Blog Archives

Best Budgeting Practices – Beginning to End

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 74 Associations  ||  Reviews   ♦♦♦♦♦  ||  The presentation included some good information. || Nice list of “stay curious” items and very helpful insight from Jerald Jacobs. || The Dos and Don’ts were helpful – to confirm that we are on the right path. || Great session, Thank you very much.

Click here for Recorded Webinar (COMING SOON)

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

 

This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets. We will also review budgeting products with a focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget.

LEARNING OBJECTIVES
  • Understand budgeting terminology
  • Identify the general enterprise level budgeting processes.
  • Preview forecasting options for creating budgets.
  • Analyze typical budget reporting such as budget vs actual report.
  • Gain knowledge of budgeting data flows and integration technology
SPEAKER BIOS

Mike Canniff
CEO, PyanGo
CEO at PyanGo which creates automated accounting solutions on the NetSuite platform. I have lectured part time at University of the Pacific for the past 20 years. Previously, I was Director of Development for PeopleSoft, acting Chief Technology Officer at San Joaquin Regional Transit District, and principle research analyst at Mercury Consulting. I have a graduate degree from Syracuse in Computer Science.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Finance – Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1 year of finance/budgeting experience. No advance preparation required. Cost $0.00

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Unrelated Business Income Tax (UBIT)- Latest Update Nonprofits & Associations

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 95 Associations  ||  Reviews   ♦♦♦♦♦  ||  Excellent clear and concise presentation of very complex and often dull content — she was superb. || This has been so illuminating || I have to thank you all. the presentation is simply fantastic!!!

Click here for Recorded Webinar

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

 

COVID19 presents significant challenges for executives leading non-profit organizations. One of the greatest of these is the magnitude of the overall financial impact. As membership dues and conference registrations decline, NFP and Associations are expanding products and services to generate additional income.  These activities may be considered unrelated business income (UBI).  Executives must carefully monitor the level of UBI activity, as it may jeopardize their exempt status. Learn exactly what UBI means, the interpretations and IRS guidance.

LEARNING OBJECTIVES
  • Publication 598 – what is UBI?
  • Court interpretations of UBI Silos, rates, fringe benefits – Tax Cuts-Jobs Act impact on UBIT IRS Guidance
  • Notice 2018-67Assessment and Documentation. How much is too much?
SPEAKER BIOS

Jennifer Eubanks
Principal, CPA Department
Jennifer is a Certified Public Accountant and holds a Master of Science in Accounting. She’s also earned her CGMA designation and CMA certification. Jennifer is board member for the George Mason School of Business Center for Government Contracting and has been a guest speaker at George Mason University (her alma mater). In addition, she’s a Cohort of the Goldman Sachs 10,000 Small Business Program and member of the Greater Reston Chamber of Commerce, the Small and Emerging Contractors Advisory Forum (SECAF), the AFCEA professional association, the Vistage® CEO network, the Institute of Management Accountants (IMA®), the American Institute of CPAs (AICPA), and the Virginia Society of CPAs (VSCPA). Jennifer was nominated a Top Financial Professional by Northern Virginia Magazine in 2016, 2018, 2019 and 2020. Jennifer previously served as Controller of a non-profit organization and CFO of an Industry Association. Education JD – University of Iowa College of Law. BBA, Accounting – University of Iowa. Specializations Multi-state taxation Retirement and estate planning Taxation for corporations, partnerships, LLCs and non-profit organizations
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Taxes Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1-year of accounting in public or private nonprofit industry is preferred; no advance preparation required. Cost $0.00

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Associations/nonprofits – Planning for Accounting Department Disruptions

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 35 Associations  || Good seminar  || Great presentation and presenters. The dialogue in the chat showed great engagement as well. I learned a lot from this session.  || This was a very engaging presentation. Thank you  || Thank you. A lot of practical tips. || Thank you everyone, enjoyed the participation!  || Thank you so much it was very informative! || Thank you, excellent discussion  || Learned a lot of information and about systems, great info, thanks  ||

Click here for Recorded Webinar

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

 

Working remotely has exposed critical gaps and inefficiencies in the way we work. But it has also provided a unique opportunity to innovate and transform your organization’s processes and operations – particularly to eliminate frustration or roadblocks.

We’ll move past the buzzwords and share how automated processes and workflows, digital forms, virtual agents, and chatbots can streamline operations, increase productivity, and drive efficiency across your organization.

During the webinar, we’ll cover:

  • Why automation is more important an ever in today’s remote work environment.
  • The different types of automation including robotic process automation (RPA), business process automation (BPA) with workflows, and customer service automation with virtual agents and chatbots  – and how they work.
  • How AI and machine learning fit in.
  • When to use low code technologies versus a professional developer.
  • Real-world scenarios.
  • Tips for getting started – and why planning is key to success.
  • Best practices for your automation journey including governance, security, and adoption.
LEARNING OBJECTIVES
SPEAKER BIOS

Joe Brown
Chief Strategy Officer, XGILITY
Dynamic business pioneer with a history of building and growing Cloud businesses from the ground up. Cloud visionary with successful experience developing and leveraging new and emerging technologies to deliver industry leading cloud, mobility and virtual computing solutions that align with market needs. C-level executive with vast experience developing and executing strategic and business cases working with cross-functional teams to transform organization-wide strategies across sales and marketing, operations, vendor management, business intelligence, strategic partnerships, and product development. Proven leader across all areas of business, technology, people, and partnerships.

Greg Schneider
Solutions Factory Director, Xgility
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1-2 years IT and/or communications experience; no advance preparation needed Cost $0.00

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Artificial Intelligence (AI) & Business Process Automation for SMBs

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 49 Associations  ||  Reviews   ♦♦♦♦♦  ||  This program was well done. I am pleased with being invited to attend this session. || Thank you, looking forward to testing out automation on relevant tasks!  || Good content for the non-technical person…thank you!

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

 

Working remotely has exposed critical gaps and inefficiencies in the way we work. But it has also provided a unique opportunity to innovate and transform your organization’s processes and operations – particularly to eliminate frustration or roadblocks.

We’ll move past the buzzwords and share how automated processes and workflows, digital forms, virtual agents, and chatbots can streamline operations, increase productivity, and drive efficiency across your organization.

During the webinar, we’ll cover:

  • Why automation is more important an ever in today’s remote work environment.
  • The different types of automation including robotic process automation (RPA), business process automation (BPA) with workflows, and customer service automation with virtual agents and chatbots  – and how they work.
  • How AI and machine learning fit in.
  • When to use low code technologies versus a professional developer.
  • Real-world scenarios.
  • Tips for getting started – and why planning is key to success.
  • Best practices for your automation journey including governance, security, and adoption.

LEARNING OBJECTIVES

SPEAKER BIOS

Joe Brown
Chief Strategy Officer, XGILITY
Dynamic business pioneer with a history of building and growing Cloud businesses from the ground up. Cloud visionary with successful experience developing and leveraging new and emerging technologies to deliver industry leading cloud, mobility and virtual computing solutions that align with market needs. C-level executive with vast experience developing and executing strategic and business cases working with cross-functional teams to transform organization-wide strategies across sales and marketing, operations, vendor management, business intelligence, strategic partnerships, and product development. Proven leader across all areas of business, technology, people, and partnerships.

Greg Schneider
Solutions Factory Director, Xgility
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1-2 years IT and/or communications experience; no advance preparation needed Cost $0.00

 

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  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
    Leesburg, VA 20176
    Phone: (866) 442-3327
    Fax: (866) 511-0935

  • Key Points About Services

    - Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).

    - Three consecutive years (2012, 2011, and 2010) in President’s Club

    - We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.