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Past Events

Mar 18, 2014 Legal and Accounting Considerations When Starting a Nonprofit Organization (Seminar)

Learn the legal and accounting issues that nonprofits are required to address during initial stages of the start-up process. To start a new charitable organization, you’ll need more than just a great idea and a dedicated group of people willing to work hard. There is a great deal of legal and accounting preparation required before you are ready to operate as a nonprofit organization.

Feb 27, 2014 Government Contracting Challenges and Solutions (Conference)

Gelman, Rosenberg & Freedman will attend and exhibit at "Government Contracting Challenges and Solutions", an event intended to provide government contractors with tools and solutions to face some of the biggest challenges in their industry.

Feb 25, 2014 Understanding the Public Support Test and What it Means to Your Public Charity (Seminar)

Nonprofit Tax Principals Steve Kelin and Richard Locastro will repeat their presentation, Understanding the Public Support Test and What It Means to Your Public charity, for the benefit of clients and friends of the firm unable to attend the 2013 GWSCPA Nonprofit Finance and Accounting Symposium.

Feb 6, 2014 Intermediate QuickBooks for Nonprofits (Workshop)

The Center for Nonprofit Advancement will be hosting an intermediate QuickBooks workshop for nonprofit organizations with GRF's Client Services Director Ian Shuman.

Feb 4, 2014 Fundamentals of QuickBooks (Workshop)

The Center for Nonprofit Advancement will be hosting a Fundamentals of QuickBooks workshop with GRF's Client Services Director Ian Shuman.

Jan 22, 2014 Detecting and Combatting Fraud in Nonprofit Organizations (Seminar)

Rick Potocek, Forensic and Dispute Services Principal at Gelman, Rosenberg & Freedman, will present on fraud issues in the nonprofit community for the Non Profit Cooperation Circle on January 21.

Jan 21, 2014 Understanding the Public Support Test and What it Means to Your Public Charity - Gelman, Rosenberg & Freedman (Seminar)

Nonprofit Tax Principals Steve Kelin and Richard Locastro will host Understanding the Public Support Test and What It Means for Your Public Charity for those clients and friends of the firm unable to attend the 2013 GWSCPA Nonprofit Finance and Accounting Symposium. Join us at the offices of Gelman, Rosenberg & Freedman to discover how failing to monitor and understand the complex and often perplexing public support test (Schedule A of Form 990) can lead to loss of public charity status.

Dec 16, 2013 Understanding the Public Support Test and What it Means to Your Public Charity - GWSCPA Nonprofit Symposium (Seminar)

Nonprofit Tax Principals Steve Kelin and Richard Locastro will present at the 2013 GWSCPA Nonprofit Finance and Accounting Symposium. Join us at the symposium to find out how failing to monitor and understand the complex and often perplexing public support test (Schedule A of Form 990) can lead to loss of public charity status.

Dec 4, 2013 Year End Tax Planning Seminar 2013 (Seminar)

Gelman, Rosenberg & Freedman CPAs hosts an annual tax planning seminar for clients and interested individuals to determine how their taxes will be impacted. The event is led by Walter Deyhle, director of the firm’s tax department.

Dec 3, 2013 Taxation Management: US Expatriates, International Assignees & Your Organizational Risk (Workshop)

US expatriate and Third Country National staff present unique challenges to Finance, HR and payroll professionals.

Jul 30, 2013 thru Aug 1, 2013
2013 InsideNGO Annual Conference (Conference)

Gelman, Rosenberg & Freedman CPAs will exhibit at the 2013 InsideNGO Annual Conference at the Walter E. Washington Convention Center in Washington, DC from July 30 to August 1, 2013. The firm has been a long-time supporter, sponsor and presenter at this annual event, which brings together hundreds of individuals from the international non-governmental organization (INGO) industry.

Jun 20, 2013 thru Jun 21, 2013
2013 AICPA Not-for-Profit Industry Conference (Conference)

Gelman, Rosenberg & Freedman CPAs will sponsor, and present and exhibit at the 2013 AICPA Not-for-Profit Industry Conference at the Marriott Wardman Park Hotel in Washington, DC. The conference will run from June 20-21, 2013.

Jun 12, 2013 thru Jun 15, 2013
2013 Maryland State Bar Association Annual Meeting (Conference)

Gelman, Rosenberg & Freedman CPAs will exhibit at the 2013 Maryland State Bar Association annual meeting in Ocean City, MD. The meeting runs from June 12-15, 2013. Stop by our booth to learn more about our tax planning and preparation, valuation, marital dissolution, litigation support and forensic accounting/fraud detection services.

Apr 30, 2013 thru May 1, 2013
2013 ASAE Finance, Human Resources and Business Operations Conference (Conference)

Gelman, Rosenberg & Freedman CPAs will exhibit at the American Society of Association Executives' 2013 Finance, Human Resources and Business Operations Conference, which will be held at the Walter E. Washington Convention Center in Washington, DC. The conference runs from April 30 to May 1, 2013.

Apr 29, 2013 thru May 1, 2013
2013 InterAction Forum (Conference)

Gelman, Rosenberg & Freedman will exhibit at the 2013 InterAction Forum. The firm has been a long-time supporter and exhibitor at this event. The annual Forum serves as a venue for leaders and innovators of NGOs, governments, philanthropy, corporations and civil society to come together and forge common solutions that focus on our work to improve the lives of the world’s poor and marginalized.

Apr 26, 2013 2013 Bar Association of Montgomery County Annual Meeting (Conference)

Gelman, Rosenberg & Freedman will exhibit at the Bar Association of Montgomery County's annual meeting in North Bethesda. Stop by our booth to learn more about our tax planning and preparation, valuation, marital dissolution, litigation support and forensic accounting/fraud detection services.

Apr 16, 2013 Managing Fiduciary Risk in Your Retirement Plan (Workshop)

Gelman, Rosenberg & Freedman CPAs will host Phil Lazzari, senior vice president of UBS Financial Services, and Jennifer Miller, regional sales director of Great-West Retirement Services, in a Tuesday, April 16 discussion to provide nonprofit organizations with strategies for managing the fiduciary risk in their retirement plans.

Mar 14, 2013 Insider Threats: Who's Committing Fraud in Your Organization? (Seminar)

Forensic and Dispute Services Principal Rick Potocek will present on internal threats and risks of fraud in an organizational setting to the Water Information Sharing and Analysis Center (WaterISAC) on Thursday, March 7, 2013.

Feb 25, 2013 Maryland Nonprofits Annual Conference (Conference)

Gelman, Rosenberg & Freedman will serve as a silver sponsor and exhibitor at Maryland Nonprofits' annual conference on Monday, February 22. The firm has been a long-time supporter and sponsor of this event.

Feb 22, 2013 Litigation Support and Expert Witness Services (Seminar)

Forensic and Dispute Services Principal Rick Potocek will present on litigation support and expert witness services to the personal injury section of the Bar Association of Montgomery County on Friday, February 22.

Feb 14, 2013 Fundamentals of QuickBooks (Workshop)

GRF Client Services Director and QuickBooks ProAdvisor Ian Shuman provides a preliminary orientation to QuickBooks. The bulk of the course will cover the basic inputs and outputs; including types of transactions and the multiple ways of entering them, followed by an introduction to reports and how to edit them.  For registration details, please click the link below.

Feb 14, 2013 Intermediate QuickBooks for Nonprofits (Workshop)

Following up on the introductory morning presentation, Mr. Shuman will help attendees gain a better understanding of how QuickBooks can be used for their nonprofit organizations.  All attendees should have basic understanding of Quickbook functions 

Jan 22, 2013 Commercial Litigation Section of the Montgomery County Bar Association (Seminar)

Forensic Accounting and Dispute Services Principal Rick Potocek will be speaking on the use of experts and forensic investigations in litigation to the Montgomery County Bar Association's Commercial Litigation Section.

Jan 9, 2013 Who's Committing Fraud in Your Organization (Workshop)

Gelman, Rosenberg and Freedman Forensic and Dispute Services Prinicpal Rick Potocek will discuss how fraud is committed and what warning signs managers should watch for within their organizations.

Dec 12, 2012 thru Dec 13, 2012
GWSCPA Not-for-Profit Symposium (Conference)

Three Gelman, Rosenberg & Freedman partners and principals will be presenting at GWSCPA's Annual Not-for-Profit symposium, of which the firm is a sponsor. The annual symposium attracts renowned experts in the accounting and finance fields to share their expertise. From GRF, Bob Albrecht, Steve Kelin and Dick Locastro are presenting.

Dec 6, 2012 Working Overseas: Individual Tax Impacts (Workshop)

Client Services Principal Kate Fisken will teach at the 2012 InsideNGO Expatriate Taxation Workshop. She will address common tax questions and concerns for Americans working overseas and   businesses that employee American citizens abroad.

Dec 6, 2012 Financial Leadership: Best Practices (Workshop)

Gelman, Rosenberg & Freedman Audit Partners Jackie Oneto and Amy Boland guide nonprofit executives through the choices that are critical to the sustainability of their organizations by addressing the best practices of financial leadership.

I am so pleased to have Gelman, Rosenberg & Freedman as a resource. I can’t remember ever being so thrilled with an accounting firm during my twenty-five year career. Terri McKnight is solid gold.

Marybeth Long, CPA |  Former Director of Accounting
American Psychiatric Association