| Date |
Event |
Type |
| 05.22.2013 |
Optimizing Your Organization’s Cash Flow |
Presentation |
| 05.21.2013 |
Measuring Membership: Focus Group & Luncheon |
Speaking Engagement |
| 04.30.2013 |
ASAE 2013 Finance, HR & Business Operations Conference |
Conference |
| 02.26.2013 |
2012 Form 990: What’s New, What’s Important |
Seminar |
| 01.11.2013 |
Nonprofit Organization Update: 2012 in Review and Hot Topics for 2013 |
Seminar |
| 12.12.2012 |
Seeking Perfection in an Imperfect World: A133 Compliance Problems and Solutions |
Speaking Engagement |
| 12.11.2012 |
Strategies for Improving Internal Communications |
Seminar |
| 10.16.2012 |
Retirement Plan Investment Fee Disclosures and Employer Responsibilities |
Seminar |
| 09.25.2012 |
An Update on the FASB’s Lease |
Presentation |
| 08.29.2012 |
Form 990 vs. Audited Financials: Explaining Differences to the Board of Directors |
Seminar |
| 07.17.2012 |
Targeting Reserves - Bull’s Eye vs Shot in the Dark |
Presentation |
| 06.21.2012 |
Politics and Lobbying, A Deep Look at Schedule C |
Conference |
| 06.21.2012 |
It's UBI! Now What Do I Do? |
Presentation |
| 05.09.2012 |
Avoiding Pitfalls with FLSA Compliance and Employee Timekeeping |
Seminar |
| 03.09.2012 |
Understanding Your Component's Financial Responsibilities |
Presentation |
| 01.13.2012 |
A Look Back and Forward in the World of Nonprofit Accounting |
Presentation |
| 01.13.2012 |
2012 Exempt Organization Tax Update |
Presentation |
| 01.13.2012 |
Common Audit Issues for Nonprofit CFOs and How to Avoid |
Presentation |
| 01.13.2012 |
What's New in Nonprofit Reporting, Dashboards, and Budgeting |
Presentation |
| 01.13.2012 |
Managing Risk in Nonprofit Organizations |
Presentation |
| 01.13.2012 |
What the Nonprofit Watchdogs are Watching |
Presentation |
| 09.08.2011 |
Your Audit Committee and the New SOC Standards |
Presentation |
| 09.01.2011 |
Hot Topics for 501(c)(3) Organizations Explored LIVE Webcast |
Speaking Engagement |
| 08.24.2011 |
Corporate Governance and the Form 990: An Introduction/Overview for 501(c)(3) Organizations |
Presentation |
| 06.15.2011 |
Enhancing Financial Reporting with Performance Metrics |
Presentation |
| 06.08.2011 |
Implementing and Reporting on Holistic ERM and COSO Internal Control Framework |
Presentation |
| 06.08.2011 |
Relationship Between COSR, ERM and Auditing Standards |
Presentation |
| 06.08.2011 |
Advanced Exemption Issues: 501(c)(4), (5), (6) |
Presentation |
| 06.08.2011 |
When Worlds Collide: Easing the 990 Preparation Process for CFOs and Auditors |
Presentation |
| 06.08.2011 |
That's Not UBIT! . . . Is It? |
Presentation |
| 05.17.2011 |
Tools & Techniques for Automating Accounting Processes |
Presentation |
| 05.12.2011 |
Governance Issues Related to the Form 990 |
Presentation |
| 02.02.2011 |
Overview - FASB Exposure Draft Leases Update (Topic 840) |
Presentation |
| 01.19.2011 |
New Trends in Informational Reporting |
Presentation |
| 12.13.2010 |
Lobbying Rules for Not for Profits |
Presentation |
| 11.11.2010 |
Overview - FASB Exposure Draft Leases (Topic 840) |
Presentation |
| 11.10.2010 |
Protect Your Association from Cyber Attacks & Financial Fraud |
Presentation |
| 09.15.2010 |
The New 1099 Requirement and Why It Will Impact Your Association |
Presentation |
| 03.23.2010 |
403b Plan Update - Is your Plan in Compliance |
Presentation |
| 01.28.2010 |
Choosing Microsoft Dynamics GP |
Presentation |
| 12.14.2009 |
Supporting Organizations: Changes and Challenges |
Presentation |
| 12.09.2009 |
Preparing for the New Form 990 |
Presentation |
| 10.09.2009 |
Budgeting in Tough Times |
Presentation |
| 05.20.2009 |
Spring 2009 Nonprofit Tax Update |
Presentation |
| 05.14.2009 |
How to Stay out of Trouble with Local and State Tax Authorities! |
Presentation |
| 05.07.2009 |
Due Diligence Considerations for Nonprofits - Financial and Accounting Considerations |
Presentation |
| 04.29.2009 |
FASB Staff Position (FSP) FAS 117-1 |
Presentation |
| 03.26.2009 |
Form 990: Preparing for the New Reporting Requirements |
Presentation |
| 02.06.2009 |
Understanding Your Components Financial Responsibilities |
Presentation |
| 12.10.2008 |
Decoding the New Form 990 |
Presentation |
| 12.05.2008 |
The New Form 990: Lobbying, International Activities, and More |
Presentation |
| 11.18.2008 |
COSO Framework in the Nonprofit Environment |
Presentation |
| 06.25.2008 |
An Update on Tax Issues |
Presentation |
| 03.03.2008 |
Form 990 Redesign for 2008 |
Presentation |
| 06.20.2007 |
Tax Research Online: Beyond irs.gov |
Presentation |
| 06.20.2007 |
Introduction and Update of Non-501(c)(3) Organizations |
Presentation |
| 11.16.2006 |
Internal Control for Nonprofit Organizations and Nonpublic Companies |
Presentation |
| 06.15.2006 |
Tax Issues for 501(c)(6) Business Leagues |
Presentation |
