As the world outside blooms with the vibrant colors of spring, so too does the opportunity for growth and learning. In this edition of Nonprofit Insights, we're excited to bring you a bouquet of fresh insights and resources to help you cultivate your knowledge and expand your skillset.
The agenda is set for our first ESG Summit on April 24! Register for our virtual event to learn how your organization should be thinking about and responding to ESG. For nonprofits in the New York market, we’re pleased to offer our first in-person education and networking opportunity since 2019. Register for our May 9 Nonprofit Industry Update at Frances Tavern. Both events are eligible for CPE credit.
Amy Boland, CPA
Partner & Director of Audit Services
ESG Summit: Strategies for Developing, Measuring, and Communicating ESG Initiatives
April 24 | 12:00 - 3:00 pm
This half-day virtual summit features ESG trailblazers, industry experts, and leaders from early-adopter organizations who will share the critical aspects of ESG initiatives. Our event is designed to offer valuable advice on right-sizing ESG initiatives for your organization; developing effective measurement, monitoring commitments; and developing strategic approaches to communication. Earn 3 CPE credits!
Heather Broberg to Lead GRF’s Accounting Technology Practice
We are pleased to announce that Heather Broberg is joining GRF to lead the firm’s Accounting Technology Solutions practice. With over 25 years of experience in accounting and finance leadership, Ms. Broberg is a valuable addition to GRF’s team of advisors focused on leveraging cutting edge technologies for improved operational performance. Her expertise in accounting technology, including implementation of Sage Intacct Cloud ERP, strengthens the firm’s capacity to deliver customized solutions for our business and nonprofit clients.
Accounting Today Recognizes GRF as a 2024 Regional Leader and Firm to Watch
Accounting Today released its 2024 Top 100 Firms ranking of accounting firms and accounting’s regional leaders. GRF CPAs & Advisors (GRF) reported another strong year in 2023 which earned the firm recognition as one of the Top Firms in the Capital Region for 2024 and a 2024 Firm to Watch.
Don’t miss GRF’s featured presentation! Dynamic dashboards empower nonprofit leaders to use financial data as a storytelling and planning tool – bringing the numbers to life and allowing for critical decisions to be made with real-time data and visibility. Join us to learn how the right financial management tools can help you capitalize on digital transformation and take your nonprofit’s ability to tell your story through financials to new heights.
MACPA 2024 Government and Not-for-Profit Virtual Conference
May 1-2
GRF team members will present five different sessions at this year’s 2024 Government and Not-for-Profit Virtual Conference. Topics include CECL, indirect costs, lease accounting, single audits, and cybersecurity/technology/AI in the government and nonprofit sector.
GRF’s Omid Mohebbi will participate in two sessions, Understanding Retirement Plan Documents and “Ask the Experts” panel, at the 2024 GWSCPA Employee Benefit Plans Conference. This conference is for both plan auditors and fiduciaries covering topics relevant to your EBP audits. Attend this conference to learn about the complexities, trending issues and best practices in benefit plans.
Detecting and Preventing Fraud and Embezzlement: Everything Your Nonprofit Needs to Know
May 1 | 3:00 - 6:00 pm
Join the Nonprofit Advisory Board (NAB) for a panel of nonprofit industry experts discussing real-life examples of fraud and embezzlement in nonprofits and the lessons learned, moderated by GRF’s Jennifer McCahill and featuring GRF’s Kristen Ocampo. Topics will include detecting/preventing fraud, internal controls, cyber awareness, fraud trends, messaging fraud, insurance coverage, and more. Earn 1 CPE credit!
2024 Nonprofit Industry Update: What’s Next for Nonprofit Organizations?
May 9 | 12:00 - 4:00 pm
We’re bringing our popular nonprofit industry update downtown! Each year, GRF assembles experts in a variety of financial and operational topics for a virtual discussion around what’s important to nonprofit leaders. After a pandemic-induced hiatus, GRF is excited to resume our leadership series and offer the 2024 nonprofit industry update as an in-person event. Earn 2 CPE credits!
Collaborative Budgeting: Harnessing the Power of Special Purpose Worksheets
While collaborative budgeting allows your organization to strategically manage budgets, sometimes your team may encounter unique instances. Learn more about special purpose worksheets, a flexible budgeting tool that can be adjusted to account for situations that fall outside of standard budgeting line items.
Recap: Enterprise Risk Management in Nonprofit Organizations
On February 22-23, 2024, GRF and NC State University’s Enterprise Risk Management Initiative convened over 100 nonprofit executives and board members to discuss enterprise risk management strategies and tactics. The annual workshop aims to fill a gap in the resources available to tax-exempt organizations seeking to strengthen their enterprise risk management programs.
Key Takeaways from the 2024 Sage Transform Conference
The 2024 Sage Transform conference offered a comprehensive exploration of AI integration, technological advancements, and the vital human elements essential for success in the evolving landscape of accounting and finance. Read GRF Partner Elinor Litwack’s recap of this year’s conference.
Luck of the Audit: The Role of Internal Controls in Audit Preparedness
Think of the annual audit as your pot of gold! In this webinar we will focus on common audit findings and best practice recommendations to help strengthen controls over those areas. Whether you’re a seasoned professional or someone who needs a four-leaf clover to get through your next audit, let our nonprofit audit team help you find the end of the audit rainbow.
Discover best practices, effective allocation methods, and address common challenges faced by finance professionals. We’ll delve into the intricacies of functional expenses, exploring optimal ways to allocate costs and discussing potential issues that may arise.
Headquartered in the Washington, D.C. metropolitan region, GRF CPAs & Advisors (GRF) is a full-service professional services firm providing clients with accounting, tax, and advisory solutions. For more than 40 years, the firm has supported the financial and operational success of for-profit and tax-exempt organizations locally, nationally, and around the world.
For more about GRF CPAs & Advisors, visit our website at www.grfcpa.com.
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