Annual Tax-Exempt Webinar Series

2026 Tax-Exempt Webinar Series

Prepare to navigate the future with confidence! In this exclusive webinar series, industry leaders from the healthcare, human services, and not-for-profit sectors come together to explore emerging issues, share actionable insights, and discuss strategies to tackle tomorrow’s challenges.

Each session is thoughtfully designed to provide you with cutting-edge knowledge and practical tools to stay proactive and informed about the latest developments impacting your industry. Whether you’re looking to gain clarity on trends, address critical issues, or spark new ideas, this series is your gateway to success in the year ahead.

Don’t miss this opportunity to connect, learn, earn valuable CPE, and lead the way forward. Reserve your spot today!

Navigating the Balance: A Strategic Look at the Benefits, Challenges, & Decision Tools for Fiscal Outsourcing

A clear, executive-level overview of how your organization can evaluate fiscal outsourcing, examine the operational and financial advantages, the common pitfalls to watch for, and the practical frameworks and tools leaders can use to determine whether outsourcing is the right strategic move for your organization.

Navigating Current Reimbursement, Regulatory & Legislative Updates in Senior Services

Join The Bonadio Group and Pullano & Farrow PLLC as we explore how to navigate the current turmoil in rate reimbursement, ever changing regulatory requirements, and discuss relevant legislative updates within the senior services sector. Don’t miss this opportunity to stay informed on critical developments impacting the senior services industry.

Navigating Risks, Reducing Costs, & Strengthening Your Digital Future

In today’s rapidly evolving digital landscape, tax-exempt organizations face growing technology challenges, from outdated systems and rising cyber threats to increasing pressure to do more with fewer resources. This session will break down the most common risks affecting nonprofits, including data security, compliance gaps, and operational inefficiencies, and provide clear, practical guidance for addressing them.

Legislative & IRS Developments for Tax-Exempt Organizations

This webinar will provide 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.

Artificial Intelligence: Risks, Benefits, and How to Begin

This session introduces 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’ll demystify AI by explaining core concepts, common terminology, and practical applications.

From Strategy to Sustainability: Discipline, Data, and Design

This webinar will provide participants with a forward-looking perspective on how discipline, data, and design are reshaping nonprofit performance expectations. Attendees will learn 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.

Uniform Guidance / Accounting Industry Update

This webinar will provide participants with an update on the recent changes to the Uniform Guidance requirements. Details include descriptions of updated thresholds, changes related to indirect costs, and other practical guidance. Our professionals will also provide a general update on the not-for-profit accounting industry and upcoming changes to the accounting standards.

Education Update: Economic Trends, Current Events, & the Impact of Key OBBBA Provisions

Gain timely insights into the economic trends and current events shaping today’s education landscape. This webinar will also break down the most important provisions of the OBBBA and explore what they mean for institutions going forward. Attendees will walk away with a clearer understanding of the challenges and opportunities ahead.

Revenue Cycle Management Best Practices

This webinar will provide participants with examples of best practices across the revenue cycle including front desk, coding and documentation, back office, and regulatory considerations. Attendees will learn how to identify organizational gaps within the revenue cycle and where enhancements can be implemented to advance the revenue cycle to peak performance.

State Budget Analysis & Rate Maximization

Join us for a dialogue-focused session examining the latest developments in state budgets and their implications for nonprofits. We’ll explore how these changes may impact revenue, funding strategies, and opportunities for rate maximization, providing actionable insights for nonprofit organizations.

Smart Money Moves for Non-Profits

This webinar will provide participants with an overview of the market and economic environment as it pertains to Non-Profit Organizations attaining their mission, as well as discuss several timely fiduciary and investment risk management topics related to their operating funds, endowments, and retirement plans. Attendees will learn about the tools available to improve the resilience of their organizations and the reliability of their advisors.

Innovating Fraud Prevention: Tools & Strategies for Non-Financial Professionals

This webinar will provide participants with an understanding of emerging fraud trends and practical strategies to mitigate risk. The session will also highlight 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.

Corporate Compliance Matters!

This webinar will provide participants with examples of not having an effective compliance program and the impact on the organization. Attendees will also learn what an effective compliance program looks like.

How Not-for-Profit Organizations Can Take Advantage of Tax Credits & Incentives

This session will explore 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.

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.

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