Webinars

We offer webinars throughout the year covering everything from IT audits to Form 990 preparation, exit planning and more. See below for links to the recordings and presentations so you can see for yourself how our industry experts can help your organization succeed!

Upcoming

December 4, 2019

The Nonprofit Board Member’s Essential Guide to Financial Statement Analysis and the Audit

Join our experts at GRF CPAs and Advisors who will guide you through the intricate matrix of understanding and analyzing the key components of nonprofit financial statements, the role and restrictions of the auditor, and the overall financial statement audit process.

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January 30, 2020

Easy Ways to Engage Your Board in Fundraising

This webinar will demonstrate how best to provide steady doses of fundraising information and inspiration, even for those averse to traditional board training. The focus will lie in repetition of messaging through a variety of channels. Content will offer ways to use mission connection, ambassador training and specific organizational needs to capture members’ varied learning and motivational preferences.

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Previous

November 14, 2019

Nonprofit Succession Planning Made Easy

GRF and nonprofit leadership transition expert Don Tebbe explore how any organization, no matter the size, can begin the process of succession planning. Participants are introduced to the three approaches to executive succession planning and how they can create impact for the organization. The presenters discuss how nonprofits can put in place a board-adopted succession…

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November 13, 2019

Annual Tax Planning

With the year coming to a close and the income tax deadline around the corner, now is the time to focus on the complex task of tax planning. GRF’s annual tax planning webinar and learn how you should position your assets for the best tax advantage. Seasoned tax professionals guide participants through the tax strategies…

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September 17, 2019

Exit Planning – The Key to a Successful Business Owner Transition

If you own a business, you should be thinking now about its role in the next phase of your life. Astute business owners carefully plan their exit to maximize the value of their business while minimizing their risk. Despite the market tilting heavily in favor of the buyer, exit planning helps business owners stay in…

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September 12, 2019

How to Prepare a DCAA-Compliant Cost or Price Proposal

As the federal fiscal year comes to a close in late September, government contractors will be gearing up to submit proposals for new federal work, particularly with the Department of Defense. While many contractors will receive new awards, some will unfortunately make costly mistakes in their price proposals that can easily be avoided. Join GRF…

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August 23, 2019

Internal Audit for Nonprofit Organizations

When is the last time your organization thoroughly evaluated its internal controls? If you are part of the management team or board of directors, internal control is part of your fiduciary responsibility. In addition to facilitating the fulfillment of mission and stated business objectives, internal controls protect organizations from fraud and help them avoid potential…

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July 24, 2019

Using Form 990 to Tell Your Story

Many nonprofit organizations overlook or under-estimate the impact of their Form 990 – it’s not just a tax return. When approached thoughtfully, it can become a valuable tool for telling your story and give your organization a powerful advantage with donors and other funders. See our recent blog post, Your Secret Nonprofit Fundraising Weapon: IRS…

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June 19, 2019

Harnessing the Power of Excel: Tips and Tricks for Financial Professionals

Despite the emergence of a number of new software tools, Microsoft Excel is still considered essential to many organizations for planning, forecasting and budgeting. Financial professionals gravitate to Excel’s simplicity and cost, but few have a good command of the valuable advanced features that can save time and improve reporting. Join Gelman, Rosenberg & Freedman…

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May 14, 2019

Securing Alternative Revenue Streams to Meet Tomorrow’s Mission

With fundraising becoming an increasing challenge for nonprofit organizations, how do their leaders ensure revenue that is not only stable today, but also sufficient to meet the organization’s mission tomorrow? Effective fundraising involves a diverse, yet complimentary mix of income sources, including alternative sources that are often entrepreneurial in nature requiring new skills and new…

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May 13, 2019

GovCon 5-Part Webinar Series

Gelman, Rosenberg & Freedman CPAs and Aldebaron, Inc. (SYMPAQ) hosted a 5-part, complimentary webinar series designed to help government contractors win and maintain government contracts. Experts in federal government requirements and compliance help participants overcome common business challenges and develop a competitive advantage. Part 1 – Developing DCAA-Compliant Indirect Rates Government contracting compliance experts provide…

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April 23, 2019

GovCon Webinar Series: Part 5 – Understanding the Cost Accounting Standards (CAS)

The final webinar in the series will help participants better understand the applicability of CAS including the Cost Accounting Standard Board’s (CASB) 19 standards, CAS thresholds and disclosure statements. Slide Deck Click Here Recording Speakers Paul H. Calabrese | Principal, Outsourced Accounting and Advisory Services Gelman, Rosenberg & Freedman CPAs G. Chris Brown | President…

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