VIDEO: Frank Venezia, CPA, director at Marvin and Company and Kevin O'Leary, CPA, director, discuss non-profit fiscal governance on TV-17's The Money Factor

https://vimeo.com/48541803

On Wednesday, Sept. 19 from 5:30-7:30 p.m., Frank and Alan Krieger, a former executive director of two non-profits, will host an interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective.”  

Held at Northeast Parent and Child Society, 530 Franklin Street in Schenectady, the session will focus on the fiscal responsibilities of board members/non-profit leaders and provide easy-to-understand examples and suggestions that can be readily implemented in any organization.  

The cost is $15 and you can register by calling Bonnie Brisk at (518) 785-0134 x 169. Space is limited. 

For more information, call Frank at (518) 785-0134, or email fsv@marvincpa.com  

FINANCIAL GOVERNANCE OF NON-PROFITS FOCUS OF 9/19 INTERACTIVE WORKSHOP

The management and protection of financial resources are major concerns for all non-profit organizations, regardless of whether they are a small all-volunteer group or large national association.

On Wednesday, Sept. 19 from 5:30-7:30 p.m., we'll  be hosting an interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective.”  

Held at Northeast Parent and Child Society, 530 Franklin Street in Schenectady, the two-hour session will focus on the fiscal responsibilities of board members and non-profit leaders.  The cost is $15 and registration is required by calling Bonnie Brisk at (518) 785-0134 x 169. Space is limited.

“Although board members and leaders of non-profit agencies are responsible for oversight and management of their agency’s financial management, many are often unfamiliar with the system,” said Frank Venezia, CPA, a colleague of mine at the firm who will lead part of the session. “This workshop will provide easy-to-understand examples and suggestions that can be readily implemented in any organization.”

Among other topics, attendees will learn:

• The board’s specific responsibilities in fiscal management 
• The purpose and goals of a fiscal management system
• Steps a board can take to effectively create accountability and oversight 
• What to look for when reviewing financial reports
• How to minimize risk of fraud or financial mismanagement
• The board’s interaction with internal and external auditors

Frank has 35 years of public accounting experience and oversees our Accounting and Auditing Services. He currently supervises audits and provides management advisory and other services for various not-for-profit organizations, fire districts and employee benefit plans.

Alan Krieger, a former executive director of two non-profits, will co-present.  His company provides bookkeeping and financial management consulting services, training, leadership and organizational development services to leaders, staff and board members of non-profit agencies across the state.

For more information, please call Frank at (518) 785-0134, or drop him a line at  fsv@marvincpa.com  

8/15 WEBINAR TO ADDRESS ESTATE AND GIFT TAX UPDATE

With the presidential election and changes to the federal estate tax looming, learn what to do with your estate plan by participating in a free estate planning webinar titled, "Estate and Gift Tax Update" Wednesday, August 15th from noon to 1 p.m.



"This webinar will discuss the challenges and opportunities of planning for your estate in an uncertain political environment," said Senior Tax Manager Chris Cimijotti, CPA, who will present the session with colleague Tom Donovan, CPA, a director at the firm.

Cimijotti has provided personal, business, estate, and trust planning and taxation services to an array of clients for more than 26 years.  Donovan, meanwhile, has more than 30 years' experience advising Marvin and Company clients on a variety of personal and business matters.

One hour of continuing professional educational credit is available for CPAs.

PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer. Space is limited. 

Reserve your seat now by visiting https://www2.gotomeeting.com/register/731453426

After registering, you will receive a confirmation email containing information about joining the session.

For more information, give me a call at 785-0134 or email me at kpo@marvincpa.com.

Cheers!