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

January 19, 2021

Managing Change: Streamlining Your Finances and Operations for Sustainability

After surviving a sudden shift to dramatically altered working conditions during the pandemic, many nonprofits are now asking what more they can do to streamline finances and operations. This moment presents an opportunity to take steps that can help minimize risks, focus scarce resources on your mission, and build your nonprofit’s sustainability for the long-term.

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January 21, 2021

Leveraging Digital Transformation to Power Your Nonprofit’s Accounting

Nonprofit leaders have always faced a unique set of challenges: how to do the most with less, how to serve constituents, and how to comply with an ever growing, ever changing, endless array of varied reporting requirements. Digital transformation is upon us, and with it comes even greater need for the nonprofit leader to understand and make critical decisions with data in as close to real-time as possible.

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February 4, 2021

Budgeting and Planning Solutions that Replace Excel

Spreadsheet-based budgeting and planning is never “board-worthy”, and it doesn’t provide finance teams enough time to do what-if analysis and forecasting. Using a budgeting and planning solution that integrates with your accounting system can save hours to days’ worth of work and eliminate common pitfalls of spreadsheet-based processes. With the right budgeting software, everyone works on the latest version and knows who updated the budget and when. You can create and save multiple scenarios within a single budget, so you have a better handle on your process.

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February 10, 2021

Dimension-Driven Insights: A Modern Chart of Accounts Revolutionizes Your Reporting

Any accountant knows that the Chart of Accounts is the heart and soul of an accounting system. If your chart of accounts is messy, financial reporting and inquiries throughout your system become a struggle. There are a number of accounting software tools that help to exacerbate this problem. Does grandchild accounts of child accounts rolling up to a parent just to be able to get data presented “by department” sound familiar? How about a segmented chart of accounts where you have to remember that 5000-100-200-4 means Office Supplies for your NY office, but 5000-101-200-3 means Office Supplies for your DC office? This is NOT a modern chart of accounts, and we are ready to show you how to leave these struggles behind.

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February 17, 2021

Customizing Your System Should Not Need Code

As an accounting system user, you know that every field and business rule you need in a financial system is most likely not going to be there “out of the box.” Depending on the system you use, some of what you want or need might NEVER be there because what you see is what you get. For other systems, you can get what you want, but be prepared to pay hefty tech consulting fees for coding-driven customization. This isn’t what anyone wants to hear, and this isn’t how things have to be!

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February 22, 2021

Sage Intacct Q1 2021 Release Overview

Another Sage Intacct quarterly release is here! Sage Intacct, a best in class cloud financial management platform, is the first and only cloud financial management solution endorsed by the AICPA. One of its many outstanding qualities is the frequency of new feature releases; Sage Intacct seamlessly releases four quarterly releases per year. Each release is rich with enhancements and new features bringing you the latest and greatest in financial management automation and excellence.

 

 

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February 25, 2021

2021 Financial & Compliance Tools for Your 8(a) or Small Government Contractor Business

Start the New Year with all the tools your business needs to maintain contract compliance and excel financially. Join GRF’s Government Contracting Team for an overview of the compiled or reviewed financial statements required for 8(a) contractors at certain revenue thresholds.

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March 3, 2021

How to Get Best in Class Financial Reporting for Nonprofits

Few industries have more varied reporting requirements or as stringent a need for transparency as the nonprofit space. Nonprofits routinely deal with an exponentially growing demand for reporting transparency, granularity, and flexibility. You’re still working with the aftermath of the biggest accounting standard changes in 20+ years. Nonprofits have an array of sub-industries; you might be a membership association, a museum, a social service organization, and so on. All this points to the need for powerful financial reporting, and unless your financial accounting and reporting system truly understands nonprofits, you’ll be left turning to Excel and lots of man hours.

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March 4, 2021

3-Part Virtual Workshop Series: Navigating the World of Uncertainties Impacting Nonprofit Organizations

Join GRF CPAs & Advisors and the NC State Poole College of Management Enterprise Risk Management Initiative for this 3-part on-line workshop series on Navigating the World of Uncertainties Impacting Non-Profit Organizations.

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March 10, 2021

Leveraging Digital Transformation in Professional Services/Project-Based Companies’ Accounting

The art of professional services has evolved wildly over the years and brought with it increasing expectations from stakeholders on all sides. We live in an era where the expectation is that information is available at the click of a button, and that information better be as close to real-time as logistically possible. Professional service companies and project-based businesses are tasked with the challenge of making sure their time entries get in, charging the time to the correct projects, allocating costs, paying vendors and contractors, and making sure every cent possible is billed back to customers to keep profit margins strong. Thankfully, the digital transformation of accounting and its related technologies means that all this work doesn’t have to bury your team.

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March 16, 2021

Project-Based and Professional Services Reporting Without Living in Excel

Professional service and project-based organizations have no shortage of things they need to report on. Are all of your team members appropriately utilized (aka being used in their professional competencies)? What percentage of their time is billable? How much revenue have you earned on your fixed fee project and how much should remain as deferred revenue? Have you actually billed back all the costs and expenses you are allowed to bill back to your customer? That’s just a sampling of questions. Take a trip down imagination lane and we could come up with dozens more. The unfortunate part is that the answer to most of these questions today might be “I have an Excel sheet for that – let me get back to you.” It’s time to make that easier.

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March 24, 2021

Audit-Ready Financials for the Nonprofit Finance Leader

In this era of the 24-hour news cycle and instant social media amplification of any scandal, nonprofit organizations have to be more cautious than ever about their stewardship. Funders have seen and heard too many stories of fraud, malfeasance, and poor financial leadership within the nonprofit industry.

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March 31, 2021

Salesforce and Sage Intacct – A Native Integration for Nonprofits

Sage Intacct Advanced CRM Integration for Nonprofits allows you to gain strategic insight with combined CRM and financial data. You choose the right level of visibility for analysis and decision-making with flexible summary or detail options based on the revenue stream. The finance team has the flexibility to choose which revenue-related information to share with Salesforce users—and as long as they have a Salesforce license, they have access to that data. In addition, communication across teams is easy with integrated Salesforce Chatter and Sage Intacct Collaborate.

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December 9, 2020

Fraud and Cybersecurity in the COVID-19 Pandemic

The COVID-19 pandemic has created a plethora of new opportunities for hackers to steal personal information and business data. More workers than ever are adapting to remote work while organizations scramble to mitigate threats to data and privacy. What are the best methods to prevent fraud during this unprecedented change to our working environment? This…

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November 19, 2020

Internal Audit & ERM Priorities for 2021

What Risks Should Nonprofits be focused on for 2021? Join GRF’s and AHT Risk & Advisory experts for an interactive discussion exploring how internal audit programs are meeting governance expectations, highlighting areas where many organizations are falling short, and identifying possible solutions to close these gaps. This webinar is intended for C-suite, Internal Audit, Compliance &…

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November 17, 2020

Annual Tax Planning Webinar

With the year coming to a close, now is the time to focus on the complex task of tax planning – particularly in light of the economic challenges associated with COVID-19. Listen to the annual tax planning webinar to learn how you should position your assets for the best tax advantage. Seasoned tax professionals will…

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October 22, 2020

Enhancing Third Party Risk Management in Cybersecurity & Privacy Programs

Risks in today’s fast-paced environment are continuing to evolve with respect to third-parties. With so many employees working remotely, we increasingly depend on third-party technologies, external data sources and outside service providers. This makes identifying and managing your organization’s cybersecurity and privacy risks more critical than ever before. Join GRF’s Risk & Advisory experts for…

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October 15, 2020

Exploring the OMB Update – Revised Uniform Guidance 2 CFR 200

This interactive discussion is on the updates to Uniform Guidance (2 CFR 200) which is revised effective November 12, 2020. The Uniform Guidance provides the rules for grants and cooperative agreements funded by the U.S. Government. The revision reflects a foundational shift to focus on enhanced results-oriented accountability for grants and cooperative agreements. As a…

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September 16, 2020

Ways COVID-19 is Reshaping Cybersecurity, Privacy and Fraud Risk

In the digital age, cybersecurity and privacy concerns have become major issues for businesses and nonprofits looking to protect their information from outside parties. As time spent working from home as a result of the COVID-19 pandemic continues for many workers, these concerns have only intensified. Join risk and cybersecurity experts from GRF for an…

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September 9, 2020

Leveraging your Strengths to Lead in Times of Crisis

Join GRF’s Women on the Move for a virtual panel discussion exploring the qualities that allow women to excel at leadership in times of crisis. Our speakers share personal stories about their own leadership styles, how they manage communication challenges and stress, and advice for those looking for their chance to exercise their own leadership potential….

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August 19, 2020

Lessons Learned with Revenue Recognition and Functional Expenses

This webinar provides lessons learned from recognized nonprofit audit experts on revenue recognition implementation with regard to Topic 606 and Topic 605. The discussion includes policies, grant and contract review, and documentation, as well as disclosures surrounding the new revenue standards. Our presenters take participants through the Statement of Functional Expenses and discuss the changes…

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August 12, 2020

Keep Calm and Assess Your Risk with Enterprise Risk Management (ERM)

Enterprise Risk Management (ERM) is more important than ever – is your organization onboard? Nationally-recognized nonprofit risk experts present the many lessons learned by nonprofits and associations during the COVID-19 pandemic. Learn how ERM helped organizations navigate and survive during the unprecedented crisis. Learning Objectives: Understand today’s top threats to nonprofits Apply best practices used…

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August 6, 2020

Strategies for PPP Loan Forgiveness

Since the signing of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) into law in March, a number of interim rules have been issued by the Small Business Administration (SBA) significantly changing provisions of the Paycheck Protection Program (PPP) and providing needed clarification. Even with additional guidance from SBA and more time to use…

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GRF CPAs & Advisors Makes List of Best Firms for Young Accountants