Savills Studley is the leading commercial real estate services firm specializing in tenant representation.  Founded in 1954, the firm pioneered the conflict-free business model of representing only tenants in their commercial real estate transactions. Today, supported by high quality market research and in-depth analysis, Savills Studley provides strategic real estate solutions to nonprofit organizations across all industries.  The firm's comprehensive commercial real estate platform includes brokerage, project management, capital markets, consulting and corporate services. With 25 offices in the U.S. and a heritage of innovation, Savills Studley is well known for tenacious client advocacy and exceptional service.

Gelman, Rosenberg & Freedman is the accounting firm of choice for more than 600 nonprofit organizations across the Washington, DC metropolitan region, nationally and around the world. For 30 years, our professionals have delivered audit/assurance, tax and outsourced accounting solutions customized to each client's needs and expectations with specialties including OMB A-133 compliance, employee benefit plan audits, fraud detection and preparation of Tax Forms 990 and 990-T.

 

Gelman, Rosenberg & Freedman works with trade and membership associations, foundations, international organizations and other charities to ensure compliance with regulatory obligations, strengthen controls and improve fiscal health. The cornerstones of our practice are strict attention to technical excellence, accuracy and proactive personal involvement. Our philosophy, "Personal Attention Will Never Become Obsolete", defines our approach to every engagement.  

Early, Cassidy, and Schilling, Inc. (EC&S) is a regional, independently owned risk management firm with a global reach.  Our experienced staff of specialists delivers customized solutions which reduce your cost of risk and support your company's goals.  Providing innovative solutions with an uncompromising dedication to exceed your customer service expectations is a founding principle that has guided EC&S to success over the past eighty years. 

 

Our goal is to support our clients through a process that analyzes risk across the organization.  When we identify the issues, we work with our clients to set goals that support clients' strategic objectives.  We work together bringing strategies and solutions into reality in:

* Employee Benefits - handles Group Medical plans, Group Life and Group disability as well as Self funded/Captive options.  Importantly, our resource base supports our clients with Compliance and Wellness solutions.
* Property/Casualty Insurance - addresses all lines of insurance including Executive (Directors & Officers) Liability, Cyber Liability, Professional Liability and Captive alternatives.
* Risk Control - an important adjunct to insurance, this resource addresses a range of services including Loss Prevention, OSHA Compliance, Experience Modification analysis and Safety Training.
* Bonds -  offers the surety and commercial bonds our clients require, and we also specifically tailor specialized forms of Crime and Cyber coverage.   

Overall, our firm is dedicated to supporting our Clients' short and long term goals by being their strongest advocate in navigating through the complexity of Risk Management, Benefits and Commercial Insurance.

Every day I am either on the phone, emailing or sitting in front of a Non-Profit CFO, CAO, or VP of HR talking about their Health Insurance.  They stay up at night thinking about their Health Insurance because it affects almost all the employees.  All of this focus and all of this worry on Health Insurance has to some degree creates a myopic view of the organization's benefit plans.  In my experience this blindness to the rest of the plan can create some cavernous pitfalls for the Executives the organization, its donors and its members rely on the most.

 

Below are three simple, if not classic examples, of where a simple annual review can save an organization a bundle of time, money and face if the worst were to happen to one of your Executives. (Read more, click here.)

Johnson Lambert LLP is a multi-office, niche-focused CPA and Advisory firm that specializes in serving not-for-profit organizations and employee benefit plans. For over 28 years, our firm has been committed to providing the highest level of client service and technical excellence. There is nothing more important to us than delivering on our commitment to be a reliable business partner providing meaningful solutions that will help you achieve success. We communicate with our clients often, both during engagements and throughout the year by way of newsletters, webinars, and willingness to assist with any issues that arise.

 

Johnson Lambert has a devoted team of experienced professionals serving a diverse mix of not-for-profit organizations and employee benefit plans including but not limited to: 

* Trade and membership associations l Professional societies l Educational organizations l Charitable organizations l Private foundations l Political action committees l Related joint-ventures, LLCs and for-profit subsidiaries
* 401(k) Plans l 403(b) Plans l 401(a) Plans l Pension Plans l Health & Welfare Plans

 

Our services include: Financial statement audits l Regulatory compliance including OMB Circular A-133 l Tax compliance and consultation l Internal audit services l Agreed-upon procedures l IT consulting l Business advisory services l SOC reports for record keepers.

 

Through our industry involvement and direct access to our thought leaders, Johnson Lambert brings our clients and employees knowledge of emerging issues that impact their operations and plans. To learn more about Johnson Lambert and our practices, please contact Audrey Newton or Paul Preziotti in our Mid-Atlantic office.  

Does this sound familiar...your organization's Form 990 is drafted and reviewed, and then the questions start (again!) Why do we need to report compensation? What is included in this compensation amount? Who will have access to that information? The questions come from Board members, executives and key employees who fall under the requirements of the Internal Revenue Service (IRS) reporting.

This spring, Johnson Lambert presented a webinar on not-for-profit executive compensation that reviewed best practices in the industry and a review of the IRS oversight. Some of the highlights to help ensure your organization is compliant and prepared to address these questions include: 

 

* Developing oversight and responsibility with a compensation committee
* Using comparability data from third-party resources to set compensation
* Establishing a written contract for key executives
 * Supporting your rebuttable presumption of reasonableness

(Read more, click here) 

New Year, New Venues!