Summary
This 90-minute session will provide essential updates and best practices for navigating key your HR and finance management. We will cover recent changes, new regulations, and practical reminders for year-end and start-of-year preparations. We will also offer a dedicated Q&A segment.

About this event
As 2026 approaches, staying ahead of critical HR and finance changes is vital for organizational success. This training event will equip you with the latest updates on regulations and practical strategies for managing end-of-year and new-year transitions. 501 Commons experts will share actionable insights into HR and finance matters, best practices for year-end preparation, and practical strategies for a smooth transition into the new year. The value of this information cannot be overstated, and this event will provide you with the tools and knowledge to navigate these topics confidently.

Event Outcomes
After attending, you'll be able to:

Describe the recent and upcoming HR and finance changes and their implications for your organization.
Know how to implement best practices for managing calendar and fiscal year-end HR and finance tasks.
Apply practical strategies to comply with regulations and optimize organizational processes.

Who Should Attend
This event is ideal for:

Directors and managers looking to stay updated on new regulations and best practices.
Organizational leaders and staff responsible for overseeing HR and finance operations.
Those involved in planning and executing end-of-year and start-of-year HR and financial activities.

A presentation recording will be available the next business day after the event for those who want to view it again.

Spread the Word to Your Nonprofit Network!
Please share this training with your colleagues, communities, and social networks - help us reach more people! For tips on how to spread the word, contact Greg Scully, Greg@501Commons.org.

Presentors

Susan Davis
Susan is the financial services program manager at 501 Commons, a position she has held for three years. She developed her organizational and finance skills as an entrepreneur, starting and running two successful small businesses in Seattle. Susan honed her skills at Seattle Opera, where she was in charge of their costumes production department, managing and meeting performance goals for a $500,000 to $1 million department. Her philosophy of work is centered in clear and direct communication, mutual respect, and supporting others in doing their best work by providing guidance, resources, and training. She brings this same mindset and leadership to our Financial Services team and nonprofit partners. For this session, Susan is joined by financial services lead Joan Carpenter, and associate Bonnie Steele, whose profiles are found on our website.

Margaret Grace Henning
Margaret is a Senior Resource Consultant at 501 Commons. She is a seasoned HR professional with 20+ years of diverse experience and has led HR departments in organizations of varying sizes, specializing in biotech and healthcare sectors. With a bachelor’s degree from Occidental College and prestigious HR designations including SPHR, SHRM-SCP, and CCP, Margaret brings extensive expertise to her role. She excels in guiding teams through transformative changes and delivers dynamic training with an engaging style. Currently based in Gig Harbor, Washington, Margaret has roots in Nebraska, California, New Mexico, and Texas.