Author: NPFM-Admin

March 2014 Meeting

NPFM-Admin

Criminal Offender Record Information (CORI):
How to be diligent and fair with background checks (and not get into trouble).

Greg Massing, Executive Director of the Rappaport Center for Law and Public Service at Suffolk University Law School, was instrumental in drafting, passing, and implementing the Commonwealth’s CORI reform legislation as a member of the Patrick Administration from 2007 to 2011. Dave Wilson, a partner at Hirsch Roberts Weinstein LLP, advises businesses and non-profits on employment matters, including how to navigate the Commonwealth’s CORI and non-discrimination laws in the hiring process.

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February 2014 Meeting

NPFM-Admin

Retirement Plans:  Considerations for Creating, Maintaining, Getting and Staying in Compliance

Richard Cawthorne, President of the Alpha Pension Group, an independent pension consulting firm that manages retirement plans for various organizations, gave a presentation on retirement plan administration best practices and prudent management of retirement plan offerings. Richard is a Registered Investment Advisor and a Certified Retirement Plan Specialist.

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January 2014 Meeting

NPFM-Admin

Sneakerware:  Best Financial Systems Integration Strategy for Nonprofits?

David Orlinoff, founder and principal of Concord Financial Organization (CFO), which provides interim financial management and related consulting services, primarily to nonprofits, gave a brief presentation and led a discussion on the on the integration or non-integration of financial systems and what it means for your agency. David has over 35 years of experience as a financial executive and has served about 60 nonprofits as a consultant or interim chief financial officer. He is also the board president of Third Sector New England and a member of the Audit Committee of United Way.

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November 2013 Meeting

NPFM-Admin

Financial Controls in an Electronic Age – Tips and Warnings

Nonprofits are continually pushed to do more with less. Technology has helped nonprofits keep up with these demands as it has enabled processes and procedures that create increased efficiency and effectiveness. However, the day-to-day processing of invoices and managing of receipts and authorizations in this digital environment require controls to limit risk when so much is easily reproducible, editable, etc. Chris Bertoncini, Director of Financial Consulting Practice, and Karen Hagerty, Senior Consultant, Financial Consulting Practice, at Insource Services Inc., presented some practices that Insource uses in its work acting as the finance and accounting department for numerous nonprofit organizations, as well as some best practices that Insource staff has observed at both nonprofit organizations and for profit companies.

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