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Past Events

Feb 22, 2018 2018 Joint TE/GE Council Meeting - Exempt Organizations (EO) Update (Seminar)

Nonprofit Tax Partner, Richard J. Locastro, CPA, JD will serve as a speaker for the Exempt Organizations (EO) Hot Topics Roundtable at the 2018 Joint TE/GE Council Meeting  - Exempt Organizations (EO) Update on Thursday, February 22, 2018 at the University of Baltimore.

Feb 15, 2018 Implications of the New Tax Law on Tax-Exempt Organizations (Webinar)

Join us in February for an in-depth discussion of these impacts to help your nonprofit’s leadership understand the portions of the new law that apply to tax-exempt organizations.

Feb 2, 2018 Leadership Montgomery Corporate Volunteer Awards Luncheon (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is proud to sponsor the Leadership Montgomery Corporate Volunteer Awards Luncheon.

Jan 31, 2018 Nonprofit Section Meeting: Emerging Trends in the Nonprofit Industry: Is Your Organization Prepared? (Seminar)

GRF Nonprofit Audit Partner and Audit Department Director Terri M. McKnight, CPA will present on "Emerging Trends in the Nonprofit Industry: Is Your Organization Prepared?" on January 31, 2018.

Jan 25, 2018 Massachusetts Society of CPAs Nonprofit Conference (Conference)

Nonprofit Tax Partner Richard J. Locastro, CPA, JD will present, "IRS Form 990 - The IRS' Tool in a Data-Driven World at the Massachusetts Society of CPAs' Nonprofit Conference on January 25, 2018 in Framingham, MA.

Jan 25, 2018 Top 10 IT Risks Targeting Your Nonprofit – Is Your Sensitive Data at Risk? (Seminar)

Join Gelman, Rosenberg & Freedman for an overview of the top 10 IT risks plaguing nonprofit organizations in 2018 and how you can prepare for the inevitable. Our experienced CPAs will help you anticipate your nonprofit’s unique needs, monitor evolving technology trends and prioritize cybersecurity risks before or as they occur.

Jan 18, 2018 Tax Reform Myth and Reality: Leveraging Changes in the Tax Law to Achieve Your Best Tax Position (Webinar)

Even if you have been following the news closely regarding tax reform and potential impacts to your personal income and/or business taxes, you likely need clarification on the Tax Cuts and Jobs Act. Join us for an overview of the new tax law and the impacts to both individuals and businesses. Our CPA tax experts will separate fact from fiction to help you focus on the key impacts likely to affect your tax position in 2018 and beyond.

Dec 11, 2017 Changes to recognizing revenue with Implementation of ASU 2014-09: Is your nonprofit prepared? (Webinar)

Are you prepared to implement FASB's ASU 2014-09 , Topic 606, "Revenue from Contracts with Customers"?  The ASU's implementation date is  on the horizon and now is the time to begin your analysis on the impact the standard will have on your financial reporting. Topic 606 will replace previous guidance in GAAP and affect revenue recognition for different revenue streams associated with exchange transactions. For some, the new ASU may impact compliance with debt-related covenants.

Dec 7, 2017 Taxation Management: Expats, TCNs & Organizational Risk (Workshop)

GRF Partner Troy Turner, CPA and Principal Kathleen Curtis Fisken, EA, LPA, ATA will be speaking on a panel at a Humentum workshop entitled "Taxation Management: Expats, TCNs & Organizational Risk" on December 7, 2017.

Dec 6, 2017 FAR Holiday Luncheon (Networking)

Gelman, Rosenberg and Freedman CPAs will attend the 2017 FAR Holiday Luncheon on Wednesday, December 6th.

Dec 2, 2017 American Refugee Committee's Changemakers Ball (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is proud to sponsor the American Refugee Committee's Changemakers Ball.

Nov 27, 2017 thru Nov 28, 2017
2017 GWSCPA Not-for-Profit Symposium (Conference)

Gelman, Rosenberg & Freedman CPAs will sponsor and exhibit at the Greater Washington Society of CPAs' 29th Annual Nonprofit Finance and Accounting Symposium in Washington, DC. This event brings together CPAs and other professionals from industry and the nonprofit sector for several days of networking and professional education.

Nov 14, 2017 2017 Year End Income Tax Update (Webinar)

With 2017 coming to a close and the income tax filing deadline near, now is the time to invest resources in tax planning. With the House of Representatives unveiling their tax reform bill on November 1, the already difficult task of tax planning may become that much more complex. Join Gelman, Rosenberg & Freedman CPAs for a webinar focused on life events, economic conditions and tax strategies you should be thinking about before 2018. Our seasoned tax professionals will provide practical advice on how to position yourself and your assets for the best tax advantage.

Nov 9, 2017 International Center for Journalists 2017 Awards Dinner (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor the International Center for Journalists' 2017 Awards Dinner on Thursday, November 9th.

Nov 9, 2017 Montgomery County Chamber of Commerce's Business Awards Dinner (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the 2017 Montgomery County Chamber of Commerce Business Awards Dinner.

Nov 1, 2017 Best Practices Shaping the Success of Nonprofits in a Time of Uncertainty (Seminar)

Join Gelman, Rosenberg & Freedman CPAs (GRF) and other distinguished nonprofit leaders for our first New York event and participate in a dynamic roundtable discussion focused on best practices for tax-exempt organizations. 

Oct 31, 2017 The GRF EXCEL Award & the Center for Nonprofit Advancement's 38th Annual Celebration (Sponsorship)

Join GRF and the Center for Nonprofit Advancement in honoring nonprofit success, collaboration, and impact throughout the region while networking with multi-sector leaders. Implement best practices from guest speaker, American Express Foundation President, Timothy McClimon, and 2017 EXCEL Award winners! 

Don't miss your chance to be at the center of the celebration– register now. 

Oct 28, 2017 Human Rights Campaign 2017 National Dinner (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the Human Rights Campaign 2017 National Dinner.

Oct 26, 2017 Implementing ASU 2016-14: Leveraging the New Standard to your Advantage (Webinar)

No matter where your nonprofit falls on the implementation spectrum, understanding the necessary changes and additional information required, as well as the options available for presentation is essential. Join Gelman, Rosenberg & Freedman CPAs for an in-depth look at the new standard and how your nonprofit’s management can leverage it to your advantage.

Oct 13, 2017 3rd Annual Women's Leadership Conference & Women to Watch Awards Luncheon (Conference)

Join GRF and the GWSCPA for their 3rd Annual Women's Leadership Conference followed by the Women to Watch Awards Luncheon. We are excited to see the nominations for this year's Women to Watch Awards! Award winners will be announced during the Women to Watch Awards Luncheon.

Oct 12, 2017 2017 Africare Dinner Gala (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the 2017 Africare Dinner Gala.

Oct 12, 2017 2017 Moving Out of Homelessness - New Endeavors by Women (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the New Endeavors by Women's 29th Annual Moving Out of Homelessness Benefit.

Oct 5, 2017 21st Annual American Courage Awards (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is proud to sponsor the 21st Annual American Courage Awards.

Oct 3, 2017 thru Oct 4, 2017
Maryland Nonprofits 25th Annual Conference (Conference)

Gelman, Rosenberg & Freedman CPAs will be participating in the Maryland Nonprofits 25th Annual Conference.

Oct 2, 2017 2017 Colleen Classic to Benefit Rosaria Communities (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the 2017 Colleen Classic to Benefit Rosaria Communities.

Sep 21, 2017 Legal and Accounting Considerations When Starting a Nonprofit Organization at the Foundation Center (Seminar)

Learn the legal and accounting issues that nonprofits are required to address during initial stages of the start-up process.

Sep 19, 2017 Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations (Webinar)

Join GRF for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. Our nonprofit professionals will provide the information you need to help your organization avoid common problems, develop best practices and allow for accurate tracking and reporting of overhead to reflect your organization's efficiency and effectiveness.

Sep 13, 2017 Maximizing Your Audit Experience at the Center for Nonprofit Advancement (Seminar)

Nonprofit organizations that are prepared ahead of time for an audit avoid making the audit an arduous process and, instead, gain insight and tips on achieving their financial goals and meeting donor expectations. This session is offered through the Center of Nonprofit Advancement, and designed to help chief financial officers, controllers and other nonprofit accounting staff prepare for a smooth audit process.

Aug 29, 2017 Audit Not Required? Understand Your Options (Preparations, Compilations, Reviews) and Best Practices for Being Well-Prepared (Webinar)

Join Gelman, Rosenberg & Freedman CPAs for a continuation of our May webinar, The Road to Audit Readiness: Best Practices for Closing the Books at Year-End, with a look at reviews and compilations.  Our accounting professionals will share best practices from their extensive experience helping organizations assess their financial reporting needs, set sound financial policies and procedures, and initiate advance preparation for items needed during the process.

Jul 28, 2017 Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations (Seminar)

Join GRF for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. Our nonprofit professionals will provide the information you need to help your organization avoid common problems, develop best practices and allow for accurate tracking and reporting of overhead to reflect your organization's efficiency and effectiveness.

Jul 25, 2017 Unraveling the Complexity of Expatriate Taxation: How Employers Can Achieve Compliance and Promote Employee Satisfaction (Webinar)

Join Gelman, Rosenberg & Freedman CPAs for an overview of common expatriate tax issues and an overview of the complex expatriate HR areas organizations face.

Jul 19, 2017 thru Jul 21, 2017
GRF to Exhibit at InsideNGO (Conference)

Gelman, Rosenberg & Freedman will return as a sponsor and exhibitor to the InsideNGO Annual Conference in July. Nonprofit Audit Partner James M. Larson will be speaking on a panel entitled "Ask An Auditor" on Thursday, July 20, from 4:10 to 5:10 p.m.

Jun 27, 2017 Exit Planning: Preparing for the End from the Beginning (Webinar)

Join Gelman, Rosenberg & Freedman for an overview of the exit planning process and learn which steps you should be taking now to avoid delays and costly mistakes when it’s time to sell.

Jun 21, 2017 thru Jun 23, 2017
2017 AICPA Not-for-Profit Industry Conference (Conference)

Ricardo Trujillo, a senior audit manager and certified information technology professional, will deliver a presentation called Top 10 IT Risks Facing Not-For-Profit Leaders on Thursday from 10:45 - 12 pm. Nonprofit Tax Partner Richard J. Locastro will be presenting three topics: Behind the Ratings: What Your 990 Says on Wednesday, 9:50 -11:30 am, So I'm Lobbying - Now What? from 8:00 – 8:50 am on Thursday and Payments To Foreign Persons - How To Avoid Traps For The Unwary from 10:45 – 12 pm Thursday.

 

Jun 21, 2017 9th Annual Congressional Women's Softball Game (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor the 9th Annual Congressional Women's Softball Game on Wednesday, June 21st, 2017.

Jun 20, 2017 thru Jun 22, 2017
GRF to Exhibit at InterAction (Conference)

Gelman, Rosenberg & Freedman will exhibit at the 2017 InterAction Forum. The most influential event of its kind, the InterAction Forum brings together leaders from nonprofits, NGOs, governments, philanthropy, corporations, and civil society to advance collaboration, effectiveness, and innovation in our work to end poverty and move us toward a more sustainable and equitable future.

Jun 17, 2017 An Evening with the Cranes (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor the International Crane Foundation's An Evening with the Cranes on Saturday, June 17th.

Jun 15, 2017 thru Jun 15, 2017
Jewish Community Relations Council's 2017 Annual Gala (Sponsorship)

Gelman, Rosenberg and Freedman will sponsor the Jewish Community Relations Council's Annual Gala on Thursday, June 15th, 2017.

Jun 13, 2017 Montgomery County Chamber of Commerce 58th Annual Dinner (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor the Montgomery County Chamber of Commerce's 58th Annual Dinner on June 13th, 2017.

Jun 8, 2017 The 94th Annual GWSCPA Membership Meeting (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor Greater Washington Society of CPAs 94th Annual Membership Meeting on Tuesday, June 8th, 2017.

Jun 6, 2017 GRF Partner Jennifer Arminger to Speak on Emerging Trends in the Nonprofit Industry (Seminar)

Did you miss our recent Baltimore seminar, and wanted to attend in DC? Join us on June 6 for a second chance to hear GRF Partner Jennifer Arminger present on the future of the nonprofit sector, hosted by Bernstein. Bernstein is a financial planning and investment managing company in the Washington, D.C. area and nationwide.

May 24, 2017 The Road to Audit Readiness: Best Practices for Closing the Books at Year-end (Webinar)

Join us and learn how to avoid some of the common pitfalls that often lead to audit adjustments. Our presenters will share best practices and short case studies while walking participants step-by-step through each of the major account categories. You will leave with practical advice to take the pain out of your next annual audit and strengthen your organization’s financial outlook.

May 19, 2017 Emerging Trends in the Nonprofit Industry: Is Your Organization Prepared? (Seminar)

2017 has already proven to be a remarkable, yet uncertain year for the non-profit industry. With the change in Administration and proposed cuts to many Agency budgets, organizations are struggling to maintain current funding levels and identify creative ways to generate new revenue to fill the gap. GRF partners Jennifer Arminger and Robert Albrecht begin a quarterly seminar series for nonprofit audit and accounting professionals.

May 18, 2017 GRF's Ian Shuman to Present at the Center for Nonprofit Advancement (Seminar)

GRF Partner Ian Shuman will present on internal control features in QuickBooks.

May 11, 2017 2017 Take Me to the River (Sponsorship)

Gelman, Rosenberg and Freedman CPAs will sponsor Potomac Conservancy's Take Me to the River event on Thursday, May 11th, 2017.

May 10, 2017 Calvary Women's Services 2017 Hope Awards Dinner (Sponsorship)

GRF will participate as a sponsor of the Calvary Women's Services 2017 Hope Awards Dinner on May 10, 2017.

May 3, 2017 Greater Reston Chamber of Commerce's 5th Annual Northern Virginia B2G Matchmaking Conference and Small Business EXPO (Conference)

Gelman, Rosenberg & Freedman will exhibit at the Greater Reston Chamber of Commerce's 5th annual Northern Virginia B2G Matchmaking Conference.

May 1, 2017 Sasha Bruce Youthwork's Third Annual Benefit to End Youth Homelessness (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is proud to sponsor Sasha Bruce Youthwork and their Third Annual Benefit to End Youth Homelessness.

Apr 29, 2017 Community Ministries of Rockville's 50th Anniversary Gala (Sponsorship)

Gelman, Rosenberg and Freedman will sponsor the Community Ministries of Rockville's 50th Anniversary Gala on Saturday, April 29th, 2017.

Apr 27, 2017 thru Apr 28, 2017
IntraHealth's 6th Annual SwitchPoint Conference (Conference)

Gelman, Rosenberg and Freedman will sponsor IntraHealth International's 6th Annual SwitchPoint Conference on Friday, April 28th and Saturday, April 29th, 2017.

Apr 27, 2017 Understand Employee Benefit Plan Audits and Prepare Your Organization for the Changes Ahead (Webinar)

Join Gelman, Rosenberg & Freedman for an overview of Employee Benefit Plan audits as well as the recent (and proposed) changes affecting retirement plans. Participants will come away with a clear understanding of what triggers the audit, who is considered a “participant”, audit requirements, and the 80/120 rule.

Apr 25, 2017 Edlavitch DCJCC 2017 Spring Gala (Sponsorship)

Gelman, Rosenberg and Freedman will sponsor the Edlavitch DCJCC's 2017 Spring Gala on Tuesday, April 25th, 2017.

Apr 8, 2017 Building Bridges 2017 Stay-at-Home Gala (Networking)

Gelman, Rosenberg and Freedman will sponsor the Building Bridges Stay-at-Home Gala on Saturday, April 8th, 2017.

Mar 29, 2017 Effective IT Controls for Financial Statement Audits: Is Your Organization at Risk? (Webinar)

Join Gelman, Rosenberg & Freedman for an overview of the key IT controls you should have in place before your next financial statement audit. Our presenters will help you better understand how IT controls impact the audit process, how to assess where your organization may be vulnerable, and steps you should take now to safeguard your financial assets. During this interactive presentation, you will also have the opportunity to participate in live polling to understand how your organization compares to industry peers.

Mar 22, 2017 Association of University Centers on Disabilities Annual Gala (Sponsorship)

Gelman, Rosenberg & Freedman CPAs is a sponsor of the 2017 AUCD for All Gala: Celebrating Leadership in Employment.

Mar 21, 2017 Maryland Nonprofits' Tech to Tell Your Story Conference (Conference)

GRF Partners Jennifer Arminger, CPA and Ian Shuman, CPA will be presenting and participating at Maryland Nonprofits' Tech to Tell Your Story Conference.

Mar 18, 2017 Young Playwrights' Theater 2017 Giving Voice Award Gala (Sponsorship)

GRF will participate as a sponsor for the Young Playwrights' Theater's 2017 Giving Voice Award Gala on March 18, 2017.

Mar 15, 2017 thru Mar 16, 2017
Maryland Workforce Association Raising the Bar Conference 2017 (Conference)

GRF Nonprofit Audit Partners Jennifer Arminger, CPA and James M. Larson, CPA will be presenting at the Maryland Workforce Association Raising the Bar Conference 2017.

Mar 13, 2017 thru Mar 14, 2017
National Network for Youth Summit on Youth Homelessness

Gelman, Rosenberg & Freedman CPAs is sponsoring the National Network for Youth's National Summit on Youth Homelessness in March 2017.

Mar 1, 2017 thru Mar 1, 2017
Quality Trust Better Together Reception 2017 (Sponsorship)

Gelman, Rosenberg & Freedman CPAs will be sponsoring Quality Trust's Better Together Reception this March. Quality Trust is an independent, non-profit advocacy organization focused on improving the lives of children and adults with disabilities and their families in the District of Columbia and beyond.

Feb 28, 2017 Form 990: Top 10 Compliance Pitfalls (Webinar)

Nearly all tax-exempt organizations and their leadership are well acquainted with the Form 990, yet many struggle with completing it each year. Join Gelman, Rosenberg & Freedman for a one-hour overview of the areas presenting the biggest challenges for our nonprofit clients and colleagues.

Jan 31, 2017 Keys to A Successful Audit (Webinar)

GRF is pleased to introduce our first monthly webinar series designed to provide our clients and friends of the firm with timely and practical guidance for those charged with the financial success of their nonprofit organization. Register now for our first webinar, "Keys to a Successful Audit"!

Jan 6, 2017 Open Forum: Ask the CPA (Nonprofits) (Seminar)

GRF partners Jennifer Arminger, Robert Albrecht and Richard J. Locastro conclude a six-part seminar series for nonprofit audit and accounting professionals with an open forum: ask the CPA (non-profits).

Dec 10, 2016 AAMDS March for Marrow 5K Run and Walk

Gelman, Rosenberg & Freedman CPAs is sponsoring the Aplastic Anemia and MDS International Foundation's March for Marrow in December, 2016.

Dec 8, 2016 Taxation Management: US Expatriates, International Assignees, & Your Org Risk (Workshop)

This one-day workshop focuses on the employer responsibility for individual tax reporting and organizational taxation risk and compliance issues related to the employment of US expatriates and Third Country Nationals. If you work in human resources, finance, or payroll, you need to master the many intricacies involved when employing individuals in these categories. This highly participatory course, led by taxation and mobility experts Kathleen Curtis Fisken, EA, LPA, ATA and Troy A. Turner, CPA, provides guiding principles, practical information, tools, a resource manual, and "how to" advice on managing U.S. expatriate and host country taxation issues.

Nov 18, 2016 Common Management Letter Findings for Non-profit Organizations & Audit Preparations (Seminar)

GRF audit partners Jennifer Arminger and Robert Albrecht continue with the fifth part in a six-part seminar series for nonprofit audit and account professionals on common management letter findings for non-profit organizations and audit preparation.

Nov 10, 2016 Understanding of the New FASB Accounting Standard for Nonprofit Entities: Presentation of Financial Statements (Second Webinar) (Webinar)

To accommodate interested attendees who cannot attend the firm's October 4 webinar on the topic, Gelman, Rosenberg & Freedman Audit Partners Andreas Alexandrou and Walter Derengowski have scheduled a presentation for Thursday, November 10 to discuss the new accounting standard issued by the Financial Accounting Standards Board: Accounting Standards Update No,. 2016-14, Not for Profit Entities (Topic 958): Presentation of Financial Statements of Not-For-Profit Entities. For more information, read this event description.

Oct 21, 2016 IRS Form 990 Reporting Issues (Seminar)

GRF audit partner Jennifer Arminger and tax partner Richard Locastro continue with part four in a six-part seminar series for nonprofit audit and account professionals on IRS form 990 reporting issues.

Oct 7, 2016 Jackie Cardello, CPA to Speak at 2nd Annual GWSCPA Women in Leadership Conference (Conference)

Managing Partner Jackie Cardello, CPA will be speaking on a panel at the 2nd Annual GWSCPA Women in Leadership Conference. The panel will be entitled "Women in High Finance: 'I'm Every Woman'".

Oct 4, 2016 Understanding of the New FASB Accounting Standard for Nonprofit Entities: Presentation of Financial Statements (Webinar)

Gelman, Rosenberg & Freedman audit partners Terri McKnight and Amy Boland have scheduled a webinar for Tuesday, October 4 to discuss the new accounting standard issued by the Financial Accounting Standards Board: Accounting Standards Update No,. 2016-14, Not for Profit Entities (Topic 958): Presentation  of Financial Statements of Not-For-Profit Entities. For more information, read this event description.

Sep 29, 2016 Maryland Association of Nonprofit Organizations Annual Conference (Conference)

Gelman, Rosenberg & Freedman is scheduled to exhibit the 2016 Maryland Nonprofits Annual Conference in Baltimore, MD.

Sep 23, 2016 Financial Policies and Procedures (Best Practices) (Seminar)

GRF audit partners Jennifer Arminger and Robert Albrecht conduct part three of a six-part seminar series for nonprofit audit and account professionals on financial policies and procedures best practices.

Aug 26, 2016 Allocation of Functional Expenses and Overhead/Indirect Rates (Seminar)

GRF audit partners Jennifer Arminger and Robert Albrecht present part two in a six-part seminar series for nonprofit audit and account professionals on allocation of functional expenses and overhead/indirect costs.

Andreas Alexandrou has delivered outstanding independent audit services to Counterpart over the last two years.

Joan Parker |  President & CEO
Counterpart International