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Events
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Events
[-] Events Calendar
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Events
2013 Not-for-Profit Educational Series
(April 2013) Calibre CPA Group's professionals provided presentations to tax-exempt financial personnel on the following topics:
Dashboard Reporting
- A dashboard report conveys in one page the key indicators for an organization and relates those indicators to goals. This session discussed the ways to identify and display the key indicators that convey the most important measures for tax-exempt organizations and to stay on top of their financial information.
Internal Control for Fraud Deterrence
- One of Calibre CPA Group's Certified Fraud Examiners covered some key tips for tax-exempt organizations including common fraud schemes, steps that can be taken to detect and deter fraud, real world examples of fraud in not-for-profits, and solutions to end fraud.
If you would like a copy of the program's materials, click
here
2013 Employee Benefit Plan Update Seminar
(February 2013) Calibre CPA GroupÂ’s professionals along with other industry experts provided an update of important accounting, compliance, fiscal, and regulatory issues that affect employee benefit funds. The program was specifically designed for trustees of defined benefit and defined contribution pension plans (including both 401(k) plans and those with only employer contributions) and professionals who provide financial management services to those plans. Our agenda touched on the following topics:
2013 Economic Outlook for Benefit Plans
Defined Benefit Plan De-Risking
Trustee and Plan Expenses and Refresher on Prohibited Transactions
Tax Update
Accounting Update
If you would like a copy of the programÂ’s materials, click
here
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or call 1.866.464.2839
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