Donna Angelico, AAFCPAs Director of Talent Management, provides an update on the Affordable Care Act, and what nonprofits need to know in 2016.

The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be a fiduciary.

John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance.

In this session, James Jumes, Partner, AAFCPAs Business & IT Advisory, warns of some of today’s most prevalent and damaging IT security risks and cyber threats, and provides advice on how organizations can take steps to protect themselves.

Jeanie Gorlovsky-Schepp, Manager, provides insight into how the IRS is now taking a data-driven approach to reviewing the Form 990 to scrutinize governance, accountability and oversight of exempt organizations.