McKonly & Asbury Podcasts

This webinar entitled “Not-For-Profit Organizations: The Accounting Updates You Need to Know” was originally produced on Thursday, June 16, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This presentation was hosted by McKonly & Asbury Partner and leader of the Non-Profit Segment, Gary Dubas, along with Partner Janice Snyder and Senior Manager Jim Shellenberger.

This presentation provided attendees with an overview of significant accounting, tax, and compliance developments that are impacting the not-for-profit community. Information shared during this webinar will be beneficial to not-for-profit employees, service providers, and board members.

Watch or listen to a recording of the presentation below.

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Additional Details

This free, one hour-long webinar took place on Thursday, June 16 at 2:00 p.m. EST. One CPE credit was available for this one hour-long webinar. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.

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This webinar entitled “Retirement Plan Accounting: A Sponsor's Perspective” was originally produced on Tuesday, May 24, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This presentation was hosted by McKonly & Asbury Principal and leader of the Employee Benefit Plan team, Daniel Sturm, along with Senior Managers Shalane Cohen and Danielle Guinter.

This webinar provided a 401(k) and pension plan accounting and auditing update for plan sponsors including management, accountants, and Human Resource professionals.  In addition, this presentation provided an update on recent Employee Retirement Income Security Act (ERISA) criminal cases, the outcomes of those cases, and the prosecution.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, one hour-long webinar took place on Tuesday, May 24 at 2:00 p.m. EST. One CPE credit was available for this one hour-long webinar. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.

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This webinar entitled “My Business is Growing, Now What? Financial Management Skills for the Entrepreneur” was originally produced on Thursday, April 21, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This presentation was hosted by McKonly & Asbury Partner and leader of the Entrepreneurial Services Group, David Blain, along with Partner and Business Unit Director, Michael Hoffner.

This webinar provided a foundation for entrepreneurs to properly manage their business’ growth and to position them and their business for future success. This presentation touched upon a number of aspects that all entrepreneurs need to keep on their “radar” outside of top line revenue growth. This webinar focused on balance sheet management, cash flow management, ratios, and long term value proposition.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, one hour-long webinar took place on Thursday, April 21 at 2:00 p.m. EST. One CPE credit was available for this one hour-long webinar. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.

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This webinar entitled “Attracting and Retaining Top Talent: Millennials in the Workplace” was originally produced on Thursday, March 17, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This presentation was hosted by  McKonly & Asbury Human Resources Director, Suzanne Sentman, and Human Resources Coordinator, Holly Kressler.

This webinar explored the defining characteristics of the Millennial generation and how companies can utilize this information to successfully attract, recruit, and retain these employees. As employers create a culture that supports this generation’s need and desire for career growth and advancement, best practices were examined in areas such as recruiting, onboarding, training, and performance management.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, one hour-long webinar took place on Thursday, March 17 at 2:00 p.m. EST. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Building Successful Employee Relationships: A Cornerstone to Fraud Prevention & Risk Management” was originally produced on Thursday, February 18, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This presentation was hosted by McKonly & Asbury Principal  David Hammarberg, and  Senior Manager Samuel BowerCraft, with featured guest Eric Stark, Esq., Partner at Cipriani & Werner PC.

This webinar reviewed the risks related to employee hiring and retention and how the potential risks can impact an organization. The presentation also discussed fundamental best practices related to the employee hiring and management process. There was also a discussion around recent legislation regarding what employers can and cannot do during the hiring process and how the process should be handled to avoid any legal problems.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, one hour-long webinar took place on Thursday, February 18 at 2:00 p.m. EST. One free CPE credit was available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Tax Update: 2016 & Beyond” was originally produced on Thursday, January 21, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below.

This webinar was hosted by McKonly & Asbury Partner, Mark Heath, and Senior Tax Manager, Ryan Rutt.

This webinar provided a year end tax update that focused on legislation that Congress has passed that effects 2015, 2016, and beyond. The presentation also focused on tax law updates for both businesses and individuals that are expected to be passed.

Additionally, this webinar recapped the tax policies of some of the 2016 presidential candidates and discussed how these policies will impact you and your organization.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, two hour-long webinar took place on Thursday, January 21 at 2:00 p.m. EST. Two free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Year End Accounting Standards Update” was originally produced on Thursday, December 17, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Janice Snyder, Partner at McKonly & Asbury.

This webinar examined the recent activity of the Financial Accounting Standards Board (FASB) and the changes that they have made over the past year. This presentation also provided a year end update of the technical accounting standards (ASU’s), proposed standards that are in Exposure Drafts (ED’s), and the projects of the FASB going forward.

The webinar specifically focused on what changes the FASB made over the past year, how those changes will impact your organization, and what areas the FASB will concentrate on next.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

Click here to download

Additional Details

This free, hour-long webinar took place on Thursday, December 17 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs” was originally produced on Thursday, November 19, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by David Warren, Bridgeford Trust Company President and CEO.

This webinar examined the progressive trust jurisdictions that allow trusts to “live in perpetuity” and that do not tax trusts at the state level. The presentation discussed how these progressive trusts present compelling tax planning opportunities for clients, underscoring the vital importance of considering alternative trust jurisdictions in the wealth planning process.

This webinar also focused on taxation of trusts among the states and discussed a developing trend in the case law that supports the fact that “resident trusts”, trusts established in a jurisdiction that does not tax retained income in trust,  can no longer be taxed by the home state (the state where settlor or beneficiaries reside) and,  to do so, violates the Commerce Clause of the United States Constitution.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

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Additional Details

This free, hour-long webinar took place on Thursday, November 19 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Year End Construction Industry Update” was originally produced on Thursday, October 22, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by David Blain (Partner), Michael Hoffner (Partner), and Michael Eby (Senior Tax Manager), all with McKonly &  Asbury.

This webinar provided an update on current tax legislation and its impact on the construction industry, it also gave an update on any changes in financial or accounting related matters that could impact their business in regards to providing information to third parties i.e banks, bonding agents, and touched on an analysis of industry trends and forecasts for the industry to help construction entities to plan for future business activity.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

Click here to download

Additional Details

This free, hour-long webinar took place on Thursday, October 22 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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This webinar entitled “Life Insurance: Trends, Tips, and Review” was originally produced on Thursday, September 10, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Greg Lowe (Partner/COO) of McKonly & Asbury with featured guests Donna Wanamaker (Principal) and Rachel Lower (Senior Consultant) from 1802 Insurance, a new division of Cornerstone Advisors.

This webinar highlighted the trends of insurance in non-qualified plans, keyman protection and buy sell funding. The presenters also touched on insurance buying tips and the importance of reviewing a life insurance policy periodically and what to look for during a review.

Watch or listen to a recording of the presentation below.

Download the audio file as an MP3 (22 MB)

Click here to download

Additional Details

This free, hour-long webinar took place on Thursday, September 10 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.

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