AAFCPAs

AAFCPAs' 2019 Nonprofit Seminar - Keynote Speaker Northeast Arc CEO Jo Ann Simons

Personal Financial Health Check - Carmen Grinkis by AAFCPAs

Nonprofit Tax Update - Josh England by AAFCPAs

Eye On Cyber - Jumes, Kontoglis by AAFCPAs

Employee Benefit Health Check - Davide Villani by AAFCPAs

Donor Advised Funds - Jonathan Bloom by AAFCPAs

Continuous Improvement Of The Finance Function - Kelley, Ripianzi, Leet by AAFCPAs

Anticipating The Fraudster - John Buckley by AAFCPAs

Accounting Standards Update - Leases (ASU 2016-02, Topic 842) by AAFCPAs

Accounting Standards Update - Presentation of Financial Statements of Not-for-Profit Entities by AAFCPAs

In this session, AAFCPAs’ Nonprofit Audit Leaders Matt Hutt, Katie Belanger, and Olga Yasinnik will provide key considerations and best practice recommendations related to the implementation of new accounting standards, including: Presentation of Financial Statements of Not-for-Profit Entities (ASU 2016-14, Topic 958); Leases (ASU 2016-02, Topic 842); Revenue from Contracts with Customers (ASU 2014-09, Topic 606), and Clarifying the Scope and the Accounting Guidance for Contributions Received and Contribution Made (ASU 2018-08, Topic 958); Financial Instruments — Credit Losses (ASU 2016-13, Topic 326); and other updates on the horizon.

There’s nothing like being in a room full of like-minded peers to inspire creativity! In this closing panel session, we will take advantage of this unique opportunity to leverage the collective expertise and experiences of peers to curate new ideas to help nonprofit clients improve their approach to sustainability. AAFCPAs Co-Managing Partner Carla McCall, CPA, CGMA will moderate this interactive panel of nonprofit executives, who will share their real-life stories of adaptability in pursuit of long-term financial and programmatic sustainability. From mergers and collaborations, to creative revenue streams and unique cost-cutting methodologies, these determined nonprofits are making strategic decisions to survive and thrive. These pivotal decisions have enhanced the services they are able to provide their constituencies, solved leadership succession challenges, and perpetuated their ability to fulfill their missions. This session will inspire and challenge attendees to think about their abilities to sustain financial health and mission impact over time. Panelists: David Shapiro, President/CEO, MENTOR; Tim Barrett, CFO, Pine Street Inn; Jennifer Van Campen, Executive Director, Metro West Collaborative Development, Inc.; Troy Siebels, Executive Director, The Hanover Theatre.

Marylou Sudders leads the largest executive agency in state government, overseeing a $22 billion state budget, twelve agencies and 22,000 public servants. EOHHS services directly touch the lives of slightly more than 1 in 4 residents of the Commonwealth. Sudders’ responsibilities include the state’s MassHealth (Medicaid) program that provides health coverage to 1.9 million low income or disabled residents, chairing the board of the state’s health care marketplace (The Connector), the Autism Commission and, the Center for Health Information and Analysis (CHIA) Oversight Council; and, co-chairs the Governor’s Interagency Council on Homelessness and the state’s first Governor’s Council to Address Aging in Massachusetts. Sudders is leading the Commonwealth’s efforts to address the opioid epidemic and efforts to reform and strengthen the Department of Children and Families. Professionally trained as a social worker, Sudders has been a public official, private non-profit executive, advocate and college professor. She served as the Massachusetts Commissioner of Mental Health from 1996 to 2003. Prior to her appointment as Secretary, Sudders was an associate professor and chaired the health/mental health program at Boston College’s Graduate School of Social Work. She also served as an expert with the Department of Justice as a behavioral health expert.

AAFCPAs Cyber Security Pros Vassilis Kontoglis and Peter Sebilian take a look back at Cyber incidents in 2017, including: Equifax, WannaCry, Campaign Hacks, etc. Vassilis and Peter discuss what went wrong, and how nonprofits may mitigate these risks. Additionally, we share insights on cybersecurity trends, what to expect in 2018 and beyond, and recommendations for specific actions that will reduce the most risk.

In this podcast, AAFCPAs' Matthew Boyle, Partner reveals the key findings from the 2017 survey, and shares insights about what the future looks like.

AAFCPAs Nonprofit Assurance Practice leader Matt Hutt, CPA, CGMA, Partner and Amanda Pelcher, CPA, Manager provide attendees with specific implementation guidance for new major standards.

AAFCPAs Partner Janice O’Reilly CPA, CGMA, a former CFO, provides best practices recommendations for right-sizing your finance function to efficiently address evolving organizational needs.

The Tax Cuts and Jobs Act, known officially as H.R. 1, (The Act) represents a dramatic overhaul of the U.S. tax code, and includes widespread changes to the tax rules affecting charitable nonprofits.

AAFCPAs Wealth Management’s Kelli Grew, CFP®, Wealth Advisor and AAFCPAs' Davide Villani, CPA, CGMA, Managing Director provide insight into how to identify plan expenses, comply with fiduciary responsibilities, and minimize risks.

Leading your organization through a more comprehensive financial planning process

Fiduciary responsibilities for plan sponsors by AAFCPAs

Dashboarding & KPIs for Nonprofits by AAFCPAs

Revenue Recognition Update by AAFCPAs

AAFCPAs 2017 ASU by AAFCPAs

PFP for Executives by AAFCPAs

Tax Laws Affect Charitable Contributions by AAFCPAs

AAFCPAs 2017 IT Security Update by AAFCPAs

Martha Coakley is former Massachusetts Attorney General and current of counsel in Foley Hoag's Litigation Department. In this insightful keynote, Attorney Coakley provides perspective and insight on the MA nonprofit regulatory landscape, including: coventuring, conflicts of interests, executive compensation, charitable solicitations online, and diversion of assets. She also offers her predictions for the future of the Commonwealth’s nonprofit sector. She answers specific case questions from audience members regarding issues that may be perceived as “thin ice” in the eyes of the Attorney General and in a court of public opinion.

Carla McCall, CPA Moderates - A panel of AAFCPAs partners and operations & finance executives from nonprofit clients provides practical advice and guidance from their first-hand experiences on managing risks, and shares exclusive insight into their organizations’ risk assessment and risk management programs. This is an educational podcast session recorded live from AAFCPAs Annual Nonprofit Educational Seminar on May 6th, 2016. Listen to the full audio at www.aafcpa.com/podcasts

Matt Troiano, Partner, provides guidance for nonprofits on 8 “must-have” written policies and procedures required under the new Uniform Guidance.

Donna Angelico, AAFCPAs Director of Talent Management, provides an update on the Affordable Care Act, and what nonprofits need to know in 2016.

The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be a fiduciary.

John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance.

In this session, James Jumes, Partner, AAFCPAs Business & IT Advisory, warns of some of today’s most prevalent and damaging IT security risks and cyber threats, and provides advice on how organizations can take steps to protect themselves.

Jeanie Gorlovsky-Schepp, Manager, provides insight into how the IRS is now taking a data-driven approach to reviewing the Form 990 to scrutinize governance, accountability and oversight of exempt organizations.