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Seminars & Events
02.19.15
CFO Roundtable: A Focus on Project Finance
ORBA’s Not-For-Profit Group and INCS invite you to the next Charter School CFO Roundtable event that will discuss project financing. Speakers from MB Financial will be presenting this topic with a focus on the use of New Markets Tax Credits and tax-exempt bonds to finance the expansion, new construction, and acquisition of school facilities. […]
01.29.15
How Manufacturers Can Drive, Measure and Capture Value
Ostrow Reisin Berk & Abrams, Ltd. invites you to attend a seminar on January 29, 2015 where speakers will be discussing topics focused on the manufacturing industry. The seminar will be held at the Union League Club of Chicago from 8:30 AM – 10:45 AM with breakfast included. The seminar will have three 30 minute […]
12.16.14
Employee Benefit Plan Design and Trends
Ostrow Reisin Berk & Abrams, Ltd. invites you to attend a seminar on December 16, 2014 where speakers will be discussing Employee Benefit Plans. The seminar will be held at the Union League Club of Chicago from 8:30 AM – 10:45 AM with breakfast included. Presentations will include: A panel discussion with panelists from ORBA’s […]
11.06.14
Securing Your Retirement: A Special Seminar on Social Security
Presented by ORBA and Morgan Stanley Ostrow Reisin Berk & Abrams, Ltd. and Morgan Stanley invite you to attend a seminar on November 6, 2014 where speakers Kim Mickelson and Ross McCullagh of Blackrock will discuss the role that Social Security plays in securing your retirement. As you approach retirement, it is more important than […]
10.10.14
Ways for Charter Schools to Control and Reduce Health Insurance Costs
ORBA’s Not-For-Profit Group and INCS invite you to the next Charter School CFO Roundtable event that will focus on ways to control and reduce health insurance costs. Speaker Craig Stubler of Linden Group Health Services will be speaking on the topic. Affordability, flexibility, and choice are critical elements in the evolving healthcare benefits marketplace and […]
08.27.14
What Should I Be Doing Today For My Firm’s Succession in the Future?
ILLINOIS CPA SOCIETY MIDWEST ACCOUNTING & FINANCE SHOWCASE This session is designed to provide some practical steps for developing future leaders. This program will focus on providing common-sense actions and plans that will help shape future plans versus passively letting it happen. Walk away with at least five steps to determine your firm’s succession plan. […]
05.01.14
Budgeting 101 and 990 Overview: What You Should Know
Marva Flanagan, CPA, will be speaking at the Valparaiso University course titled Role of Business in Faith-Based Organizations on May 1st. She will cover tax and reporting requirements for non-profit organizations.
03.27.14
Internal Controls and Best Practices for Charter Schools
12.04.13
How to Successfully Prepare For Your Annual Not-For-Profit Audit
This program will focus on practical tools for ensuring a successful and efficient audit of your not-for-profit organization, including: Effective communication with your auditors throughout the year Proactive planning and preparation for an annual audit Collaboration and time management between your auditors and your team Tips for completing financial statements and other reports ahead of […]
12.02.13
Understanding Your Financial Statements and Best Practices of Financial Oversight
James G. Quaid, Alison Fetzer and Barbara Miller will present a break out session at the INCS Conference. The presentation will focus on understanding charter school financial statements. Included in the presentation will be: A review the basics of a charter school’s financial statements; Best practices, resources, and tools that board members can use to […]