Teaching, Seminars & Videos

Adjunct Professor (Graduate & Undergraduate)

• Saint Francis College – Advanced Accounting Problems, Financial Accounting for Manager (2023-Present)
• Metropolitan College – Principles of Financial Accounting (2005-2006)
• Saint Francis College – Elementary Accounting I and II (2001-2002)

Certificate Programs-Continuing Education

• 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 topics from 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

Guest Lecturer

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

Seminars (covering various topics to CPAs, Attorneys, Bankers and others NFP stakeholders):

• 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

Consulting at Baruch

Click on a video to watch one of my lectures and use the arrow to view more.