Annual Tax-Exempt Webinar Series: Insights for the Year Ahead
In this exclusive webinar series, industry leaders from the healthcare, human services, and not-for-profit sectors came together to explore emerging issues, share actionable insights, and discuss strategies to tackle tomorrow’s challenges.
Each session was thoughtfully designed to provide participants with cutting-edge knowledge and practical tools to stay proactive and informed about the latest developments impacting their industry. Recordings of these sessions and downloadable presentations are available for reference.
REPLAY: Navigating the Balance: A Strategic Look at the Benefits, Challenges, & Decision Tools for Fiscal Outsourcing
This webinar provided a clear, executive-level overview of how your organization can evaluate fiscal outsourcing, examine their operational and financial advantages, the common pitfalls to watch for, and practical frameworks and tools leaders can use to determine whether outsourcing is the right strategic move for your organization.
REPLAY: Navigating Current Reimbursement, Regulatory & Legislative Updates in Senior Services
We explored how to navigate the current turmoil in rate reimbursement, ever changing regulatory requirements, and discussed relevant legislative updates within the senior services sector. This webinar informed attendees on critical developments impacting the senior services industry.
REPLAY: Navigating Risks, Reducing Costs, & Strengthening Your Digital Future
This session broke down the most common risks affecting nonprofits, that included data security, compliance gaps, and operational inefficiencies, and provided clear, practical guidance for addressing them. Attendees learned where hidden cost-saving opportunities exist across their technology stack, including licensing optimization, cloud migrations, cybersecurity enhancements, and vendor consolidation.
REPLAY: Legislative & IRS Developments for Tax-Exempt Organizations
This webinar provided participants with an up-to-the-minute briefing on the One Big Beautiful Bill Act (OBBBA), recent IRS regulations, and other federal developments that are reshaping the compliance landscape for charities, foundations, colleges, and other tax-exempt entities.
REPLAY: Artificial Intelligence: Risks, Benefits, & How to Begin
This session introduced nonprofit and human services organizations to the fundamentals of Artificial Intelligence (AI) and strategies that can be incorporated by management teams to achieve success with AI in a dynamic landscape. Many organizations are unsure where to begin, so we demystified AI by explaining core concepts, common terminology, and practical applications. We explored both the benefits and risks of AI adoption, highlighted real-world use cases relevant to nonprofits, and provided guidance on building strategies and governance frameworks that align with organizational missions.
REPLAY: From Strategy to Sustainability: Discipline, Data, & Design
This webinar provided participants with a forward-looking perspective on how discipline, data, and design are reshaping nonprofit performance expectations. Attendees learned how to evaluate their current operational maturity, identify gaps in internal controls and reporting, and apply emerging technology and AI-enabled tools to support timely decision-making and long-term sustainability.
REPLAY: Uniform Guidance / Accounting Industry Update
This webinar provided participants with an update on the recent changes to the Uniform Guidance requirements. Details included descriptions of updated thresholds, changes related to indirect costs, and other practical guidance. Our professionals provided a general update on the not-for-profit accounting industry and upcoming changes to the accounting standards.
REPLAY: Education Update: Economic Trends, Current Events, & the Impact of Key OBBBA Provisions
Attendees gained timely insights into the economic trends and current events shaping today’s education landscape. This webinar also broke down the most important provisions of the OBBBA and explored what they mean for institutions going forward.
REPLAY: Revenue Cycle Management Best Practices
This webinar provided participants with examples of best practices across the revenue cycle including front desk, coding and documentation, back office, and regulatory considerations. Attendees learned how to identify organizational gaps within the revenue cycle and where enhancements can be implemented to advance the revenue cycle to peak performance.
REPLAY: State Budget Analysis & Rate Maximization
Attendees learned the latest developments in state budgets and their implications for nonprofits. We also explored how these changes may impact revenue, funding strategies, and opportunities for rate maximization, providing actionable insights for nonprofit organizations.
REPLAY: Smart Money Moves for Non-Profits
This webinar provided participants with an overview of the market and economic environment as it pertains to Non-Profit Organizations attaining their mission, as well as discussed several timely fiduciary and investment risk management topics related to their operating funds, endowments, and retirement plans. Attendees learned about the tools available to improve the resilience of their organizations and the reliability of their advisors.
REPLAY: Innovating Fraud Prevention: Tools & Strategies for Non-Financial Professionals
This webinar provided participants with an understanding of emerging fraud trends and practical strategies to mitigate risk. Attendees learned how to apply technology-driven approaches to improve efficiency, reduce costs, and empower teams even those without financial backgrounds to play an active role in fraud prevention. We explored the latest patterns in fraud, discussed how these trends impact organizations, and shared actionable steps to strengthen controls. Lastly, the session highlighted how tools like FraudFindr can streamline investigative processes and support collaboration, demonstrating how technology can transform traditional fraud detection into a more accessible, cost-effective practice.
REPLAY: Corporate Compliance Matters!
This webinar provided participants with examples of not having an effective compliance program and the impact on the organization. Attendees learned what an effective compliance program looks like.
REPLAY: How Not-for-Profit Organizations Can Take Advantage of Tax Credits & Incentives
This session explored how not-for-profit organizations can form strategic partnerships with for-profit entities to take advantage of various tax credits & incentives for the benefit of their organizations, such as the Historic Rehabilitation Tax Credit, Low-Income Tax Credit, and others. Attendees learned how to identify different ways to qualify for such tax credits & incentives, what to look for when engaging with investors to finance qualified projects, and how to claim the tax credits & incentives while ensuring compliance with the tax code and regulations.
The Bonadio Group: Industry Leaders
At The Bonadio Group, our Industry Leaders are at the forefront of shaping the future. In this exclusive webinar series, our experts from across healthcare, human services, not-for-profit sectors, and various service lines will come together to share their deep knowledge and insights. These leaders, who are driving innovation and excellence within their respective industries, will explore emerging issues and offer actionable strategies.
By collaborating and leveraging their collective expertise, our team is committed to providing solutions that address tomorrow’s challenges. Join us as we navigate the future with confidence, guided by the vision and leadership of our exceptional people.