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AAFCPAs' podcasts are available on-demand and on the go! Listen to audio recordings of insights that educate, challenge & inspire, and subscribe using your app of choice.

AAFCPAs offers podcasts for download to your computer or smart phone, for flexible and convenient listening on-demand, and on the go. You may listen to these thought-provoking sessions recorded live from AAFCPAs Annual Nonprofit Educational Seminar, May 6th, 2016.  We know you’ll enjoy and benefit from these actionable takeaways to improve efficiency, effectiveness and performance controls.  Subscribe to receive notifications when new podcasts are added to our digital media collection.

Regulatory Update: Accounting Standards Update

In this much anticipated annual Regulatory Update, Jeff Cicolini, Partner, provides an overview of significant regulatory changes affecting nonprofits, including: decisions reached by the FASB in relation to the nonprofit financial statements project; new revenue recognition standards; going concern; and the new lease accounting standard.

Watch this video clip (1 min 47 sec) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Regulatory Update: Uniform Guidance – Required Policies

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

Watch this video clip (1 min 32 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Risk Management Panel

A panel of AAFCPAs partners and finance executives from nonprofit clients share first-hand practical advice and provide guidance from their experiences on managing risks They share insight into their organizations’ risk assessment and risk management programs.

Watch this video clip (2 min 20 sec„) for a summary of their high energy discussion. Then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts

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.  Carmen will also provide attendees with a questioning toolkit, so you can help ensure that your investment advisors are putting your best interest first.

Watch this video clip (1 min 34 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

Regulatory Update_Jeff Cicolini

 

 



Regulatory Update: The IRS is Taking a Data Driven Approach to Audits

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.   Jeanie identifies the most common IRS Form 990 issues that may trigger an audit, and provides best practice recommendations regarding the Board and management’s responsibilities to mitigate tax risks.

Watch this video clip (1 min 18 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Cyber Security & Fraud

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. James, joined by AAFCPAs’ Vassilis Kontoglis and David Consigli, shares countermeasures to risks, including: people, processes, and technologies.

Watch this video clip (1 min 21 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Strategic Management of Net Assets

In this inspiring session, 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.  Phil Christiano, wealth advisor, AAFCPAs Wealth Management recommends a methodical, multi-objective approach to preserving, protecting and growing these unrestricted net assets.

Watch this video clip (2 min 8 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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Regulatory Update: Affordable Care Act Compliance Update

Donna Angelico, AAFCPAs Director of Talent Management, provides an update on the Affordable Care Act, and what nonprofits need to know in 2016.  She also heeds warning of the landmark lawsuits resulting from this employer mandate, and cautions of how business decisions regarding plan offering changes may be perceived by employees and regulators.

Watch this video clip (1 min 42 sec„) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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AAFCPAs 2016 Nonprofit Seminar Keynote:  Martha Coakley

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.

Watch this video clip (1:42 min) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.