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!

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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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. Download 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.

We love working with Andreas at Water For People!  He is a consummate professional yet encourages, even expects, a high standard of quality work but does so without being intimidating or demanding. 

Crystal Huish, CPA, CGMA |  Controller
Water for People