Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Event Archive​​​​​

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  • 2/14/2017 *NEW Rockville Location - Corporate Social Responsibility (CSR) for Impact

    Corporate Social Responsibility (CSR) is the idea that a company should focus on more than just the bottom line by also investing in its people and...

    Corporate Social Responsibility (CSR) is the idea that a company should focus on more than just the bottom line by also investing in its people and the community. Most business leaders support this idea, however there are some questions about how companies should be investing in CSR and what that investment should look like in today’s society.

    In this 2-hour interactive session, you will join CSR Consultants Cliff Yee and Carol Chin-Fatt from Raffa, P.C. to explore effective, impactful CSR strategies for small businesses.  Topics and discussion will include: the broad scope of CSR, case studies to illustrate best practices, how and why you should create a purpose-driven culture, and how to craft and implement the right tactics for your organization. 

    Part I: CSR Fundamentals

    • The context for CSR today

    • Benefits of CSR for every business

    • The Power of Authenticity

     

    Part II: Innovative CSR Trends

    • Emerging Trends: Investing in Human Capital

    • Emerging Trends: Tools to Accelerate and Measure impact

    • Emerging Trends: The Rise of Benefit Corporations and Certified B Corps

    Raffa Event
    • Date: 2/14/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Cliff Yee, Managing Director, CSR Services
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Lunch
    • Offered as Webinar: No
  • 2/14/2017 Mid Market ERP Software Comparison Seminar

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

    ​Join the Raffa Technology team as they provide you with a review of the leading mid-market accounting software and update you on the latest technology trends and enhancements.  They will walk you through best practices for evaluating software while providing you with an overview of the leading solutions (Intacct, Microsoft Dynamics GP and Microsoft Dynamics SL).  This is one of their leading sessions and are well attended by industry executives in nonprofits and professional services firms.

    Raffa Event
    • Date: 2/14/2017 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
  • 2/9/2017 How To Improve Your IT Decision Making

    There are so many models for making your IT decisions –decision trees, rate of return, strategic analysis. Which one is right for you and your orga...

    There are so many models for making your IT decisions –decision trees, rate of return, strategic analysis. Which one is right for you and your organization? All of these are good models, and each carries its own merit. Yet every organization is unique with its own political and user dynamic.

    This seminar will walk you through several key IT decisions that will work for most organizations, including non profits. Next time you want to get approval for the upgrade you need or a software overhaul, this seminar will give you the tools to help you make the right decision for your situation.

    In this seminar we will review the following scenarios:

    1. Servers - On-premise vs. In the cloud

    2. Software Acquisition - Custom Build vs. a Customizable System

    3. In-house vs. Managed Services

    Raffa Event
    • Date: 2/9/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Seth Zarny, Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
  • 1/25/2017 *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: 1/25/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, President, Raffa Wealth Management
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
  • 1/24/2017 Introduction of PCI and HIPAA Compliance

    Does your organization take credit card information? Do you store personal information on your staff, clients or donors. Raffa can help you avoid t...

    Does your organization take credit card information? Do you store personal information on your staff, clients or donors. Raffa can help you avoid the pitfalls and penalties that can come from storing these privacy related items in unsecured ways.

    PCI DSS, the Payment Card Industry Data Security Standard is a set of requirements designed to ensure that all companies that process, store or transmit credit card information maintain a secure environment. This applies to essentially any merchant that has a Merchant ID (MID).

    HIPAA, the Health Insurance Portability and Accountability Act, sets the standard for protecting sensitive patient data. Any company that deals with protected health information must ensure that all the required physical, network, and process security measures are in place and followed. This includes anyone who provides treatment, payment and operations in healthcare, and anyone with access to patient information and provides support in treatment, payment or operations.

    Come learn the basics of these industry regulations, including:

    -Who it applies to

    -Requirements for compliance

    -Penalties for noncompliance​

    Raffa Event
    • Date: 1/24/2017 8:30 AM EST
    • CPE Hours: 2.00
    • Presenter: Nate Solloway, Manager
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
​"I gained more in-depth insight in to how the new regulations will affect my business."

Raffa Learning Community Attendee​