We've put together another season of thoughtful CPE qualifying, educational and informational webinars designed to keep our nonprofit industry clients, colleagues and friends informed on the latest technical accounting topics. We hope you can join us for one or all our spring webinars while keeping an eye out for details on our summer series.


Session 1
Reshaping the Gift Box – An Introduction to Noncash Philanthropy and Charitable Giving
Thursday, March 26 | 11am-12pm CST

In this session we will introduce noncash charitable gift alternatives and planned charitable giving tools. We will also discuss the charity’s role with respect to IRS Form 8283 for noncash gifts.

Melissa White, CPA | Senior Manager


Session 2
Nonprofit HR Trends
Wednesday, April 29 | 11am-12pm CT

Staying up to date with the myriad of employment-related regulations, tactics and best practices can cause a finance professional to focus their attention outside of their area of expertise. Join us for a session to learn about the current HR trends that should be on your radar.

Lauri Dahlberg, PHR, SHRM-CP | HR Consulting Manager


Session 3
Going International: Things for Nonprofits to Consider
Wednesday, May 27 | 11am-12pm CT

This webinar will discuss items for nonprofit organizations to consider when pondering international expansion and/or investments, including compliance reporting for foreign investment and expansion.

Shannon Lemmon | Partner-in-Charge of International Tax

Miss any of our webinars? Recordings are available below

February 2020

Leveraging Technology in Your Planning and Reporting Processes

This presentation introduces the financial planning and analysis team to Adaptive Insights and demonstrates how using a cloud-based tool can greatly reduce the pain of budgeting and reporting. It is intended to show the attendees what is possible and help them move from Excel-based processes to an environment where everybody plans.

Don Koszegi, Adaptive Insights Certified | Manager

January 2020

The Importance of an Employee Handbook
Wednesday, January 22 | 11am-12pm CST

An employee handbook can act as the company’s first line of defense against lawsuits or liability claims. It can protect both employers and employees. But maybe the thought of preparing a new employee handbook or the task of revising your current handbook overwhelms you. This webinar will focus on the importance of creating an effective employee handbook and the topics that should be covered in the handbook. In addition, we will review the types of employment policies that are required by federal law and how those laws apply to employee handbooks.

Lauri Dahlberg, PHR, SHRM-CP | Human Resources Consulting Manager

December 2019

ACA Compliance Considerations & Best Practices for Nonprofits
Wednesday, December 11 | 11am-12pm CST

The Affordable Care Act (ACA) is an ever-changing law that both for profit and not-for-profit businesses need to understand and stay current on. This session will bring you up-to-date with the latest ACA developments and discuss how to best prepare for ACA compliance and/or a review. We will also discuss any updates to the ACA, documentation and reporting requirements, including how to complete the forms and what to do when in receipt of an IRS notice. Common questions and examples will be explored.

Tonya Rule, CPA | Partner

November 2019

Tax Risks for Nonprofit Organizations
Wednesday, November 20 | 11am-12pm CST

Many nonprofit organizations may be tax-exempt under IRC 501(c)(3), but this does not mean they are immune from tax risks and regulations. In this session we will cover general tax exemption requirements, specific areas of current IRS review and focus and what nonprofit organizations can and should do to monitor tax risk.

Christine Perez, CPA | Manager

October 2019

Revenue Recognition for Nonprofits – What You Need to Know
Thursday, October 24 | 11am-12pm CST

This presentation provides an overall summary of the new revenue recognition standards including the effect on grants, contributions and program service revenues. It will also include keys for successful implementation of the new standards within the nonprofit organization.

Pam Eggert, CPA | Partner
Stacey Nelson, CPA | Partner

September 2019

Common Single Audit Deficiencies and How to Avoid Them

This presentation provides a high-level summary of common deficiencies found by auditors across all compliance requirements in the testing of federal award compliance. It is intended to help your organization solidify grant requirements and shed light on some lesser known requirements.

Kurt Schlicker, CPA | Senior Manager