See More: Webinars

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

May 31, 2018 – Implementing ASU 2016-14: Presentation of Financial Statements of Not-for-Profit Entities

Join Gelman, Rosenberg & Freedman CPAs for an in-depth look at the new standard and learn how your nonprofit’s management can leverage it to your advantage. Click here for more information and registration.

June 7, 2018 – Unraveling the Complexity of Expatriate Taxation: How Employers Can Achieve Compliance and Promote Employee Satisfaction

Join Humentum and Gelman, Rosenberg & Freedman CPAs for an overview of common expatriate tax issues and an overview of the complex expatriate HR areas organizations face. Click here for more information and registration.

July 10, 2018 – Tax Reform

More details to come.

Previous

April 19, 2018 – Prepare for the Changes Ahead with Employee Benefit Plan Audits and Avoid Common Mistakes
GRF’s experts in employee benefit and pension plan audits will provide participants with an overview of recent and proposed changes, as well as best practices to avoid common issues and errors. Click here for the slide deck. Listen to the recording here.

March 26, 2018 – Beating the Monthly Close Woes – Best Practices for Achieving Accurate and Timely Financial Statements
Join Gelman, Rosenberg & Freedman for a complimentary webinar on best practices for your monthly close process, preparing financial statements and planning for the annual audit throughout the year. Click here for the slide deck. Listen to the recording.

February 15, 2018 – Implications of the New Tax Law on Tax-Exempt Organizations
GRF presenters, Richard Locastro and Steve Kelin provided practical guidance to help nonprofits understand how the new tax law is likely to impact their organizations. Download the presentation slides. Listen to the recording.

January 25, 2018 – Top 10 IT Risks Targeting Your Nonprofit: Is Your Sensitive Data at Risk?
The webinar recording will be posted following the presentation. To download the presentation slides, click here. The policies and procedures template discussed in the webinar is available for download here.

January 18, 2018 – Tax Reform Myth and Reality: Leveraging Changes in the Tax Law to Achieve Your Best Tax Position
Click here for the webinar recording, or download the presentation slides here.

December 11, 2017 – Changes to Recognizing Revenue with Implementation of ASU 2014-09: Is Your Nonprofit Prepared?
Join Gelman, Rosenberg & Freedman CPAs for an overview of the new accounting standard as it relates to nonprofit organizations. View the recording here, or click here to view the slides.

November 14, 2017 – 2017 Year End Income Tax Update
Join Gelman, Rosenberg & Freedman CPAs for a webinar focused on life events, economic conditions and tax strategies you should be thinking about before 2018. View the recording here, or click here to view the slides.

October 26, 2017 – Implementing ASU 2016-14: Leveraging the New Standard to Your Advantage
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. View the recording here, or click here to view the slides.

September 19, 2017 – Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations
Join Gelman, Rosenberg & Freedman CPAs for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. View the recording here, or click here to view the slides.

August 29, 2017 – Audit Not Required? Understand Your Options (Preparations, Compilations, Reviews) and Best Practices for Being Well-Prepared
Join Gelman, Rosenberg & Freedman CPAs for an overview of the difference between an audit and its alternatives. View the recording here, or click here to view the slides.

July 28, 2017 – Handling Functional Expenses and Developing Indirect Rates: Best Practices for Effective Nonprofit Financial Operations
Join Gelman, Rosenberg & Freedman CPAs for an overview of allocating direct and indirect expenses and implementation of appropriate indirect rates. View the recording here, or click here to view the slides.

July 25, 2017 – Unraveling the Complexity of Expatriate Taxation: How Employers Can Achieve Compliance and Promote Employee Satisfaction
Join Gelman, Rosenberg & Freedman CPAs for an overview of common expatriate tax issues and an overview of the complex expatriate HR areas organizations face. View the recording here, or click here to view the slides.

June 27, 2017 – Exit Planning: Preparing for the End from the Beginning
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. View the recording here, or click here to view the slides.

May 24, 2017 – The Road to Audit Readiness: Best Practices for Closing the Books at Year-end
Join us and learn how to avoid some of the common pitfalls that often lead to audit adjustments. View the recording here, or click here to view the slides.

May 19, 2017 – Emerging Trends in the Nonprofit Industry: Is Your Organization Prepared?
Join us for an interactive discussion about emerging trends in the nonprofit industry and how your organization should respond to stay ahead of the curve. You’ll come away with practical knowledge and tools to help your organization tackle some of its biggest challenges. View the recording here, or click here to view the slides.

April 27, 2017 – Understand Employee Benefit Plan Audits and Prepare Your Organization for the Changes Ahead
This webinar provides 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. View the recording here, or click here to view the slides.

March 29, 2017 – Effective IT Controls for Financial Statement Audits: Is Your Organization at Risk?
This webinar provides 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. View the recording here, or click here to view the slides.

February 28, 2017 – Form 990: Top 10 Compliance Pitfalls
Our nonprofit tax experts addressed questions that arise frequently during Form 990 preparation and provide guidance for avoiding common pitfalls. Check out this webinar to get ahead of your next Form 990 submission and receive an update on any changes in the 2016 instructions. View the recording here, or click here to view the slides.

January 31, 2017 – Keys to a Successful Audit
Our experts presented on a range of topics related to compliance, common nonprofit audit and tax issues, employee benefit plans, business and financial systems, and others on the minds of our nonprofit clients. View the recording here, or click here to view the slides.

January 6, 2017 – Open Forum: Ask the CPA (Nonprofits)
GRF partners Jennifer Arminger, Robert Albrecht and Richard J. Locastro offer an opportunity for organizations to bring their questions to an open ended discussion on non-profit accounting, auditing, tax and best practices. View the recording here, or click here to view the slides.

I found Jackie to be an auditor who was willing to provide me with great guidance year round to support our mission

Gigi Godwin |  President & CEO
The Montgomery County Chamber of Commerce