Teaching, Seminars & Videos

Manhattan College – (3 certificate programs) – Not-For-Profit Financial Management & Reporting; Advanced Not-for-Profit Accounting; & Understanding IRS Form 990 Series (2019-2022)

Fordham University – (2 certificate programs) – Nonprofit Financial Management and Reporting (2018); & Certificate in Not-For-Profit Bookkeeping and Reporting (2018) – Created the first of its kind, three-course, rigorous and in-depth training in NFP bookkeeping and accounting concepts and principles for individuals, who either currently work or wish to work for a Not-For-Profit organization.

Baruch College – Certificate in Not-for-Profit Financial Management & Reporting (2014-2017) – 10 class course covering topicsfrom creating a Not-For Profit to budget development, classification of service providers and regulatory audits

New York University (NYU-SCPS) (2008-2013) – Created the first of its kind, accredited four-course (Introduction, Fundamentals, Advanced, Gov’t & Donor Reporting), in-person, certificate program in Not-For-Profit Accounting and Governmental Reporting

Kent State, Pratt Institute, The Juilliard School & other schools

Not-For-Profit Auditors – NYSSCPAs 39th Annual Not-For-Profit Conference

Emerging Leaders in Nonprofit Management: Accounting & Fin’l Mgmt – Partnership for After School Education, Baruch College (2017-2019)

Form 990 Review & Update – ACE Seminars - Continuing Professional Education (CPE for accountants)

Philanthropic Congress – Best Practices & Good Financial Management – Merrill Lynch

Nonprofit Summit – Brooklyn Chamber of Commerce & Investors Bank

Understanding Not-For-Profit Accounting & Financial Statements – JP Morgan Chase Bank

Form 990: Tips and Traps for Compliance and Reporting – National Business Institute (CLE for attorneys)

NYS Non-Profit Revitalization Act of 2013 – Baruch College School of Public Policy

Managing Financial & Legal Risk in Nonprofit Organizations – Nonprofit New York (NPNY)

Nonprofit Sticky Issues Clinic: Financial Management & Reporting – NPNY

The New IRS Form 990: Tips and Traps for 2009 Compliance and Reporting – NYU SCPS

Converting to an Inexpensive Accounting Program – NYS Society of CPAs

Getting Down To Business – Annual city-wide conference on starting & managing a business, NYC DBS

Employee or Independent Consultant/Contractor? – New York Software Industry Association

Understanding IRS Form 990 – Baruch - Marxe School of Public & Int’l Affairs

Preparing for the Unknown: Managing Risk In Non-Profit Organizations – Manhattanville College, School of Business

Finance for Non-Profits – Financial Women's Association

Management Workshops for Nonprofits – Support Center of New York