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AAFCPAs’ Tax Consulting Attorney Provides Pro Bono Legal Workshop for Lenny Zakim Fund Grantees

AAFCPAs’ Tax Consulting Attorney Provides Pro Bono Legal Workshop for Lenny Zakim Fund Grantees

AAFCPAs Tax Consulting Attorney Brittany Besler, CPA, JD, MBA volunteered her expertise and led a legal workshop: How to Maintain Nonprofit, Tax-Exempt, and Public Charity Status on May 14th in Boston, MA. This pro bono legal assistance workshop was developed at the request of the Lenny Zakim Fund for the benefit of their grantees: small, non-profit organizations with limited ability to raise other funds. Brittany answered general questions and provided grantees with an... continue reading

AAFCPAs to Present FEI-Boston’s 2019 Ethics Symposium

AAFCPAs to Present FEI-Boston’s 2019 Ethics Symposium

AAFCPAs’ Jeffrey Mead, CPA, CGMA and Olga Yasinnik, MBA, CPA will present a 4-hour ethics CPE course on Building Ethical Management & Culture at FEI-Boston’s June 20th Ethics Symposium. This course is based on the AICPA Code of Professional Conduct and will cover the conceptual framework, as well as the rules and interpretations applicable to CPAs. Jeff and Olga will provide a detailed overview of the ethics standards that apply... continue reading

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs Partner Jack Finning, CPA, CGMA will serve on a CPA & Consulting panel on April 24th, 2019 in Waltham, MA hosted by the Boston Chapter of the Financial Executives Networking Group (FENG) discussing What CEOs and CFOs are expecting of their CPA firms. “Companies turn to AAFCPAs to assist them in all kinds of critical functions beyond core financial compliance and reporting, including cyber & IT security, business process improvement, and business exit strategy planning,”... continue reading

AAFCPAs to Present The Futuristic CFO: Master of Leveraging People, Process, and IT systems at FEI-Boston

AAFCPAs to Present The Futuristic CFO: Master of Leveraging People, Process, and IT systems at FEI-Boston

AAFCPAs Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a professional development session on the Futuristic CFO at FEI-Boston’s April 26th Professional Development Event. The role of the CFO is evolving, and the unique skills required of CFOs will continue to position them as a valuable, strategic resource to executive leadership and one that may be leveraged across departmental lines. CEOs will continue to rely... continue reading

AAFCPAs’ Matthew Boyle to speak at FEI-Boston

AAFCPAs’ Matthew Boyle to speak at FEI-Boston

The Boston chapter of Financial Executives International (FEI) is presenting a Social Media Workshop for CFOs in Transition on April 2nd led by AAFCPAs Partner & Chief Marketing Officer Matthew Boyle, MBA. Matthew will present a professional development session on LinkedIn Strategy & Use for CFOs in Transition, and will discuss why paying attention to your digital presence may be critical to finding your next employer. When: Tuesday, April 2, 2019 5:30... continue reading

AAFCPAs to Present Workshop on Right-Sizing Your Finance Function at Cannabis Convention, Boston

AAFCPAs to Present Workshop on Right-Sizing Your Finance Function at Cannabis Convention, Boston

AAFCPAs has been selected to present an educational workshop: Right-Size Your Finance Function at the 5th Annual New England Cannabis Convention, March 22-24th, 2019, at the Hynes Convention Center, Boston MA. The New England Cannabis Convention in Boston is considered the can’t-miss event of the year by cannabis growers and business cultivators across the region. This will be the largest, most important cannabis industry event on the East Coast. Right-Size... continue reading

AAFCPAs’ Joyce Ripianzi to Present Accounting & Tax Update for Nonprofit EDs and Board Members

AAFCPAs Partner Joyce Ripianzi, CPA has been selected to present an educational Accounting & Tax Update on March 9th as part of the Essex County Community Foundation’s 10th Annual Institute for Trustees. This annual event is designed to provide education, training and best practices for first year board members as well as the most seasoned trustees. In this extended workshop session, Joyce will provide key considerations and best practice recommendations... continue reading

AAFCPAs to Present Workshop on Anticipating Fraud at NBOA Conference, San Diego, CA

AAFCPAs has been selected to present an educational workshop: Rogue Waves Sink the Unwary Vessel: Think Like a Fraudster at the National Business Officers Association (NBOA) Conference in San Diego, CA, March 3-6. This is a must-attend conference for CFOs, heads of school and other business and operational leaders in nonprofit K-12 education, providing exceptional learning opportunities that touch on independent school leadership, finance, enrollment, risk management, facilities, governance, fundraising, technology, and... continue reading

Andrew Hammond, CFP® will moderate FEI-Boston’s March 2019 Executive Event: What Did We Learn in 10 Years & Where Do We Go From Here?

Andrew Hammond, CFP®, Partner & Wealth Advisor at AAFCPAs Wealth Management, will moderate a seasoned panel of peer investment strategists discussing what we should have learned since the recession of 2008-2009, and how the equity community and government is working to minimize the risk of this happening again. The Dow plunged 54% in 18 months between 2008 and 2009, the largest since the Great Depression of 1929.  We have come a... continue reading

What Nonprofits Need to Know about the TCJA: AAFCPAs to Present a Members-Only Webinar for the Providers’ Council

What Nonprofits Need to Know about the TCJA: AAFCPAs to Present a Members-Only Webinar for the Providers’ Council

AAFCPAs Tax Consulting Attorneys Joshua England, JD, LLM, and Chris Consoletti, JD will present a Tax Cuts and Jobs Act educational workshop on December 10th at 12pm, for the benefit of the Massachusetts Council of Human Service Providers, Inc. (The Providers’ Council). The Tax Cuts and Jobs Act (TCJA) represents a dramatic overhaul of the U.S. tax code, and includes widespread changes to the tax rules affecting charitable nonprofits. Several... continue reading