Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Learn from our experts. Learn from each other.

We established the Raffa Learning Community as one more contribution to the nonprofit field. We offer complimentary and fee-based training seminars in accounting, technology, human resources and more. The series of classes are specifically designed to keep you on top of the industry's leading trends, government regulations and new technologies. We offer year-round classes, roundtables, panels and forums on comprehensive and diverse topics presented by both internal and external subject matter experts. Additionally, we offer CPE credit for both Group Live and Group Internet seminars.

We hope you will join us for breakfast or lunch and take advantage of our great educational offerings!

Access to Raffa Learning Community seminars is available through Live Meeting as a courtesy to Raffa clients and/or out-of-state attendees. To attend a seminar via Live Meeting, simply register online and we will send you all of the details needed to participate remotely in our sessions.

Browse our current listings, follow us on Twitter and sign up for our newsletter​ to stay up-to-date on upcoming Learning Community events.​​​​​​​​​​​



  • 10/24/2017 *NON-PROFIT EXCLUSIVE: How to Read Financial Statements

    Review of financial reports based on generally accepted accounting principles (GAAP) used in business operations of non-profit organizations to includ...

    Review of financial reports based on generally accepted accounting principles (GAAP) used in business operations of non-profit organizations to include accounting methods (cash vs. accrual); types of financial statements, i.e., Statement of Financial Position (Balance Sheet), Statement of Activity (Income Statement) and Notes to financial statements; various supplemental reports, e.g., budget vs. actual, cash flow, departmental, etc.; and Ratio analysis.

    Raffa Event
    • Date: 10/24/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis F. Shine, Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Accounting
  • 10/25/2017 *WEBINAR ONLY*NON-PROFIT EXCLUSIVE: Fiduciary Training for Nonprofits: The How To’s of Investment Oversight

    Nonprofit executives and board members know their fiduciary role is important, but when it comes to investments they don’t always know exactly how to ...

    Nonprofit executives and board members know their fiduciary role is important, but when it comes to investments they don’t always know exactly how to fulfill their financial oversight duties.

    Dennis Gogarty, President, and Mark Murphy, Chief Investment Officer of Raffa Wealth Management, reveal practical tips that allow participants to gauge if they are effective stewards of their organization’s assets. Participants will leave with an understanding of the various steps they can take to ensure their organization’s investments are well-managed.

    Board/Finance Committee members and nonprofit executives are invited to and join us for this dynamic and engaging seminar. This training will cover:

    1. What is the role of a fiduciary?

    2. What are prudent practices for nonprofit investment stewards?

    3. Setting up key governance procedures.

    • How to insure a strong Investment Policy Statement (IPS) is in place

    • How to review a portfolio for IPS compliance

    4. How to objectively monitor risk & performance.

    • Measuring risk

    • How do returns correspond with risk

    • Portfolio benchmarking

    • Monitoring alternative investments

    Raffa Event
    • Date: 10/25/2017 12:00 PM EST
    • CPE Hours: 1.00
    • Presenter: Dennis Gogarty, President
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: No Food Provided
    • Offered as Webinar: Yes
    • Field of Study: Finance
  • 10/26/2017 Budget Management Made Easy

    Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are usin...

    Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making.

    Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process. 

    Raffa Event
    • Date: 10/26/2017 8:30 AM EST
    • CPE Hours: 3.00
    • 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: 9/5/2017
    • Course Review Date: 9/5/2017
    • Course Review By: Glenn Anstead, Senior Manager
  • 11/2/2017 *NON-PROFIT EXCLUSIVE: A Framework for Strengthening Your Nonprofit’s Investment Reserve Policies

    Nonprofit Executives and their Boards know they must periodically review reserve or investment policies. They don’t always know, however, what’s invol...

    Nonprofit Executives and their Boards know they must periodically review reserve or investment policies. They don’t always know, however, what’s involved. Through his work on the Study on Nonprofit Investing (SONI), Dennis Gogarty of Raffa Wealth Management has developed an easy-to-follow investment policy framework which will assist nonprofits in developing or strengthening their organization’s policy and procedures.

    Raffa Event
    • Date: 11/2/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, President
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Finance
  • 11/7/2017 *NEW Rockville Location -- *NON-PROFIT EXCLUSIVE: Debunking the Mythical Unicorn – What Nonprofits Need to Know About Securing Corporate Grant Funding

    ​​*Calling ALL ​Development Directors and Fundraising Professionals!  Join us for an insightful look into the world of corporate grant funding prese...

    ​​*Calling ALL ​Development Directors and Fundraising Professionals! 

    Join us for an insightful look into the world of corporate grant funding presented by the Wells Fargo Corporate Philanthropy team and the Montgomery Coalition for Adult English Literacy.

    Winning corporate grant funding support is tough. Find out what corporations value most when reviewing grant applications. Find out how can you better align your nonprofit mission to secure corporate grant funding. Why is it so important to be strategic and tactful?

    Raffa Event
    • Date: 11/7/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Debra Rankin, Vice President, Senior Philanthropic Advisor Philanthropic Services
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
"I would say Raffa is doing well by providing their clients the opportunity for professional development, information sharing and networking, and overall business improvement. Thank you for these seminars!"

Meredith Graham,  Director of Finance, American College of Nurse Midwives