NCFP’s Peer Network Series- Ask an Accountant!
Family Staff and Volunteer family staff in family philanthropy.
There is no fee for NCFP Friends. Please note this network is offered exclusively to our friends. For information on joining our network please email firstname.lastname@example.org.
Additional questions? Contact NCFP at email@example.com
Topic: Ask an Accountant!
Join us for an interactive dialogue where you can ask two knowledgeable financial experts your questions! Carla McCall, CPA, CGMA, Co-Managing Partner, and Maureen Staley, CPA, Manager from AAFCPA in Boston, MA will be available for questions for a group video chat. If you have an anonymous question, please email Katherine@ncfp.org and don’t forget to register.
AAFCPA is an alternative to the big four CPA firms with expertise in tax, accounting, and business & IT advisory solutions helping nonprofits, foundations (including community and family foundations), companies, wealthy individuals and estates.
NCFP's Family Staff and Volunteer Peer Learning Network is a peer discussion forum for NCFP Friends who serve in a paid or volunteer family staffing role. This network meets approximately quarterly via online webinars; calls are peer-directed, with NCFP staff and other outside experts serving as resource people and helping suggest materials and resources for future education and growth for those who serve in this unique role.
Please note additonal dates and times. Individual reminders will be sent for each of the meetings:
September 27, 2018, 2-3 pm EST
October 16, 2018, 2-3 pm EST
Maureen Staley provides assurance, tax and advisory solutions to diverse nonprofits, including: foundations and grant-making institutions, multi-service human & social services providers, and community development corporations (CDCs) & their affordable housing projects. She has extensive experience leading efficient and unobtrusive audit teams, and providing strategic guidance regarding internal controls over financial reporting, and compliance with Uniform Guidance/Single Audit and Government Auditing Standards. Additionally, Maureen is highly sought-after for her expertise on the ever-changing Massachusetts Uniform Financial Statement (UFR) filing requirements.
Joshua England is a tax attorney with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
What past participants say:
NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.
The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.
NCFP webinars are an effective way for me to be stimulated and educated. I always expect excellent presenters and up to date information from NCFP, and have not been disappointed with these webinars. The recent one discussing women and philanthropy was very timely as women grow in their capacity and leadership roles in philanthropy. Thank you NCFP!
The National Center has been an indispensable source of wisdom, tools, and best practices for my clients on matters ranging from advancing intergenerational leadership transition strategies to building effective websites to creating discretionary grant making guidelines.
These webinar events are the most valuable as part of our SECF membership... we access current experts on the topics pertinent to family foundations...and we remain in our office!.... no travel expenses or conference fees... and we can access this information at a future time for our Board. A win-win for all of us who are so busy but are eager to stay current and networked.
I have attended many of NCFP's webinar and always walk away with new ideas that expand my knowledge of family philanthropy. The content is always amazing, well-structured and full of different perspectives. I especially love the stories told by presenters of their families journey within philanthropy and how they are impacting communities.
Creating Effective Next Gen Boards was by far the best webinar I have experienced. The material was well put together, well presented, easy to follow, and very engrossing! The youth on the webinar were very articulate and experienced and provided a unique insight into the benefits and pitfalls in involving 8 year-olds and up in family philanthropy, i.e. the younger we start, the better and easier it is for everyone! Thanks for this webinar!
I have participated for years in the Family Philanthropy Webinar Series, which has been a tremendous value-add for our subscription to NCFP Friends of the Family! This just keeps getting better and better with each passing month, and I'm so very impressed with the caliber of presentations and the organization behind them! Best webinar series in the field!