PKF O'Connor Davies Value Series Fri, 13 Mar 2026 06:30:52 -0400 https://www.buzzsprout.com/1150679 en-us © 2026 PKF O'Connor Davies Value Series yes 5d22ddf4-5f4a-585a-aa8d-fa4d3d39c128 AJ Montalto episodic false Buzzsprout (https://www.buzzsprout.com) AJ Montalto https://storage.buzzsprout.com/4b7sf54dr5rj3m2g8oazp89amyx3?.jpg PKF O'Connor Davies Value Series Nonprofits "Insight Out" | Charitable Solicitation and Fundraising 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 persons. Currently, over 40 states require nonprofit organizations to register prior to fundraising. Fundraising regulations are complex and vary from state to state.  In this podcast, the speakers will address why fundraising regulations are in place, the general fundraising registration and annual filing process, what steps a nonprofit organization should take to be in compliance, and so much more.

]]> 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 persons. Currently, over 40 states require nonprofit organizations to register prior to fundraising. Fundraising regulations are complex and vary from state to state.  In this podcast, the speakers will address why fundraising regulations are in place, the general fundraising registration and annual filing process, what steps a nonprofit organization should take to be in compliance, and so much more.

]]> AJ Montalto Buzzsprout-13939931 Thu, 09 Nov 2023 08:00:00 -0500 759 full false Nonprofits "Insight Out" | 10 Pressing Questions About the Employee Retention Credit 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 credit.
  • How it interacts with other government funding. 

This podcast helps set the record straight, with valuable information provided by Chris Migliaccio, Partner and the Firm's Employee Retention Credit Leader and Kristin Anderson, Senior Manager, as they discuss with Lenore Sanchez the key issues for exempt organizations in determining qualification for and claiming the ERC.

]]> 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 credit.
  • How it interacts with other government funding. 

This podcast helps set the record straight, with valuable information provided by Chris Migliaccio, Partner and the Firm's Employee Retention Credit Leader and Kristin Anderson, Senior Manager, as they discuss with Lenore Sanchez the key issues for exempt organizations in determining qualification for and claiming the ERC.

]]> AJ Montalto Buzzsprout-13656213 Mon, 25 Sep 2023 10:00:00 -0400 800 full false Nonprofit "Insights Out" | Diversity, Equity and Inclusion: Awareness to Action 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 has an official DEI policy, you’ll benefit from this opportunity to discover the valuable information provided by Truphena Martin, our Diversity, Equity and Inclusion Manager, as she discusses with Senior Manager Lenore Sanchez the steps involved in forming and implementing a DEI policy. They will also describe the importance of examining the policy periodically, refining it as needed, as well as monitoring, measuring and quantifying key benchmarks to assess its effectiveness. 

]]> 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 has an official DEI policy, you’ll benefit from this opportunity to discover the valuable information provided by Truphena Martin, our Diversity, Equity and Inclusion Manager, as she discusses with Senior Manager Lenore Sanchez the steps involved in forming and implementing a DEI policy. They will also describe the importance of examining the policy periodically, refining it as needed, as well as monitoring, measuring and quantifying key benchmarks to assess its effectiveness. 

]]> AJ Montalto Buzzsprout-13277190 Mon, 24 Jul 2023 08:00:00 -0400 639 full false Nonprofits "Insight Out" | IRS Focus on Form 990: What Board Members and Management Need to Know 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 compliance with tax laws and regulations. What’s more, Board and management involvement traditionally results in greater transparency, accountability and promotes the proper stewardship of resources. With Form 990 available to the general public, it is important that the Board ensures the organization’s mission and activities are accurately reflected. The presenters in this podcast speak to significant areas of the Form 990 that the Board and management should focus on. These areas are categorized into three broad areas: governance, tax compliance and financial management.

]]> 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 compliance with tax laws and regulations. What’s more, Board and management involvement traditionally results in greater transparency, accountability and promotes the proper stewardship of resources. With Form 990 available to the general public, it is important that the Board ensures the organization’s mission and activities are accurately reflected. The presenters in this podcast speak to significant areas of the Form 990 that the Board and management should focus on. These areas are categorized into three broad areas: governance, tax compliance and financial management.

]]> AJ Montalto Buzzsprout-12586434 Tue, 04 Apr 2023 11:00:00 -0400 719 full false Nonprofits "Insight Out" - Introduction of Environmental, Social and Governance 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 stakeholders to disclose their ESG initiatives and performance and on reporting them quickly and accurately. The pressures are coming from donors, employees and the Board of Directors. ESG reporting demonstrates how an organization portrays their ESG goals, metrics and progress; however, many organizations do not know where to start. Communicating ESG information is important to the internal and external stakeholders of the organization, including donors. 
 
The challenges can be overwhelming for many organizations. This 11-minute podcast covers various ESG frameworks, risk management, best practices and current trends in the nonprofit industry that should encourage your organization to get started on establishing ESG goals and monitoring results.

]]> 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 stakeholders to disclose their ESG initiatives and performance and on reporting them quickly and accurately. The pressures are coming from donors, employees and the Board of Directors. ESG reporting demonstrates how an organization portrays their ESG goals, metrics and progress; however, many organizations do not know where to start. Communicating ESG information is important to the internal and external stakeholders of the organization, including donors. 
 
The challenges can be overwhelming for many organizations. This 11-minute podcast covers various ESG frameworks, risk management, best practices and current trends in the nonprofit industry that should encourage your organization to get started on establishing ESG goals and monitoring results.

]]> AJ Montalto Buzzsprout-11572161 Wed, 26 Oct 2022 09:00:00 -0400 671 full false Nonprofits "Insight Out" - Concepts, Benefits and Risks of Fiscal Sponsorships 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.  

 

In a fiscal sponsorship arrangement, a not-for-profit exempt organization supports and protects another group, the sponsored partner, and shares its mission to raise funds and awareness in a charitable cause. Fiscal sponsorship continues to become a more widely used tool for charitable impact; however, at times this option is still overlooked. This podcast covers the basics, including the six models of fiscal sponsorships, who the users are, the benefits, risks and key practices to help ensure that fiscal sponsorship arrangements are appropriately structured. 

]]> 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.  

 

In a fiscal sponsorship arrangement, a not-for-profit exempt organization supports and protects another group, the sponsored partner, and shares its mission to raise funds and awareness in a charitable cause. Fiscal sponsorship continues to become a more widely used tool for charitable impact; however, at times this option is still overlooked. This podcast covers the basics, including the six models of fiscal sponsorships, who the users are, the benefits, risks and key practices to help ensure that fiscal sponsorship arrangements are appropriately structured. 

]]> AJ Montalto Buzzsprout-11156330 Wed, 17 Aug 2022 16:00:00 -0400 941 full false Nonprofits "Insight Out" - Activities That May Jeopardize a NFP's Tax-Exempt Status 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 Mruk answer Lenore Sanchez’s specific questions regarding: private inurement and private benefit, lobbying and political campaign activities, commercialization of activities (UBI), compliance with annual tax filings, practices to avoid revocation, and more.

Listen to their answers carefully and beware of these risky activities. As the panel moderator says: tax-exempt status is a privilege, not a right. Ensure that it is protected and maintained.

]]> 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 Mruk answer Lenore Sanchez’s specific questions regarding: private inurement and private benefit, lobbying and political campaign activities, commercialization of activities (UBI), compliance with annual tax filings, practices to avoid revocation, and more.

Listen to their answers carefully and beware of these risky activities. As the panel moderator says: tax-exempt status is a privilege, not a right. Ensure that it is protected and maintained.

]]> AJ Montalto Buzzsprout-10836654 Wed, 22 Jun 2022 10:00:00 -0400 952 full false Nonprofits "Insight Out" - International Activities 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  Garrett Higgins, Partner-in-Charge and Eva Mruk, Partner of Exempt Organizations Tax and Advisory Services providing valuable insight.  The presenters provide practical guidance on the complex rules and discuss a number of tax considerations when conducting activities outside of the United States.

]]> 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  Garrett Higgins, Partner-in-Charge and Eva Mruk, Partner of Exempt Organizations Tax and Advisory Services providing valuable insight.  The presenters provide practical guidance on the complex rules and discuss a number of tax considerations when conducting activities outside of the United States.

]]> AJ Montalto Buzzsprout-10078884 Tue, 15 Feb 2022 08:00:00 -0500 1169 1 1 full false What the Board Needs to Know About Cybersecurity 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. This 15-minute podcast covers a range of subjects, including in-house vs. outsourced CISO (Chief Information Security Officer), funding, privacy laws, the need to develop a privacy policy, understanding and managing related risks knowing that oversight must be continuous. 

]]> 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. This 15-minute podcast covers a range of subjects, including in-house vs. outsourced CISO (Chief Information Security Officer), funding, privacy laws, the need to develop a privacy policy, understanding and managing related risks knowing that oversight must be continuous. 

]]> AJ Montalto Buzzsprout-4198574 Tue, 16 Jun 2020 12:00:00 -0400 888 full false Not-for-Profit Board Governance Priorities Podcast 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 your NFP – through your specific actions – mitigate risk concerns and ensure organizational sustainability. 

 

Among other helpful advice, Larry lets you know about evaluating your “bench strength” and Mark offers practical ways to realize your “game plan” through risk oversight.

]]> 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 your NFP – through your specific actions – mitigate risk concerns and ensure organizational sustainability. 

 

Among other helpful advice, Larry lets you know about evaluating your “bench strength” and Mark offers practical ways to realize your “game plan” through risk oversight.

]]> AJ Montalto Buzzsprout-4198532 Tue, 16 Jun 2020 12:00:00 -0400 630 full false Board Oversight of Ethics & Compliance Is Your Organization's Program Effective 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 information-packed conversation as to the seven steps for the development of a meaningful and impactful ethics and compliance program. Listen to this nine-minute podcast focusing on the goal of avoiding reputational damage, lack of competitive advantage, and ‒ yes ‒ federal fines.

]]> 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 information-packed conversation as to the seven steps for the development of a meaningful and impactful ethics and compliance program. Listen to this nine-minute podcast focusing on the goal of avoiding reputational damage, lack of competitive advantage, and ‒ yes ‒ federal fines.

]]> AJ Montalto Buzzsprout-4198436 Tue, 16 Jun 2020 12:00:00 -0400 538 full false Changing Your Property Management Company 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 accounting and other factors need to be addressed with such a change so that the transition runs smoothly? He will give you a number of points that need to be considered beforehand. You need a plan and Stew is there for you.

]]> 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 accounting and other factors need to be addressed with such a change so that the transition runs smoothly? He will give you a number of points that need to be considered beforehand. You need a plan and Stew is there for you.

]]> AJ Montalto Buzzsprout-4198358 Tue, 16 Jun 2020 11:00:00 -0400 238 full false Conflicts of Interest and a Director's Duty of Loyalty 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 broadly has a “duty of care” as a corporate fiduciary. Professor Haas speaks to the transparency of business connections on matters brought before the board and acceptable ways to achieve that goal. This short podcast is packed with useful information for professional personnel at all levels and is presented in an engaging tone. 

]]> 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 broadly has a “duty of care” as a corporate fiduciary. Professor Haas speaks to the transparency of business connections on matters brought before the board and acceptable ways to achieve that goal. This short podcast is packed with useful information for professional personnel at all levels and is presented in an engaging tone. 

]]> PKF O'Connor Davies Buzzsprout-4117868 Wed, 10 Jun 2020 11:00:00 -0400 406 Board Governance, Accounting, Advisory full false