Viewpoints - Non-Profit The Bonadio Group currently has one of the largest NFP practices in the state, serving small start-up operations to large, complex, multi-entity organizations. Our client roster includes entities ranging from community service organizations to colleges and universities, and from foundations to arts and cultural institutions. On an annual basis, hundreds of Not-for-Profit organizations utilize us to perform quality and comprehensive traditional audit and tax preparation services, consulting, and More.

We are pleased to offer the following thought leadership pieces.
The Bonadio Group currently has one of the largest NFP practices in the state, serving small start-up operations to large, complex, multi-entity organizations. Our client roster includes entities ranging from community service organizations to colleges and universities, and from foundations to arts and cultural institutions. On an annual basis, hundreds of Not-for-Profit organizations utilize us to perform quality and comprehensive traditional audit and tax preparation services, consulting, and More.

We are pleased to offer the following thought leadership pieces.
The Bonadio Group http://viewpoints.bonadio.com/categories/view/9 Fri, 29 Aug 2008 19:08:53 +0000 en-us Copyright 2008 The Bonadio Group Effective Cost Accounting Systems for Non-Profits Jerry Archibald, a senior partner in our tax-exempt and healthcare practice discusses the differences between cost reporting and cost accounting, and offers seven specific suggestions for instituting a cost accounting system specific to your organization. Gerald Archibald Mon, 4 Aug 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/63-rss.mp3 A Management Service Organization Solution for Non-profits Jerry Archibald, CPA, and a Partner in our Tax-exempt and healthcare practice, believes that change in the non-profit sector, in the form of mergers, acquisitions and failures, are inevitable due to looming financial issues. One of the ways for non-profits to deal with these looming changes is to consider involvement with a MSO, or management service organization. Jerry discusses the characteristics of a MSO and offers 10 critical elements for ensuring that your MSO venture will be successful. Gerald Archibald Mon, 4 Aug 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/64-rss.mp3 Establishing a Foundation Corporation Gerry Archibald, CPA, and Partner in charge of our MAS healthcare team, is with us again to discuss the ins and out of foundation corporations. He’s had a significant amount of experience helping tax exempts go this route. Gerald Archibald Fri, 23 May 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/60-rss.mp3 Getting Prepared for the New Form 990s Jerry Archibald, CPA, and Partner in charge of our MAS healthcare team, is back to discus the myriad of tax reporting changes required on the new Form 990, effective for calendar year 2008 tax filings. Gerald Archibald Thu, 1 May 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/58-rss.mp3 Attract and Retain Top Executive Talent Through Effective Deferred Compensation Planning Paul Henry, a Principal in our tax group is going to address a very important issue – how to properly structure a plan to attract and retain executive talent with deferred compensation. Paul Henry Tue, 1 Apr 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/56-rss.mp3 Board Communication Is The Key To Non-Profit Success Jerry Archibald, one of The Bonadio Group’s experts in the field of not for profit and tax-exempt accounting and consulting, makes the point that a non-profit organization’s success and its achievement of its mission and vision can be directly attributed to the effectiveness of board and management communications. Gerald Archibald Mon, 3 Mar 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/53-rss.mp3 The Difference Between an Ordinary CPA and a Trusted Advisor Tom Bonadio, Managing Partner of the Bonadio Group, is going to discuss the need for a bond between you and your CPA, built around trust. Tom Bonadio Fri, 1 Feb 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/52-rss.mp3 Tax-Exempt Update Mario Urso, a partner in our Rochester office and team leader of our not for profit/tax-exempt practice, has five new mini-podcasts for your listening pleasure, that complement Bonadio’s recent, quarterly newsletter for tax exempt organizations. Mario Urso Wed, 2 Jan 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/51-rss.mp3 A Holiday Cornucopia of Ideas Jerry Archibald is back with us again for his annual, year-end wrap up of great ideas and insights for our not for profit clients and friends. This year’s cornucopia presents 10 areas to help you close the gap between limited revenue potential and inflationary increases in operating costs. Gerald Archibald Wed, 2 Jan 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/50-rss.mp3 Endowment Funds in the Not-for-Profit sector Jerry Archibald is back with us again to talk about why non-profits should consider having an endowment fund, and how much is enough. Gerald Archibald Mon, 3 Dec 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/42-rss.mp3 The Top 10 Issues for Employee Benefit Plan Audits Denise Gueli, from our Buffalo office, is one of our firm’s resident experts in the world of benefit plan audits, and in this Viewpoint, she’s going to discuss the top ten list of red flags that will trigger a highly undesirable IRS audit of your benefit plan. Denise Gueli Sun, 2 Dec 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/44-rss.mp3 Care, Loyalty, and Obedience – How to Get Your NFP Board On-Board One of the key components of any successful not-for-profit corporation is the recruitment and development of an effective Board of Directors. Craig Stevens, CPA, and a TBG Partner discusses fundamentals of board development and governance. Craig Stevens Fri, 2 Nov 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/40-rss.mp3 Rules! Rules! Rules! - Why So Many Rules Jerry joins us once again to present information on newly required financial reporting changes, and presents a very comprehensive treatment of this complex undertaking. Gerald Archibald Mon, 8 Oct 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/37-rss.mp3 Overview of New Auditing Standards Kristen Clark, CPA, and our Partner in Charge of Quality Control, will present an overview of the changes you’ll experience in your next audit, as well as the consequences of those changes in terms of costs and time. Kristen Clark Wed, 5 Sep 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/36-rss.mp3 Eliminate the Barriers to Visibility and Watch Your Profits Soar Companies are being prevented from reaching their full potential because they create barriers when it comes to the ways that business information is stored, accessed and used. Kent is going to discuss the five biggest barriers and what companies can do to overcome them. Kent Godwin Fri, 3 Aug 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/34-rss.mp3 Employees Confront Critical Health Care Assessments Partner, Jerry Archibald, discuss consumer driven health plans – the latest attempt at effecting meaningful change in the healthcare cost delivery structure. Gerald Archibald Mon, 2 Jul 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/33-rss.mp3 Age of Accountability Requires Board Vigilance Partner Jerry Archibald, one of the nation’s foremost experts in non-profit governance, discusses how to improve effectiveness by strengthening your not-for-profit’s board of directors. Jerry is going to present 10 basic responsibilities of non-profit boards, from developing mission statements and planning, to fundraising, and more. Gerald Archibald Fri, 1 Jun 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/27-rss.mp3 Non Profits Need to Learn New Accounting Methods To hear our Partner Jerry Archibald tell it, the non-profit sector is in the midst of a revolution of sorts. Funders are demanding accountability and cost justification on the basis of units of service. More and more funding sources are paying for services on a unit cost basis, as opposed to a program or deficit funding approach. Jerry’s got some valuable advice on how not for profits can deal with the ever changing environments of cost-reporting and cost-accounting. Gerald Archibald Fri, 1 Jun 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/28-rss.mp3 When Two Become One Tom Bonadio, Managing Partner of our firm, will talk about mergers and acquisitions. Here’s a surprising statistic - it’s been said that between 60% and 80% of all acquisitions fail to meet pre-acquisition goals and objectives! The integration of two companies is a huge undertaking that will disrupt both businesses. In this edition of Viewpoints, Tom is going to discuss how to minimize disruptions, so you can maximize your vision for a merged company. Tom Bonadio Fri, 1 Jun 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/29-rss.mp3 Chances You'll Be Audited and What To Do If You Are Bruce Zicari, CPA, and Partner in Charge of our Small Business Advisory Group will be discussing the chances that you will be audited, and what to do if you are. Bruce Zicari Sun, 29 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/20-rss.mp3 Some Points to Consider for Action Jerry Archibald from Bonadio's Management Advisory Services Team is back again with valuable advice for non-profit and tax-exempt organizations. Gerald Archibald Sun, 29 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/21-rss.mp3 Internal Controls Not Just for Public Companies Don Eichenauer, CPA and partner in charge of Bonadio's Enterprise Risk Management Team discussing internal controls; they're not just for large public companies! Don Eichenauer Sun, 29 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/23-rss.mp3 10 Things Employers Should Do With Their 401(k) Plans Denise Gueli, CPA and a Partner in our Buffalo office is one of our firm's resident experts in benefit plan auditing. Today, she's going to discuss Ten Things Employers Should Do With Their 401(k) Plan to Stay Out of Trouble with the United States Department of Labor. Denise Gueli Sun, 29 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/25-rss.mp3 Reliability, Thoroughness Crucial In School Auditor Jerry Archibald, CPA, addresses the ever increasing scrutiny on school audits as a result of fraud discovered in downstate New York, and how school boards are now being challenged as never before to address the question of costs versus quality and experience when it comes to selecting an audit firm. Gerald Archibald Wed, 4 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/26-rss.mp3 The Rise of the Mega Regional Accounting Firm Founder and managing partner, Tom Bonadio, CPA discusses accounting industry changes that have lead to the creation of mega-regional accounting firms, and the benefits of mega-regionals for clients and staff. Tom Bonadio Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/14-rss.mp3 Downside of Technology ? Desktop Publishing Crimes Tracy Moran, CPA, CFE, Principal, discusses fraud in the form of desktop publishing crimes and offers suggestions for improving computer security. Tracy Moran Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/15-rss.mp3 Manageable Document Retention Plans Carl Cadregari, BS, ISACA, SANS, ACFE, and Consultant in our Management Advisory Services department discusses document retention strategies and best practices for document retention. Carl Cadregari Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/12-rss.mp3 Best Practices for Productive Non-Profit Boards Gerald Archibald, CPA, Partner in Charge of the Management Advisory Services Division offers observations, insights and strategies for Non-profit/tax exempt boards and their members on how to "step up" their accountability and governance practices. Gerald Archibald Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/19-rss.mp3 Non-Profits Face Challenges on Many Fronts Gerald Archibald, CPA, and Partner in Charge of the Management Advisory Services Division discusses ten critical factors, from operational cost issues to regulatory compliance (and more) that non-profit organizations need to address in their strategic planning process. Gerald Archibald Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/11-rss.mp3