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NFP SPEAK
PART 5:
RESILIENCY & MOVING
FORWARD SUCCESSFULLY
CITRIN COOPERMAN’S
NOT-FOR-PROFIT COVID-19
WEBINAR SERIES
evolution
THURSDAY, APRIL 30, 2020
11:00 AM – 12:00 PM EDT
actioninto
MODERATOR: Marc B. Sonnenberg
PANELISTS: John Eusanio, Alex Regan, Brian Giganti & Jenny
Herrera
2
evolution COVID -19 UPDATE
TITLE
actioninto
• TBD
WELCOME & INTRODUCTION
John Eusanio, CPA, CGMA
Partner & Not-For-Profit Practice Leader
Marc B. Sonnenberg, CPA
Partner
3
evolution TAKE OUR SURVEY
actioninto
In an effort to assist our clients and communities through this
difficult time, Citrin Cooperman's Not-For-Profit Practice Group
is tracking the effects of the Coronavirus (COVID-19)
Pandemic on Not-for-Profits.
The COVID-19 Business Impact Survey should take less than 10
minutes to complete, and the survey is still open. Please
participate in our survey and share it with others so we have
representative data.
4
evolution
NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
AGENDA
actioninto
• Update
• Overall Best Practices Post Crisis Management
• Outsourced Accounting & CFO
• Governance and Risk Management
• Questions and Answers
5
evolution
NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
KEY REMINDERS / USING ZOOM
actioninto
• The webinar is 1 hour and based on your participation.
• You have joined in listening mode only.
• You will have the opportunity to submit questions to our moderator/speakers by typing
your questions into the Q&A icon on the Zoom panel.
• This session is being recorded and a playback link will be sent.
6
evolution NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
UPDATE
actioninto
7
evolution COVID -19 UPDATE
TITLE
actioninto
• TBD
MODERATOR & SPEAKERS
John Eusanio, CPA, CGMA
Partner & Not-For-Profit Practice
Leader
646.979.6091
jeusanio@citrincooperman.com
Marc B. Sonnenberg, CPA
Partner
631.730.5614
msonnenberg@citrincooperman.com
Alexandria Regan, CPA
Partner
781.817.1154
aregan@citrincooperman.com
Brian Giganti, CPA
Partner
301.834.2475
bgiganti@citrincooperman.com
Jenny E. Herrera, CPA
Partner
240.858.8774
jherrera@citrincooperman.com
8
evolution
NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
OVERALL BEST PRACTICES POST CRISIS
MANAGEMENT
actioninto
9
evolution NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
OUTSOURCED ACCOUNTING & CFO
actioninto
10
evolution NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
GOVERNANCE AND RISK MANAGEMENT
actioninto
11
evolution NFP SPEAK - COVID-19 WEB SERIES
PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY
QUESTIONS & ANSWERS
actioninto
12
evolution JOIN US
actioninto
13
evolution COVID-19 RESPONSE UNIT
actioninto
Find constant, real-time access to tax alerts, industry-specific
communications, and recession preparedness tools you can use to help with
your business needs. Please visit our COVID-19 Response Unit at
(www.citrincooperman.com/CRU).
14
evolution ABOUT CITRIN COOPERMAN’S NOT-FOR-
PROFIT PRACTICE
actioninto
Citrin Cooperman’s dedicated Not-For-Profit Practice forms collaborative partnerships with
not-for-profit organizations to gain a deep understanding of their missions and drive creative
solutions tailored to their unique needs.
We are committed to your compliance, governance, regulatory, and consulting
needs so you can focus on what counts: your mission.
Our team members are active on boards of local not-for-
profit organizations and national associations. This
enhances our ability to serve our clients and demonstrates
our commitment to providing unparalleled service to the
not-for-profit industry.
To learn more about our Not-For-Profit Group and the
services we provide, please click the following link
https://www.citrincooperman.com/industries/not-for-profit.
15
evolution ABOUT CITRIN COOPERMAN
actioninto
16
evolution DISCLAIMER
actioninto
These materials provided by Citrin Cooperman & Company, LLP, are intended to provide general
information on a particular subject or subjects and are not an exhaustive treatment of such subject(s)
and are not intended to be a substitute for reading the legislation. Any advice contained in this
communication, including attachments and enclosures, is not intended as a thorough, in-depth
analysis of specific issues. Nor is it sufficient to avoid tax-related penalties. The materials are being
provided with the understanding that the information contained therein should not be construed as
legal, accounting, tax or other professional advice or services. Before making a decision or action that
may affect you or your business, you should consult with Citrin Cooperman & Company, LLP, or
another qualified professional advisor. The materials and the information contained therein are
provided as is, and Citrin Cooperman & Company, LLP, makes no express or implied representations
or warranties regarding these materials. Without limiting the foregoing, Citrin Cooperman & Company,
LLP, does not warrant that the materials or information contained therein will be error-free or will meet
any particular criteria or performance or quality. In no event shall Citrin Cooperman & Company, LLP,
its affiliates, officers, principals and employees be liable to you or anyone else for any decision made
or action taken in reliance on the information provided in these materials. The information and content
provided in these materials is owned by Citrin Cooperman & Company, LLP, and should only be used
for your personal or internal use and should not be copied, redistributed or otherwise provided to third
parties.
THANK
YOU
evolutionwww.citrincooperman.com
actioninto

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NFP Speak: COVID-19 Webinar Series - Part 5 - Resiliency & Moving Forward Successfully

  • 1. NFP SPEAK PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY CITRIN COOPERMAN’S NOT-FOR-PROFIT COVID-19 WEBINAR SERIES evolution THURSDAY, APRIL 30, 2020 11:00 AM – 12:00 PM EDT actioninto MODERATOR: Marc B. Sonnenberg PANELISTS: John Eusanio, Alex Regan, Brian Giganti & Jenny Herrera
  • 2. 2 evolution COVID -19 UPDATE TITLE actioninto • TBD WELCOME & INTRODUCTION John Eusanio, CPA, CGMA Partner & Not-For-Profit Practice Leader Marc B. Sonnenberg, CPA Partner
  • 3. 3 evolution TAKE OUR SURVEY actioninto In an effort to assist our clients and communities through this difficult time, Citrin Cooperman's Not-For-Profit Practice Group is tracking the effects of the Coronavirus (COVID-19) Pandemic on Not-for-Profits. The COVID-19 Business Impact Survey should take less than 10 minutes to complete, and the survey is still open. Please participate in our survey and share it with others so we have representative data.
  • 4. 4 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY AGENDA actioninto • Update • Overall Best Practices Post Crisis Management • Outsourced Accounting & CFO • Governance and Risk Management • Questions and Answers
  • 5. 5 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY KEY REMINDERS / USING ZOOM actioninto • The webinar is 1 hour and based on your participation. • You have joined in listening mode only. • You will have the opportunity to submit questions to our moderator/speakers by typing your questions into the Q&A icon on the Zoom panel. • This session is being recorded and a playback link will be sent.
  • 6. 6 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY UPDATE actioninto
  • 7. 7 evolution COVID -19 UPDATE TITLE actioninto • TBD MODERATOR & SPEAKERS John Eusanio, CPA, CGMA Partner & Not-For-Profit Practice Leader 646.979.6091 jeusanio@citrincooperman.com Marc B. Sonnenberg, CPA Partner 631.730.5614 msonnenberg@citrincooperman.com Alexandria Regan, CPA Partner 781.817.1154 aregan@citrincooperman.com Brian Giganti, CPA Partner 301.834.2475 bgiganti@citrincooperman.com Jenny E. Herrera, CPA Partner 240.858.8774 jherrera@citrincooperman.com
  • 8. 8 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY OVERALL BEST PRACTICES POST CRISIS MANAGEMENT actioninto
  • 9. 9 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY OUTSOURCED ACCOUNTING & CFO actioninto
  • 10. 10 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY GOVERNANCE AND RISK MANAGEMENT actioninto
  • 11. 11 evolution NFP SPEAK - COVID-19 WEB SERIES PART 5: RESILIENCY & MOVING FORWARD SUCCESSFULLY QUESTIONS & ANSWERS actioninto
  • 13. 13 evolution COVID-19 RESPONSE UNIT actioninto Find constant, real-time access to tax alerts, industry-specific communications, and recession preparedness tools you can use to help with your business needs. Please visit our COVID-19 Response Unit at (www.citrincooperman.com/CRU).
  • 14. 14 evolution ABOUT CITRIN COOPERMAN’S NOT-FOR- PROFIT PRACTICE actioninto Citrin Cooperman’s dedicated Not-For-Profit Practice forms collaborative partnerships with not-for-profit organizations to gain a deep understanding of their missions and drive creative solutions tailored to their unique needs. We are committed to your compliance, governance, regulatory, and consulting needs so you can focus on what counts: your mission. Our team members are active on boards of local not-for- profit organizations and national associations. This enhances our ability to serve our clients and demonstrates our commitment to providing unparalleled service to the not-for-profit industry. To learn more about our Not-For-Profit Group and the services we provide, please click the following link https://www.citrincooperman.com/industries/not-for-profit.
  • 15. 15 evolution ABOUT CITRIN COOPERMAN actioninto
  • 16. 16 evolution DISCLAIMER actioninto These materials provided by Citrin Cooperman & Company, LLP, are intended to provide general information on a particular subject or subjects and are not an exhaustive treatment of such subject(s) and are not intended to be a substitute for reading the legislation. Any advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues. Nor is it sufficient to avoid tax-related penalties. The materials are being provided with the understanding that the information contained therein should not be construed as legal, accounting, tax or other professional advice or services. Before making a decision or action that may affect you or your business, you should consult with Citrin Cooperman & Company, LLP, or another qualified professional advisor. The materials and the information contained therein are provided as is, and Citrin Cooperman & Company, LLP, makes no express or implied representations or warranties regarding these materials. Without limiting the foregoing, Citrin Cooperman & Company, LLP, does not warrant that the materials or information contained therein will be error-free or will meet any particular criteria or performance or quality. In no event shall Citrin Cooperman & Company, LLP, its affiliates, officers, principals and employees be liable to you or anyone else for any decision made or action taken in reliance on the information provided in these materials. The information and content provided in these materials is owned by Citrin Cooperman & Company, LLP, and should only be used for your personal or internal use and should not be copied, redistributed or otherwise provided to third parties.