Financial Management

Intermediate QuickBooks for Nonprofits

October 21, 2015 - 1:30pm - 4:30pm

Faculty: Ian Shuman, Director, Client Services, Gelman, Rosenberg, and Freedman CPAs, certified QuickBooks Pro Advisor

Course Objective: Gain a better understanding of how QuickBooks can be used for your nonprofit organization.  All attendees should have basic understanding of QuickBooks functions.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Fundamentals of QuickBooks

October 14, 2015 - 1:30pm - 4:30pm

Faculty: Ian Shuman, Director, Client Services, Gelman, Rosenberg, and Freedman CPAs, certified QuickBooks Pro Advisor

Course Objective: Gain a better understanding of QuickBooks and how this program can be used.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Generating Corporate Sponsorship

September 22, 2015 - 9:30am - 11:30am

Faculty:  Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

4-Part Series: Raising Revenue with Quality Financial Statements

June 9, 2015 - 8:30am - June 10, 2015 - 12:30pm

The Center is proud to annouce a new four-part finance series, offered through a partnership with Industrial Bank and Aronson, LLC

Each of the four parts of the series will cover important aspects of financial management for nonprofits to ensure financial sustainability and increased revenues.

This series will take place over the course of two days, with two parts being offered each day.

Day One: Tuesday, June 9, 2015 :

1:  How Do We Stack Up? Read more »

Center for Nonprofit Advancement Announces New VitalHealth Medical Plan for Members

Washington, D.C. (April 8, 2015) – The Center for Nonprofit Advancement has announced updates to their medical insurance plan, offered to members through the VitalHealth program. The Center will offer seven plans for Center members, with insurance coverage provided by CareFirst. 

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The Top 10 Legal Pitfalls for Nonprofits

by Benjamin Takis, Founding Attorney, Tax-Exempt Solutions, PLLC

Running a nonprofit is not easy. In addition to constant fundraising challenges and the difficulty of meeting mission goals with limited resources, nonprofits must navigate a minefield of legal rules and restrictions. With these competing priorities, it is perhaps not surprising that legal considerations often are not taken seriously until it's too late.
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Basic Budgeting for Nonprofits - SOLD OUT

April 22, 2015 - 1:30pm - 3:30pm

Faculty: Scott Denlinger, Director , CBIZ MHM, LLC

Course Objective: This interactive presentation will explore hands on concepts in budgeting for your nonprofit
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Location: 
THEARC 1901 Mississippi Ave, SE Washington, DC 20020

DeLeon & Stang CPAs and Advisors

100 Lakeforest Blvd. Suite 650
Gaithersburg
MD
20877
Phone: 
301-948-9825
Fax: 
301-948-3220
Contact Name: 
Allen DeLeon, CPA, PFS
Number of Nonprofit Clients: 
300
Special Discount for Center Members: 
No
Your Services: 

• Audits, reviews and compilation services
• Full-service accounting
• Assistance with internal controls
• Tax compliance assessment
• Tax advisory services
• Outsourced CFO services
• Charity registration filings
• Election ballot services
• Ethics and governance services
• Fraud investigations
• Strategic planning and consulting services
• Tax return preparation and planning
• Assistance in establishing planned giving programs
• Representation before IRS, State Departments of Revenue or other taxing authorities
• A-133 audit and consultation
• Assistance in banking/lending relationships
• Membership surveys
• Personnel policy manuals and employee handbooks
• Retirement planning and benefits consulting:
                  o Pension plan administration
                  o Benefits consulting
                  o Investment management

Is your company minority owned? : 
No
Is your company women owned?: 
No

How to Run a Successful Audit

March 10, 2015 - 1:30pm - 3:30pm

Faculty: J. Scott Denlinger, CPA, Director, CBIZ MHM, LLC

Course Objective: Learn strategies for preparing audit paperwork through the year

For many accountants at nonprofit organizations, the annual financial audit is about as pleasant as a trip to the dentist. The key to smooth, efficient audits is advance preparation. Come and learn some strategies for preparing workpapers that can be maintained throughout the year and make for less stressful audits.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Understanding Contributions and Honoring Donor Requests and Nonprofit Financial Sustainability

May 1, 2015 - 9:30am - 12:30pm

Faculty: A. Michael Gellman, CPA, CGMA, Rubino & Company, Chartered CPA’s and Consultants

Course Objective: Gain a better understanding of accounting for contributions and best practices for financial sustainability
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006
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