AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive
Posted on
AAFCPAs is excited to announce the release of our 8-part educational podcast series offering actionable takeaways for organizations to improve efficiency, effectiveness and performance controls. This collection of podcasts is the 2nd series of recordings from AAFCPAs’ Annual Nonprofit Educational Seminar. These podcasts, and accompanying introductory videos, feature full audio of thought-provoking sessions recorded on May 3rd, 2017 in front of a live audience of 300+ nonprofit executives and board members. Several sessions may be equally valuable to AAFCPAs’ commercial company clients.
Podcasts are available for download to your computer or smart phone for flexible and convenient listening on-demand, and on the go. Not sure which one to listen to first? Watch a 1-minute introductory video clip of each topic and enjoy!
Davide is the division leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice and brings extensive expertise in ERISA standards. He delivers valuable audits efficiently through a specialized employee benefit plan audit team within our 350+ employee CPA and consulting firm. He audits and advises plan sponsors on ERISA compliance requirements including those associated with administering 401(k), 403(b), defined benefit, and health and welfare plans. He also provides proactive guidance to retirement plan …
James joined AAFCPAs in 2013 to lead the firm’s Business Process & IT Consulting practice. He leads a team of senior technologist in the delivery of solutions related to business intelligence & productivity, information risk management and cybersecurity, and special IT attestations, compliance, and certifications. His goal is to strengthen the links between people, process, and technology, which increases productivity and drives business growth.
James has more than 30 years of experience working with information technology …
Jeanie has extensive experience providing assurance, tax and consulting solutions for regional, national and international nonprofits, including: arts and cultural organizations, charter schools and Charter Management Organizations (CMOs), and multi-service human & social service providers. Jeanie is a leader in AAFCPAs’ Nonprofit Tax practice, and her advice helps clients navigate complex issues such as unrelated business income tax (UBIT), state filing requirements, related-party transactions and executive compensation disclosures.
She leads training programs for internal team members, …
Jeff is a leader of AAFCPAs’ Community Impact Human Services Practice. He has extensive expertise serving complex, multi-service health & human services providers, including those offering behavioral health, affordable housing & shelter, family & youth services, special education, workforce development, and more. He is deeply familiar with the financial, operational, and regulatory complexities in this sector.
Jeff helps guide clients through compliance with federal, state, and local government funding, with an eye toward enhancing internal financial …
John is the leader of AAFCPAs’ Educational Services practice, serving diverse academic and education services clients spanning independent schools, colleges/universities, special education schools, education services, charter schools and charter management organizations (CMOs).
He fully understand the nuances of the educational services industry and business and operational challenges faced by these institutions, including funding and regulatory issues such as: capital campaign structures, complex endowments, alternative investments, debt financing and tax credit options, and unique governance concerns and …
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
(more…) …
Matt leads AAFCPAs’ Healthcare Division, providing assurance, tax and advisory solutions for sophisticated and complex healthcare organizations including Federally Qualified Health Centers, behavioral health providers, home care agencies and hospices, nursing homes, and senior care living centers. Matt advises healthcare providers on consolidation and coordination of care, including the integration of behavioral health into the primary care delivery system. He also provides consulting solutions for providers transitioning to new value-based reimbursement models, and data driven …
Nicole is a partner in the commercial assurance practice of AAFCPAs. She specializes in advising diverse commercial clients including: early-stage venture-backed companies, family owned and private equity owned companies, and mid-sized, multinational SEC registrants. Nicole provides sound financial management advice to clients in the specialty areas of: financial reporting, mergers, acquisitions & Initial Public Offerings. Nicole is Chair of AAFCPAs’ Revenue Recognition Task Force, and her technical accounting experience includes revenue recognition implementation, as well …
0
We use cookies to ensure we give you the best experience on our website. By continuing your visit, you consent to the use of these cookies. See our:
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
