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Podcast: Rethinking Your Budget

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Sustainability is a clear concern for funding sources today, and if you cannot document your organization’s sustainability, you are most likely losing out on funding.  AAFCPAs advises nonprofits to broaden the scope of their financial planning process to address the challenges of the current economic and funding landscape, and to ensure sustainability in the long-term. AAFCPAs will provide practical guidance and best practice recommendations so nonprofits may preserve their capacity to deliver on their missions in the event of unforeseen financial shortages.

This audio session was recorded live at AAFCPAs’ May 3rd, 2017 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch this video clip (1 min 57 sec) for a summary; and then download the full audio of the session recorded May 3th, 2017 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Authors

Jeanie Gorlovsky-Schepp CPA
Jeanie has extensive experience providing assurance, tax and consulting solutions for regional, national and international nonprofits, including: arts and cultural organizations, charter schools and Charter Management Organizations (CMOs), and multi-service human & social service providers. Jeanie is a leader in AAFCPAs’ Nonprofit Tax practice, and her advice helps clients navigate complex issues such as unrelated business income tax (UBIT), state filing requirements, related-party transactions and executive compensation disclosures. She leads training programs for internal team members, clients, and regional & national industry associations on various topics, including: strategic budgeting, Form 990 reporting and tax-exempt status. Most recently, she has happily shared her expertise as a guest speaker of the Massachusetts Nonprofit Network, and the Massachusetts Council of Human Service Providers, Inc. (The Providers' Council).
Jeff Cicolini, CPA
Jeff provides accounting, tax and consulting services to nonprofit organizations. He has extensive experience providing solutions to evolving nonprofit organizations with complex program offerings, diverse financing sources, and budgets ranging from $20 million to over $150 million. He specializes in advising human and social service agencies, including multi-service agencies, residential and day treatment behavioral healthcare providers, early education and care (EEC) agencies, community development corporations and their related affordable housing projects, and membership organizations. Jeff also specializes in audits in accordance with generally accepted auditing standards, Government Auditing Standards, Uniform Guidance and HUD Housing programs.