Based on our commitment to provide meaningful value to nonprofit organizations, we are pleased to offer periodic nonprofit education session on topics that extend beyond accounting and finance. Each session will be led by guest speakers with specialized knowledge of the nonprofit industry. 

Board Best Practices & The Importance of Internal Controls

Thursday, November 11, 2022

View Recording

Part 1: Board Best Practices

Service on a nonprofit board can be personally fulfilling, provide a way to give back to your community, and create opportunities to expand your network. Board service also comes with fiduciary obligations and a few traps for the unwary. In this presentation, Katie A. Joseph, Partner at Cline Williams, will discuss best practices for nonprofit boards and how to navigate conflicts of interest. This part of the session will include information relevant to nonprofit leaders, long-serving board members, and those new to the role.

Part 2: The Importance of Internal Controls

Important to all organizations, internal controls are processes designed to help safeguard an organization and minimize risk to its objectives. They protect assets, ensure accuracy of records, promote operational efficiency, and encourage adherence to policies, rules, regulations, and laws. In this presentation, HBE Director, Ashley S. Bell, CPA, will discuss the importance of internal controls and the impact they can have on an organization. This part of the session will give nonprofit leaders tools in preventing errors and identifying problems in a timely manner to ensure corrective action is taken.

Liquidity & Reserves

Tuesday, August 2, 2022

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Liquidity is generally defined as the amount of cash and/or assets an organization holds that can be easily converted to cash to accomplish the organization’s mission. Because liquidity is often seen as a measurement of organizational stability, it is a key metric that is looked at by boards, grantors, and stakeholders.

In this session, hear from a panel of speakers who will each share their own unique insight on various aspects of nonprofit liquidity and reserves. Speakers include:

  • Lee Klumpp, CPA, CGMA | National Assurance Partner-Nonprofit & Government | BDO USA, LLP
  • Jan Sheridan | Vice President-Treasury Management | Union Bank & Trust
  • Chris Bedient, CFA, CFP | Partner | HBE Wealth Management
    • Scott Lawson | Vice President-Finance | Lincoln Community Foundation

    Additional Resources

    Using Data to Enhance Stories of Impact; Lease Accounting Standard Update

    Thursday, May 12, 2022

    View Recording

    Part 1: Using Data to Enhance Stories of Impact

    Telling stories of mission impact in order to build emotional connections is one of the keys to success for nonprofit organizations. In today’s world of data abundance, data analytics is a powerful tool that can be used to enhance these storytelling efforts. Whether clarifying quantitative measurements, highlighting data set relationships, or drawing attention to important statistics, presenting organizational data in a visual and easily digestible format can help bring a story to life. In this portion of the session, Allisa Lovitt, Marketing Manager, and Ryan Van Ostrand, Data Analyst, will identify some common nonprofit performance indicators and share examples of how data analytics is being used within the industry to strengthen insight and engagement.

    Part 2: Lease Accounting Standards Update
    In this portion of the session, Rose Pinkman, CPA, CFE, Assurance Manager, will provide an update on the implementation of ASC 842-Leases. This will include in-depth information on the following:

    • An overview of what changed from the previous standards to the new standards
    • Lease considerations
    • Accounting for leases, including the accounting entries and disclosures
    • Resources and examples

    HR and Its Impact on Your Organization's Success | How the Biden Tax Proposal May Impact Nonprofit Fundraising

    View Recording

    Part 1: HR and Its Impact on Your Organization’s Success

    Presented by:
    Steph Vanous and Chad Theis
    Zelle Human Resources Solutions

    HR is a critical component to any organization regardless of size. However, most people don’t know how to effectively implement HR strategies. In this session, participants will leave with effective action items to implement both traditional and nontraditional HR processes. In this presentation, we will discuss relevant topics related to the current recruiting environment, along with changes and updates organizations need to be aware of with COVID. Ultimately, participants will gain an understanding of the importance of HR, and its impact on the overall success of the organization.

    Part 2: How the Biden Tax Proposal May Impact Nonprofit Fundraising

    Presented by:
    Chad Pfeifer, and/or Jimmy Schulz, CPA, CVA, MT
    HBE Tax Practice Leaders

    The Biden Administration’s tax proposal contains several components that may directly impact how taxpayers approach advanced charitable giving and estate planning. In this session, we will provide an overview of the proposed changes and how they may impact nonprofit fundraising efforts. Ultimately, it is important that nonprofit organizations understand these proposed changes so they can proactively plan how they will communicate with donors in the event that the changes take effect in the future.

    Planning for Succession in the Midst of Uncertainty

    View Recording

    Succession planning is a challenging topic to address, but it is critical for the success of your organization to have this discussion. The current COVID-19 pandemic has reminded us all that leadership changes will happen, whether we have made plans for them or not. Please join special guest trainer, Ingrid Kirst, to learn more about creating a solid plan to make those transitions smoother.

    Creating a Talent Management Strategy for Your Organization

    Download Resource Guide, View Recording

    With special guest speaker, Jeremy Wortman, owner of HRD Initiatives.

    Most organizations have a clear understanding and plan for their operational strategy. However, when asked if they have a clear strategy regarding their human capital more than 80% say they have “no plan” or “very little of a plan” (e.g., they may have a staffing plan or do some sort of succession planning). Yet, when asked how important their people are to the ongoing, long-term success of their business the overwhelming response is, “critically important.” Thus, there is a large disconnect between the practice of talent management and its idealized state. Accordingly, this session helps leaders understand the robust nature of talent management and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development, and retention of their most valuable asset – their people.

    During this session participants will explore a framework that they can use to immediately begin assessing their own organization in terms of talent management without over-engineering the process. Participants will be intellectually stimulated to think about the people-side of their business in a more comprehensive and deeper manner; thus, positioning themselves to identify areas of enhancement that drives their operational strategy.


    At this semi-monthly complimentary webinar series, held for 10 minutes at 10:00 AM every-other Tuesday, HBE professionals and guest speakers will provide timely updates, information, and education on topics that are important for the growth and success of your business or nonprofit organization.

    Maximize Your Wealth: Proactive Steps to Safeguard Your Estate

    August 1, 2023

    About This Session 

    Barring an Act of Congress, the federal estate and gift tax exemption will be cut in half on December 31, 2025 (likely to approximately $6.5 to $7 Million), meaning that many more Americans’ estates will be exposed to these (often hefty) taxes. Early planning will be essential because as the sunset date draws closer, estate planning attorneys will be inundated with requests to update plans. First Element’s Brian Seigel, JD, joins us for this 10 Minute Tuesday to explain the upcoming change in law and steps that you can take now to ensure your plan continues to position your family for financial success.

    Presented by: Brian R. Seigel, J.D., AEP®

    As BUI’s Director of Advanced Planning, Brian helps advisors add significant value to their client relationships. Brian determines clients’ planning objectives, designs a plan to achieve those objectives and coordinates the implementation of recommended strategies with the clients’ professional advisors. Brian also provides guidance and education for advisors and their clients in the areas of estate, tax and business planning.

    Though not practicing law at BUI, Brian is an attorney and has been licensed to practice law in Missouri since 1996 and in Illinois since 1997. Through his prior experience as the owner of his own estate and business planning law practice, Brian provides guidance in the areas of estate planning, business succession planning, tax planning, retirement planning and deferred compensation arrangements.

    Financial Reporting Framework for Small and Medium-Sized Entities

     July 18, 2023 | View Recording

    Staying ahead of the competition is crucial in a rapidly evolving business landscape. In this session, HBE’s Brian Klintworth and Phillip Oman will guide you through Nebraska’s recent tax law changes and how they can give your business the edge it needs to thrive. Additionally, they will overview strategies for the newly enacted Pass-Through Entity Tax (PTET) elections that many Nebraska businesses can take advantage of for the 2023 tax year and beyond.

    Presented by: Ashley S. Bell, CPA | Partner, HBE LLP 

    Ashley Bell graduated from Nebraska Wesleyan University in 2012 with a Bachelor of Science in Accounting and a major in Finance. She brings nearly eight years of experience serving various for-profit, not-for-profit, governmental organizations, and employee benefit plan audits. In the community, Bell serves as Treasurer for St. Mark’s Preschool KIDZONE and a TeamMates mentor.

    Previous Webinars

    July 11, 2023 – Leveraging Nebraska’s Tax Changes for a Competitive Business Advantage 

    View Recording | View Presentation Slides  | Presented by: Brian M. Klintworth, CPA, MT | Partner, HBE LLP; Phillip S. Oman, CPA | Tax Manager, HBE LLP

    June 20, 2023 – Protect Your Future: Three Legal Documents Every Adult Needs

    View Recording | View Presentation Slides  | Presented by: Catherine N. Swiniarski | Elder Law of Omaha, P.C., L.L.O.

    May 22, 2023 – How Inclusivity is Filling the Gap in Leadership

    View Recording | Presented by:Dr. Helen Abdali Soosan Fagan, Ph.D.

    April 11, 2023 – Tax-Related Highlights of the 2023 Legislative Session – So Far

    View Recording | Presented by: Jesse D. Sitz | Partner, Baird Holm Law Firm

    February 14, 2023 – SECURE 2.0 and Volatile Investment Markets

    View Recording | Presented by: Christopher M. Bedient, CFA, CFP® | HBE LLP

    January 17, 2023 – Reduce Your Operating Budget and Carbon Footprint: New Energy Opportunities for Tax-Exempt Entities 

    View Recording | Presented by: Adam Herink| President, Afton Energy

    December 20, 2022 – How the Current Economy Impacts the Value of Your Business 

    View Recording | Presented by: Scott J. Scheef, CPA, CVA | Partner, HBE LLP

    December 6, 2022 – Prepare for Success in 2023 with Year-End Tax Planning

    View Recording | Presented by: Brian M. Klintworth, CPA, MT |Partner, HBE LLP

    November 15, 2022 – Reinventing Nonprofit Strategic Planning 

    View Recording | Presented by: Kyle Cartwright, CAP® | Krystal L. Siebrandt, CPA, CFE, CGMA

    October 18, 2022 – Navigating Volatile Markets

    View Recording | Presented by: Christopher M. Bedient, CFA, CFP® | Partner, HBE Wealth Management LLC

    September 27, 2022 – Business Owner Succesion Planning 

    View Recording | Presented by: Robert B Wellendorf II, AEP®, CAP® | Founder and Owner, Executive Wealth Strategies, Business Exit Planning



    Complimentary Webinars