Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Event Archive​​​​​

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  • 12/18/2018 Mid Market ERP & Accounting Systems Comparison Seminar

    ​Join the Raffa team as they provide you with a review of the leading mid-market accounting software and update you on the latest enhancements and pro...

    ​Join the Raffa team as they provide you with a review of the leading mid-market accounting software and update you on the latest enhancements and product roadmaps.  They will walk you through best practices for evaluating software while providing you with an overview of the leading solutions:  Sage Intacct, Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics SL and JAMIS.  This is one of their leading sessions and is well attended by finance leaders in the Nonprofit community.

    Raffa Event
    • Date: 12/18/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, 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: 10/24/2018
    • Course Review Date: 10/24/2018
    • Course Review By: Glenn Anstead
  • 12/6/2018 Microsoft Dynamics 365 Business Central

    Microsoft Dynamics 365 Business Central is the next ​generation of intelligent business applications in the cloud.  Dynamics 365 unifies ERP & CRM...

    Microsoft Dynamics 365 Business Central is the next ​generation of intelligent business applications in the cloud.  Dynamics 365 unifies ERP & CRM capabilities by delivering new purpose built applications to help manage specific business functions, including financials, sales, customer service, operations, marketing and project service. 

    Raffa Event
    • Date: 12/6/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Seth Zarny, 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: 11/13/2018
    • Course Review Date: 11/13/2018
    • Course Review By: Jeremy Taro
  • 12/5/2018 How Much Should My Nonprofit Target for Reserves?

    ​Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage o...

    ​Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.

    This session, led by mark Murphy of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.

    Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.

    Raffa Event
    • Date: 12/5/2018 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Mark Murphy, Chief Investment Officer, RWM
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 11/29/2018 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.   Join the Nonprofit industry experts from Raffa to learn how Sage Intacct enables organizations to:

    • ​Easily track, manage and analyze funds, grants, budgets, expenses and cash flow
    • Provide real-time financial reporting and dashboards
    • Track restricted versus unrestricted funds
    • Reduce month end close process
    • Automate business processes

    Raffa Event
    • Date: 11/29/2018 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 Date: 8/6/2018
    • Course Review By: Glenn Anstead
  • 11/15/2018 High Risk Compliance Issues and How You Can Avoid Them

    ​Join Raffa and Capital Edge as we review Sub-Recipient Monitoring, Procurement, and Time & Effort Reporting to learn how you can avoid single aui...

    ​Join Raffa and Capital Edge as we review Sub-Recipient Monitoring, Procurement, and Time & Effort Reporting to learn how you can avoid single auit deficiencies. 

    Nonprofit organizations are under increasing pressure and scrutiny from government funders, foundations and the regulatory environment.  In this competitive landscape, you can't afford an audit deficiency that could adversely effect your revenue streams.  We will provide examples and illustrations from our experience assisting other Nonprofits to overcome compliance, audit and systems issues.

    Raffa Event
    • Date: 11/15/2018 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Glenn Anstead, Raffa
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Accounting (Governmental)
    • Course Update Date: 10/9/2018
    • Course Review Date: 10/9/2018
    • Course Review By: Jeremy Taro
​"I gained more in-depth insight in to how the new regulations will affect my business."

Raffa Learning Community Attendee​