Webinars - Not-for-Profit & Government

GASB Proposed Changes to Pension Reporting

Date: Thursday, February 2, 2012
Presenters: Chris Telli & Melissa Tuttle, BKD, LLP
CPE Credit: Not Eligible

Employers in multiemployer retirement plans face the prospect of continually changing rules and regulations from the Government Accounting Standards Board (GASB). This complimentary webinar will cover proposed changes to GASB Statements 25 and 27 as well as other multiemployer plan issues, such as recognition of pension liabilities and expenses for employers and changes in pension plan reporting.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Recognize pension liabilities for multiemployer plans
  • Describe changes in pension plan reporting
  • Identify pension expense for multiemployer plans

Handouts

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BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Archived Webinars

Fraud & Embezzlement:  Lessons from the Trenches

Date: Wednesday, December 7, 2011
Presenters: Angela Morelock, BKD, LLP
CPE Credit: Not Eligible

Fraud can wreak havoc on an organization’s financial performance, and no organization is immune from the risks associated with fraud. Join BKD for insight into the world of internal embezzlement based on our experience investigating white-collar crime. With stories from the trenches and often overlooked prevention tips, this fast-paced program will educate and entertain. No accounting background is necessary.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Recognize key red flags associated with embezzlement and fraud
  • Predict methods used to embezzle from and defraud organizations
  • Use tips to protect their organizations from embezzlement and fraud
  • Describe proper steps to take if fraud is suspected

Handouts:

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Risk Analysis Report – Presenting Key Tax Issues to Your Board

Date: Wednesday, November 9, 2011
Presenters: Joyce Dulworth, BKD, LLP
CPE Credit: Not Eligible

Assessing and understanding risks are important duties for boards and management. Overall tax risks directly impact your organization operationally, structurally and programmatically. Are you familiar with the current IRS compliance objectives? What key considerations should you be discussing with your board? Learn how to keep board members apprised of key tax changes with an annual tax review. Join BKD for a complimentary webinar that will tackle these questions and many more.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Recognize important tax issues and risks
  • Discuss key tax considerations with their boards
  • Organize annual tax reviews during board meetings

Handouts:

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403(b) Plan Fiduciary Responsibility & Industry Trends

Date: Wednesday, October 19, 2011
Presenters: Steve Toomey, BKD, LLP
CPE Credit: Not eligible

Join BKD National Higher Education Team for a complimentary webinar that will examine in detail the role of 403(b) plan fiduciaries in light of recent and upcoming regulatory changes. Presenter Steve Toomey, principal of BKD Wealth Advisors’ Benefit Plan Consulting division, also will review industry best practices and qualified plan industry trends. Don’t miss this opportunity to experience the expertise of BKD Wealth Advisors.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Interpret recent and upcoming 403(b) regulatory changes
  • Examine the industry's best practices
  • Evaluate qualified plan industry trends

Handouts:

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Implementing the New Governmental Fund Balance Reporting Standards

Date: August 24, 2011
Presenters: Andy Richards, BKD, LLP and Pam Moon
CPE Credit: Not eligible

Do you prepare government financial statements? If so, you should familiarize yourself with new governmental fund definitions and fund balance classifications issued by the Governmental Accounting Standards Board (GASB). Join BKD for a complimentary webinar that includes an overview of these important updates, a review of changes necessary to your fund structure and discussion of issues identified by early adopters. This webinar is applicable only to state and local governments with governmental fund types.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Classify fund balances using the new classifications
  • Apply the new fund definitions to your governmental funds
  • Develop the required fund balance disclosures
  • Develop and/or disclose your government’s spending policies
  • Address implementation issues related to reclassifying governmental funds and fund balance categories

Handouts:

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Tax Treatment & Rules for Fringe Benefits

Date: August 18, 2011
Presenters: Paige Gerich & Amanda Maya, BKD, LLP
CPE Credit: Not eligible

The IRS has identified fringe benefits as the most common area for intermediate sanctions on exempt organizations, due largely to inadequate documentation. In this complimentary webinar, Paige Gerich and Amanda Maya of BKD will review tax treatment of common employee benefits. The webinar will include information on rules for accountable plans, personal cell phone use, educational assistance plans and more.

Learning Objectives

Upon completion of this webinar, participants will be able to:
  • Gain an understanding of accountable plans rules, personal use of cell phones, educational assistance plans, and other commonly offered benefits.
  • Understand the potential automatic excess benefit treatment by the IRS for certain benefits not reported properly by exempt organizations.

Handouts:

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Congregation and Donation Management Solution

Date: May 24, 2011
CPE Credit: Not eligible

BKD and Microsoft Dynamics CRM Donor Management enable nonprofit professionals to access constituent information through a full suite of marketing, sales and customer service capabilities with a familiar Microsoft Office Outlook experience to help achieve rapid user adoption and fast results.

In this free webinar we’ll show you how our ideas and solutions can benefit your not-for-profit.  We’ ll demonstrate how using CRM can help your church care for its members by:

  • Creating efficiency between departments and staff
  • Tracking ministries 
  • Supporting key volunteer leaders
  • Obtaining member information easily
  • Reduce IT risks, development time and total cost of ownership
  • Improve productivity and business agility

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What’s New – 2010 Form 990 & Other Tax Topics to Consider

Date: February 24, 2011
Presenter: Joyce Dulworth, BKD, LLP
CPE Credit: Not eligible

What have we seen in the past year, what should we be looking for in the future and what tax risks could affect my organization? This webinar provides information based on our experience with many exempt organizations, including health care and higher education institutions. Learn more about the important tax issues facing your organization, such as highlights of the 2010 Form 990 changes, an overview of the potential impact of the 2010 Tax Relief Act on charitable contributions, issues on employee educational assistance plans, cell phones and other fringe benefits, pertinent provisions of the IRS Exempt Organization work plan for 2011 and alternative investments and foreign reporting concerns.

Handouts:

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Public Sector Audit Committee

Date: January 19, 2011
Presenter: Dennis Yockey, BKD, LLP
CPE Credit: Not eligible

One result of recent accounting scandals is the attention given to audit committees and the change in those committees' practices and tasks. The enhanced role of the audit committee requires members to devote more time and effort to their job. This webinar provides information about why an audit committee is needed, who should be responsible for forming the committee what type of structure it should have and what its role should be. The insight it provides will be beneficial for governing board and audit committee members as well as management of public sector entities.

Handouts:

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International Tax Update

Date: January 6, 2011
Presenter: Greg Cislak, BKD, LLP
CPE Credit: Not eligible

Tax laws affecting international activities and payments to non-U.S. citizens or residents continue to expand. The IRS added several hundred agents to examine more individuals and entities where they believe international activities are occurring. You’ll learn about reporting and withholding requirements for payments to nonresidents for services provided in the United States, as well as payments to nonresident employees, nonresident independent contractors and filing requirements of nonresident individuals.

Handouts:

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Tax-Exempt Bond Compliance & Reporting Requirements

Date: October 21, 2010
Presenters: Cheryl Schluterman, BKD, LLP, Shepherd Russell III and Ryan Bowman, Eldredge & Clark, LLP
CPE Credit: Not eligible

The revised IRS Form 990 (Schedule K) has been required in full since November 15, 2010, for calendar-year taxpayers. Do you have questions on how to complete Schedule K and avoid IRS red flags? This webinar covers what information the form requires, how to and from whom to gather it, the steps you can take now to keep your bonds in compliance and the red flags that could spur an IRS audit of your tax-exempt bonds.

Handouts:

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FASB Proposed Lease Accounting Standard – What Every Business Executive Needs to Know

Date: October 7, 2010
Presenters: Jerry Henderson & Travis Webb, BKD, LLP
CPE Credit: Not eligible

The Financial Accounting Standards Board issued its long-anticipated exposure draft on leases on August 17, 2010. As proposed, this standard will have far-reaching impact on businesses that lease real and personal property, and will also effect how lessors account for lease transactions. This webinar offers insight into what every business executive needs to know about this proposed lease accounting standard.

Handouts:

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International Tax Issues Impacting Exempt Organizations

Date: June 16, 2010
Presenters: Rob Wagner & Will James, BKD, LLP
CPE Credit: Not eligible

Globalization is not just limited to for-profit companies in today’s world. Many tax-exempt organizations have global operations or face the same complex tax issues affecting multinational companies. This webinar provides insight into common U.S. tax reporting issues impacting tax-exempt organizations, such as U.S. transfer pricing documentation requirements.

Handouts:

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Forensic Data Mining

Date:April 8, 2009
Presenter: Angela Morelock – BKD, LLP
CPE Credit: Not eligible

Fraud can wreak havoc on an organization’s financial performance and undermine its business objectives. No business is immune from the risks associated with fraud, and detection is becoming increasingly difficult. This webinar features stories from the trenches, discussion of new methods of detection and some non-fraud applications including identification of duplicate payments and data maintenance best practices.

Handouts:

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Internal Fraud & Embezzlement

Date: September 19, 2007
Presenter: Angela Morelock – BKD, LLP
CPE Credit: Not eligible

This free one-hour webinar will help participants identify red flags associated with fraud and embezzlement in colleges and universities, nonprofits and governmental entities, and offer tips to help protect those organizations.

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