschoolCPA.com/Fraud (http://HomeschoolCPA.com/Fraud)
Podcast # 105 (https://ultimateradioshow.com/prevent-fraud-separation-of-duties/) Podcast episode on preventing fraud
How to avoid self-dealing. The board cannot vote themselves benefits like discounts. Listen to Podcast #71 (https://ultimateradioshow.com/can-thank-homeschool-groups-volunteers/) on how to thank volunteers without self-dealing.
12 Nov 2020
Mindset for Homeschool Leaders
Mindset for Homeschool Leaders
HomeschoolCPA, Carol Topp spoke to a group of homeschool group leaders in Texas about a good mindset and attitudes that are necessary for leading a homeschool group. In this episode Carol reminds leaders of three things they may have forgotten:
* You cannot be all things to all people-so stop trying!
* Your organization is not essential to the success of homeschooling!
* You are not responsible for homeschooling other peoples’ children!
This recording is from a workshop given to homeschool leaders in Austin Texas in February 2020.
Handout of the workshop: https://homeschoolcpa.com/wp-content/uploads/2020/11/Top-Tips-Handout-2020.docx (https://homeschoolcpa.com/wp-content/uploads/2020/11/Top-Tips-Handout-2020.docx)
During the podcast Carol mentioned the I am a Homeschool Group Leader Facebook group. Please join us! https://www.facebook.com/groups/72534255742/ (https://www.facebook.com/groups/72534255742/)
Featured Resource
Phone Consultation with Carol Topp, CPA
Phone Consultation: A pre-arranged phone call to discuss your questions about being a homeschool group leader. My most popular service for homeschool leaders. It’s like having your own homeschool expert CPA on the phone!
Cost: $100/hour to nonprofit organizations. $150/hour to for-profit businesses.
Contact HomeschoolCPA, (http://homeschoolcpa.com/contact/) Carol Topp, CPA, to arrange a telephone consultation.
Click Here to request more information! (http://homeschoolcpa.com/bookstore/501c3-tax-exempt-status/)
15 Oct 2020
Using Zoom and Giving Refunds
During the COVID-19 pandemic many homeschool programs used Zoom to stay connected with members. Three group leaders share how they used Zoom in their programs in this podcast episode.
In June 2020, Carol Topp of HomeschoolCPA.com hosted a webinar titled Planning an Uncertain Future (https://homeschoolcpa.com/webinar-for-homeschool-leaders-planning-an-uncertain-future/) for homeschool group leaders. The purpose of the webinar was to help homeschool groups plan their fall activities given the COVID-19 pandemic was making it uncertain of they could operate.
This podcast will air the highlights in small chunks over five episodes.
Join this episode and the other episodes as Carol and three panelists discuss:
* Part 1: Making decisions as a board or team
* Part 2: Tools a homeschool group can use for planning an uncertain future
* Part 3: Dealing with social distancing rules and wearing masks
* Part 4: Questions regarding lawsuits, health restrictions, and accommodating new families
* Part 5: How to communicate the plan to the members
* Part 6: Using Zoom, offering refunds and other topics.
During the podcast Carol mentioned the I am a Homeschool Group Leader Facebook group (https://www.facebook.com/groups/72534255742/). Please join us!
The webinar is available to watch on YouTube or no charge (https://youtu.be/AaQ1c_XuUvY?). It runs for one hour and 38 minutes!
Featured Product
(https://homeschoolcpa.com/bookstore/)
Books for Homeschool Leaders
HomeschoolCPA has several books to help leaders start and run a homeschool program
* Homeschool Co-ops: How to Start Them, Run Them and Not Burn Out
* Money Management for Homeschool Organizations
* The IRS and Your Homeschool Organization
* Paying Workers in a Homeschool Organization
* Homeschool Board Member Manual
* Taxes for Homeschool Business Owners
All these books can be found at https://homeschoolcpa.com/bookstore/ (https://homeschoolcpa.com/bookstore/)
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