Thursday, October 4th | 9:00am - 11:00am | Washington, DC
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Microsoft Dynamics 365 Business Central
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Microsoft Dynamics 365 for Financials is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions including; sales, customer services, field serve, operations, marketing, project service automation and financials. Join the Raffa Technology team for an overview of the latest cloud ERP solution from Microsoft.
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Wednesday, October 10th | 9:00am - 11:00am | Washington, DC
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Cloud ERP for Government Contractors featuring JAMIS Prime ERP
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JAMIS Prime ERP is designed around the demanding needs of government contractors in today's competitive and cost sensitive environment. In this presentation, Raffa Technology will walk through all of the key features that make JAMIS Prime a world class project ERP system for your government contracting organization. The focus of the presentation will be in these key areas: DCAA Compliance, Project Accounting & Contract Management, Time & Expense, Financial Reporting and Business Intelligence.
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Wednesday, October 10th | 12:00pm - 2:00pm | Washington, DC
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Creating and Evaluating your Nonprofit’s Investment Program
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What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions? Dollars held in reserve; appropriate risk levels and investment vehicles; responsibilities and expectations of staff, volunteers, and consultants; segmentation between current; short term and long term objectives.
How do you verify if your investment program is effective? Policies that enable objective evaluations and reporting that forces transparency.
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Thursday, October 11th | 9:00am - 11:00am | Washington, DC
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FROM IN-HOUSE TO POWERHOUSE: Taking Creative Departments to the Next Level of Creativity, Productivity, and Performance
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Turn an under-performing in-house creative department into a creative powerhouse! This two-hour workshop teaches non-profit executives and communication leaders how to optimize work with in-house creative teams. Learn to manage and motivate staff designers; identify weaknesses and build on strengths; develop staff skills through mentoring; and institute processes that infuse the workplace with creative spirit and organizational direction.
Re-imagin
e
your organization from the inside out! By maximizing your team’s creative potential you will succeed in better expressing your organization’s vision, communicating its vital messages, and building lasting connections with the people who matter most.
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Wednesday, October 17th | 12:00pm - 2:00pm | Rockville, MD
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Nonqualified Deferred Compensation Plans
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The presentation provides an overview of Nonqualified Deferred Compensation Plans from both employer and employee perspectives. It will provide insight into the most common reasons companies decide to install this type of program: 401(k) Restoration and Retirement Savings, Taxation Timing, Compensation Management, as well as Other Planning Opportunities. The presentation will also address how the Tax Cuts and Jobs Act (TCJA) has positively impacted the world of Nonqualified Deferred Compensation Plans.
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Wednesday, October 24th | 12:00pm - 2:00pm | Washington, DC
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Deploying Technology at Your Nonprofit
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Technology can be a powerful tool at your nonprofit to analyze donors, scale your impact, or improve your constituent experience. Hiring and managing a development team can provide you a massive advantage in your space, and allow you to reach so many more lives. However, managing this team can be time consuming, expensive, and require a huge learning curve to leverage appropriately. In this session, learn how to effectively deploying technology at your nonprofit, via contracted or in-house work.
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Thursday, October 25th | 9:00am -11:00am | Washington, DC
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2018 Study On Nonprofit Investing (SONI) Results for Retirement Plans
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Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:
• How do other nonprofits invest their reserves?
• Are our investment policies “normal”? and
• Is our investment performance in-line with similar organizations?
Specifically, the presentation will cover the following:
• How do nonprofits approach retirement saving for their staff?
• How much do nonprofits match for employee contributions?
• How much are nonprofits paying their retirement plan provider – and what should they expect?
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Thursday, November 8th | 8:30am -10:30am | Washington, DC
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The Changing Role of Today's CIO
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Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT. Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
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Wednesday, November 14th | 9:00am -11:00am | Washington, DC
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Generating Corporate Sponsorship Support
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If your organization seeks corporate sponsorships through standard offerings – conferences, events, or other programs – you’re missing tremendous opportunities to leverage those relationships into mutually beneficial, long-lasting partnerships. In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
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Thursday, November 15th | 8:30am -10:30am | Washington, DC
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Time for an IT Assessment
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One thing's for sure, there are many choices when it comes to hardware, software and everything in between. How can you know if you have the right infrastructure for moving forward? Many organizations have an IT Assessment done as their organizations grow to determine the best strategic plan for moving forward. Some of the areas we will cover include: IT internal controls, disaster recovery, software audit trails and protecting sensitive data.
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Thursday, November 29th | 9:00am -11:00am | Washington, DC
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Sage Intacct Accounting Software for Nonprofits
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The demands on Nonprofit finance teams have continued to increase. You must create greater levels of transparency and visibility, enhance the governance of the organization, and drive strategic focus—all while improving productivity. Join the Nonprofit industry experts from Raffa to learn how Sage Intacct enables organizations to: easily track, manage and analyze funds, grants, budgets, expenses and cash flow; provide real-time financial reporting and dashboards; track restricted versus unrestricted funds; reduce month end close process and Automate business processes.
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About the Raffa Learning Community
Raffa is pleased to offer complimentary educational seminars for CPE credits. These seminars run throughout the year on topics that can help your organization run more efficiently and effectively. We hope that you will take advantage of these opportunities and join us for a free educational breakfast or lunch! Remote access is available to most of our in person Raffa Learning Community seminars as a courtesy to Raffa clients and/or out-of-state attendees, email requests to
registration@raffa.com.
Please visit the
Raffa Learning Community
to see a full listing of classes or email
registration@raffa.com
if you have any questions.
© 2018 Raffa, P.C.
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