November 5, 2025 - Watch the session recordings from our November 5, 2025, virtual church seminar to learn about leading with vision and purpose, banking considerations, and succession and retirement planning best practices.
October 29, 2025 - The IRS has published frequently asked questions addressing recent changes to the Employee Retention Credit (ERC) enacted under the One Big Beautiful Bill Act. Learn what the new ERC limitations may mean for your organization.
August 26, 2025 - Learn about key considerations and best practices for addressing nonprofit compensation, analyzing church debt ratios, managing changing higher education risks, and much more.
June 26, 2025 - This issue covers personnel file best practices, higher education liquidity considerations, risk assessment for churches, nonprofit founder compensation, and more.
June 24, 2025 - Learn how establishing consistent policies and procedures for collecting, storing, and maintaining personnel files can benefit your HR department while helping to ensure compliance with various regulations.
June 24, 2025 - With thoughtful planning and support, including an effective risk assessment process in your internal audit function can help your church protect its resources, maintain financial integrity, and proactively manage risk.
June 24, 2025 - In today’s challenging higher education landscape, some institutions may face the difficult decision to close. Here is a step-by-step approach to navigating institutional closure with transparency, care, and purpose.
May 6, 2025 - Executive compensation is often particularly complex at nonprofit organizations led by a founder who wants to devote funds to mission-focused initiatives instead of their compensation. Here are some key considerations to help founder-led nonprofits and their boards address executive compensation in a way that sets both the founder and the organization up for long-term success.
April 29, 2025 - Topics include the importance of accurate net asset classification and cash flow ratios for churches, merger and acquisition considerations for higher education institutions, a potential employee eligibility issue for 403(b) plans, and more.
April 24, 2025 - If your organization operates internationally, you face currency volatility that can threaten your international budget and erode your donor impact. But it doesn’t have to be this way! This session is designed to empower financial professionals with the knowledge and tools to thrive in today’s dynamic global marketplace.