PKF O'Connor Davies Value Series
Insightful and informational, professional, conversational and client-centered are words to describe our podcasts. With our diverse client base, PKF O’Connor Davies’ podcasts give our professionals a venue to expand on trends and best practices for both specialized and general industry segments. They also allow us to bring in educational and industry specialists for added relevance. As accountants and auditors, we go behind and beyond the financial numbers and add channels of growth and guidance for your business through our podcasts.
Episodes
13 episodes
Nonprofits "Insight Out" | Charitable Solicitation and Fundraising
State charitable registration and periodic filings enhance fiscal transparency. They provide useful information to the public, funders, the State Attorney General to assist with regulatory and law enforcement efforts, and to other interested pe...
•
12:39
Nonprofits "Insight Out" | 10 Pressing Questions About the Employee Retention Credit
The Employee Retention Credit (ERC) is a potentially lucrative federal government tax credit for non-profit organizations. However, there are many misconceptions surrounding the ERC:Who qualifies? How to determine the ...
•
13:20
Nonprofit "Insights Out" | Diversity, Equity and Inclusion: Awareness to Action
Nonprofit organizations that develop and execute Diversity, Equity and Inclusion (DEI) policies can strengthen their internal operations and culture along with the quality of life in the communities they serve. Even if your organization already...
•
10:39
Nonprofits "Insight Out" | IRS Focus on Form 990: What Board Members and Management Need to Know
A Board’s review of IRS Form 990 is a best practice to help ensure fulfillment of the Board’s fiduciary responsibilities. Studies show that tax-exempt organizations that have an established Board review process are more likely to be in co...
•
11:59
Nonprofits "Insight Out" - Introduction of Environmental, Social and Governance
We invite you to listen and learn about organizational Environmental, Social and Governance (ESG) policy and why it is important to your nonprofit. Not-for-profit organizations are facing a growing demand from their stakehol...
•
11:11
Nonprofits "Insight Out" - Concepts, Benefits and Risks of Fiscal Sponsorships
We invite you to listen and learn about fiscal sponsorship arrangements and the options available sponsoring Internal Revenue Code section 501(c)(3) organizations as well as to sponsored projects and sponsee organizations.
•
15:41
Nonprofits "Insight Out" - Activities That May Jeopardize a NFP's Tax-Exempt Status
Understanding the activities that may put a charitable organization at risk is paramount to protecting and maintaining tax-exempt status under Internal Revenue Code 501(c)(3). In this podcast, the second of the series, Garrett Higgins and Eva M...
•
15:52
Nonprofits "Insight Out" - International Activities
This inaugural podcast covers the topic of “International Activities” conducted by nonprofits and their global outreach through programs, grant-making, and investing. Lenore C. Sanchez, Manager, Not-for-Profits hosts the podcast with ...
•
Season 1
•
Episode 1
•
19:29
What the Board Needs to Know About Cybersecurity
Recognizing how critical cybersecurity is to our clients, this podcast features an informative discussion on some complex digital issues. Given the important responsibilities of the board members we serve, this topic is of particular importance...
•
14:48
Not-for-Profit Board Governance Priorities Podcast
Is your board controlling risk? Does your organization need a pulse check? Board members and management of not-for-profits are invited to listen to the new podcast hosted by Mark Bednarz and Larry Baye of PKF O’Connor Davies. It just might help...
•
10:30
Board Oversight of Ethics & Compliance Is Your Organization's Program Effective
The subject of ethics and compliance is serious stuff and encompasses every type of organization. Mark Bednarz, Partner-in-Charge of our Risk Advisory Practice, sits down with Dr. Leann Platenburg, an independent ethics counselor, for an inform...
•
8:58
Changing Your Property Management Company
Thinking of changing property management companies for your housing entity? Stew Grubman, the Partner-in-Charge of the Bethesda office, shares some good advice based on his extensive experience in affordable and special needs housing. What acco...
•
3:58
Conflicts of Interest and a Director's Duty of Loyalty
Mark Bednarz, Partner in our Risk Advisory Group, discusses with Jeffrey Haas, Professor, New York Law School, the duty of a board director as well as the matter of personal liability. Whether for a private or publicly-held entity, a director b...
•
6:46