OVERVIEW Investing nonprofit reserves is unique. Our guest presenters, from Raffa Investment Advisers, will provide answers to the most important questions they hear from nonprofit staff & volunteers. This engaging session will equip you with the knowledge and confidence to make informed investment decisions for your nonprofit organization. MODERATOR Desiree Fortuna, CPA, Director, Marcum LLP...
The stay of the SEC climate disclosure rules has provided extra time for companies to prepare for environmental, social, and governance (ESG) regulations and reporting obligations in the U.S. This is a critical time to form a comprehensive ESG strategy as the effective date draws ever closer to avoid potential penalties and satisfy external stakeholders....
Not-for-profit and public sector boards play a critical part in the success of their organizations. Without a clear sense of their roles and responsibilities, board operations can devolve into internal conflicts, micromanagement, and other issues that can block your organization from achieving its mission. Join us for our webcast, Increase Board Impact: Clarify Roles and Responsibilities....
Event description Companies seek to achieve capital asset and operational maximization to transform their business. This webcast discusses how the utilization of AI, RPA, and automation can help companies achieve operational maximization as well as prepare risk strategies to safeguard against the threats that come with new technology. Date and time Thursday, July 18, 2024...
Stop allowing the client to define your tax practice, and start putting yourself and your employees first. We will break down the tax practice into the needs and obligations of the owner(s), its employee and clients to better align management priorities in a manner to reduce workplace stress and workload while increasing staff retention and...
Event description In this session, we will address partnerships owning corporations and corporations owning partnerships. Part one will delve into the basics of dry partnerships, which are partnerships with no ongoing business activity. During this section, we'll explore issues that can arise with preferred interests, compensatory partnership interests, and how stock can function as successor...
OVERVIEW As the upcoming presidential election looms, nonprofits face a crucial need to understand how political shifts can impact their investment reserves. Our guest presenters from Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help nonprofits navigate 2024’s political uncertainty. The goal is to empower nonprofit executives to help strengthen...
We have seen recent shifts in how leading organizations are transforming their compliance functions to realize new value: adopting a consolidated or enterprise approach to preparing tax returns; and leveraging the tax provision process to jumpstart and accelerate compliance. In this session we will explore these in more detail and how tax leaders can bring...
Explore effective strategies to navigate organizational challenges and achieve stability, even amongst the greatest of healthcare crises. From emergency-driven situations to regulatory issuances and legislative impacts, health care organizations are facing unprecedented challenges. Operational emergencies, such as staffing shortages and quality and safety issues, further compound the complexity of the landscape and leave many organizations...
The most resilient boards actively seek members who bring a diverse mix of skills, perspectives, and experiences to the table. Especially within the not-for-profit and public sectors, it’s critical to ensure your governance group is well positioned to understand stakeholder needs, fulfill their duties, and utilize their expertise to guide the organization. Join us for...
