Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Complimentary Classes

​​​​​Raffa strives to Do More by empowering those we serve and by building capacity in the nonprofit community.

As part of our social responsibility commitment we provide high quality, complimentary continuing professional development classes throughout the year to our clients and also to the nonprofit community at large.  As a courtesy to our clients and to nonprofits attending out-of state, we can provide remote access to most our complimentary live sessions via GoToWebinar upon request. 
 
​​​​​​​​​​​​​​​​​​​Not sure if an RLC class is right for you? Download our 2017 Attendee Survey Results!
 



  • 9/25/2018 Sage Intacct Accounting Software for Nonprofits

    The demands on nonprofit finance teams have continued to increase. You must create greater levels of transparency and visibility, enhance the governan...

    The demands on nonprofit finance teams have continued to increase. You must create greater levels of transparency and visibility, enhance the governance of the organization, and drive strategic focus—all while improving productivity.  Wondering how you can survive in this challenging environment?  Join the Raffa Technology team for an overview of Sage Intacct while they real life examples of how it has transformed our clients operations.

    Raffa Event
    • Date: 9/25/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, Raffa Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Computer Software & Applications
    • Course Update Date: 8/6/2018
    • Course Review By: Glenn Anstead
  • 9/26/2018 Federal Funding - What You Don't Know Can HURT You!

    The OMB Uniform Guidance proposes a more fair and equitable treatment of nonprofits providing services under programs funded by the federal government...

    The OMB Uniform Guidance proposes a more fair and equitable treatment of nonprofits providing services under programs funded by the federal government.  This requires every nonprofit earning federal funds, either directly or indirectly, to take actions to ensure compliance.  Join Raffa as we illustrate steps to create a culture of compliance and sustainability in the federally funded marketplace.

    Raffa Event
    • Date: 9/26/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, Raffa Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
    • Course Update Date: 8/6/2018
  • 9/27/2018 2018 Study On Nonprofit Investing (SONI) Results & Analysis Presentation

    Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:• How do other nonprofits invest their reserve...

    Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:
    • How do other nonprofits invest their reserves?
    • Are our investment policies “normal”? and
    • Is our investment performance in-line with similar organizations?
     
    Specifically, the presentation will cover the following:
    • How do nonprofits segment total cash assets among short and longer term objectives?
    • How much risk do nonprofits take with longer term investments?
    • How much do nonprofits pay for investment services?
    • How much are nonprofits earning from their investments – and what should they expect?

    Raffa Event
    • Date: 9/27/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Ryan Frydenlund, Senior Portfolio Manager, Raffa Wealth Management
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 10/4/2018 Microsoft Dynamics 365 Business Central

    ​Microsoft Dynamics 365 for Financials is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP cap...

    ​Microsoft Dynamics 365 for Financials is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Services, Field Serve, Operations, Marketing, Project Service Automation and Financials.  Join the Raffa Technology team for an overview of the latest cloud ERP solution from Microsoft. ​

    Raffa Event
    • Date: 10/4/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, Raffa Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Computer Software & Applications
    • Course Update Date: 8/21/2018
    • Course Review Date: 8/21/2018
    • Course Review By: Jeremy Taro
  • 10/10/2018 Cloud ERP for Government Contractors featuring JAMIS Prime ERP

    JAMIS Prime ERP is designed around the demanding needs of government contractors in today's competitive and cost sensitive environment. In this presen...

    JAMIS Prime ERP is designed around the demanding needs of government contractors in today's competitive and cost sensitive environment. In this presentation, Raffa Technology will walk through all of the key features that make JAMIS Prime a world class project ERP system for your government contracting organization.  The focus of the presentation will be in these key areas:

    • DCAA Compliance​
    • Project Accounting & Contract Management
    • Time & Expense
    • Financial Reporting and Business Intelligence

    Raffa Event
    • Date: 10/10/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, Raffa Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Information Technology
    • Course Update Date: 8/6/2018
    • Course Review By: Jeremy Taro
  • 10/10/2018 Creating and Evaluating your Nonprofit’s Investment Program

    ​• What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions? o Dollars held in reserveo Appropria...

    ​• What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?
    o Dollars held in reserve
    o Appropriate risk levels and investment vehicles
    o Responsibilities and expectations of staff, volunteers, and consultants
    o Segmentation between current, short term and long term objectives

    • How do you verify if your investment program is effective?
    o Policies that enable objective evaluations
    o Reporting that forces transparency

    Raffa Event
    • Date: 10/10/2018 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, President
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 10/11/2018 FROM IN-HOUSE TO POWERHOUSE: Taking Creative Departments to the Next Level of Creativity, Productivity, and Performance

    ​Turn an under-performing in-house creative department into a creative powerhouse! This two-hour workshop teaches non-profit executives and communicat...

    ​Turn an under-performing in-house creative department into a creative powerhouse! This two-hour workshop teaches non-profit executives and communication leaders how to optimize work with in-house creative teams. Learn to manage and motivate staff designers; identify weaknesses and build on strengths; develop staff skills through mentoring; and institute processes that infuse the workplace with creative spirit and organizational direction.

    Reimagine your organization from the inside out! By maximizing your team’s creative potential you will succeed in better expressing your organization’s vision, communicating its vital messages, and building lasting connections with the people who matter most.

    Raffa Event
    • Date: 10/11/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Polina Pinchevsky, RoundPeg
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 10/17/2018 FOR PROFIT EXCLUSIVE: NEW Rockville Location -- Nonqualified Deferred Compensation Plans

    The presentation provides an overview of Nonqualified Deferred Compensation Plans from both employer and employee perspectives. It will provide insigh...

    The presentation provides an overview of Nonqualified Deferred Compensation Plans from both employer and employee perspectives. It will provide insight into the most common reasons companies decide to install this type of program: 401(k) Restoration and Retirement Savings, Taxation Timing, Compensation Management, as well as Other Planning Opportunities. The presentation will also address how the Tax Cuts and Jobs Act (TCJA) has positively impacted the world of Nonqualified Deferred Compensation Plans.

    Raffa Event
    • Date: 10/17/2018 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: James H. Strother, AIF® | LPL Financial Advisor
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Lunch
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 10/25/2018 2018 Study On Nonprofit Investing (SONI) Results for Retirement Plans

    ​Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:• How do other nonprofits invest their reserv...

    ​Now in its sixth consecutive year, the SONI Results & Analysis Presentation helps nonprofits answer:
    • How do other nonprofits invest their reserves?
    • Are our investment policies “normal”? and
    • Is our investment performance in-line with similar organizations?
     
    Specifically, the presentation will cover the following:
    • How do nonprofits approach retirement saving for their staff?
    • How much do nonprofits match for employee contributions?
    • How much are nonprofits paying their retirement plan provider – and what should they expect?

    Raffa Event
    • Date: 10/25/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: John McAuliffe, Operations Associate
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 11/8/2018 The Changing Role of Today's CIO

    Not every organization can afford to have a full time CIO on staff.  But someone will be fulfilling the role, even without the title. This seminar wil...

    Not every organization can afford to have a full time CIO on staff.  But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.

    Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.

    Raffa Event
    • Date: 11/8/2018 8:30 AM EST
    • CPE Hours: 2.00
    • Presenter: Kerry Mickelson
    • Location: Raffa - 1899 L Street, NW, 6th Floor Conference Room
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Business Management & Organization;Information Technology
"You're very in tune with what the nonprofit field needs. Your topics are always 
relevant, informative and meeting a high level of professionalism."

Raffa Learning Community Attendee​