July 23: Five Internal Control Modifications Needed in Response to the ‘New Normal’

Given the current work environment and the continued need for many of us to work remotely, this session will focus on the potential need to refine your internal controls. We will discuss the benefits of paperless accounts payable and the different options you have to integrate that into your organizations, no matter the size or budget.  We will also look at some other suggestions to keep you protected in the future.

Robyn Leet, from AAACPAs presented.

Internal controls Presentation

June 11 2020: Strategies to Lead During the Current Crisis

Summary: Led by an experienced facilitator, this session will provide us with a chance to reflect, discuss and consider together how we can act time in a way that supports our staff, our mission and our organization, as we manage the current trauma and opportunities of dual crises: racial and social upheavals and Covid-19.

Dr. Sarah Faude is the Director of Research and Evaluation at YWCA Boston. She has nearly a decade of research, writing, and teaching experience at the intersection of public urban contexts and racial inequality, particularly in education. Sarah received her Ph.D. in sociology from Northeastern University in 2019. Her dissertation research, entitled “The Road to Registration: Bureaucracy, Inequalities, and the Paradox of Compulsory Choice,” examined the role of institutional actors, practices, and processes in the reproduction of raced, classed, gendered, and linguistic inequalities in Boston Public Schools’ intra-district choice process. Her research has been published in the journals Educational Policy and Sociology of Education. Sarah was part of the founding class of inter-group dialogue facilitators, where she co-led a white racial identity dialogue with a cohort of her peers. She also holds an M.S.Ed from the Graduate School of Education at the University of Pennsylvania and had the honor of teaching middle and high school English in two schools in North Philadelphia.

Here is a link to a podcast which is directly related to what we are talking about: https://podcasts.apple.com/us/podcast/the-journal/id1469394914?i=1000476730865

Link to some other YWCA resources on the subject: https://www.ywboston.org/2020/06/how-to-take-action-against-racism-right-now


June 25: Payroll Protection Program (PPP) Update – What Nonprofits Need to Know

Summary: PPP loan guidance and interpretation have been ever changing over the last few months and this session is designed to update nonprofits on the latest developments and changes that may affect your organization.  Please join Melissa Murphy and Tim Warren from CLA to learn how updates from the PPP Flexibility Act, the new SBA application and more may change the way we think about PPP loan forgiveness.

May NPFM Meetings: Going back to the Office and PPP Loans

May 28: Going Back into the Office

As portions of the United States prepare to and begin to re-open, businesses are tasked with keeping up to date on guidance from the White House, the CDC, OSHA, and public health agencies.  On May 18, Gov. Baker issued the much-anticipated plan to re-open Massachusetts, which sets forth specific obligations that each Massachusetts employer must undertake before opening its location(s).  Our one-hour seminar will discuss these sources of authority and summarize the specific guidance issued in Massachusetts, with a focus on how the guidance impacts (or does not impact) non profit organizations in Massachusetts.

Jeffrey Siegel, from Morgan, Brown And Joy will present.


May 14:  PPP Compliance and Forgiveness

Solid information about the rules governing the Paycheck Protection Program has been evolving daily.  Alex Regan, from the Citrin Cooperman accounting firm, updated us on the latest information available to date.  Alex addressed the questions that are top of mind for our members with the guidance available as of the meeting date. A caveat is necessary, since these rules are changing and will likely continue to change for the next several months.

NPFM Presentation 5-14-20

April: 3 COVID-19 Meetings

April 14 2020 – UnEmployment Presentation and Q&A — a ZOOM meeting

Because information has been changing so rapidly, no summary of the actual presentation is posted.  The conversation, however, covered significant ground & questions from the participants.

Here is a brief description about what was covered in the conversation with CliftonLarsonAllen’s (CLA) Ann Jackman, Tim Warren and Melissa Murphy.   Deck and handouts provided by CLA attached as PDF – April 14 meeting

 Introduction to how unemployment insurance (UI)  is funded in Massachusetts, and related impact

Highlight key differences between a temporary furlough and a more permanent layoff or reduction in workforce

Review three new categories of federal unemployment benefits from CARES, and the Massachusetts Division of Unemployment status on delivery of these benefits

Share helpful Q&A from Federal resources about these three new categories of UI benefits under CARES Act

Because information has been changing so rapidly, no summary of the actual presentation is posted.  The conversation, however, covered significant ground & questions from the participants.  

NPFM Presentation 04-14-20 Navigating Workforce Options CLA


April 7 2020 – Review of various aspects of the CARES Act, Payroll Protection Program, and Q&A – a Pop-Up ZOOM meeting

This Pop-Up Zoom meeting and lively discussion with the participants was hosted by CliftonLarsonAllen’s Tim Warren and Melissa Murphy.

NPFM Meeting 4.7.20 – COVID Loan Programs


April 2 2020 – Follow-up on our earlier Families First Act – a ZOOM meeting

Because information has been changing so rapidly, no summary of the actual discussion is posted.  The conversation, however, covered significant ground & questions from the participants.    

This informal meeting with and for NPFM members provided for crowdsourcing and comparison of information regarding the Families First Act, the PPP and other new Covid-19 related information.