Who We Serve
Annual Tax-Exempt Webinar Series
Session recordings are now available to watch on replay for the 2023 annual series. The series covered a wide range of topics related to Tax-Exempt Organizations through thirteen individual sessions. CPE is not available for watching the replay.
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REPLAY: Investment Matters That Matter
This session discussed timely topics related to an organization’s investment responsibilities, from liquid assets to long-term funds to the retirem...
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REPLAY: Employee Benefit Plans – How to Prepare for An Audit/Compliance Update
This session focused on the latest developments in regulatory matters affecting retirement plans. The discussion explored common compliance pitfall...
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REPLAY: Internal Controls and How to use them to Protect Your Organization
This session focused on the utilization of internal controls to protect the mission of your nonprofit organization. After watching this replay, you...
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REPLAY: Risk Mitigation Related to Government Audits of Stimulus Funds
In this session, participants learned how to implement strategies to mitigate all types of risks related to stimulus funding, including the critica...
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REPLAY: Reasonably Meeting Key Cybersecurity Protection, Prevention and Regulatory Concerns
This session presented information regarding current cybersecurity protection requirements, potential regulatory concerns, and changes from an audi...
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REPLAY: Proposed Compliance Regulations: Title 18 Part 521
This session provided an overview of Title 18, Part 521 Regulations, with the following learning objectives:
Understand the mandatory ...
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REPLAY: Higher-Ed Update
This session provides an update on the higher education landscape. Topics covered included current events and how-to tips to successfully prepare f...
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REPLAY: Nonprofit Outsourced Accounting and Advisory Services in Action
You can’t be a visionary leader while also trying to be a part-time CFO. That’s why leading nonprofits are turning to outsourced accounting and adv...
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REPLAY: Single Audit Update and Uniform Guidance Overview
This session provided a single audit overview and refresher for those organizations that may be in a situation that requires a single audit due to ...
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REPLAY: Accounting & Lease Update
This session discussed the current status of accounting standards, auditor reporting, and performance standards affecting all NFP organizations, as...
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REPLAY: 2023 Trends in Hospital 990 Reporting and Governance
This session focused on how hospital and healthcare systems can utilize the 990 to tell their tax-exempt story and promote sound governance.
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REPLAY: Health & Human Services Update
This session provided information on governmental funding from Federal and New York State sources, as well as current and proposed regulatory chang...
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