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 Complexities of Financial Grant Management
This session equipped participants with tools for managing grants, addressing challenges, ensuring compliance, and creating accurate financial reports. They also explored tech strategies to streamline processes and plan for long-term sustainability in projects.
REPLAY: Uniform Guidance & Single Audit Update
This session covered key updates to the 2024 Uniform Guidance regulations, highlighting changes and their impact. It provided practical strategies for organizations to adapt and ensure compliance with the new requirements.
REPLAY: Healthcare Update
This session covered an update on the Employee Retention Credit (ERC), IRS audit activities, and guidance for healthcare organizations awaiting ERC payments. It also explored Medicaid and Medicare reimbursement complexities in senior services, offering actionable insights.
REPLAY: Deciphering Your Dashboard
This session highlighted key revenue cycle KPIs and industry best practices, emphasizing how a well-structured dashboard can drive efficiency and improve results, rather than just monitoring trends without using data to enhance performance.
REPLAY: Legislative & Tax Update
This presentation covered the evolving tax landscape for tax-exempt organizations, including tax policy, Congressional updates, Supreme Court decisions, stalled legislation, expiring TCJA provisions, and key issues for tax-exempt entities to watch in the coming year.
REPLAY: Tax-Exempt Accounting Update
This session covered the latest industry, regulatory, and economic developments impacting not-for-profit organizations, focusing on evolving tax legislation, regulation, and guidance for tax-exempt entities.
REPLAY: Market Update: OEO & EBP
This session covered economic forces shaping inflation, interest rates, and markets, plus volatility’s impact on asset allocation. Attendees learned about SECURE 1.0 & 2.0 provisions and how pooled employer plans streamline 401(k) and 403(b) management.
REPLAY: Emerging Fraud Trends: Protecting You, Protecting Them
In this session, Karen Webber Skuse, Bonadio’s Fraud & Forensics Partner, discussed fraud trends, perpetrators, and risk mitigation. She shared insights on financial exploitation of older adults and groundbreaking tech for detection and intervention.
REPLAY: Compliance Program Regulations
This presentation covered NYCRR Title 18 Part 521 Compliance Program Regulations for providers and Medicaid Managed Care Organizations with over $1M in annual Medicaid revenue, focusing on program effectiveness, compliance committees, and survey findings.
REPLAY: Strengthen Your Cybersecurity Strategy
This session highlighted the importance of appointing a CISO and explored penetration testing as a key risk management tool, offering expert insights to protect your business and stay ahead of evolving cyber threats.
REPLAY: Medicaid 1115 Waiver
This second session dove into the hydraulics of how tax-exempt organizations can participate and thrive within this waiver.
REPLAY: NYS & Federally Funded Human Services Update
This session covered regulatory changes affecting providers, including CFR reporting updates, the NYS budget, and potential changes to service reimbursement and reporting. Presenters also shared reminders about ASUs from recent audits.
REPLAY: Board Governance: What Your Board Need’s to Know
This session for management teams and boards covered best practices in governance, including reviewing Form 990 for common errors, strengthening internal controls, interpreting audit findings, and analyzing key financial metrics.
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.