Insightful and informational, professional, conversational and client-centered are words to describe our podcasts. With our diverse client base, PKF O’Connor Davies’ podcasts give our professionals a venue to expand on trends and best practices for both specialized and general industry segments. They also allow us to bring in educational and industry specialists for added relevance. As accountants and auditors, we go behind and beyond the financial numbers and add channels of growth and guidance for your business through our podcasts.
Nonprofits "Insight Out" | Charitable Solicitation and Fundraising
State charitable registration and periodic filings enhance fiscal transparency. They provide useful information to the public, funders, the State Attorney General to assist with regulatory and law enforcement efforts, and to other interested persons. Currently, over 40 states require nonprofit organizations to register prior to fundraising. Fundraising regulations are complex and vary from state to state. In this podcast, the speakers will address why fundraising regulations are in plac...
25 Sept 2023
Nonprofits "Insight Out" | 10 Pressing Questions About the Employee Retention Credit
The Employee Retention Credit (ERC) is a potentially lucrative federal government tax credit for non-profit organizations. However, there are many misconceptions surrounding the ERC:Who qualifies? How to determine the credit.How it interacts with other government funding. This podcast helps set the record straight, with valuable information provided by Chris Migliaccio, Partner and the Firm's Employee Retention Credit Leader and Kristin Anderson, Senior Manager, as they discuss with...
24 Jul 2023
Nonprofit "Insights Out" | Diversity, Equity and Inclusion: Awareness to Action
Nonprofit organizations that develop and execute Diversity, Equity and Inclusion (DEI) policies can strengthen their internal operations and culture along with the quality of life in the communities they serve. Even if your organization already has an official DEI policy, you’ll benefit from this opportunity to discover the valuable information provided by Truphena Martin, our Diversity, Equity and Inclusion Manager, as she discusses with Senior Manager Lenore Sanchez the steps involved in fo...
4 Apr 2023
Nonprofits "Insight Out" | IRS Focus on Form 990: What Board Members and Management Need to Know
A Board’s review of IRS Form 990 is a best practice to help ensure fulfillment of the Board’s fiduciary responsibilities. Studies show that tax-exempt organizations that have an established Board review process are more likely to be in compliance with tax laws and regulations. What’s more, Board and management involvement traditionally results in greater transparency, accountability and promotes the proper stewardship of resources. With Form 990 available to the general public, it is im...
26 Oct 2022
Nonprofits "Insight Out" - Introduction of Environmental, Social and Governance
We invite you to listen and learn about organizational Environmental, Social and Governance (ESG) policy and why it is important to your nonprofit. Not-for-profit organizations are facing a growing demand from their stakeholders to disclose their ESG initiatives and performance and on reporting them quickly and accurately. The pressures are coming from donors, employees and the Board of Directors. ESG reporting demonstrates how an organization portrays their ESG goals, metrics and...
17 Aug 2022
Nonprofits "Insight Out" - Concepts, Benefits and Risks of Fiscal Sponsorships
We invite you to listen and learn about fiscal sponsorship arrangements and the options available sponsoring Internal Revenue Code section 501(c)(3) organizations as well as to sponsored projects and sponsee organizations. In a fiscal sponsorship arrangement, a not-for-profit exempt organization supports and protects another group, the sponsored partner, and shares its mission to raise funds and awareness in a charitable cause. Fiscal sponsorship continues to become a more widely ...
22 Jun 2022
Nonprofits "Insight Out" - Activities That May Jeopardize a NFP's Tax-Exempt Status
Understanding the activities that may put a charitable organization at risk is paramount to protecting and maintaining tax-exempt status under Internal Revenue Code 501(c)(3). In this podcast, the second of the series, Garrett Higgins and Eva Mruk answer Lenore Sanchez’s specific questions regarding: private inurement and private benefit, lobbying and political campaign activities, commercialization of activities (UBI), compliance with annual tax filings, practices to avoid revocation, and mo...
15 Feb 2022
Nonprofits "Insight Out" - International Activities
This inaugural podcast covers the topic of “International Activities” conducted by nonprofits and their global outreach through programs, grant-making, and investing. Lenore C. Sanchez, Manager, Not-for-Profits hosts the podcast with Garrett Higgins, Partner-in-Charge and Eva Mruk, Partner of Exempt Organizations Tax and Advisory Services providing valuable insight. The presenters provide practical guidance on the complex rules and discuss a number of tax considerations when...
16 Jun 2020
Board Oversight of Ethics & Compliance Is Your Organization's Program Effective
The subject of ethics and compliance is serious stuff and encompasses every type of organization. Mark Bednarz, Partner-in-Charge of our Risk Advisory Practice, sits down with Dr. Leann Platenburg, an independent ethics counselor, for an information-packed conversation as to the seven steps for the development of a meaningful and impactful ethics and compliance program. Listen to this nine-minute podcast focusing on the goal of avoiding reputational damage, lack of competitive advantage, and ...
16 Jun 2020
What the Board Needs to Know About Cybersecurity
Recognizing how critical cybersecurity is to our clients, this podcast features an informative discussion on some complex digital issues. Given the important responsibilities of the board members we serve, this topic is of particular importance. This 15-minute podcast covers a range of subjects, including in-house vs. outsourced CISO (Chief Information Security Officer), funding, privacy laws, the need to develop a privacy policy, understanding and managing related risks knowing that oversigh...
Is your board controlling risk? Does your organization need a pulse check? Board members and management of not-for-profits are invited to listen to the new podcast hosted by Mark Bednarz and Larry Baye of PKF O’Connor Davies. It just might help your NFP – through your specific actions – mitigate risk concerns and ensure organizational sustainability. Among other helpful advice, Larry lets you know about evaluating your “bench strength” and Mark offers practical ways to realize your...
16 Jun 2020
Changing Your Property Management Company
Thinking of changing property management companies for your housing entity? Stew Grubman, the Partner-in-Charge of the Bethesda office, shares some good advice based on his extensive experience in affordable and special needs housing. What accounting and other factors need to be addressed with such a change so that the transition runs smoothly? He will give you a number of points that need to be considered beforehand. You need a plan and Stew is there for you.
10 Jun 2020
Conflicts of Interest and a Director's Duty of Loyalty
Mark Bednarz, Partner in our Risk Advisory Group, discusses with Jeffrey Haas, Professor, New York Law School, the duty of a board director as well as the matter of personal liability. Whether for a private or publicly-held entity, a director broadly has a “duty of care” as a corporate fiduciary. Professor Haas speaks to the transparency of business connections on matters brought before the board and acceptable ways to achieve that goal. This short podcast is packed with useful information fo...
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