Registration rates are listed under each seminar. Early bird discounts of 10% are available for registrations made at least 30 days in advance.
Registration fees cover a comprehensive course manual, plus morning continental breakfast and a light lunch (sandwiches or similar), and beverages throughout the day.
To Register There are two methods you can use to register for any of our seminars:
Any questions about registering - call us at (301) 987-0287.
Hotel Sleeping Rooms - Due to the small size of our groups, we provide attendees with maximum opportunities for learning and asking questions. The one down-side to this is that hotels generally do not provide us with discounted room blocks for sleeping rooms.
For seminars conducted at hotels, contact the hotel directly as soon as possible to reserve your sleeping rooms. If you are having any difficulties finding a sleeping room, please contact us and we will attempt to help.
For seminars held at Executive Conference Centers, we will provide a list of nearby hotels with your e-mailed confirmation letter.
Cancellations - Cancellations received up to two weeks before any seminar shall be entitled to a full refund, less a $25 processing fee. Cancellations received less than two weeks before a seminar are not eligible for a refund, but a coupon that can be used for future registrations only shall be issued in an amount equal to the registration fee, less a $25 processing fee. Substitutions are permitted at any time.
All seminars begin at 8:30 am and conclude at 5:00 pm.
Registration and continental breakfast begin at 8:00 each day. Lunch will be served from 12:00 to 1:00 p.m. Afternoon beverages will be provided.
CPE credits listed in the next section are measured in accordance with the standards of the National Registry of CPE Sponsors - CPE credits have been granted based on a 50-minute hour.
For more information regarding administrative policies, such as complaint and refund policies, please contact our offices at (301) 987-0287.
Accounting and Audit Issues for Federal Grants and Contracts under the New Super Circular (16 CPE Hours)
Who should attend:
In December 2013, the new "Super Circular" of uniform rules was published, replacing guidance found in several existing circulars and establishing new compliance issues associated with accounting, administration and audits of federal awards to nonprofit organizations, state and local governments, and educational institutions.
This seminar walks attendees through all the changes, starting with the current rules (that still apply during 2014) and explaining how these rules will change as the new provisions take effect later this year. Key topics to be covered each day include:
May 19-20, 2014 TO REGISTER FOR THIS SEMINAR, CLICK HERE
Applying Effective Risk Management Techniques to Improve Operations (16 CPE hours)
Who should attend:Executives and Financial, Program, and Operational Managers of:
This practical new course is aimed at nonprofit executives and managers (of all departments and functions) and outside advisors and consultants. It is not targeted towards auditors, but auditors may also find it useful in auditing and consulting with their nonprofit clients.
Risks come in all shapes and sizes, but can be classified as: strategic, financial, compliance or operational. Every employee is a risk manager to some extent, and it could be said that the primary job of every department head and CEO is to manage risk - obstacles to established goals. Effective risk management is the link between a strategic plan and daily operations. It considers the questions "what could go wrong" as well as "what needs to go right in order to achieve the goals we have established." It applies an appropriately scaled framework that fits each organization, in order to ensure thoroughness and consistency.
This hands-on course explains and applies key concepts of risk management based on the most commonly applied frameworks (COSO ERM and ISO 31000) to improve performance and effectively accomplish the mission and objectives of nonprofit organizations. In addition to providing participants with a thorough grounding in the key theoretical concepts, extensive use of practice problems and group discussion will enable participants to apply these concepts to their own real-life situations. The course will proceed in the following manner:
Throughout the two days, we will utilize a variety of learning techniques, from instructor-led discussions to group and individual problem solving, group practical cases, and participant-led discussions. This will be an active seminar, one that delivers all of the theory necessary to fully understand all key concepts, but that provides for numerous opportunities to apply the theories in a practical manner, enabling participants to walk away with information that can be immediately applied in the workplace.
May 15-16, 2014 TO REGISTER FOR THIS SEMINAR, CLICK HERE
June 5-6, 2014 (co-sponsored by Wipfli, LLP) TO REGISTER FOR THIS SEMINAR, CLICK HERE
About Your Discussion Leader - Gerard Zack
Gerry Zack is an expert in risk management, compliance, fraud prevention and detection, accounting, and auditing. He is widely recognized as one of the nation's foremost authorities on the unique management issues of nonprofit organizations and associations and is frequently praised for his ability to explain complex financial and technical issues and apply them to specific organizations. Gerry founded Nonprofit Resource Center in 1990 and has trained more than 15,000 participants since. In addition, Mr. Zack has provided internal training for more than 50 CPA firms and has spoken at many large industry conferences, such as the AICPA's Not-for-Profit Industry Conference and the Annual Conference of the Association of Certified Fraud Examiners (ACFE). Gerry was elected to the Board of Regents of the ACFE for a 2014-2015 term He also serves on the faculty of the ACFE and is the 2009 recipient of the ACFE's James Baker Speaker of the Year award.
Gerry is the author of four books on fraud, including Fraud and Abuse in Nonprofit Organizations: A Guide to Prevention and Detection (pub. 2003 by John Wiley & Sons), as well as numerous articles and presentations on fraud and internal controls, and NRC's popular Model Accounting and Financial Policies and Procedures, a customizable template used by more than 1,000 nonprofit organizations.
Gerry is also president of Zack, P.C., which specializes in providing financial, compliance, operational and fraud risk advisory services and internal audit services for a variety of industries. He has worked with organizations of all types throughout the United States, Canada, and Europe during his 30+ years of professional experience. In addition, he served as Chief Operating and Compliance Officer for a Washington, DC based international, scientific membership organization for two years. For more information about Zack, P.C. visit www.zackpc.com.
Gerry is a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Certified Internal Auditor (CIA) and Certified Compliance and Ethics Professional (CCEP). He earned his BSBA from Shippensburg University in Pennsylvania and his MBA from Loyola College in Maryland.