Nonprofit Archive: Events + Webinars
Preparing for Your Nonprofit Audit
Is your nonprofit ready for an audit? Between the documentation requirements and expense analysis, audits can quickly become a daunting task. Bobby LaCour, Partner and nonprofit audit expert from Aldrich CPAs + Advisors, will present with Walter D’Souza from the Mutual of America Financial Group to help you create a roadmap for your nonprofit’s audit. They’ll cover:
- Assembling the correct team for the audit
- Organizing all necessary information
- Preparing an internal control structure
Thursday, February 24, 2022
Partner, Aldrich CPAs + Advisors
Associate Account Executive, Mutual of America Financial Group
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).
Tuesday, February 16, 2021
Maruja Baldwin Executive Director, The San Diego Museum of Art
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.
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.
Tuesday, February 9, 2021
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.
Tuesday, February 2, 2021
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.
Tuesday, January 26, 2021
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.
Tuesday, January 19, 2021