Events

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. 

Understanding ASU 2016-13 Requirements for Financial Instruments

January 30, 2024

About This Session | View Slides

Emily E. Arrigo, CPA and Zachary N. Fowler, CPA delve into crucial considerations when adopting ASU 2016-13, shedding light on areas such as identifying financial assets, risk considerations, and measuring current expected credit losses. This standard is set to be implemented in accrual basis financial statements for year ends December 31, 2023, and beyond. Additionally, they  address the nuances of documenting management’s review, monitoring, and conclusions, and what to expect in terms of financial statement changes.

This is an excellent opportunity to stay ahead of current industry standards and proactively address the impacts on financial reporting. The insights shared in this webinar will provide you with a thorough understanding of the standard and equip you with the knowledge of what will be required in your upcoming review or audit.

Presented by:

Emily E. Arrigo, CPA | Assurance Manager, HBE LLP

Emily is a graduate of Hastings College where she received a Bachelor of Arts in Accounting. For over 5 years, Emily has been providing assurance services for both for-profit and nonprofit clients in addition to employee benefit plans.

Zachary N. Fowler, CPA | Assurance Manager, HBE LLP

Zachary is a graduate of Hastings College where he received a Bachelor of Arts in Accounting and a minor in Mathematics. For 9 years, Zachary has been providing Audit and Review services with a specialty in Not-For-Profit entities.

Board Best Practices & The Importance of Internal Controls

 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

View Recording

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

    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.

    The Fed, Inflation, Interest Rates and Potential Recession

    May 21, 2024

    About This Session 

    Join us for an insightful 10 Minute Tuesday webinar with Apollo Lupescu, Vice President of Dimensional Fund Advisors. In this webinar, Apollo will overview the Federal Reserve’s aggressive interest rate hikes amidst rising inflation and explore the potential historical parallels shaping current economic decisions. In just 10 minutes, you’ll gain insights into the future direction of interest rates and the implications for inflation trends and stock market stability.

    Presented by: Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors

    Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

    Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.

    Total Worker Well-Being: A Holistic Approach

    February 27, 2024

    About This Session | View Recording

    Does any of this sound familiar? Mandatory overtime. Unprecedented staffing shortages. Financial instability. Unfortunately, with low employee morale, we are seeing higher levels of anxiety and depression. This impacts more than 16 million Americans and costs the economy more than $210 billion per year in absenteeism, reduced productivity, and medical costs. How do we begin to combat this in the workplace? It starts with recognizing that we must support our employees holistically. By providing employees access to physical wellness opportunities, emotional wellness opportunities, occupational wellness and safety opportunities (and more) we can move the needle. This Total Worker Well-Being approach provides businesses and community leaders opportunities to ensure safe working environments and a culture that supports the well-being of its team members on the job AND at home.

    Presented by: Kelsey Pruss, MS | Wellness Services Manager, Nebraska Safety Council

    Kelsey has been working in a variety of health and wellness ventures for the last 14 years. Her experiences span from group fitness and personal training to teaching nutrition at the college level, and multiple stints in a corporate wellness setting! Kelsey specializes in education, public speaking, health coaching, and program development.

    Previous Webinars

    February 20, 2024 – Preparing for Tomorrow: Navigating the Impending Estate Tax Landsape

    View Recording | Presented by: Chad L. Pfeiffer | Principal, HBE LLP

    December 12, 2023 – Prepare for Success in 2024 with Year-End Tax Planning 

    View Recording | View Slides | Presented by: Jackson T. Love, CPA | Senior Accountant, HBE LLP

    September 20, 2023 – Succession Planning for the Boomer Generation: Strategies for a Seamless Transition

    View Recording | Presented by: Scott J. Scheef, CPA, CVA | Partner, HBE LLP
    Referenced article: https://mbj.com/trillion-dollar-transition-boomers-rewriting-history-in-business-succession/

    August 1, 2023 – Maximize Your Wealth: Proactive Steps to Safeguard Your Estate

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

    July 18, 2023 – Financial Reporting Framework for Small and Medium-Sized Entities 

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

    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

     

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