Resources
Educational Podcast: Strategic Management of Net Assets
Listen to Podcast Click here to listen to podcast or use the above media player. In this inspiring session, John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has […]
Podcast: Cybersecurity & Fraud
Listen to Podcast Click here to listen to podcast or use the above media player. In this session, James Jumes, Partner, AAFCPAs Business & IT Advisory, warns of some of today’s most prevalent and damaging IT security risks and cyber threats, and provides advice on how organizations can take steps to protect themselves. James, joined […]
Regulatory Update: Affordable Care Act Compliance Update
Listen to Podcast Click here to listen to podcast or use the above media player. Donna Richer, AAFCPAs Director of Talent Management, provides an update on the Affordable Care Act, and what nonprofits need to know in 2016. She also heeds warning of the landmark lawsuits resulting from this employer mandate, and cautions of how […]
Podcast: Risk Management Panel
Risk Management Panel Listen to Podcast Click here to listen to podcast or use the above media player. A panel of AAFCPAs partners and finance executives from nonprofit clients share first-hand practical advice and provide guidance from their experiences on managing risks They share insight into their organizations’ risk assessment and risk management programs. Watch […]
Podcast: Regulatory Update: The IRS is Taking a Data Driven Approach to Audits
Listen to Podcast Click here to listen to podcast or use the above media player. Jeanie Gorlovsky-Schepp, Manager, provides insight into how the IRS is now taking a data-driven approach to reviewing the Form 990 to scrutinize governance, accountability and oversight of exempt organizations. Jeanie identifies the most common IRS Form 990 issues that may […]
AAFCPAs 2016 Seminar Keynote: Martha Coakley
Listen to Podcast Click here to listen to podcast or use the above media player. Martha Coakley is former Massachusetts Attorney General and current of counsel in Foley Hoag’s Litigation Department. In this insightful keynote, Attorney Coakley provides perspective and insight on the MA nonprofit regulatory landscape, including: coventuring, conflicts of interests, executive compensation, charitable […]
Regulatory Update: Accounting Standards Update
Listen to Podcast Click here to listen to podcast or use the above media player. In this much anticipated annual Regulatory Update, Jeff Cicolini, Partner, provides an overview of significant regulatory changes affecting nonprofits, including: decisions reached by the FASB in relation to the nonprofit financial statements project; new revenue recognition standards; going concern; and […]
Regulatory Update: Uniform Guidance – Required Policies
Listen to Podcast Click here to listen to podcast or use the above media player. Matt Troiano, Partner, provides guidance for nonprofits on 8 “must-have” written policies and procedures required under the new Uniform Guidance. Watch this video clip (1 min 32 sec) for a summary; and then download the full audio of the session […]
Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts
Listen to Podcast Click here to listen to podcast or use the above media player. The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be […]