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Video: Ana Rodriguez, AAFCPAs’ 2023 I&B Award Recipient
We recently sat down with Ana Rodriguez, an inspiring leader at AAFCPAs and the proud recipient of our 2023 I&B Award. Ana was selected by her peers for this award because she exemplifies our commitment to inclusion and belonging through her actions, the education of others, and communication of what I&B means to AAFCPAs. In […]
Expert Tip from AAFCPAs – 340B Report Guest Blog
340b Report (August 15, 2024) – Monitoring and maintaining an active patient listing (APL) for all patients whose prescriptions qualify as eligible under the 340B program is imperative. This APL should be updated daily and maintained through the electronic medical record system. The entity’s 340B policy should specify the time period during which a patient […]
Why a Business Process Assessment is Essential for Successful System Implementation
While it is more instant gratification to skip analysis before selecting the pretty new system with fancy bells and whistles, this may lead to poor fit, high cost, security exposures, downtime, disruption, issues with scalability, and long-term vendor dependance. Employees may also feel resistant to change and frustrated by the new system right off the […]
Seminar Recap: Unlocking the CFO’s Role in Digital Transformation
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Robyn Leet and Joyce Ripianzi, CPA briefed approximately 400 attendees on ways CFOs can unlock digital transformation within their organization. The full session was recorded and may be viewed as a webcast at your convenience. >> Faced with resource constraints, nonprofit organizations are driven to keep operations lean […]
How Schools Confidently Navigate Facilities Expansion
While the design and construction of a new academic facility can be an ambitious and exciting undertaking, it may present financial challenges. To ensure project success and to mitigate risk, it is critical to proactively plan for accounting and financial implications before you break ground. Take for example one of AAFCPAs’ independent school clients that […]
Janice O’Reilly Joined Panel on Driving Transformation and Growth
AAFCPAs’ Janice O’Reilly, CPA, CGMA spoke as a panelist during an exclusive dinner event on “Driving Transformation and Growth: Unlocking Your Company’s Value”. Janice joined top business leaders to share her thoughts on ways entrepreneurs, business owners, and CEOs are finding success in challenging times. A lively panel discussion led by Tom Sherwin, President & […]
Wendy Smith Earns Netsuite ERP Consultant Certification
AAFCPAs is pleased to announce that Wendy Smith, CPA, Consulting CFO, Process & Systems has earned the Netsuite ERP Consultant Certification, which offers AAFCPAs’ clients accredited, expert-level NetSuite support. This certification enables faster and smoother NetSuite implementations, the seamless addition of functionality and modules, and the easy adoption of new releases. Additionally, it ensures that […]
Seminar Recap: Decoding RPA for CFOs
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Vassilis Kontoglis and Ryan K. Wolff, MBA briefed approximately 400 attendees on the ways in which nonprofit executives can harness RPA for financial automation. The full session was recorded and may be viewed as a webcast at your convenience. >> Robotic Process Automation (RPA) is transforming finance, accounting, […]
Advancing Accounting
Bentley University (July 31, 2024) – What does the CPA of the future look like? If they’re anything like Carla (Stella) McCall ’89, P ’28: whip smart, passionate about the industry and a tireless advocate for evolving the profession. The managing partner at AAFCPAs, a 325-person CPA and consulting firm based near Boston, McCall is […]