Cherry Bekaert: Not-for-Profit Industry Guidance

About Cherry Bekaert: Not-for-Profit Industry Guidance

Cherry Bekaert’s Not-for-Profit podcasts feature discussions on trends and best practices to guide you forward.

Publisher

Cherry Bekaert

Category

business · news

Language

en

Explicit

No

First episode

13 Aug 2020

Latest episode

1 Jul 2026

Latest episodes

12 episodes in the feed.

1. 

   1 Jul 2026

   Non-U.S. Payment Form 1042 Compliance Risks

   As colleges and universities navigate increasingly complex reporting obligations for payments made to non-U.S. persons, having the right processes in place is critical. From filing requirements and deposit deadlines to documentation and reconciliation, institutions must take a coordinated approach to Form 1042 compliance. In part two of this series, Melanie McPeak, Managing Director and Tax Leader of the Firm’s Not-for-Profit industry practice, is joined again by Tahira Nagda, Managing ...

2. 

   15 Jun 2026

   Non-U.S. Student Financial Aid Compliance Risks

   Compliance Risks for Non-U.S. Student Financial Aid: Part 1 As colleges and universities continue expanding their global reach, compliance requirements related to payments made to foreign students and scholars have become increasingly complex. From scholarship withholding rules to treaty documentation requirements, institutions must understand their responsibilities under Form 1042 reporting obligations. In this episode of Cherry Bekaert’s Not-for-Profit podcast series, Melanie McPeak, Managi...

3. 

   21 Nov 2025

   Not-for-Profit Endowment Accounting: A Guide to Effective Fund Management

   In today's complex financial landscape, effective endowment management is more critical than ever to provide a stable source of funding that supports long-term missions. In this episode of Cherry Bekaert’s Not-for-Profits podcast, Jason Sturdevant, NFP Accounting Advisory Senior Manager, is joined by Blakeley Richard, Co-host and NFP Accounting Advisory Manager, to give an overview of endowments and how they can help an organization drive success. Listen to this episode to learn about: ...

4. 

   13 Oct 2025

   Aligning Finance and Fundraising for Success

   One of the most powerful yet often overlooked dynamics in the not-for-profit world is the alignment between finance teams and fundraising teams. While their day-to-day responsibilities may seem worlds apart, their collaboration is essential for mission success. In this episode of Cherry Bekaert’s Not-for-Profits podcasts, Jason Sturdevant, NFP Accounting Advisory Manager, is joined by co-host Blakeley Richard, NFP Accounting Advisory Manager, to discuss the critical alignment between finance ...

5. 

   5 May 2025

   Managing Not-for-Profit Endowments Effectively

   In today's complex financial landscape, managing an endowment effectively is more critical than ever to provide a stable source of funding that supports long-term missions. In this episode of Cherry Bekaert’s Not-for-Profits (NFP) podcasts, Jason Sturdevant, NFP Accounting Advisory Manager, is joined by co-host Blakeley Richard, NFP Accounting Advisory Manager, to discuss endowments in the context of educational organizations like private universities or K-12 schools. This episode also cover...

6. 

   10 Jan 2025

   Not-for-Profit Accounting Advisory Success Stories

   Across the Not-for-Profit sector, accounting and finance teams can often find themselves stuck in crisis mode, without a way forward or resources to solve their problems. At other times, teams can navigate the status quo, but growth or improvement is out of the question. In either instance, NFPs can find themselves in the common position of being stretched too thin. What solutions are out there?Jason Sturdevant, NFP Accounting Advisory Manager, and co-host Blakeley Richard, NFP Accounting Adv...

7. 

   6 May 2024

   Sage Intacct: Your Solution for Nonprofit Accounting Processes

   Not-for-profits (NFP) across the country often struggle with their accounting processes due to outdated software, spreadsheets and manual data entry. Sage Intacct, a cloud-based platform, can simplify accounting processes so not-for-profits can focus on the business of helping others. In this episode of our NFP podcast series, we hear about the power of Sage Intacct from Kristen Jenei, Managing Director at Cherry Bekaert, and Hina Babar, a Director at Cherry Bekaert. Tune in to learn how Cherry Bekaert can help implement Sage Intacct, and discover how the platform can help your organization: Gain visibility into key data Stop manually entering financial information Reduce accounting mistakes Streamline processes Gain more time for tasks important to your not-for-profit As more guidance comes forth, we are here to provide regular updates, thought leadership, current and future state consulting, change management advisory and ready to stand up services. We have solutions tailored for you. Learn more about Cherry Bekaert’s Sage Intacct solutions (https://www.cbh.com/sage-intacct-overview/) View all podcast in this series (https://www.cbh.com/guide/?s=&guidance-service=0&guidance-industry=not-for-profits&guidance-type=podcasts&orderby=relevance&post_type=guide)

8. 

   9 Apr 2024

   How the Name, Image and Likeness Policy is Changing College Athletics

   On campuses around the country, the name, image and likeness (NIL) policy is revolutionizing the way student-athletes can obtain benefits while attending a college or university. As of July 2021, student-athletes can enter NIL deals if they comply with state law and the NCAA’s rules. Essentially, NIL allows college athletes to monetize their personal brand by profiting from their name, image and likeness through various opportunities such as endorsements, sponsorships, social media posts and more. In the first episode of our NIL podcast series, Anthony Kocheron, an associate in Cherry Bekaert’s Government and Public Sector Advisory practice, is joined by Mit Winter, an attorney at Kennyhertz Perry who specializes in college sports law and has an extensive knowledge of NIL and its effects on college athletic departments. Tune in to learn more about: An introduction to the world of NIL, including: Collectives Employment Status Governing Bodies Factors that led to NILs current state in college athletics How college and university athletic departments are navigating the challenges of NIL Observations of what athletic departments are and aren’t doing when it comes to change in college athletics How athletic departments are preparing for the future Benefits of having comprehensive polices and procedures in place within an athletic department One key takeaway about NIL Due to the ever-evolving NIL space, and the current and upcoming compliance challenges universities are facing, Cherry Bekaert (https://www.cbh.com/industries/not-for-profits/) has dedicated a team of professionals to track all there is to know about NIL. As more guidance comes forth, we are here to provide regular updates, thought leadership, current and future state consulting, change management advisory and ready to stand up services. Whether you are a Power Five or sub-division school, we have solutions tailored for you.

9. 

   8 Apr 2024

   179D Energy-Efficient Commercial Buildings Deduction for Not-for-Profits

   Section 179D Energy-Efficient Commercial Buildings Deduction (section 179D) is an energy tax deduction created to incentivize the adoption of clean solutions in commercial buildings. Originally intended for the commercial industry, not-for-profit organizations are now able to take advantage of this notable tax deduction if they invest in energy-efficient improvements. Since not-for-profits are tax-exempt, they can allocate the energy tax incentive to a taxpaying entity working on the structure renovations. Before applying for the Section 179D tax credit, it’s imperative to understand the solutions that make the most sense for your building and the potential deduction allocations you may be eligible to receive. Host Amy Dosik (https://www.cbh.com/professional/amy-dosik/), Not-For-Profit Tax Practice Leader at Cherry Bekaert, is joined by special guests Martin Karamon (https://www.cbh.com/professional/martin-karamon/), Tax Credits and Incentives Advisory Leader, Ed Vettel (https://www.linkedin.com/in/edvettel/), Tax Credits and Incentives Senior Associate, and Andre Kohn (https://www.linkedin.com/in/andre-kohn-jr-09a85b24/), Energy Tax Credits and Incentives Senior Associate. Together they discuss the Section 179D energy efficient commercial building deduction and how not-for-profits and schools can benefit. As part of Cherry Bekaert’s Not-For-Profit podcast series, and the second episode in the energy tax credits and incentives mini-series, this episode covers: Section 179D background Determining eligibility for Section 179D Section 179D benefits Enhanced deduction requirements Maximizing Section 179D opportunities Cherry Bekaert’s Energy Tax Credits and Incentives team (https://www.cbh.com/services/tax/tax-credits-incentives-advisory/energy-investment-tax-credits-incentives/) assesses the eligibility of your organization to receive business energy tax credits and incentives, so you can receive the maximum monetary benefit allotted. If your organization makes investments in clean energy advancements, then you may benefit from energy efficiency federal, state and local energy tax credits and incentives. If you have any questions specific to your needs, Cherry Bekaert’s Not-For-Profit group (https://www.cbh.com/industries/not-for-profits/) is available to discuss your situation with you. Related Resources: Podcast: Direct Pay for Not-for-Profits (https://www.cbh.com/guide/podcasts/understanding-the-direct-pay-program-for-not-for-profits/) Factors to Consider When Seeking Cost Segregation and Section 179D Study Service Providers (https://www.cbh.com/guide/articles/cost-segregation-section-179d-studies-choosing-the-right-provider/) A Comprehensive Overview of Energy Tax Credits Under the Inflation Reduction Act of 2022 (https://www.cbh.com/guide/brochures/inflation-reduction-act-clean-energy-tax-credits-explained/)

10. 

    1 Apr 2024

    Direct Pay for Not-for-Profits

    The Inflation Reduction Act of 2022 (IRA) opened the direct pay program for not-for-profit or tax-exempt organizations to qualify for energy tax credits if they were investing in clean energy solutions. Before the IRA, there were clean energy tax credits available to tax-paying entities to take advantage of, but tax-exempt organizations couldn’t reap any benefits when choosing to invest in energy enhancements. The Internal Revenue Service (IRS) often releases new guidance on energy tax credits and incentives concerning not-for-profit and tax-exempt organizations, so it is imperative to stay updated to prevent incorrectly filed tax applications. Host Amy Dosik (https://www.cbh.com/professional/amy-dosik/), Not-For-Profit Tax Practice Leader at Cherry Bekaert is joined by special guests Martin Karamon (https://www.cbh.com/professional/martin-karamon/), Tax Credits and Incentives Advisory Leader, Timothy Doran (https://www.cbh.com/professional/timothy-doran/), Energy Tax Credits and Incentives Director, and David Mohimani, (https://www.linkedin.com/in/david-mohimani-bb475499/) Tax Credits and Incentives Manager, to talk about the direct pay program for not-for-profit entities. As part of Cherry Bekaert’s Not-For-Profit podcast series, and the first episode in the energy tax credits and incentives mini-series, this episode covers: IRA overview Background on the direct pay program Energy tax credit eligibility New IRS final regulations Application process for energy tax credits Direct pay benefits Key discussion takeaways Cherry Bekaert’s Energy Tax Credits and Incentives team (https://www.cbh.com/services/tax/tax-credits-incentives-advisory/energy-investment-tax-credits-incentives/) assesses the eligibility of your organization to receive business energy tax credits and incentives, so you can receive the maximum monetary benefit allotted. If your business makes investments in clean energy advancements, then you may benefit from energy efficiency federal, state, and local energy tax credits and incentives. If you have any questions specific to your business needs, Cherry Bekaert’s Not-For-Profit group (https://www.cbh.com/industries/not-for-profits/) is available to discuss your situation with you. Related Resources: IRS ERC Voluntary Disclosures Program (https://www.cbh.com/guide/podcasts/invalid-erc-claims-irs-voluntary-disclosure-program-guide/) Understanding IRS’ Voluntary Disclosures Program for Employee Retention Credit (ERC) Claims (https://www.cbh.com/guide/articles/irs-erc-voluntary-disclosure-program-what-you-need-to-know/) Analyzing the Impact: Tax Relief for American Families and Workers Act of 2024 (https://www.cbh.com/guide/alerts/tax-relief-act-of-2024-analyzing-impacts-on-american-families/) Factors to Consider When Seeking Cost Segregation and Section 179D Study Service Providers (https://www.cbh.com/guide/articles/cost-segregation-section-179d-studies-choosing-the-right-provider/) Understanding the Inflation Reduction Act and Other Energy Incentives (https://www.cbh.com/guide/webinar-recordings/understanding-the-inflation-reduction-act-and-other-energy-incentives/)

11. 

    14 Mar 2024

    Top Trend Predictions for Not-for-Profits in 2024

    Nonprofit organizations, from social services to trade associations and charter schools, play an essential role in supporting our communities. But these organizations often[HR1] (#_msocom_1)  face several challenges and restrictions when it comes to fulfilling their missions. Throughout [HR2] (#_msocom_2) 2024, not-for-profit (NFP) organizations will have many opportunities to increase impact and streamline operations. Matthew Socha (https://www.cbh.com/professional/matthew-socha/), Not-for-Profit Practice Leader, hosted John Fedus (https://www.cbh.com/professional/john-fedus/), Partner, and Amelia Crawford (https://www.cbh.com/professional/amelia-crawford/), Director, to look into their crystal balls and predict the top trends not-for-profits may experience this year. They explore a variety of themes, issues and opportunities that organizations face. The first of our NFP podcasts for 2024, this episode covers: Managing the lack of resources available to NFPs Remote work NFPs’ investment in technology Improving donor experience Collaboration with other nonprofits Artificial intelligence (AI) for NFPs Cherry Bekaert Can Guide You Forward Cherry Bekaert has a dedicated not-for-profit team with extensive experience in the industry. Many of our team members serve in a voluntary capacity on boards and give of their resources for the causes they feel strongly about. We have a clear sense of your priorities, goals and objectives and look forward to the opportunity to support your organization and mission. View All Podcasts in This Series (https://www.cbh.com/guide/?s=&guidance-service=0&guidance-industry=government&guidance-type=podcasts&orderby=relevance&post_type=guide)

12. 

    13 Aug 2020

    Not-for-Profit: Impacted by the Blackbaud Breach? Now What?

    Cyber breaches like the recent Blackbaud data security incident (https://www.blackbaud.com/securityincident?bblinkid=235471361&bbemailid=23365155&bbejrid=1586564960) remind us that no one is out of reach of cybercriminals. In our newest Not-for-Profit webinar, join Matthew Socha (https://www.cbh.com/professional/matthew-socha/), Partner and Industry Leader of the Firm’s Not-for-Profit practice, and Steve Ursillo (https://www.cbh.com/professional/steven-j-ursillo-jr/), Partner and Leader of the Firm’s Information Assurance & Cybersecurity practice, for a discussion on Blackbaud’s response, next steps for organizations impacted by the breach and an overview of the most common cyber control deficiencies for not-for-profits.

Podcast Authority Score: 10 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

0

Engagement

27

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