Posts Tagged ‘Nonprofits’

Managing ACA Compliance Requirements for Nonprofits

Tuesday, May 17th, 2016

What do you need to know about the Affordable Care Act? What do you need to do to participate and be compliant? These and other issues are the focus of this free program. CPE credit available upon request.

Hosted by TeamNFP with support from your Abila MIP & your TeamNFP Business Partner.

Meet our Experts:

  • Attorney Paula Pierce, P Pierce Law, P.C.
    Before starting her own practice, Ms. Pierce was with the Texas Legal Services Center, a nonprofit legal aid organization, served on the editorial staff of the South Texas College of Law in Houston, and was responsible for funding applications and managing state and federal grants.
  • Bruce Senti, New Market Manager for Aatrix
    Mr Senti has spent the last two years working with over 335,000 businesses and nonprofits including many MIP users who use Aatrix Software to file their year-end reporting. (unable to participate due to a conflict)
  • Bruce Truitt, faculty member US Government Audit Training Institute and the US Department of Justice’s Medicaid Integrity Institute and Chief Statistician on the nationwide Medicare Supplemental Medical Review Project.

What’s below the surface that you don’t know about or didn’t realize you had to do? We will make sure we cover the basics and then get to the compliance issues that trip up many nonprofits. If you have specific issues you’d like the panel to address, please send them to jtrip@teamnfp.com by May 10.

Originally presented:  May 2016

Slides: ACA Webinar May 2016


No Victims: What CFO’s Need to Know About Fraud & Embezzlement

Wednesday, February 18th, 2015

Bryant Truitt, CEO of Brytan & Associates which has provided practice management assessments for healthcare providers, nonprofits, and other organizations for 18 years, is a busy speaker. As a Certified Fraud Examiner, he has been much in demand because of the rise in fraud and embezzlement by employees.  He was gracious to share how nonprofits can minimize their risk although total prevention is impossible — the crooks just change venue and what they do. Learn what to look for and what to do to keep your revenue out of the wrong hands.

Presenter: Bryant Truitt, Brytan & Associates, Inc.

Originally presented Feb. 2014

What CFO’s Need to Know About Fraud Webinar Slides


Saving on Your Hiring, Orientation & Onboarding Costs

Wednesday, February 18th, 2015

How can you make your hiring process, orientation, and onboarding more efficient? It starts with preparation and follow through. Get ideas you can use in your nonprofit to put the right person in the right place at the right cost in terms of time, money and effort.

Presenter: Jan Triplett, former Asstistant Director of Staff Development for a Texas tax exempt organization

How to Save on Your Hiring, Orientation, & Onboarding Costs


Speaking the Same Financial Language Webinar

Tuesday, May 20th, 2014

How can you help your staff, board, and others understand financial terms that you know backwards and forwards? Karen Millican who has spent many years working as the CFO of nonprofits knows the challenge and has come up with a process so that everyone really understands what the words and the finances mean. This means the organization can arrive at better decisions when it comes to money allocation.

Presenter: Karen Millican, MBA, Business Tutor, LLC

Millican Speaking The Same Language Webinar Slides


Fraud Hits Nonprofits Hard — Are You Safe?

Friday, November 1st, 2013

IRS Form 990 entries can signal fraud

If you thought your nonprofit was safe from fraud and embezzlement, think again. According to a Washington Post article, thousands of nonprofits have found “diverted funds”. The Association of Certified Fraud Examiners ranked charities, religious organizations and social services as #19 in their 2012 report of Occupational Fraud & Abuse with median losses amounting to $85,000. (more…)