March 27, 2025: Doomsday Prep: Thinking Beyond the Board Reserve

When the pandemic struck five years ago, nonprofits scrambled to bridge the gap between faltering revenue and surging needs in our communities. Though COVID may have subsided as the most visible threat, nonprofits are again facing a time of disruption. As before, we are called on to serve critical needs with uncertain resources. How do we stay proactive through volatility? What does a financial crisis look like, and how do we spot one on the horizon? Our presenters will offer thoughts on how we as financial managers can play a crucial role in making our organizations more responsive and resilient.

We will be joined by two experienced leaders/practitioners from Insource Services:

Elizabeth Stasiowski

Team Lead and Finance Associate Director

As a Finance Associate Director and Financial Team Lead, Elizabeth uses her extensive experience to keep clients on track financially, up-to-date with regulatory requirements and compliance issues and looking forward to create long-term financial stability. Elizabeth is experienced in addressing boards of directors and making financial data accessible to a variety of stakeholders and decision-makers. Her background includes a strong understanding of grant management, Government Auditing Standards, OMB Circular A-133 compliance and UFR preparation; and she has developed budgeting and tracking tools and templates.

Rondi Chapman
Senior Finance & Accounting Manager

Rondi is passionate about providing financial leadership and support for her clients and helping them achieve their organizational goals. In her role, she and her team provide a range of accounting and financial management services, including assisting with setup for new clients, team oversight of general ledger management, financial reporting, risk management, financial health analysis, budgeting and forecasting, and overall strategic guidance.  

Rondi has worked with clients across multiple industry sectors; including manufacturing, information technology, and a variety of research-based companies and organizations.

February 27, 2025: Fraud at Nonprofits

The topic will be fraud at non-profit agencies, with examples; and cyber fraud and scams, with examples; and what measures agencies can take to guard against the various forms of fraud.

Our presenters will be Kontoglis Vassilis, who leads the delivery of the AAFCPASs’ IT & Cybersecurity solutions, including Vulnerability Management as a Service (VMaaS) in addition to other areas of expertise; and Robyn Leet, also at AAFCPAs, who works on system selections and implementations for clients using her approach to improving business processes, in addition to other areas of expertise. Both Vassilis and Robyn are long time partners at the esteemed accounting firm AAFCPAs, which provides audit, tax, consulting, and IT advisory solutions, with a  specialty in non-profit work.

Presentation Materials

January 30, 2025: Guidance for Ethical Governance & Risk Management

I. The Context: Trends and What to Watch for in 2025

  • Workplaces/Culture
  • Governance/Boards
  • Leadership/Senior Executives
  • Funding/Grantmaking

II. The Basics: Board Responsibilities & Compliance 101

  • Governing Authorities (state, federal, corporate documents, governance policies, general compliance)
  • Fiduciary Duties – The Talk
  • Fiduciary Duties – The Walk

III. Best Practices: How to Move from Complying to Thriving

  • Meetings (hygiene, guidance, training)
  • Roles (lanes, governance v management, types of boards)
  • Communication & Documentation

As legal counsel, consultant, and coach, Alyssa Rayman-Read focuses on helping clients align their mission and values with all aspects of their operations, culture, and strategy. Alyssa specializes in workplace matters, governance, and organizational leadership, strategizing with clients to preempt and resolve challenges holistically and compassionately.

October 31, 2024: Wage and Hour Legal Updates

Please join attorneys Kathleen Berney and Sarah Ruter from Hirsch Roberts and Weinstein as they provide an update on important and timely legal topics relevant to our roles in finance.  Topics to be addressed include a review of 2024 Massachusetts and federal court decisions that impact wage and hour compliance for companies, details regarding the Department of Labor’s  dramatic changes to the salary basis test for exempt employees, an overview of pay transparency laws across the United States and a preview of the Massachusetts pay transparency law coming into effect in 2025, a brief explanation of an important United States Supreme Court decision (Loper Bright Enterprises v. Raimondo) that upended forty years of precedent in  the administrative law area and its potential impact on the workplace, followed by a test of your knowledge, and questions. 

Presentation

Recent Labor Updates Guide