COVID-19 Webinar Archive
Presented by Benefits Advisors Network, Advanced Benefits, Aldrich Benefits, CSNW Benefits and Diversified Insurance Group
Navigating the Impact of COVID-19: The American Rescue Plan Act
President Biden signed the American Rescue Plan Act (ARPA) into law on March 11, 2021, after this third COVID-19 stimulus bill passed Congress. This new $1.9 trillion stimulus package includes several health and welfare benefits-related provisions relevant to employers and plan sponsors, including:
- FFCRA Paid Leave Extended and Enhanced
- Dependent Care Assistance Program Limit Increase
- Temporary Premium Tax Credit Enhancements
- COBRA Subsidy
We are excited to have Stacy Barrow, Benefit Advisors Network Compliance Director, onboard to help everyone understand these new provisions and what actions employers and plan sponsors need to take as a result of this new legislation.
Navigating the Impact of COVID-19 Series was developed to inform employers of new legislation that impacts employee benefit programs and HR practices. The webinars are brought to you by four of the Pacific Northwest’s leading benefit brokerages:
Advanced Benefits | Aldrich Benefits | CSNW Benefits | Diversified Insurance Group
DATE
Wednesday, March 24, 2021
TIME
11:00 am PT
LOCATION
Virtual Event
Featured Presenter
Stacy Barrow, Esq.
Compliance Director, Benefit Advisors Network
Presented by Aldrich Benefits and Saalfeld Griggs Business Lawyers
Managing Vaccines in the Workplace: Mandate, Encourage or Steer Clear
As the new administration prioritizes an acceleration in the production and distribution of vaccines, employers around the country are beginning to ask the inevitable question: “should we make the COVID-19 vaccine mandatory and a condition for continued employment?” Answering this question will require employers to weigh legal, cultural, religious, collective bargaining and health considerations.
Join us for a conversation with Randall Sutton of Saalfeld Griggs. He will explore the legal and practical considerations of employer involvement with the COVID-19 vaccination. Randall will also provide legal updates, including what to expect in the 2021 Oregon legislative session. The presentation will cover:
- Laws surrounding vaccine mandates from employers
- Exceptions to vaccine mandates under Oregon law, the ADA, and the EEOC
- The upcoming Oregon legislative session
Download Slides | View Presentation
DATE
Thursday, February 25, 2021
LOCATION
Virtual Event
Featured Presenter
Randall Sutton
Partner, Business Litigation & Employment Law Practice Group Leader, Saalfeld Griggs
Presented by Aldrich CPAs + Advisors
Nonprofit Webinar Series: Engaging a Board for a Redefined World
Despite a topsy-turvy year, the board members remain a critically important asset for nonprofit organizations. Learning to engage with them meaningfully can make all the difference as teams work together to navigate novel challenges. Roxana Velásquez, the Maruja Baldwin Executive Director for The San Diego Museum of Art, will share best practices from her career, including those set in motion before the pandemic. In this webinar, Roxana will discuss engaging, developing and retaining board members, fostering resilience and recognizing new opportunities.
Meet Your Presenter: Roxana Velásquez is the Maruja Baldwin Executive Director at The San Diego Museum of Art. As a passionate advocate for the arts, Roxana fosters cross-cultural dialogues within the San Diego community as well as nationally and internationally. Throughout her professional career, she has organized many high-profile exhibitions in her capacity as the Executive Director of the Museo Nacional de San Carlos, Museo Nacional de Arte (MUNAL), the Museo del Palacio de Bellas Artes in Mexico City, and currently with The San Diego Museum of Art. She is a member of multiple boards, including Association of Art Museum Directors; International Council of Museums; American Alliance of Museums; Asociación Mexicana de Profesionales de Museos; San Diego Tourism Authority; Curatorial Advisory Board at the University of San Diego; and a Trustee of the Balboa Park Cultural Partnership (BPCP).
Download Slides | View Presentation
DATE
Tuesday, February 16, 2021
LOCATION
Virtual Event
Featured Presenter
Roxana Velásquez
Maruja Baldwin Executive Director, The San Diego Museum of Art
Presented by Aldrich CPAs + Advisors
What You Need to Know About the Latest Stimulus Bill: COVID-19 Relief, Tax Updates and PPP2
In December, Congress passed a $900 billion pandemic relief package, combining coronavirus-fighting funds with financial relief for individuals and businesses. The highly anticipated bill was approved on the evening of December 21 and went to the President for his signature. Join us for a webinar highlighting what you need to know about the new stimulus bill, PPP2, and other important COVID-19 relief updates.
In this webinar, Carrie Sowders, CPA and Partner of Aldrich CPAs + Advisors, will break down the COVID and tax-related sections of this $2.3 trillion budget bill, including stimulus checks, Paycheck Protection Program (PPP) loans, expansion of the Employee Retention Credit and more. During her presentation, you’ll learn more about changes to the PPP, second draw PPP loans, payroll tax credits, tax extenders and planning considerations for 2021 and beyond.
Download Slides | View Presentation
DATE
Wednesday, February 10, 2021
LOCATION
Virtual Event
Featured Presenter
Carrie Sowders, CPA
Partner, Aldrich Manufacturing Group Lead
Presented by Aldrich CPAs + Advisors and the Leichtag Foundation
Nonprofit Webinar Series: Fundraising During COVID-19
This past year was full of unexpected challenged, new daily realities, and increased demand for services for nonprofits. Nonprofit leaders are working to meet their community’s needs with fresh, creative fundraising approaches and donor communication. Sharyn Goodson, Leichtag’s Vice President of Philanthropy and Organizational Development, will lead this session on fundraising during a pandemic and into 2021. In this webinar, you’ll learn how to engage virtually with donors, identify funding opportunities and reimagine special events.
Meet Your Presenter: Sharyn Goodson, Leichtag Foundation’s Vice President of Philanthropy and Organizational Development, manages grantmaking, philanthropic strategies and partnerships, as well as organizational development efforts. Sharyn previously served as Vice President of Philanthropy at the Jewish Community Foundation of San Diego, managing its philanthropy programs, major family funds and foundations. Prior to that role, Sharyn was Director of Grants of Jewish Family Service of San Diego and Program Director of the Aspen Community Foundation. Sharyn holds the Certified Fund Raising Executive (CFRE) credential.
Download Slides | View Presentation
Follow-Up Q&A: Ask the Funder!
Following their original webinar presentation on February 9, several consistent themes arose from the attendees’ follow-up questions, prompting an additional recorded session with Bobby and Sharyn.
Watch “Ask the Funder!” | Read “Four Key Lessons for Nonprofit Funding”
DATE
Tuesday, February 9, 2021
LOCATION
Virtual Event
Featured Speakers
Sharyn Goodson
Presenter, VP of Philanthropy and Organizational Development, Leichtag Foundation
Bobby LaCour, CPA
Moderator, Partner, Aldrich Nonprofit + Governmental
Presented by Aldrich CPAs + Advisors
Nonprofit Webinar Series: Reading the Signs: Troubling Financial Indicators
Nonprofit organizations are community safety nets, touching millions of lives and providing services to underserved populations. The unfolding health and economic crisis is taking a major toll on these organizations’ capacity to help. From a decline in donations and loss of fee-for-service revenue to delayed grant processes, revenue sources are drying up while demand for services is rising. What do these changes mean for your organization? Join this workshop with Aldrich CPAs + Advisors to understand critical financial indicators and their potential impact. Aldrich experts will discuss gauging the financial health of your organization, optimizing cash flow and forecasting for 2021.
Download Slides | View Presentation
DATE
Tuesday, February 2, 2021
LOCATION
Virtual Event
Featured Presenter
Bobby LaCour, CPA
Partner, Aldrich Nonprofit + Governmental
Presented by Aldrich Technology
Nonprofit Webinar Series: Minimizing Risk While Using Technology in a Remote Work Environment
At the onset of the COVID-19 outbreak, companies and organizations everywhere began operating remotely. For many, these changes happened quickly, and some nonprofit organizations found that their existing technology solutions were ineffective. Simultaneously, the risk of a security or data breach increased dramatically.
Aldrich Technology’s Peter Adams led this informative webinar on managing technology and security challenges to better protect your organization. This webinar covered risk assessment, backup, and recovery best practices, managing remote access and password policies and multi-factor authentication.
Download Slides | View Presentation
DATE
Tuesday, January 26, 2021
LOCATION
Virtual Event
Featured Presenter
Peter Adams
VP, Business Strategy, Aldrich Technology
Presented by Aldrich Nonprofit + Governmental and Tiller Marketing
Nonprofit Webinar Series: Crisis Management for Nonprofits
In a crisis, we are all called to our highest potential. Jess Columbo explored best practices for managing crises in a virtual environment. She also shared the lessons learned from coaching government, higher education, and healthcare leaders. In this webinar, you’ll learn how to maintain and foster the public’s trust, respond to challenges courageously and compassionately and manage online issues and conflict.
Download Slides | View Presentation
DATE
Tuesday, January 19, 2021
LOCATION
Virtual Event
Featured Presenter
Jess Columbo
Founder, Tiller Marketing
Presented by Aldrich Manufacturing and Schwabe, Williamson & Wyatt
Manufacturers Roundtable: Returning to Work and Employment Liability
Schwabe and Aldrich led a manufacturing roundtable discussion where we discussed plans to return to work as COVID-19 restrictions lift, as well as how to limit employment liability.
In this webinar, Schwabe’s Jean Back covered potential claims that an employee can bring related to COVID-19 exposure, return-to-work plans and office staging and plans to help limit employer liability.
Download Slides
DATE
Friday, June 26, 2020
LOCATION
Virtual Event
Presented by Aldrich Capital and Vantage Point Advisors
COVID-19 Impact on Private Company Valuations and Mergers & Acquisitions
With businesses managing the adverse impacts of COVID-19, the Aldrich Capital team examined the new opportunities for partnerships and market consolidations.
Covered topics included M&A and capital market observations, deal activity and valuations updates since the COVID-19 outbreak, private equity trends and strategies for maximizing company value.
Download Slides
DATE
Wednesday, June 10, 2020
LOCATION
Virtual Event
Featured Presenters
Carl Pinkard, CFP®, CEPA
Partner, Aldrich Capital
Brian Andreosky, CEPA
Senior Business Advisor, Aldrich Capital
Presented by Aldrich Manufacturing and Schwabe, Williamson & Wyatt
Manufacturers Roundtable: Paycheck Protection Program (PPP) Updates and Loan Forgiveness
Presenters Carrie Sowders of Aldrich CPAs + Advisors and Charmin Shiely and Omar F. Contreras of Schwabe, Williamson & Wyatt led a roundtable discussion to review updates to the PPP, the new PPP Flexibility Act and other related considerations.
Covered topics included SBA guidance on the eight-week covered period, accessing the AICPA’s Loan Forgiveness Calculator, timing of PPP loan forgiveness, other loan considerations including Economic Injury Disaster Loans (EIDL), the Federal Reserve’s Main Street Lending Program (MSLP) and a review of tax considerations.
Download Slides
DATE
Friday, June 5, 2020
LOCATION
Virtual Event
Presented by Aldrich Technology
Navigating the Post-COVID-19 Reality and What It Means for Your Business and Information Technology
At the onset of the COVID-19 outbreak, companies and organizations everywhere suddenly shifted to operating remotely. They started holding virtual meetings and asking employees to tele-work presenting many challenges for productivity, IT systems, and security.
Peter Adams of Aldrich Technology discussed how the use of technology can improve productivity, enable new capabilities, and mitigate risk. covered the emerging paradigm of Working from Anywhere and the implications on business and information technology.
Covered topics included talent management and productivity, activity based workspaces and offices, building flexible IT environments, IT security considerations, application selection strategy and data analytics.
Download Slides
DATE
Wednesday, June 3, 2020
LOCATION
Virtual Event