Terry Miller . biz
Welcome!
This is the home page for
Terry Miller.

My purpose is help the
nonprofit sector by providing
a variety of free information
and tools.  

And not least, to provide
myself a soap box!
The pages on this site are:

  • Download Materials - a variety of free educational materials, spreadsheet
    templates, and Power Point presentations, sorted by topic, intended to
    provide a free service and get the basics out of the way.  Later, I may make
    some information available on a paid basis, such as my book.

  • External Resources - this page is a list of resources:  other organizations,
    practitioners and resources to help nonprofits.

  • [The New] Form 990 (for 2008) - information, opinion, and training
    materials on the New 990 - the first major overhaul in decades of this key,
    very publicly available form.

  • Q&A - users (you!) can send questions which I will edit (to generalize) and
    answer.   Some overlap with the Screeds page.

  • Jobs Search - a page of good resources for finding or posting a job in the
    nonprofit sector, particularly in the finance realm and Bay Area.

  • Who Am I? - my areas of expertise & bio / background qualifications with
    linked: c.v., list of formal public presentations, and a chronological summary
    of my client engagements.  

  • Contact Me - a basic contact form with space for question or comment;
    page also has a link that will open your email program to send me email.

  • Screeds - this will be where I blog my opinions on the nonprofit sector,
    regulators, watchdogs, the press and public opinion.  Opinions here and
    throughout my site are my fault alone!  Some overlap with the Q&A page.
Common Sense about Nonprofit
Financial Management and Tax Compliance Issues
Upcoming Public Workshops & Seminars

On June 20-22, 2012, I will once again be honored to present and co-present two workshops at the 2012 AICPA
Annual Not-for-profit Industry Conference in Washington DC, one on accountable plans, and one on explaining
differences (if any) between audited financials and Form 990 to Boards.  I will also be on the 990 "experts"
panel for that Q&A session (both an honor and somewhat daunting given the other panelists! hopefully I will provide
helpful answers for the smaller practitioners and industry groups).  I will post more detail when sessions are finalized
and I am certain of their names.
##
On Tuesday June 5, 2012, I will present a 990 Update for the CalCPA San Francisco Chapter lunch meeting.  
Details on the CalCPA website.
##
In August (August 25?) I am presenting one session as part of a full day program by the "CalCPA Low Cost
Education Program" (if I have that right).  My session will be on formation and tax exemption (getting & keeping).  
The session is in Walnut Creek; I hope to post more details, but if not, CalCPA website!