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Join 501(c) Services and Marks Paneth for a five hour nonprofit dedicated training broadcast live from New York City.
This full-day seminar is designed to provide the nonprofit community with the knowledge and resources needed to help tackle the latest industry challenges and the opportunity to learn from industry experts.
You can attend any number of sessions. The event is free and has CPE, CAE, HRCI and SHRM credits available.
The event is free to attend. RSVP for one or all of the sessions.
Date: Thursday, October 4, 2018
Location: Watch it live online
Cost: None
CPE: 5 CPE credits available CAE: 5 CAE credits available HR Credit: 1 HRCI and/or SHRM credit.
| Time |
Session |
| 10:00 AM |
Nonprofit Accounting Update |
| 11:20 AM |
Break |
11:40 AM
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Evaluating Unemployment Risk |
12:30 PM
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Lunch Break |
| 1:30 PM |
Impact of the Tax Cuts & Jobs Act on Nonprofits |
| 2:20 PM |
Retirement Plans: Latest Developments |
| 2:50 PM |
Break |
| 3:00 PM |
Cybersecurity: Prevention, Response & Compliance |
| 3:50 PM |
End |
| Note: | All times are Eastern. |
Continuing education details
CPE Credits Available: Five (5) CPE Course Sponsor: Marks Paneth NY 10017 Delivery Method: Live online CPE Field(s) of Study: Accounting, Computer Science, Management Advisory Services, Personnel/HR, Taxes CAE Credits Available: Five (5) HR Credits Available: One (1) hour of HRCI and/or SHRM credit is available for the 11:10 AM session: Evaluating Unemployment Risk.
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 Jeff Birnbach, Managing Director, Sylint Group, Inc.
Session: Cybersecurity - Prevention, Incident Response & Industry Compliance
Jeff Birnbach is Managing Director and a partner at Sylint. His experience includes over 30 years in senior leadership roles, with extensive experience in information security and investigations. Recent cases under his direction include cyber extortion, HIPAA breaches, government network compromises, Medicare fraud, credential trafficking, celebrity stalking and child exploitation. Prior affiliations included management roles at Sony, PhysiTel, LoCast and Robrady Capital. With a diverse background in a variety of commercial sectors, he has also been an officer of several emerging companies and non-profit organizations. Mr. Birnbach is a frequent speaker on cyber security and investigations to law enforcement and professional audiences throughout the U.S.
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 Magdalena Czernimawski, Tax Director, Marks Paneth LLP
Session: Impact of the Tax Cut & Jobs Act on Nonprofits
Magdalena M. Czerniawski, CPA, MBA, is a Tax Director at Marks Paneth LLP and a member of the firm’s Nonprofit, Government & Healthcare Group. With nearly 15 years of nonprofit industry experience, she provides tax services to a wide array of nonprofits, including charitable organizations, social welfare organizations, professional associations and private foundations. Prior to joining Marks Paneth, Magdalena was a Senior Tax Manager with a national accounting firm, where she focused on tax consulting and compliance for many of their highest profile clients. She has published various articles on industry-specific tax matters and has served as a speaker for internal and external seminars.
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 Ben S. Jonas, ARM, Senior Producer, 501(c) Services
Session: Evaluating Unemployment Risk: Exposures and Opportunities
Ben Jonas is a committed insurance professional with eight years of critical experience helping 501(c)(3) nonprofits protect themselves and their mission. That work today takes place at 501(c) Services, providing nonprofits nationwide with alternative unemployment benefit financing methods. Ben draws his experience from his time as both an insurance underwriter and independent broker. Ben is a graduate of San Jose Jose State University with a B.A. in English. He has also completed the Strategic Decision & Risk Management certificate from Stanford University and The Strategic Decision Group. In addition to family and friends, Ben enjoys maximizing his time outdoors.
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 Serge Jorgensen, President, Sylint Group, Inc.
Session: Cybersecurity: Prevention, Incident Response & Industry Compliance
Serge Jorgensen is President and a founding partner of the Sylint Group. He provides strategic guidance and active oversight in the areas of computer security, incident response, counter cyber-warfare, eDiscovery, and security architecture. Before co-founding the Sylint Group, Serge was Vice President of LoCast Corporation, where he directed the development and subsequent patent of HIPAA-compliant patient location and status-tracking technologies. Mr. Jorgensen is a nationally recognized speaker on cyber security, actively participating in the Sedona Conference, American Bar Association, and RSA Conference. He has directed the development of several leading-edge security applications, provided response and remediation guidance to multi-billion dollar international espionage and cyber-security attacks, and directed, tasked and managed multi-million dollar litigation, forensic and electronic discovery efforts.
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 Robert Lyons, Tax Director, Marks Paneth LLP
Session: Impact of the Tax Cut & Jobs Act on Nonprofits Robert (Rob) Lyons, CPA, MST, is a Tax Director, Exempt Organizations in the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. Rob brings to this role the skills he has developed during more than 30 years of providing tax and consulting services to his clients in the nonprofit, higher education, and public sector industries. His experience includes handling substantial exempt organization tax issues. Rob has advised clients on the use of for-profit subsidiaries as well as disregarded entities. He was an adjunct professor in the Kogod School of Business Graduate Department at American University in Washington, DC. He has also authored six books and forty articles to date concerning exempt organization issues.
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 Mike McNee, Partner-in-charge of Attest Services, Marks Paneth LLP
Session: Nonprofit Accounting Update
Michael McNee, CPA, is the Partner-in-Charge of Attest Services and Co-Partner-in-Charge the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. He is also a member of the firm’s Executive and Management Committees. In these roles, Michael is responsible for overseeing the execution of the firm’s audit and attest services and directing the operations of the Nonprofit, Government & Healthcare Group. He develops strategy, sets policy and acquires and develops talent. In addition to his managerial duties, Michael maintains client responsibilities and frequently represents the firm in presenting to boards of directors. He advises his clients on all facets of accounting and tax issues. He serves a wide variety of nonprofit entities, including third-party government-funded organizations, as well as those that are contribution-based.
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 Avery Neumark, Partner, Marks Paneth LLP
Session: Retirement Plans: Latest Developments
Avery E. Neumark, CPA, JD, LL.M, is a Partner in the Tax Group at Marks Paneth LLP. He is an attorney with more than 35 years’ experience specializing in employee benefits and executive compensation, as well as ERISA, retirement and health and welfare planning, and compensation consulting. Avery has particular expertise in both for-profit and nonprofit sectors, and in serving high-net-worth individuals. His prior experience in professional services firms includes various leadership and management roles; he also specialized in executive compensation and employee benefits planning with Ernst & Young and Weber Lipshie & Co. Avery has contributed to various professional publications and has often been quoted in The New York Times, The Wall Street Journal, USA Today, Forbes, Business Week, Money Magazine and other publications on current compensation issues.
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 Sibi Thomas, Partner, Marks Paneth LLP
Session: Nonprofit Accounting Update
Sibi Thomas is a Partner in the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. He has more than 13 years of accounting, auditing, tax and consulting experience in the nonprofit industry. Sibi serves on the AICPA’s Not-for-Profit Entities Expert Panel and has been recognized by the CPA Practice Advisor as a 40 under 40 honoree for his leadership in the accounting profession. He has led numerous training seminars for clients and professional staff on various topics relating to new accounting standards, governance, compliance, and financial reporting.
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 A 100% employee owned organization, 501(c) Services has more than 35 years of experience in providing full-service alternatives to state-run unemployment insurance programs, and provides services to over 1,500 nonprofits nationally. We are the administrator of the 501(c) Agencies Trust, which offers a comprehensive suite of risk management services and multiple stop-loss protection solutions for its 501(c)(3) nonprofit members, and UInsure, a first dollar unemployment insurance program for 501(c)(3)s, government entities, and tribally owned businesses. |
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 Marks Paneth LLP is a premier accounting firm with origins dating back to 1907. With a team of nearly 700 professionals, the firm provides a full range of audit, accounting, tax and consulting services, with specialties in international tax, forensic accounting, litigation support, family office and financial advisory services. |
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