Category Archives: Uncategorized

Nonprofit GAAP – The new Revenue Recognition standard and what you need to know about it as a nonprofit

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 49 Associations  ||  Reviews   ♦♦♦♦♦  || Wow, this is really great, I learned far more than reading a book! || Takeaway — Mark is a great accountant. || Great information! || I did not have a good appreciation for how detailed/complicated this issue is until this presentation. || It was a great refresher on the topic and a reminder for me of the areas I need to refocus on as my audit comes up. || I really liked the mini-quiz with response to check both on learning objectives and personal understanding. Great presentation, great speaker! || I really appreciated the non accounting assistance to an accounting class. The references and mini tests were excellent to reinforce learning.

Click here for Recorded Webinar 

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

 

 

 

 

Not-for-profit accounting for exchange transactions can be difficult. Recent accounting standards such as Accounting Standards Codification 606 (ASC 606) can add to the complexity. All transactions with customers must be accessed using the five step approach. Within the five steps are multiple additional considerations that also need to be addressed depending on the nature of the transaction. This webinar will guide you through those five steps and help you apply them to your organization’s transactions with customers. The webinar will help you understand the differences between contributions and exchange transactions.

LEARNING OBJECTIVES
  • You will be able to understand the difference between contributions and exchange transactions.
  • You will be able to describe the 5 step approach for recognizing and measuring revenue
  • You will be able to identify contracts, performance obligations and transaction prices for exchange transactions under ASC 606.
  • You will be able to recognize and measure revenue for exchange transaction under ASC 606.
SPEAKER BIOS

Mark Robins
Partner, Aronson LLC
Mark Robins, CPA, is a Director in the Firm’s Nonprofit and Association Industry Services Group. Prior to focusing his specialization on nonprofit organizations, Mark spent time with the Employee Benefit Plan Services Group. He graduated with honors from California State University, Northridge with a bachelor’s degree in accountancy. Mark specializes in assurance and consulting services for foundations, public charities, schools and service organizations. His experience with fair value concepts, investment portfolios, federal compliance and revenue recognition issues allows him to be a valued resource for nonprofit organizations. As an active participant in the accounting profession, Mark has taught several classes on financial reporting and auditing topics. He is also extensively involved in nonprofit accounting research to advance technical compliance. In addition, Mark has contributed a number of blog posts to the Aronson nonprofit blog. Mark is a member of the AICPA.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Accounting Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year experience in public accounting or nonprofit organization. No advance preparation required Cost $0.00

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3 Ways to mine your AMS data to create and execute a profitable member engagement strategy (with minimal staff time)

 

 

 

Webinar: group live presented online  ||  Attendance: 48 Associations  ||  Reviews   ♦♦♦♦♦  ||  This is the most useful and actionable webinar I’ve attended all this year. Thank you!👏👏👏 || Great event! So much useful information. Thank you || Thomas, great session! Actionable process with the big picture thinking! || Thanks, great session, thoughtful and will use techniques || great insights on simple ways to analyze the data we have with a readily available tool in Excel || Thank you so much for the great info! I have a lot to take back to my team 🙂 || How to create network graphs was really interesting and helpful. || Immediately actionable activities to assess engagement effectiveness and drive strategy. || Probably the best webinar I’ve had in the last year. Great information!

Click here for Recorded Webinar 

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

 

 

 

 

You’re probably sitting on a goldmine of data and don’t even realize it. In fact, now more than ever, associations are collecting mountains of data but don’t have a data strategy to actively drive member growth.

Many times, association leaders feel as though they’re drowning in information with no real way to leverage it to solve their most pressing questions. Instead, they get bogged down with worries about the data itself, effectively blocking them from using it to help them increase growth and member retention.

Ask yourself: Have I had one of these questions in the past 6 months?

  • Is the data I have useful or even reliable?
  • How do I go about getting the data out of our systems in the first place?
  • With all this data (or “lack of data”), how do I use it to make change for the better?
  • How can I offer better courses, incentives, or services to my members?
  • Why are my members leaving? How can I get more of them to renew their membership?
  • Where can I cut costs? What systems or services are wasting time and money?
LEARNING OBJECTIVES
  • Learn why your members are leaving and how to get them to renew their memberships
  • Learn how to offer better courses, incentives, or services to your members
  • Learn how you can cut costs and what systems or services are wasting time and money
SPEAKER BIOS

Thomas Altman
Founder, Tasio
I have a passion for working with association executives through technology, cutting-edge research, and predictive analytics in order to help them develop stronger organizations. IMPROVING ASSOCIATION RETENTION THROUGH BETTER DATA After finishing my MBA with concentrations in Econometrics, Data Analytics and Entrepreneurship at Tulane, I connected with people in the association space and realized that many were falling short of their mission goals because they didn’t have the right analytical tools or weren’t sure how to turn data points into actionable strategies. Together with Dray McFarlane, we co-founded Tasio, which was designed to use the best data practices (along with artificial intelligence and predictive analytics) to develop models that help associations retain more members and get deep insights about member behaviors and trends. To learn more about Tasio and my journey towards helping associations, visit Tasio.co. CREATIVE, PASSIONATE TECHNOLOGY INNOVATION FOR ASSOCIATIONS From my BA in International Studies (graduated Magna Cum Laude) to my role as Co-Founder of Tasio, my focus has always been about helping people from different backgrounds and experience levels connect to each other through technology. In my work with Brother Martin, I both designed, developed, and led a training module for middle schoolers that taught product development focused on empathy with the user experience. As a Technical Business Analyst (and then as Senior Business Analyst/Product Manager) for Aptify, I created a complex self-service application for a large, international regulatory agency, a program which reduced manual work by 90%. In all of these experiences, my passion has always been about connecting people with good causes to their prime market through technology. It is a pleasure to continue this passion as a part of the Tasio executive team.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Communications and Marketing Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year experience in association operations advance preparation required – None Cost $0.00

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How Employee Benefits Impact Hiring & Retaining Talent

 

 

 

Webinar: group live presented online  ||  Attendance: 26 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thank you for this webinar.  It’s my second US TRANS program and both have been excellent. || Thank you, this showed the importance of having professionals assist in managing our employee benefit programs.  || The webinar allowed me to see that my employer is doing all the right things (and beyond) with regard to total compensation.  || It was interesting to see what other companies offer in their benefits package or other concessions made available to employees. || Good information as a review || This gave me a better understanding of the scope available for benefits and strategies for approaching meaningful development. || The webinar highlighted that my organization is doing a good job providing a competitive comp & benefits package. || This was a confirmation that my company is using best practices.

Click here for Recorded Webinar 

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

 

 

 

 

 

During the presentation you will hear some keys to attracting and retaining top talent. In addition, we will review tools to get employee engagement, increase benefits awareness and manage rising insurance costs.
LEARNING OBJECTIVES
  • Employee benefits that most impact employees
  • Soft benefits that you may not be maximizing
  • Tools that gain employee engagement
SPEAKER BIOS

Dario Campolattaro
Hilb Group Regional Employee Benefits Platform Leader
Dario Campolattaro has worked in the insurance industry in both the carrier and broker arenas for more than 25 years. In 2009, Dario was selected for the role of Chief Executive Officer of Summit Insurance Services. In May of 2019, Summit Insurance Services was acquired by the Hilb Group. He started his career at MAMSI Healthplans, advancing to management roles in the Baltimore market, then Regional Manager in Washington, D.C., and finally as Senior Director in Virginia. In 2004, MAMSI was acquired by UnitedHealthcare and Dario became Vice President of the VA, WV and DC Market. After leaving UnitedHealthcare in 2007, he took on a new position as Financial Representative with Northwestern Mutual. In 2009 he moved to Summit Insurance Services as CEO. Dario has served in leadership capacities with the Boys and Girls Club, Loudoun SHRM, and Loudoun CEO Cabinet. He is an active member of the Loudoun Chamber and various industry-specific organizations including the serving as Chair of the American Bankers Association Bank Insurance Council in 2018. Dario has lived in Loudoun County for more than 20 years with his wife Ashley and three sons Jackson, Maxwell and Wesley. He enjoys running and CrossFit and has completed more than 20 marathons and numerous Ironman events.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Personnel/Human Resources – Non-technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed none Cost $0.00

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Integration Platforms: A more strategic approach to connecting your data

 

 

Webinar: group live presented online  ||  Attendance: 38 Associations  || Excellent job taking what can be a highly technical and abstract concept and making it more accessible to the association audience!

Click here for Recorded Webinar 

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

 

 

 

 

 

 

Most associations are leveraging multiple systems to engage with members. But having multiple systems means that there are multiple data sources out there that are not connected. This leads to inaccurate data and frustration for customers who must repeatedly enter the same information to engage with associations. At the same time data integrations that directly tie one system to another can leave associations with a web of data that is not always consistent. Instead, associations should be taking a more strategic approach to their data by evaluating if they need an integration platform to support their integrations and ensure they are set up for long term success. This session will introduce the concept of an integration platform, discuss the pros and cons of implementing such a system, and provide some steps to take if an integration platform is right for your organization.

LEARNING OBJECTIVES
  • Learn how having multiple systems means that there are multiple data sources out there not connected. This leads to inaccurate data and frustration for customers.
  • Learn a more strategic approach to your data by evaluating if you need an integration platform to support your integrations and ensure they are set up for long term success.
  • Learn the concept of an integration platform, discussing the pros and cons of implementing such a system, and some steps to take to decide if an integration platform is right for your organization.
SPEAKER BIOS

Hans Stechl
Founder, Meta-Dao
Hans was one of the leading architects of the NetForum Enterprise software. In that role he built and oversaw the development of the system from the ground up. He brings over 20 years of experience working within the association industry. During that time, he developed an intimate understanding of how organizations work, having interacted with countless over the years. He is excited for the opportunity to build a new solution from scratch that can serve SAIS both now and into the future.

Justin Burniske, MBA
Senior Director, Consulting, Meta-Dao
Justin has managed several software implementations dating back to 2012, and is familiar with the challenges associations face with technology. Prior to joining fusionSpan, Justin managed the implementation and operation of the Council of Chief State School Officers first ever AMS. His experience along with his M.B.A from the University of Maryland allows him to bridge the gap between technology and business.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year experience with NetForum. Advance Preparation Required: None Cost $0.00

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The New NetForum Cloud and Microsoft Azure

 

 

 

Webinar: group live presented online  ||  Attendance: 50 Associations  ||  Reviews   ♦♦♦♦♦  || Great job Rebecca! || Thank you! Great job, Rebecca and Julie! We received a lot of great information.

Click here for Recorded Webinar 

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

 

 

 

 

 

The New NetForum Cloud and Microsoft Azure

Microsoft Azure has become  the “enterprise cloud” used by 95% of the Fortune 500 because it offers sophisticated yet risk-averse organizations (such as large companies or associations) a powerful combination of cutting-edge capabilities, security, and familiarity.

The same can be said for the new NetForum Cloud AMS – over 30 modules and nearly 20 years of Enterprise AMS functionality, now rebuilt to be cloud native on Azure and featuring Nucleus data analytics.

Join us for a fast-moving overview of how associations are using this new combination of technologies to deliver never-before-possible insights to staff, leadership, the Board – and even members!

Enterprise Cloud, Enterprise AMS, and Data Analytics for Associations – see  what’s now possible at 11AM Eastern on Thursday, September 30thg and receive 1.5 hours of CAE/CPE credit at no cost.

LEARNING OBJECTIVES
  • See what’s now possible in Member/Constituent Segmentation and Interest Clustering
  • Hear the benefits of Microsoft Azure for Member-Based Organizations
  • Understand Explicit vs Implicit Member Interest and how to rapidly capitalize
  • Consider 5 new Membership Metrics and the Insights they provide
  • Preview association technology in 2022 and beyond – platform, functionality and analytics
SPEAKER BIOS

Matt Rohrer
Sales Engineer, NetForum Enterprise
Matt is a career association technologist with 20+ years of experience helping member-based organizations discover the business value of Enterprise AMS and related technologies.

Rebecca Duff, PMP
Director of Customer Success, Nucleus
Rebecca spends her days helping associations solve challenges using data analytics and is a phenomenal resource for real-world use cases and the very latest in association-specific BI innovaton.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Background in marketing or IT Cost $0.00

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Navigating Key Legal Issues of Hybrid & In-Person Events Post-COVID

 

 

 

Webinar: group live presented online  ||  Attendance: 81 Associations  ||  Reviews   ♦♦♦♦♦  || Great discussion. we are starting the review of our events contracts now. Very helpful. || This has been the best webinar I’ve attended in months. Thank you so much. || Thanks so much for this great webinar! Lots to think about as we explore in-person events in 2023. || This was an excellent program and format. Thank you! || Fantastic session. Thanks!! || Great session! Thanks Rich, and everyone, for sharing such good thoughts – and concerns. It’s helpful to know we are all grappling with this. || Well done presentation. Very informative. Thank you. || I really appreciated Rich’s help around a sort of clause related to inability to fulfill its obligation regarding menus/food in case the supply chain issues and so forth impact.

Click here for Recorded Webinar 

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

 

 

 

 

GKG Law’s Trade & Professional Associations team will be conducting an interactive Workshop in conjunction with UST Education. The 1.5 hour workshop (CAE and CPE credit awarded to attendees), Navigating Key Legal Issues of Hybrid & In-Person Events Post-COVID, will be led by practice group leader Rich Bar

If your association is cautiously approaching 2021 as the year for rebuilding your conferences and events, you’ll need to have strong planning and strategy in place not to mention a high level of flexibility in the lingering pandemic “normal.” This 1.5 hour workshop is designed to quickly get you up to speed on how to plan for future events while making you aware of key legal considerations to keep your organization protected. 

This workshop is designed to be a highly interactive open forum with your peers and will be led by GKG Law’s seasoned attorneys, who have years of first-hand experience partnering with associations on their events. A survey will be distributed prior to the workshop to ensure that the most pressing issues and concerns are discussed during these sessions. 

Topic:  Navigating In-Person Events in a Pandemic-Disrupted World
This will be an open forum discussion and Q&A around negotiation strategies, useful contract language, and risk mitigation.

LEARNING OBJECTIVES
  • Identify pitfalls and risks involved with in-person events
  • Clarify essential contract language
  • Mitigate risk exposure
  • Gain big picture knowledge for planning safe and profitable events
SPEAKER BIOS

Rich Bar
Principal
Rich is the Chair of the Association Practice Group at GKG Law and serves as general counsel to for profit and non profit organizations. Rich focuses his practice on handling a wide range of legal needs for his clients, including corporate compliance, corporate governance, non-profit law, antitrust, credentialing, contracts, corporate transactions, real estate, employment, tax issues and intellectual property.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Law Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1- year experience in Association operations. Advance preparation required: None Cost $0.00

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Using your Data to find New Revenue Opportunities

 

 

 

Webinar: group live presented online  ||  Attendance: 45 Associations  ||  Reviews   ♦♦♦♦♦  || Excellent session. Good job, all. || THANK YOU VALUABLE! || Thank you, great session || Really great content and perfect length of session

Click here for Recorded Webinar 

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

 

 

 

 

LEARNING OBJECTIVES
  • Understand the top 5 areas to analyze right now to find new revenue opportunities.
  • We will show you how to understand your sales mix and sales mix variance; Sales mix variance gives your departments full information about the expected effects on the association’s profit so they can change sales volume and mix of any product in their product line ultimately achieving more revenue with the same resources.
  • How to develop your own data monetization strategy; walk away with the formula and framework to build and execute a successful data monetization strategy.
SPEAKER BIOS

Julie Sciullo
CEO, Association Analytics
Julie is passionate about helping associations and non profits find a story in their data. Bringing data to life with analytics, dashboards, visualizations and business intelligence has the power to change the way we work and provide insights that will drive our mission.

David DeLorenzo
COO, Association Analytics
David is an experienced Technology Executive with a demonstrated history of working in the non-profit organization management industry. Strong information technology professional skilled in Nonprofit Organizations, Budgeting, Team Building, Public Speaking, and Management.
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Business Development CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed 1 year association experience. Advance preparation needed: None Cost $0.00

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PCI Compliance Workshop 101 for Associations

 

 

 

Webinar: group live presented online  ||  Attendance: 27 Associations  || Actually, the overview of the overall process helped me make sense of it all. Thanks!

Click here for Recorded Webinar 

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

 

 

 

 

 

 

Did you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

LEARNING OBJECTIVES
  • Gain an overview of the PCI Compliance Requirements
  • Learn 9 practical tips to achieve a more secure payment environment
  • Understand what are the annual SAQ requirements
SPEAKER BIOS

David Schlum
Co-Founder and Software Architect at Added Innovation LLC
David is the co-founder of Added Innovation, LLC. He is a specialist in NetForum Enterprise Association software implementation and support as well as cloud hosting, migration and digital transformation. Added Innovation was founded on a simple principle: software should be developed differently today than it was even five years ago. In some cases even two years ago. If you look at software history, there’s always been a coder enamored with writing as much code as possible – that was the mark of “being a great coder”. As long as you wrote more code than the person next to you, you must be better. At Added Innovation, we write code that’s smarter – not just write more code. We add innovation to other systems. We write our own using the resources available in a massively different and abundant world. If you want better software, if you want the right software and solutions, Added Innovation is just the addition you need. Added Innovation is a software consulting firm specializing in the Abila netFORUM AMS Platform. Cloud-based or on-premise, we can provide a scalable, reliable solution customized just for you.

Julie Duncan
Association Practice Leader, UST
Julie Duncan leads UST’s Association Industry practice. Her focus is helping Association clients implement an integrated, PCI-compliant, credit card processing solution within their AMS or ERP platform which allows the Association to have the lowest possible cost per transaction (Visa/MasterCard/AMEX) Julie joined UST in 2018. Prior to joining UST, Julie served for four years as a Literacy Specialist to learning disabled students in grade school. For 10 years she also co-managed and co-founded a production service business with her husband in the burgeoning film industry in Georgia. This experience helped Julie to gain working knowledge of the broad spectrum of business operations including vendor management, HR, accounting, marketing, sales and customer service. Julie is a graduate of Thomas Edison State University in Trenton, NJ where she earned a Bachelor’s Degree in English – Rhetoric and Communication.

Wade Tetsuka, CPA
President, UST
Wade Tetsuka is a C.P.A. who brings 20 years of financial expertise and business management experience to U.S. Transactions Corporation. Wade also has an extensive network of contacts within the government contracting arena. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manager responsible for the assurance work for IBM, Kodak, Sony Europe, and several other multinational companies. He also served as President/General Manager to three early-stage fast-growth companies in the life sciences industry.He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00

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Association/Nonprofit Events: 5 Ways to use Video to Maximize Sponsor & Attendee Engagement

 

 

Webinar: group live presented online  ||  Attendance: 64 Associations  ||  Reviews   ♦♦♦♦♦  || Good overview and examples- thank you. || Great session, can’t wait to share the recording with my team! || This was a fantastic session! Thank you! || Wonderful session! This gave me a whole new way of viewing the association / member relationship. || Great interactivity with the panel and the other attendees. || Great session and speakers! || One of the best association webinars that I have attended. Great content and ideas.

Click here for Recorded Webinar 

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

 

 

 

 

 

To drive more registrations, create authentic engagement, and maximize value for the sponsors of your next event – whether it’s virtual, in-person, or hybrid – event professionals must include the real voices of their community in their event content. It’s not enough just to produce high-quality sessions. When organizations co-create event content with their communities, the results are tremendous.

Join Michael Hoffman, co-founder and CEO of Gather Voices, and Fallon Cryer, co-founder and Partner at beedance, for a discussion about how leading organizations are using authentic video content from real people to deliver more valuable opportunities to their event sponsors and create truly engaging experiences for attendees.

LEARNING OBJECTIVES
  • Define the video marketing trends that are shaping the future of event engagement
  • Identify 5 proven user-generated video tactics that can be implemented quickly and affordably for your next virtual, in-person, or hybrid event
  • Understand the framework for co-creating powerful event content with your community
  • Explore real-world case studies that you can replicate at your own organization

 

SPEAKER BIOS

Michael Hoffman
co-founder and CEO, Gather Voices
Michael Hoffman is the co-founder and CEO of Gather Voices, a technology company that automates the creation, management and publishing of video content. He is also the founder of See3 Communications, a digital marketing agency in Chicago and founder of the DoGooder Video Awards which honors the best social cause video on YouTube each year. Hoffman has been an advisor to association leaders for more than a decade and teaches marketing at the University of Chicago. He is an internationally sought-after speaker and trainer.

Fallon Cryer
co-founder and Partner, beedance
Specializing in growth-oriented enablement and human-centric communications, Fallon is known for designing innovative, revenue-generating solutions to complex problems and being fun to work with. Her passion for keeping business human and using communication as a strategic business lever is an asset in driving organizational change. She has 15+ years diverse, global experience as an executive with some of the world’s largest brands, including Microsoft, Infor, NTT & DXC Technology.
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Business Development CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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Hot Topics in Tax for Business Associations

 

 

 

 

Webinar: group live presented online  ||  Attendance:  28 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you. Lots of great information! || Helpful information on acknowledgements vs. advertising

Click here for Recorded Webinar 

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

 

 

 

 

 

 

This 90 minute course will cover tax topics that are relevant for business associations.  It will span topics such a common unrelated business income (UBI) tax on associations, state payroll implications as a result of the increase in remote workers, and recent developments in sales and use tax nexus and taxability rules impacting business associations.

LEARNING OBJECTIVES
  • Summarize the IRS oversight of executive compensation;
  • Describe the proper classification of common UBI items;
  • Identify potential state payroll tax issue related to remote workers;
  • Recognize the types of sales that may be subject to sales and use tax

 

SPEAKER BIOS

Stacy Cullen
Tax Director
Stacy Cullen, JD, LLM, is a director in Aronson’s Nonprofit and Associations Services Group. Stacy has a wealth of experience assisting clients with all aspects of the Forms 990, 990-T and 990-PF and provides advice on tax issues that are pertinent to not-for-profit entities such as unrelated business taxable income, tax-exempt structural issues, state charitable registrations, international employee compensation and benefits, lobbying expenditures, public support tests, supporting organizations and the use of tax-exempt bonds and related issues. Stacy has experience with private foundations including advising on qualifying distributions, excise tax, charitable use assets and self-dealing regulations. Further, Stacy has an excellent track record of working with the IRS both during IRS audits of nonprofits and to abate penalties that have been assessed. Stacy frequently presents to the Board of Directors and Audit Committees on tax issues impacting nonprofit organizations. Prior to joining Aronson, Stacy was the Director of Nonprofit Tax Services at a regional accounting firm where she assisted over 175 nonprofit clients with all their tax needs. Stacy began her career with Deloitte Tax. During her 10 years with Deloitte she worked in mergers and acquisitions, tax controversy, information reporting, and anti-money laundering before specializing in non-profit tax advising. Stacy entered into public accounting after completing her law degree at Benjamin N. Cardozo School of Law in New York, and her LLM in Taxation from the University of Florida. Stacy received a Bachelor of Arts degree from Michigan State University.

Michael Colavito
State & Local Tax Director
Michael Colavito is a director in the state and local tax practice of Aronson’s Tax Services Group. Michael assists clients with a broad range of state and local tax issues. His expertise extends to many areas of multi-state taxation, including income, franchise, sales and use, and property taxes. Michael’s experience also includes representing clients at all stages of tax controversy—from audit through appellate litigation as well as advising clients on restructurings and state tax refund and planning opportunities. Prior to joining Aronson, Michael served in the state and local tax group of a large, national firm.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Taxes Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed at least 1 year of non profit accounting 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.