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UID:10000116-1778148000-1778151600@www.criadv.com
SUMMARY:Unlocking Potential: Strategies for Finding Your Church’s Ideal CFO
DESCRIPTION:Discover how the right financial leader can elevate your church’s mission\, stewardship\, and stability. Learn key competencies to look for in a church CFO\, from financial acumen to ministry alignment\, and practical strategies for identifying\, attracting\, and evaluating candidates with expertise and spiritual insight. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nIdentify essential financial\, operational\, and leadership competencies for a successful church CFO.\nApply proven sourcing and recruitment strategies to attract qualified mission-driven\, ministry-minded financial leaders.\nEvaluate candidates effectively by assessing both technical expertise and alignment with ministry culture and values.\nStrengthen your selection process with tools and frameworks that ensure confidence and clarity when choosing a CFO.\n\nCPE Information\n\nParticipants will earn 1.0 CPE credits\nField of Study: Personnel/Human Resources\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based\n\nRefunds: No fee. For more information regarding refund\, concerns\, and program cancellation policies\, please contact dwood@CRIadv.com. \nAttendance Requirements: In order to be awarded full credit(s)\, you must respond to a minimum of 3 polling questions asked during the program and attend the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit. \nCRI Advisors\, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
URL:https://www.criadv.com/event/unlocking-potential-strategies-for-finding-your-churchs-ideal-cfo/
LOCATION:Virtual
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DTSTART;TZID=America/Chicago:20260512T140000
DTEND;TZID=America/Chicago:20260512T153000
DTSTAMP:20260430T071526
CREATED:20260302T171821Z
LAST-MODIFIED:20260306T152153Z
UID:10000115-1778594400-1778599800@www.criadv.com
SUMMARY:The Exit Ramp - Navigating the Sale of your Business
DESCRIPTION:Are you considering the next chapter in your business journey? Whether you’re just beginning to think about your exit strategy or you’re ready to take concrete steps\, this comprehensive roundtable will walk you through every phase of a successful business transition. \nThis year\, our panel brings together an expanded team of specialists from across the CRI Family of Companies\, including CRI’s Capital Markets and Transaction Advisory teams\, CRI M&A Advisors\, CRI Simple Numbers\, Level Four Group\, and The Preferred Legacy National Trust Bank. Together\, they’ll cover the full spectrum of exit planning\, from understanding your company’s true market value and optimizing your financials to structuring the deal\, managing tax implications\, protecting your wealth\, and planning the life you want after the sale. \nLearning Objectives \n\nKnow What Your Business Is Worth: Learn how market assessments\, quality of earnings reviews\, and business valuations shape buyer perception and deal pricing.\nGet Your Financials Sale-Ready: Discover how to clean up your books\, improve profitability metrics\, and present financials that withstand buyer due diligence.\nProtect What You’ve Built: Explore estate planning\, buy-sell agreements\, asset protection\, and employee retention strategies to safeguard your interests before and during a sale.\nStructure a Smarter Deal: Understand the tax implications of different deal structures and what to expect from purchase price adjustments\, working capital negotiations\, and closing mechanisms.\nNavigate the Transition: Know what to expect during the handoff period and how to set your business up for continued success under new ownership.\nPlan for Life After the Sale: Map out your next chapter with guidance on wealth management\, investment strategy\, trust planning\, and defining your personal legacy.
URL:https://www.criadv.com/event/the-exit-ramp-navigating-the-sale-of-your-business/
LOCATION:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260519T140000
DTEND;TZID=America/Chicago:20260519T160000
DTSTAMP:20260430T071526
CREATED:20260401T204804Z
LAST-MODIFIED:20260401T204804Z
UID:10000117-1779199200-1779206400@www.criadv.com
SUMMARY:GASB Reporting Entity Standards: Component Units and Fiduciary Activities
DESCRIPTION:GASB’s standards for the financial reporting entity are among the most complex areas in governmental accounting\, and even experienced accountants and auditors can find themselves second-guessing the right approach. Which legally separate organizations belong in your government’s financial statements? How should they be incorporated? And what exactly qualifies as a fiduciary activity? \nJoin CRI’s government and public sector accounting team for this webinar that aims to simplify the complexity by explaining the fundamentals of GASB’s reporting entity standards\, providing you with a practical framework for identifying component units and fiduciary activities with more confidence. During the live session\, they’ll also share real-life examples of how governments have managed both common and unusual situations under these rules. \nWho Should Attend\nThis session is designed for governmental accountants\, auditors\, and finance professionals who prepare or review government financial statements and want a stronger command of GASB’s reporting entity requirements. \nLearning Objectives\nAfter completing this webinar\, participants will be able to: \n\nIdentify the relevant provisions of the GASB standards for the financial reporting entity\nApply the standards to identify a government’s component units\nIncorporate component units into a government’s financial statements\nClassify trustee and custodial activities that should be reported as fiduciary activities\n\nCPE Information\n\nParticipants will earn 2.0 CPE credits.\nField of Study: Accounting – (Governmental)\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based
URL:https://www.criadv.com/event/gasb-reporting-entity-standards-component-units-and-fiduciary-activities/
LOCATION:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260521T140000
DTEND;TZID=America/Chicago:20260521T150000
DTSTAMP:20260430T071526
CREATED:20260415T140847Z
LAST-MODIFIED:20260415T140847Z
UID:10000118-1779372000-1779375600@www.criadv.com
SUMMARY:Reimbursement Plans Done Right: Mastering Expense Reimbursements in the Nonprofit World
DESCRIPTION:Accountable expense reimbursement plans are essential in helping nonprofits reimburse employees and leaders in a compliant\, tax-efficient manner. Join us for a practical overview of IRS requirements\, common pitfalls in nonprofit settings\, and nuanced issues such as ministry-related expenses\, mixed-use costs\, and documentation challenges. You’ll gain insights into strengthening internal controls and avoiding reclassification risks that can trigger payroll tax consequences. \nDesigned for both accounting professionals and nonprofit finance leaders\, this session will bridge technical tax rules with real-world application. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nIdentify IRS requirements for accountable plans\, including substantiation\, business connection\, and timely return of excess reimbursements.\nEvaluate common compliance risks and errors in nonprofit reimbursement practices\, including improper allowances\, documentation deficiencies\, and reclassification as taxable wages.\nApply best practices to design\, implement\, and maintain accountable plans that meet nonprofit governance\, internal controls\, and audit expectations.\n\nCPE Information\n\nCPE Credits: 1.0\nField of Study: Taxes\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based\n\nRefunds and Cancellations: No fee. For more information regarding refund\, concerns\, and program cancellation policies\, please contact dwood@CRIadv.com. In order to be awarded the full credits\, you must respond to 3 out of the four polling questions asked during the program and attend the the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit. \nCRI Advisors\, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
URL:https://www.criadv.com/event/reimbursement-plans-done-right-mastering-expense-reimbursements-in-the-nonprofit-world/
LOCATION:Virtual
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