2025 Tax-Exempt Webinar Series
Prepare to navigate the future with confidence! In this exclusive webinar series, industry leaders from the healthcare, human services, and not-for-profit sectors come together to explore emerging issues, share actionable insights, and discuss strategies to tackle tomorrow’s challenges.
Each session is thoughtfully designed to provide you with cutting-edge knowledge and practical tools to stay proactive and informed about the latest developments impacting your industry. Whether you’re looking to gain clarity on trends, address critical issues, or spark new ideas, this series is your gateway to success in the year ahead.
Don’t miss this opportunity to connect, learn, earn valuable CPE, and lead the way forward. Reserve your spot today!
Event Count Down
The details for Continued Professional Education (CPE) are available on each session’s registration page.
Navigating the Complexities of Financial Grant Management
This webinar will navigate the complexities of financial grant management. Attendees will learn how to identify common challenges, apply best practices for tracking and managing grant funds, ensure compliance with regulations, & create accurate financial reports.
- Monday, 1/27/25
- 10:00 AM to 11:00 AM EST
- 1 CPE, Specialized Knowledge
Uniform Guidance & Single Audit Update
This session provides an overview of the latest updates to the Uniform Guidance regulations, highlighting key changes & their potential impact. The discussion will center on the 2024 updates, offering practical strategies to help organizations adapt.
- Tuesday, 1/27/25
- 11:30 AM to 12:30 AM EST
- 1 CPE, Auditing - Governmental
Healthcare Update
Join us for key updates on the Employee Retention Credit (ERC), IRS audits, and guidance for healthcare organizations. Plus, gain insights into Medicaid/Medicare reimbursement in senior services to optimize strategies.
- Monday, 1/27/25
- 2:00 PM to 3:00 PM EST
- 1 CPE, Taxes
Deciphering Your Dashboard
A well-structured revenue cycle KPI dashboard can provide clarity to drive efficiency & improve bottom line results. This session will highlight common KPIs & their associated industry best practices.
- Tuesday, 1/28/25
- 10:00 AM to 11:00 AM EST
- 1 CPE, Management Services
Legislative & Tax Update
This presentation explores the evolving tax landscape & its impact on tax-exempt organizations. Attendees will gain insights into the tax policy-making process, key Congressional updates, & Supreme Court decisions affecting tax-exempts.
- Tuesday, 1/28/25
- 11:30 AM to 12:30 AM EST
- 1 CPE, Taxes
Accounting Update
This session will provide a comprehensive overview of the latest industry, regulatory, and economic developments affecting not-for-profit organizations. Attendees will gain insights into the evolving landscape of tax legislation, regulation, & guidance.
- Tuesday, 1/28/25
- 2:00 PM to 3:00 PM EST
- 1 CPE, Accounting
Market Update: OEO & EBP
Explore economic forces shaping inflation, interest rates, & markets. Learn about SECURE 1.0 & 2.0 provisions affecting retirement plans & discover how pooled employer plans are streamlining 401(k) & 403(b) management.
- Wednesday, 1/29/25
- 10:00 AM to 11:00 AM EST
- 1 CPE, Specialized Knowledge
Emerging Fraud Trends: Protecting You, Protecting Them
In this interactive session we will discuss fraud trends affecting organizations of all sizes – who commits fraud, how they do it, & how to mitigate risk. We’ll discuss technology for detection & intervention on behalf of your senior clients.
- Wednesday, 1/29/25
- 11:30 AM to 12:30 PM EST
- 1 CPE, Specialized Knowledge
Compliance Program Regulations
The presentation delves into NYCRR Title 18 Part 521 Compliance Program Regulations, outlining mandatory requirements for providers & Medicaid Managed Care Organizations with over $1M in annual Medicaid revenue.
- Thursday, 1/30/25
- 10:00 AM to 11:00 AM EST
- 1 CPE, Specialized Knowledge
Strengthen Your Cybersecurity Strategy
Discover why appointing a dedicated CISO is critical for your organization’s success and explore the power of penetration testing as a vital risk management tool. Gain expert insights to protect your business and stay ahead of evolving cyber threats.
- Thursday, 1/30/25
- 11:30 AM to 12:30 PM EST
- 1 CPE, Specialized Knowledge
Medicaid 1115 Waiver
This second session will dive into the hydraulics of how tax-exempt organizations can participate and thrive within this waiver.
- Thursday, 1/30/25
- 2:00 PM to 3:00 PM EST
- 1 CPE, Specialized Knowledge
NYS and Federally Funded Human Services Update
This session will explore regulatory changes affecting providers, including updates to CFR reporting, the NYS budget, and the potential impact of proposed changes to service reimbursement and reporting requirements.
- Friday, 1/31/25
- 10:00 AM to 11:00 AM EST
- 1 CPE, Accounting
Board Governance: What Your Board Need’s to Know
This session for management teams and boards covers best practices in governance, including reviewing Form 990 for common errors, strengthening internal controls, interpreting audit findings, and analyzing key financial metrics.
- Friday, 1/31/25
- 2:00 PM to 3:00 PM EST
- 1 CPE, Management Services
The Bonadio Group: Industry Leaders
At The Bonadio Group, our Industry Leaders are at the forefront of shaping the future. In this exclusive webinar series, our experts from across healthcare, human services, not-for-profit sectors, and various service lines will come together to share their deep knowledge and insights. These leaders, who are driving innovation and excellence within their respective industries, will explore emerging issues and offer actionable strategies.
By collaborating and leveraging their collective expertise, our team is committed to providing solutions that address tomorrow’s challenges. Join us as we navigate the future with confidence, guided by the vision and leadership of our exceptional people.