October 28, 2021: Massachusetts Paid Family and Medical Leave

Title: Massachusetts Paid Family and Medical Leave: how to implement the PFML law and integrate with existing benefits and paid time off policies

Description

The PFML law became effective in January 2021. Some organizations are scrambling to make sense of it and how to implement it, and there are several different ways to do this. The law provides an opportunity to consider these options, based on the priorities, values and resources of the organization. In this session you will learn about some of these options and hear about critical things to do and to avoid. Fred Ritzau, an independent HR consultant, will present.

September 30, 2021: Managing Financial Risk : Key Areas for Consideration

Title: Managing Financial Risk : Key Areas for Consideration

Description: The Nonprofit Risk Management Center devoted their May newsletter to the topic of financial risk management. One of the interviewees was Ed Mulherin CPA, Esq, founder and CEO of eCratchit Nonprofit, an outsourcing resource for non-profits. Ed cited three key areas of risk: access to timely, accurate financial information; liquidity and the size of their operating reserves; adequacy of staffing and salaries. Located in Boston, eCratchit serves 150 non-profit organizations across the country, giving Ed the perspective to help all of us to become better prepared in addressing the risks we face.

June 24, 2021: Managed Accounting Services

Title: Managed Accounting Services
Summary: Joyce Ripianzi from AAF will be presenting and will address these questions:
  • What does it mean to outsource the accounting function?
  • When does it make sense to outsource?
  • What internal capacities are needed at your organization to ensure that outsourcing is successful?

Speaker:  Joyce is a Partner in the Consulting Division of AAFCPAs and a member of the firm’s growing Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Joyce has 30+ years of diverse experience in public accounting at national and regional CPA and consulting firms. She is also a former CFO of an 18-million-dollar organization.

May 27, 2021: Rethinking Strategic Planning:  Incorporating Equity

Traditional approaches to strategic planning are being challenged by our collective interest in elevating equity and racial justice. Organizations and institutions are increasingly grappling with how to advance equity in their internal policies, practices, and culture, and disrupt inequities in their external work with partners.

Our four presenters from Health Resources in Action have deep experience facilitating strategic planning efforts, and supporting organizations to rethink their approaches to intentionally center equity.  Brittany Chen, Managing Director, Health Equity, Mo Barbosa, Senior Director, Community Engagement, Mitzi Fennel, Chief Operating Officer, and Steve Ridini, President and CEO, will share frameworks and learnings from HRiA’s own internal equity-centered strategic planning process and its external efforts with clients and communities, and will lead a discussion on how to incorporate equity in your organization’s planning efforts.

I.                 Introductions and Overview

II.                Strategic Planning 101: Facilitating Alignment and Strategic Thinking

III.              Rethinking Strategic Planning: Health Equity Framework

IV.              Putting Health Equity in Action: Weaving our internal and external approaches

V.               Discussion:

    1. What new ideas have you gained?
    2. Thinking about your unique role as a non-profit financial manager, what might you bring back or explore further?

VI.              Close

2021-05-27 Equity-Centered Strategic Planning-HRIA

April 29, 2021: Massachusetts Paid Family Medical Leave Law 2021 Update

Title: Massachusetts Paid Family Medical Leave Law 2021 Update
Summary:

Join employment lawyers Kathleen Berney and Mark Macchi of the law firm Hirsch Roberts Weinstein (www.hrwlawyers.com) as they bring us up to date on the MA PFML law, which has now been in effect since January 1, 2021.

The webinar will provide a basic refresher on the law and regulations, including notable updates in the final regulations effective July 24, 2020 (long after HRW first spoke with us about the PFML law).  Topics covered include the differences between private plans and benefits provided by the Department of Family Medical Leave (DFML); intermittent and reduced leave; the importance of a PFML policy and its relationship to your organization’s other leave policies, including FMLA, short-term disability, medical and parental leave. Mark and Kathleen will also touch on employer reimbursements and considerations for optimizing benefits for employees.

There will be time for questions during the presentation.  Members are also encouraged to submit their PFML-related questions in advance to Anne Murphy a.murphy@politicalresearch.org so they can be forwarded to the presenters.

Speakers:  Kathleen Berney and Mark Macchi counsel, train and represent employers of all sizes in a variety of labor and employment issues, including wage and hour compliance, restrictive covenants, discrimination, termination, personnel policies, government and administrative agency proceedings and conduct internal investigations.