Prior Meetings

Titles & Materials from previous NPFM Presentations

Browse by Year: 2017-18 | 2016-17 | 2015-16 | 2014-15 | 2012-14 | Prior to 2012

  • 2024

January 25, 2024: The Changing Retirement Landscape

February 29, 2024: Managing Expenses and Payments Online

  • 2023

January 26, 2023: What Non-Profit Employers Should be Thinking about for 2023

February 23, 2023: Multi-Year Budgeting and Forecasting

March 30, 2023: Office Real Estate in Boston and Beyond

April 27, 2023: Employee Financial Wellness – What Can Employers Do?

May 25, 2023: RAPID Decision Making Framework

June 29, 2023: Cyber Awareness Training

September 28, 2023: Enhancing Health Benefits While Managing Costs

October 26, 2023: Cash Management Strategies and Tools

November 30, 2023: Revenue Recognition and Grant Management

  • 2022

January 27, 2022: Planning for Reserves

February 24, 2022: Overview of the Payroll Services Market: What Your Payroll Company Can Do for You?

March 31, 2022: How fixing technology for remote work can position you to solve other nagging problems: A case study

April 28, 2022: Planning for Growth and Change

May 26, 2022 Cyber Security

June 23, 2022 Progressive Discipline and the Intersection with Leave Policies

September 29, 2022 Compensation Benchmarking

October 27, 2022 Budgeting Tools and Technologies

December 1, 2022: Accounts Payable Automation

  • 2021

January 28, 2021: Remote Control

February 25, 2021: Managing Workload

March 25, 2021: Vaccine Nation: Return to Work and Employer Obligations

April 29, 2021: Massachusetts Paid Family Medical Leave Law 2021 Update

May 27, 2021: Rethinking Strategic Planning

June 24, 2021: Managed Accounting Services

September 30, 2021: Managing Financial Risk

October 28, 2021: Massachusetts Paid Family and Medical Leave

December 3, 2021: Values-Based Compensation

  • 2020

January 30, 2020: How to Choose a Database

February 27, 2020: Professional Development

March 26, 2020: COVID-19 challenges

April 2, 7 & 14, 2020: Three COVID Meetings 4/2-FOLLOWUP:  Families First Act;  4/7-REVIEW: CARES Act, PPP and Q&A;  4/14-UnEmployment in MA re: CARES Act & DUA

May 14 & 28, 2020: Two COVID Meetings: PPP Compliance & Forgiveness;  and Going Back to Office

June 11, 2020: Strategies to Lead During the Current Dual Crises: Racial and Social Upheavals and Covid-19

June 25, 2020: Payroll Protection Program (PPP) Update – What Nonprofits Need to Know

July 23, 2020: Five Internal Control Modifications Needed in Response to the ‘New Normal’

August 13, 2020: Office Re-Opening

August 20, 2020:  Employee Dependent Care during Covid

September 24, 2020:  Scenario Planning When You Don’t Know the Scenario. Materials can be found HERE and HERE 

October 29, 2020: Office Real Estate Opportunities and Challenges Today.  Materials can be found HERE and HERE .

November, 2019: Learning to Love Restricted Revenue. Information and materials can be found HERE

December 3, 2020. Rethinking Hiring: How to Adapt Your Process for 2021. Information and materials can be found HERE.

2019

January 2019: How to Sleep at Night Knowing that your Backup and Disaster Recovery Strategies are at work. Materials can be found HERE

February 2019: Enterprise Risk Management. Materials can be found HERE

March 2019: Welcome Aboard. Description can be found HERE

May 2019: Retirement Security for All. Description can be found HERE

June 2019: Changes to Revenue RecognitionDescription can be found HERE

September 2019: Best in Class Decision Making. Materials can be found HERE

October 2019: MA Paid Family and Medical Leave. Materials can be found HERE

2018:

January, 2018 Meeting, Detoxifying the Workplace:  What can we do? Materials can be found HERE

February, 2018, Fundraising Activities and the IRS: Things to Watch out for to Avoid Problems: Materials can be found HERE

March, 2018, New Innovations in HR – Employee Financial Security. Materials can be found HERE

May 3, 2018, Considerations and Legal Issues relating to Separation Packages for a Departing Employee. Materials can be found HERE

May 31, 2018, Federal Funding Compliance: Best Practices for All Organizations. Materials can be found HERE

June 29, 2018, Developing an Affirmative Action Plan (and Why You Should). Materials can be found HERE

September 2018, Behind Every Thriving Organization is a High-Functioning CFO. Materials can be found HERE

October 2018, Liquidity and Reserves–Is our Nonprofit Positioned for Success? Write-up can be found HERE

November 2018, Detecting FraudMaterials can be found HERE

  • 2016-2017:

November, 2017 Meeting, Using Nonprofit Financials as a Strategic Decision-Making Tool: Materials can be found HERE

October, 2017 Meeting, KRI Dashboarding: Materials can be found HERE

September 2017 Meeting, Spreadsheet Risk: Materials can be found HERE

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June 2017 Meeting: How to Structure Your HR Department: Materials can be found HERE

May 2017 Meeting, Steering Through Uncharted Waters: Planning in Times of Financial Uncertainty, Materials can be found HERE

April 2017 Meeting, Lobbying vs. Advocacy: Massachusetts and Federal Requirements: Materials can be found HERE

March 2017 Meeting, Information Security for Nonprofits: Materials can be found HERE

February 2017 Meeting, Meet the Massachusetts Attorney General’s Public Charities Division: Materials can be found HERE

January 2017 Meeting, Best Practices and What’s New with Procurement Compliance: Materials can be found HERE

November/December 2016 Meeting, Common Errors in Financial Statement Preparation And how to Avoid Them: Materials can be found HERE

October 2016 Meeting, Background Checks: the Who, What, When, Where, How & Why. Materials can be found HERE

September 2016 Meeting, Exempt and Non-exempt Employees: Finding the Right Staffing and Compensation Strategy for your Organization. Materials can be found HERE

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 ARCHIVES from Before 2012