Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Event Archive​​​​​

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  • 9/19/2017 *NEW Rockville Location -- *NON-PROFIT EXCLUSIVE: LinkedIn for Nonprofits - Optimizing LinkedIn to Attract Donors, Contributors, Board Members, Share Your Vision and Drive Visibility

    Whether you are a nonprofit organization, business professional, an entrepreneur, small business owner, or developing your company’s social media stra...

    Whether you are a nonprofit organization, business professional, an entrepreneur, small business owner, or developing your company’s social media strategy, LinkedIn is a virtual goldmine, offering endless opportunities.

    Raffa Event
    • Date: 9/19/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Kelly T. Leonard, CEO, Taylor-Leonard Corporation
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Lunch
    • Offered as Webinar: No
    • Field of Study: Social Media
  • 9/19/2017 *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: 9/19/2017 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: Nonprofit Finance
  • 9/13/2017 Nonprofit Accounting Systems Seminar Featuring Sage Intacct

    Your focus should be on your mission, not on managing antiquated business applications that aren't giving you the business process automation and fina...

    Your focus should be on your mission, not on managing antiquated business applications that aren't giving you the business process automation and financial reporting your need.  Running a Nonprofit accounting operation can be a tremendous challenge.  You've got day to day operational issues, including managing cash, providing your management team with financial visibility and helping your organization stick to its budget.  You also have unique challenges  from dealing with strict requirements to ensure you account for and report on sources and uses of funds, to managing the expectations of major donors and your board.

    Join the Raffa Technology team for an overview of how you can leverage Sage Intacct to better support all aspects of your accounting operations.

    Raffa Event
    • Date: 9/13/2017 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
    • Field of Study: Financial Systems
    • Course Update Date: 8/7/2017
    • Course Review Date: 8/10/2017
    • Course Review By: Glenn Anstead
  • 9/6/2017 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: 9/6/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Kerry Mickelson
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: Yes
    • Field of Study: Technology Solutions
  • 7/26/2017 *NON-PROFIT EXCLUSIVE* Demystify the Government Contracting Challenges and Opportunities for NonProfit Organizations

    At the heart of every government contractor is a business system and effective cost structure that simplifies business process and improves productivi...

    At the heart of every government contractor is a business system and effective cost structure that simplifies business process and improves productivity while supporting regulatory compliance.  The ideal system focuses on making the system work for your business model and processes to keep you competitive in a cost sensitive environment.

    Join industry experts from Raffa and JAMIS as we deliver insights and updates on effective indirect rate cost structures and 10% de minimis under the OMB Uniform Guidance, as well as introduce you to JAMIS Prime Cloud ERP, intuitive easy to maintain software designed for government contractors.

    Raffa Event
    • Date: 7/26/2017 1:00 PM EST
    • CPE Hours: 3.00
    • Presenter: Glenn Anstead, Raffa Senior Manager
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: Yes
    • Field of Study: NPO Governance
​"I gained more in-depth insight in to how the new regulations will affect my business."

Raffa Learning Community Attendee​