Nonprofit Succession Planning Made Easy
GRF and nonprofit leadership transition expert Don Tebbe explore how any organization, no matter the size, can begin the process of succession planning. Participants are introduced to the three approaches to executive succession planning and how they can create impact for the organization. The presenters discuss how nonprofits can put in place a board-adopted succession…
Annual Tax Planning
With the year coming to a close and the income tax deadline around the corner, now is the time to focus on the complex task of tax planning. GRF’s annual tax planning webinar and learn how you should position your assets for the best tax advantage. Seasoned tax professionals guide participants through the tax strategies…
Exit Planning – The Key to a Successful Business Owner Transition
If you own a business, you should be thinking now about its role in the next phase of your life. Astute business owners carefully plan their exit to maximize the value of their business while minimizing their risk. Despite the market tilting heavily in favor of the buyer, exit planning helps business owners stay in…
How to Prepare a DCAA-Compliant Cost or Price Proposal
As the federal fiscal year comes to a close in late September, government contractors will be gearing up to submit proposals for new federal work, particularly with the Department of Defense. While many contractors will receive new awards, some will unfortunately make costly mistakes in their price proposals that can easily be avoided. Join GRF…
Internal Audit for Nonprofit Organizations
When is the last time your organization thoroughly evaluated its internal controls? If you are part of the management team or board of directors, internal control is part of your fiduciary responsibility. In addition to facilitating the fulfillment of mission and stated business objectives, internal controls protect organizations from fraud and help them avoid potential…
Using Form 990 to Tell Your Story
Many nonprofit organizations overlook or under-estimate the impact of their Form 990 – it’s not just a tax return. When approached thoughtfully, it can become a valuable tool for telling your story and give your organization a powerful advantage with donors and other funders. See our recent blog post, Your Secret Nonprofit Fundraising Weapon: IRS…
Harnessing the Power of Excel: Tips and Tricks for Financial Professionals
Despite the emergence of a number of new software tools, Microsoft Excel is still considered essential to many organizations for planning, forecasting and budgeting. Financial professionals gravitate to Excel’s simplicity and cost, but few have a good command of the valuable advanced features that can save time and improve reporting. Join Gelman, Rosenberg & Freedman…
Securing Alternative Revenue Streams to Meet Tomorrow’s Mission
With fundraising becoming an increasing challenge for nonprofit organizations, how do their leaders ensure revenue that is not only stable today, but also sufficient to meet the organization’s mission tomorrow? Effective fundraising involves a diverse, yet complimentary mix of income sources, including alternative sources that are often entrepreneurial in nature requiring new skills and new…
GovCon 5-Part Webinar Series
Gelman, Rosenberg & Freedman CPAs and Aldebaron, Inc. (SYMPAQ) hosted a 5-part, complimentary webinar series designed to help government contractors win and maintain government contracts. Experts in federal government requirements and compliance help participants overcome common business challenges and develop a competitive advantage. Part 1 – Developing DCAA-Compliant Indirect Rates Government contracting compliance experts provide…
GovCon Webinar Series: Part 5 – Understanding the Cost Accounting Standards (CAS)
The final webinar in the series will help participants better understand the applicability of CAS including the Cost Accounting Standard Board’s (CASB) 19 standards, CAS thresholds and disclosure statements. Slide Deck Click Here Recording Speakers Paul H. Calabrese | Principal, Outsourced Accounting and Advisory Services Gelman, Rosenberg & Freedman CPAs G. Chris Brown | President…