New Upcoming Webinars Coming Soon!

Fin 48 Implementation Strategies for Tax Exempt Not-for-profits
(August 19, 2009)
The Financial Accounting Standards Board said on July 8 that it will move forward on drafting its final ballot outlining how accounting for uncertainty in income taxes applies to passthrough entities and tax exempt not-for-profits.

While publicly traded entities that have issued tax exempt bonds were required to implement FIN 48 early, the FIN 48 implementation time period for passthrough entities and tax exempt not-for-profits is now upon us, according to the FASB.

FASB members said they would give no more deferrals since "we have resolved a number of issues," but would change its terminology from stating the guidance is effective upon issuance to stating it would become effective for periods ending after September 15, 2009.

Fourth Annual Grants Management Update
(July 16, 2009)
In the "Sarbanes-Oxley" Era, the Federal government has greatly increased its expectations for recipients of Federal funds. Not only is there an expectation for 100% compliance on grant requirements, there is an expectation for a very strong system of internal controls over compliance areas as well as the financial systems.

Join us as Tom Sneeringer, Partner with RSM McGladrey updates you on current developments in the world of grants management. There will be a special focus this year on the implications of the American Recovery and Reinvestment Act.

Exit and Succession Planning for Executives in Tough Economic Times
(April 28, 2009)
Effective leadership is essential to organizations. How succession and executives exits are handled directly impacts the capacity of organizations to carry out their mission. Economic realities make this type of planning essential for executives and organizations. Without attention to exit planning and succession, years of effort and progress and reputations of leaders are put at risk.

Join us as Tom Adams, president of TransitionGuides, discusses best practice approaches to exit and succession planning and the associated benefits. TransitionGuides is a consulting company that enables nonprofit organizations to plan for and capitalize on opportunities that come with leader transitions. The company’s services include succession and sustainability planning, executive search and transition management.

Organizational Performance Mirrors Team Performance—How Strong is Yours?
(March 5, 2009)
In today’s fast paced environment and economic downturn, senior staff and association leaders are searching for solutions to help their organizations manage successfully. Whether the economy is boom or bust, having a strong team leads to the best outcomes in organizational performance.

Accounting Update for Not-for-Profit Organizations
(February 24, 2009)
Not-for-profit organizations preparing financial statements for December 31, 2008 year ends and later need to contend with a number of new accounting requirements. Join us as Ian Benjamin, partner with McGladrey & Pullen LLP, discusses the new standards and reporting concerns.

Market Volatility & Protecting Assets and Income
(January 29, 2009)
Understanding impact of current stock market volatility on portfolios and protecting asset and income streams with insurance.

Fair Value Measurements – FAS 157
(December 9, 2008)
Statement of Financial Accounting Standards No. 157, Fair Value Measurements (FAS 157), was issued in September 2006 with the hopes to eliminate inconsistencies in fair value definitions and provided increased consistency and comparability in fair value measurements. Implementation has proven challenging, particularly in a year of rather extreme economic conditions.

Understanding the updated tax laws
(November 19, 2008)
Each year the tax laws that apply to not-for-profit organizations continue to change and become more complex. To help you gain a better understanding of the new tax laws and recent IRS internal activities in the exempt organization examination division, James Sweeney, National Lead, Exempt Organization Technical Tax Services for RSM McGladrey; and, Alan Woghin, Partner with McGladrey & Pullen LLP, will provide a tax update for not-for-profit organizations.

SFAS 142 Impairment Testing - Key Valuation and Accounting Issues
(October 31, 2008)
Under FASB Statement 142, Goodwill and Other Intangible Assets, intangible assets and goodwill are required to be tested annually for impairment by senior management. Participants in this webcast will receive a complete overview of impairment testing required by FASB Statement 142.

Insights to Fraud and It’s Prevention
(October 21, 2008)
Fraud is one of the greatest risks businesses face today. Sophisticated business techniques, globalization, and growth through mergers and acquisitions have created an atmosphere where fraud can thrive if left unchecked.

Learn How Managing Effectively Will Lead to Better Governance
(October 21, 2008)
Senior staff and boards often express frustration about the future and current operations of their association. Much has changed in association management, yet some things remain constant. Find out what’s new, what’s old, and what’s the same in terms of managing and governing an association effectively.

SERIES: Final Instructions Are Here for the New Form 990
(3 Webinars, from September 30, 2008 through October 2, 2008)
The final instructions for the new Form 990 were recently issued. The new form should be used by tax exempt organizations for tax years beginning in 2008. There were some substantial and very welcomed changes from the April draft, which had been issued for public comment.

Understand and Plan for Audit Procedures for Alternative Investments.
(September 25, 2008)
Learn how to plan for audit procedures for alternative investments at your not-for-profit organization during an educational webcast to be presented by RSM McGladrey, a leading provider of accounting, tax and business consulting for organizations on the move, like yours.

3rd Annual Grants Management Update
(September 17, 2008)
In the "Sarbanes-Oxley" Era, the Federal government has greatly increased its expectations for recipients of Federal funds. Not only is there an expectation for 100% compliance on grant requirements, there is an expectation for a very strong system of internal controls over compliance areas as well as the financial systems.

Learn how FIN 48 will affect your exempt organization
(April 22, 2008)
FASB Interpretation No. 48 – Accounting for Uncertainty in Income Taxes. FIN 48 requires the management of tax exempt organizations to examine and record in the financial statements, the uncertainty that a tax position will be sustained if examined by the taxing authorities. The goal of FIN 48 is to identify uncertain tax positions taken on income tax returns of the audit client, and determine the impact of that uncertainty to the current, non-current or deferred tax accounts on the organization’s financial statements.

Lobbying and Political Activities of Tax Exempt Organizations
(March 11, 2008)
As this year ramps up for the November elections not-for-profit organizations need to be aware of the tax requirements they face regarding lobbying and political activities.

Join us as Jim Sweeney, National Tax Leader with RSM McGladrey explains how lobbying and political activities will specifically affect 501(c)(3), 501 (c)(4) and 501(c)(6) organizations.

Building Green to Save Some Green
(March 6, 2008)
Green Building Basics and Cost Comparisons of Green Buildings and Non-Green Buildings

Leverage entity level controls to reduce fraud and better manage risk
(February 19, 2008)
Learn how to leverage entity level controls to reduce fraud and better manage risk in your not-for-profit organization.

IRS Provides Public Comments Regarding Form 990
(February 4, 2008)
On February 1st, 2008 there is a joint national meeting of the three United States TE/GE Liaison Councils with National IRS Exempt Organization Division officials in the greater Washington, D.C. Metro area.

New “Final Draft” of Form 990 Released for 2008
(January 22, 2008)
On June 14, 2007, the IRS, released the long-awaited rework draft, and completely redesigned Form 990. During the summer of 2007, the Internal Revenue Service (IRS) took public comments about the Draft. It received nearly 700 responses that totaled approximately 3,000 pages of comments. Now, the IRS has released the “final draft” of Form 990 for 2008 (filed in 2009, for tax years beginning in 2008). Although we now have a “final draft” of new Form 990, the instructions for the form have yet to be released. This “final draft” version contains a “core form” of 11 pages and 16 additional Schedules that may or may not be required to be filed by every exempt organization. There were numerous changes made to the initial draft issued in June 2007.

New Regulations Affecting 403(b) Plans of Tax Exempt Employers
(December 18, 2007)
In July 2007, the IRS published long-awaited final regulations for 403(b) plans, the first 403(b) regulations issued since 1964. The new regulations will more closely align 403(b) plans [available only to certain not-for-profits, churches, and public school systems] with the 401(k) plans available to “for profit” plan sponsors.

Contract Surety Bonds: Understanding Today's Market
(November 27, 2007)
As you strive to serve your customers and build your reputation, you need to be certain you have every edge in securing surety bonding. With the many changes impacting the surety industry in recent years, it is critical for you to understand the latest trends and legal issues affecting the surety market and the significance of the relationship between the contractor and producer.

Tax-Exempt Financing: Overview of the Municipal Market
(November 15, 2007)
In order to stay competitive, healthcare and higher education organizations will see significant increases in their capital planning over the next two to five years. Not-for-profit institutions have many different options when it comes to ways in which to finance their capital projects. One of the most cost effective ways to meet these capital needs is through the tax-exempt municipal market.

Exempt Organization Executive Compensation Issues
(October 23, 2007)
The IRS, in the form of a recent compensation study, harsh intermediate sanctions penalties, increased compliance on Form 990, and now a much more “transparent” separate Schedule J, has demonstrably upped the ante with regard to your exposure on the subject of officer, director, trustee, or key employee compensation. As you already know– every organization has officers, directors, trustees, and key employees so this change will affect you!