Category: Meetings

Maximize your Online Donation System

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May 2014 Meeting: Maximize your Online Donation System

Russell Greenwald, Vice President and Director of Insource’s Technology Consulting Practice, shared his experiences with online donation systems with those in attendance. Through demonstrations and process review, he showed the group how to attract more donors, save staff time, and gather better metrics. Russell serves as CIO for many of Insource’s Technology clients and is backed by a talented team of staff and partners and has been with Insource for the past 13 years.

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April 2014 Meeting

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Do’s and Don’ts of Executive Compensation

Executive compensation is a critical area of governance for all nonprofits. Compensation and benefits are expected to be reasonable in order to avoid excess compensation for any one individual but what does that mean and how does a nonprofit know whether their compensation package would be considered reasonable in the event of an IRS audit or the press?

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March 2014 Meeting

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Criminal Offender Record Information (CORI):
How to be diligent and fair with background checks (and not get into trouble).

Greg Massing, Executive Director of the Rappaport Center for Law and Public Service at Suffolk University Law School, was instrumental in drafting, passing, and implementing the Commonwealth’s CORI reform legislation as a member of the Patrick Administration from 2007 to 2011. Dave Wilson, a partner at Hirsch Roberts Weinstein LLP, advises businesses and non-profits on employment matters, including how to navigate the Commonwealth’s CORI and non-discrimination laws in the hiring process.

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February 2014 Meeting

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Retirement Plans:  Considerations for Creating, Maintaining, Getting and Staying in Compliance

Richard Cawthorne, President of the Alpha Pension Group, an independent pension consulting firm that manages retirement plans for various organizations, gave a presentation on retirement plan administration best practices and prudent management of retirement plan offerings. Richard is a Registered Investment Advisor and a Certified Retirement Plan Specialist.

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January 2014 Meeting

NPFM-Admin

Sneakerware:  Best Financial Systems Integration Strategy for Nonprofits?

David Orlinoff, founder and principal of Concord Financial Organization (CFO), which provides interim financial management and related consulting services, primarily to nonprofits, gave a brief presentation and led a discussion on the on the integration or non-integration of financial systems and what it means for your agency. David has over 35 years of experience as a financial executive and has served about 60 nonprofits as a consultant or interim chief financial officer. He is also the board president of Third Sector New England and a member of the Audit Committee of United Way.

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