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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Again in 2017, approximately 20 CliftonLarsonAllen (CLA) offices across the country will host quarterly roundtable discussions for nonprofit executives. These informal peer-to-peer meetings provide nonprofit leaders the opportunity to share insights and ideas on timely topics. The sessions are ideal for CFOs, controllers, financial managers, board members, trustees, audit committee members, and other nonprofit decision makers.
More than 1,500 nonprofit leaders participated in CLA nonprofit roundtables in 2016. Participants discussed best practices for communicating financials, fraud, the affordable care act, and the intricacies of Form 990.
Four roundtable topics for 2017
Building on our momentum, we will offer four new topics in 2017:
- Going paperless with back-office accounting
- An effective and efficient closing process
- FASB: What does implementation look like?
- Proper grant compliance