Events, Webinars & Webcasts

Quick & Easy Learning, Time Well Spent.

Porte Brown would like to invite you to register for one of our upcoming or on-demand webinars/webcasts. Each webinar will focus on a specific topic related to current trends, imminent changes to laws and regulations, best practices, informative guides, and much more.

Unable to attend a webinar on a specific day? Most of our webinars are available on-demand 24/7, so you can watch at your convenience.

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Upcoming Webinars:

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Nonprofit Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Reporting on Your Board and Key KPIs for Not-for-Profit Entities

When:
Thursday, March 24, 2022
at
2pm - 3pm
|
Duration: 1 Hour

Is the financial reporting section of your board meeting struggling? The financial reporting section can be a struggle for many boards as well as the management team who supports the board meetings. So if you answered "Yes," you are not alone and definitely don't want to miss this webcast.

Join Porte Brown, as we partner with USI Insurance Services, for the webcast, "Reporting to Your Board and Key KPIs for Not-for-Profit Entities," on Thursday, March 24, 2022, 2:00 PM CDT.

Porte Brown partner, Megan Angle, will be covering current updates on the horizon for nonprofits of which the board should be aware. In addition, she will discuss how to utilize Key Performance Indicators to keep your board members engaged and informed. This can help engage board members in their fiscal oversight while focusing their attention on areas of significance and importance for the organization. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

How to Run Your Nonprofit like a For-Profit

When:
Thursday, April 16, 2020
at
9:30am - 11am
|
Available: On-Demand

There is a perception among some in the nonprofit world that making a profit doesn’t match up with the altruistic mission of a nonprofit organization. That the organization should succeed on its merits and purpose alone. But is this sustainable? In this workshop we will dig into why you may want to incorporate some of the management and operational styles of a traditional for-profit business and what results these changes can have on your organization. This event is open to both nonprofit consultants and nonprofit leaders. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Taking Your Nonprofit Over the $1M Mark

When:
Tuesday, February 25, 2020
at
11am - 12pm
|
Available: On-Demand

The Urban Institute’s Center on Nonprofits & Philanthropy (2018) says that 77% of nonprofits will never reach $1M of annual revenue. Why is this? Why do some nonprofits seem to grow quickly while others fight for every single $10 donation? Join Porte Brown Senior Manager, Megan Angle, as she hosts Shery Quam Taylor as she provides her methodology to help nonprofits secure larger donations and more donors to grow. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ASU 2018-08: Navigating New Guidance on Contributions and Grants

When:
Wednesday, August 14, 2019
at
11am - 12pm
|
Available: On-Demand

Are you a not-for-profit organization that receives government or foundation grants? Are you a private foundation that makes grants to other not-for-profits? If you answered yes to either of these questions, you need to attend this webinar. New guidance on categorizing grants/contracts as contribution vs. exchange transactions goes into effect this year. During this webinar, Danielle Martin, Porte Brown manager, will take a deep dive into the Accounting Standards Update 2018-08: Clarifying the Scope and Accounting Guidance for Contributions Received. Danielle will address the impact of the ASU on not-for-profit organizations and their financial statements. This webinar will include a walkthrough of contract examples and review practical applications of the guidance for both grantees and funders. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

The “Parking Tax”: Effects of IRS Notice 2018-99 - Parking Expenses for Nondeductible Qualified Transportation Fringes

When:
Tuesday, March 26, 2019
at
11am - 12pm
|
Available: On-Demand

Do you have employees parking on-site at your Organization? If so, you need to attend this webinar! In Dec., the IRS released Notice 2018-99 to clarify the calculations used in determining the certain disallowed fringe benefits that are taxable as Unrelated Business Income to nonprofits. This Notice was more aggressive than the NFP industry was expecting and is resulting in a significant financial impact for many Organizations. Megan Angle will walk through the impact of Notice 2018-99 and discuss practical considerations & action items Organizations can take to minimize their potential liability. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

The New Tax Law... UBIT... and What NFPs Need to Know

When:
Tuesday, August 21, 2018
at
11am - 12pm
|
Available: On-Demand

The Tax Cuts and Jobs Act provided a significant amount of changes to the US tax law. Many of the changes not only affected individuals and for profit businesses but not-for-profit organizations as well. In this webinar, Megan Angle, Porte Brown manager, will explore how compensation and employee benefits are affected by the new tax law. In addition, Megan will address how the law changes reporting and taxation on unrelated business income activities. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Strategic Fundraising Considerations in Light of the New Tax Laws

When:
Monday, June 18, 2018
at
10:30am -11am
|
Available: On-Demand

During this free financial webinar, Danielle Martin will take attendees through the new federal tax law’s impact on charitable organizations. This webinar will review operational and strategic changes that non-profits will need to make and will discuss how the new tax law may impact the fundraising activities of your organization. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

There Are Changes Coming to Your Financial Statements: Part III – Changes to Your Functional Expense Allocations

When:
Tuesday, November 28, 2017
at
11am - 12pm
|
Available: On-Demand

In this final part of the three part series, we will dive deep in the guidance provided for functional expense allocation. We will address broad functional expense concepts for organizations who have never had to allocate their expenses in the past and also dive deep into the specific allocation requirements that are included in ASU 2016-14. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Preparing to Implement the Uniform Guidance’s Procurement Requirements: Practical How to’s and Starting Guide to Implementing Change in Your Organization

When:
Tuesday, October 24, 2017
at
11am - 12pm
|
Available: On-Demand

This webinar will detail out the changes to the procurement standards as required by the Uniform Guidance. This section has been delayed for many years and is in its final months before implementation is required. In the webinar we'll go through the significant changes and provide practical examples and recommendations on implementation of the new standard requirements. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

There Are Changes Coming to Your Financial Statements: Part II – Mapping Out the Road to the New Net Asset Classification & Liquidity Measures Footnote Disclosures

When:
Tuesday, September 26, 2017
at
11am - 12pm
|
Available: On-Demand

In Part 2 of our 3 Part Series, we will dive deeper into ASU 2016-14: Presentation of Financial Statements for Not for Profit Entities. In this session, we'll focus on the new disclosure requirements around net assets, endowments, and liquidity measures. We will provide sample language and discuss how current or existing practices and policies may have an effect on the disclosures. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

There Are Changes Coming to Your Financial Statements: Do You Know What's on the Road Ahead?

When:
Thursday, May 11, 2017
at
11am - 12pm
|
Available: On-Demand

In this accounting webinar, Megan Angle takes attendees through the accounting standards update: Not-for-profit entities (Topic 958): Presentation of Financial Statements entities. Megan provides an overview of all the changes with samples of the new formatting and presentation as well as explanations of how the change will affect most organizations. In addition, Megan identifies which changes will have the most impact on how organizations approach their financial statements. Watch Now

On-Demand Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Reporting on Your Board and Key KPIs for Not-for-Profit Entities

When:
March 24, 2022
at
2pm - 3pm
|
Duration: 1 Hour

Is the financial reporting section of your board meeting struggling? The financial reporting section can be a struggle for many boards as well as the management team who supports the board meetings. So if you answered "Yes," you are not alone and definitely don't want to miss this webcast.

Join Porte Brown, as we partner with USI Insurance Services, for the webcast, "Reporting to Your Board and Key KPIs for Not-for-Profit Entities," on Thursday, March 24, 2022, 2:00 PM CDT.

Porte Brown partner, Megan Angle, will be covering current updates on the horizon for nonprofits of which the board should be aware. In addition, she will discuss how to utilize Key Performance Indicators to keep your board members engaged and informed. This can help engage board members in their fiscal oversight while focusing their attention on areas of significance and importance for the organization. Watch Now

Cybersecurity: What All Nonprofits Need to Know

Cybersecurity: What All Nonprofits Need to Know

When:
January 27, 2022
at
2pm - 3pm
|
Available: On-Demand

You may think that your organization isn't on the radar of those launching cyber-attacks; unfortunately, nonprofits may have fewer cybersecurity measures in place and perceived access to large funds which can make them a significant target for attackers.

Join Porte Brown on Thursday, January 27, 2022, at 2:00 PM (CST) for this must see webcast on, "Cybersecurity: What All Nonprofits Need to Know." The webinar will feature Ntiva's director, Terry Kruger, and Porte Brown partner, Megan Angle.

Topics that will be covered include:

  • Break down of the recent cyber attacks
  • Steps of an attack and walking through how a "Hacker" attacks
  • How you can protect your organization

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

President Biden's Tax Proposals: A First Look at the Impending Changes

President Biden's Tax Proposals: A First Look at the Impending Changes

When:
December 2, 2021
at
2pm - 3pm
|
Available: On-Demand

President Biden and the Democratic Party are working on legislative proposals for impending tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown LLC Tax Partner, Mark Gallegos, for this webcast on Thursday, December 2, 2021, at 2:00 PM (CST) as he dives into what these proposals look like for you and your business, where the tax legislation is currently at, and where this is going. Watch Now

 Estate Planning – Unboxing the Jargon with Tried-and-True Techniques

Estate Planning – Unboxing the Jargon with Tried-and-True Techniques

When:
November 18, 2021
at
11am - 12pm
|
Available: On-Demand

We invite you to join the webcast on November 18, 2021 as Porte Brown LLC and Rothman Law Group team up to address the "Estate planning – Unboxing the Jargon with Tried-and-True Techniques."

The more things change the more they stay the same. In light of estate tax uncertainty, tried and true estate planning techniques are more important than ever. Join Burt Binenfeld of the Rothman Law Group and Dan Karnatz of Porte Brown, LLC, as they review estate planning basics and strategies in a shifting estate tax environment. Watch Now

Cybersecurity Fireside Chat: Is Your Business Ready for a Ransomware Attack?

Cybersecurity Fireside Chat: Is Your Business Ready for a Ransomware Attack?

When:
October 14, 2021
at
2pm - 3pm
|
Available: On-Demand

Of all the malware threats in the world, ransomware remains the number-one choice of cybercriminals. And it’s a growing threat. Cybercrime Magazine estimates that malware attacks will occur at a rate of one every 11 seconds in 2021. Will your business be one of them? Not if you can help it. And you can…with the right information.

Join Porte Brown on Thursday, October 14, 2021, for our quarterly cybersecurity webinar, "Is Your Business Ready for a Ransomware Attack?" This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series.

The webinar will feature Ntiva Senior Director of Security, Dr. Jerry Craig, and Porte Brown cybersecurity services team leader and partner, Gabe Grzeskiewicz. Topics that will be covered include:

  • Review of the recent cyber attacks
  • Break down of the recent cyber attacks
  • Steps of an attack and walking through how a "Hacker" attacks
  • How you as a business owner can protect your business

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

30-Minute Webinar for Business Owners

Exit Planning - Getting Started

When:
October 7, 2021
at
10am - 10:30am
|
Available: On-Demand

Did you know that there are 15 times more businesses coming on the market than any time in history... and historically only about 20% of businesses transfer successfully?

At Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject, and we realize owners are looking for help and expertise in planning for their future. Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There are many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this complimentary webinar is to help outline the process, timeline, and necessary steps for an effective exit plan. The webinar format will include an educational overview followed by Q&A. The identity of attendees will remain anonymous at all times. Watch Now

Tax Proposals & What Do They Mean for You!

Tax Proposals & What Do They Mean for You!

When:
September 23, 2021
at
2pm - 3pm
|
Available: On-Demand

The House Ways and Means Committee recently released legislative text for proposed tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown's tax partner, Mark Gallegos, on Thursday, September 23, 2021 at 2:00 PM (CDT) as he dives into what these proposals look like for you and your business, where the tax legislation is at, and where this is going. Watch Now

Cybersecurity Fireside Chat

Cybersecurity Fireside Chat: Compliance & Certificates Are for Everybody - How Compliance Certifications Help You Establish the Building Blocks of Cybersecurity

When:
July 22, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thurs., July 22, 2021, for our quarterly cybersecurity webinar, "Compliance & Certificates are for Everybody - How Compliance Certificates Help You Establish the Building Blocks of Cybersecurity." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

Biden Tax Proposals & How It Will Impact You

Biden Tax Proposals & How It Will Impact You

When:
July 8, 2021
at
2pm - 3pm
|
Available: On-Demand

Over the course of his presidential campaign and through the first several months of his presidency, President Biden has publicly announced potential individual and business income tax changes. Although the proposals contained in the American Families Plan, the Made in America Tax Plan, and the American Jobs Plan have not been passed, many are wondering how these proposals would impact businesses and individuals if enacted. Join Porte Brown Tax Partner, Mark Gallegos, on Thursday, July 8, 2021, at 2:00pm (CDT), as he provides attendees with a detailed overview of the Biden Tax Proposals and answer some commonly asked questions we have received from clients.  He will cover the following areas:

  • Individual Tax Increases
  • Corporate Tax Increases
  • Capital Gains Tax
  • Estate Tax
  • Gross Income Thresholds
Elevate365: CFO/Controller Advisory Services - Optimizing Your Business

Elevate365: CFO/Controller Advisory Services - Optimizing Your Business

When:
June 29, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, June 29, 2021, for our next Elevate365 webinar, "CFO/Controller Advisory Services - Optimizing Your Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown manager, Steve Rackl, will discuss ways you can "Optimize Your Business" by strategically aligning your business with a CFO and/or Controller. The following topics will be discussed:

  • The roles & responsibilities of a CFO and Controller
  • The importance of having a CFO and/or Controller
  • When do you need a CFO and/or Controller
  • Optimizing your CFO and/or Controller
  • Replacing your CFO and/or Controller
  • And much more...

Watch Now

COVID Relief Packages & American Rescue Plan Act of 2021

COVID Relief Packages & American Rescue Plan Act of 2021

When:
May 4, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown Partners, Mark Gallegos and Megan Angle, as they break down and discuss the latest COVID relief packages, the American Rescue Plan Act of 2021 and how it will affect you.  

Mark and Megan will also get into the latest changes and guidance on the Paycheck Protection Program (PPP) regarding Second Round Loans and Forgiveness, and the Employee Retention Credit and why it’s a hot topic. And will look at these key important developments and discuss how you can navigate and tax advantage of them as well as look ahead to the potential tax changes coming down the road. Watch Now

Elevate365: The Benefits of Outsourcing with Elevate365

Elevate365: The Benefits of Outsourcing with Elevate365

When:
April 20, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, April 20, 2021, for our next Elevate365 webinar, "The Benefits of Outsourcing with Elevate365." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Do you question if you are effectively running your business or if your business is running you? In this webinar, Porte Brown manager, Danielle Martin, CPA, will explore the question in addition to the following topics:

  • What are Porte Brown’s Elevate365 Outsourced Accounting & Advisory Services
  • How Elevate365 can benefit your business
  • What our customized accounting packages include
  • How financial trends affect your business' trajectory
  • And more…

Watch Now

American Rescue Plan Act of 2021 and PPP Updates

American Rescue Plan Act of 2021 and PPP Updates

When:
March 18, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown Partners Mark Gallegos and Megan Angle as they break down and discuss the latest COVID relief package, the American Rescue Plan Act of 2021, and how it will affect you.

They will also address the latest changes and guidance on the Paycheck Protection Program (PPP) regarding Second Round Loans and Forgiveness. They will look at these key important developments and discuss how you can navigate and take advantage of them. Watch Now

Elevate365: Bill.com Makes It Simple to Connect and Do Business

Elevate365: Bill.com Makes It Simple to Connect and Do Business

When:
March 16, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, March 16, 2021, for our next Elevate365 webinar, "Bill.com Makes It Simple to Connect and Do Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown partners with Bill.com, the intelligent business payments platform, to manage the complexities of your bill payment needs. Together, we leverage leading security standards balanced with your preferred level of control and involvement in the bill pay process.

Topics to be discussed:

  • Why Bill.com?
  • Challenges and Risks of Manual Bill Pay Process
  • Simplifying Your Payments in Four Easy Steps

The presenters of this webinar are Bill.com strategic account manager, Mary Sheridan, and Porte Brown manager, Danielle Martin. Watch Now

Cybersecurity Fireside Chat: Welcome to the Frontlines of Security

Cybersecurity Fireside Chat: Welcome to the Frontlines of Security

When:
March 10, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Wed., March 10, 2021, for our quarterly cybersecurity webinar, "Welcome to the Frontlines of Security." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

Topics to be discussed in this webinar include:

  • Security, the New Standard of Care
  • Why You (SMBs) are Being Targeted
  • Why Security is Perceived as Being Anti-Productive
  • Hard Money vs. Soft Money
  • Your Future Time is Also at Risk
  • Current Events

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Key Employee Incentive

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Key Employee Incentive

When:
February 25, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thursday, February 25, 2021, for our next ExitSmarts webinar, "Maximize & Protect Business Value - Key Employee Incentive." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series. Topics discussed include:

 • Employee incentive plans that:

  1. Motivate employees
  2. Align employee incentives with owner goals
  3. Vesting plans to “handcuff” employees to stay beyond the sale

 • Stock and Cash plans

 • Owner deferred compensation as part of sale

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Elevate365: Leveling Up Your Business with Dashboards

Elevate365: Leveling Up Your Business with Dashboards

When:
February 16, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, February 16, 2021 for our next Elevate365 webinar, "Leveling Up Your Business with Dashboards." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series.

Explore financial dashboards and learn how companies are using dashboards and key performance indicators to gain valuable insights into the business and in making real-time, strategic decisions. Learn how Porte Brown can help you transform your business and improve your financial management with a customized dashboard solution. The presenter of this webinar is Porte Brown senior accountant, Jorge Rinconeno. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

PPP Round 2 - What Does It Mean for Your Business

PPP Round 2 - What Does It Mean for Your Business

When:
February 4, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thurs., Feb. 4th, for our next Paycheck Protection Program webinar, "PPP Round 2 - What Does It Mean for Your Business." At the end of 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Act”) into law. The Act provides $900 billion in COVID-19-related stimulus and relief to individuals and businesses struggling from the economic challenges of the COVID-19 pandemic. The Act allowed for a second round of PPP loans along with some changes for round one borrowers.

Porte Brown's partners, Mark Gallegos and Megan Angle, will cover the following items:

  • What’s new in PPP Round 2: Eligibility, loan amount, covered expenses, etc.
  • How to prepare for first and second-draw PPP loans
  • Considerations for using both PPP & ERC programs for payroll

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Value Driver Implementation

ExitSmarts: Exit Planning for Main Street Businesses — Value Driver Implementation

When:
January 28, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thursday, January 28th for our next ExitSmarts webinar, "Value Driver Implementation." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Learn about a way to operate your business that locks in the Value Drivers we have discussed in past webinars
  • Receive takeaway tools that can help you address Value Driver Implementation immediately
  • Learn about working with an outside Advisor or self-implementation

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Timeliness of Estate Planning in 2021 - Blue Wave Tax Planning Opportunities

Timeliness of Estate Planning in 2021 - Blue Wave Tax Planning Opportunities

When:
January 27, 2021
at
9am - 10am
|
Available: On-Demand

We invite you to join the webcast on January 27 as Porte Brown LLC and Kelleher + Holland, LLC team up to address the "Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities." We're in a new year and with the new year, we set resolutions. Some of these might be to carry out estate planning that has been long put off. The "Blue Wave" has created the reality of an imminent income and estate tax overhaul. Watch Now

Elevate365: Moving Up With QuickBooks Online

Elevate365: Moving Up With QuickBooks Online

When:
January 19, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, January 19, 2021 for our Elevate365 webinar, "Moving Up With QuickBooks Online." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. The webinar will touch on the benefits of "Moving up with QuickBooks Online." Learn how QuickBooks Online can help you save time and increase your bottom line by leveraging operational efficiencies and improving financial performance. The presenters are Porte Brown supervisors and QuickBooks Pro-Advisors, Anita Camara and Sean Tews. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

Stimulus Bill, Paycheck Protection Program and Taxes

Stimulus Bill, Paycheck Protection Program and Taxes

When:
December 22, 2020
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Dec. 22nd for our next PPP webinar, "Stimulus Bill, Paycheck Protection Program and Taxes." This webinar is highly recommended for any business that received the PPP loan - especially since congressional lawmakers appear to be nearing a deal to combine an appropriations bill extending government funding with a COVID-19 relief package. Porte Brown's senior managers, Mark Gallegos and Megan Angle, will cover the following items:

  • What is in the New Stimulus Bill?
  • PPP Loan Forgiveness and Expense Deductibility
  • PPP 2.0?
  • Tax Extenders
  • And More...

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Business Value Drivers

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Business Value Drivers

When:
December 17, 2020
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thurs., Dec. 17th for our next ExitSmarts webinar, "Maximize & Protect Business Value - Business Value Drivers." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Deep Dive on Value Drivers
  • Contingency Planning
  • Minimizing Tax

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Exit Finances & Buyer Types

ExitSmarts: Exit Planning for Main Street Businesses — Exit Finances & Buyer Types

When:
November 19, 2020
at
2pm - 3pm
|
Available: On-Demand

Join us on Thurs., Nov. 19th for our next ExitSmarts webinar, "Exit Finances and Buyer Types." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Deep Dive on Foundational Objectives – Financial
  • Business Valuation
  • Deal Financing
  • Buyer Types

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Paycheck Protection Program Loan Forgiveness Updates & Developments

Paycheck Protection Program Loan Forgiveness Updates & Developments

When:
November 12, 2020
at
10am - 11am
|
Available: On-Demand

Join Porte Brown on Thursday, November 12th for our next Paycheck Protection Program webinar, "PPP Loan Forgiveness Updates & Developments," from 10:00 am - 11:00 am.

  • New SBA Form 3508S
  • Qualified Expenditures Exceeding a PPP Loan Amount
  • Change of Control Rules and M&A
  • Loan Necessity Questionnaire
  • And Much More...

Please feel free to send the registration link to anyone who has concerns about their PPP loan. Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Beginning the Conversation

ExitSmarts: Exit Planning for Main Street Businesses — Beginning the Conversation

When:
October 29, 2020
at
10am - 11am
|
Available: On-Demand

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this... Watch Now

ExitSmarts: Exit Planning for Main Street Businesses — Getting Started

ExitSmarts: Exit Planning for Main Street Businesses — Getting Started

When:
October 29, 2020
at
2pm - 3pm
|
Available: On-Demand

In the next entry of the Porte Brown ExitSmarts webinar series we will be discussing the following topics:

  • 6 Paths to a Business Exit
  • Exit Plan Fundamentals
  • Foundational Owner Objectives – When, How Much, To Whom
  • Major Focus: Tools to Get Started Now

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Guide to Investing in an Election Year - How to Survive the Uncertainty & Invest with Confidence

Guide to Investing in an Election Year - How to Survive the Uncertainty & Invest with Confidence

When:
October 21, 2020
at
10am - 10:30am
|
Available: On-Demand

We invite you to join the webcast on October 21, 2020, as Porte Brown addresses "Guide to Investing in an Election Year - How to Survive the Uncertainty and Invest with Confidence." Presidential elections can be divisive and unsettling. At times, the fate of the world seems to hang in the balance. But when it comes to investing, do elections really matter all that much?

Join Porte Brown's guest speaker, Abe Chidalek, wealth management advisor from Porte Brown Wealth Management, as he addresses top advisor questions about investing in an election year. Watch Now

Paycheck Protection Program Loan Updates & Navigating the PPP Loan Forgiveness

Paycheck Protection Program Loan Updates & Navigating the PPP Loan Forgiveness

When:
October 8, 2020
at
2pm - 3pm
|
Available: On-Demand

Porte Brown cordially invites you to the much anticipated webinar, "Paycheck Protection Program Loan Updates & Navigating the Loan Forgiveness Process" on October 8, 2020 at 2:00pm (CDT). Porte Brown's managers, Mark Gallegos and Megan Angle, will discuss the latest Paycheck Protection Program (PPP) updates; where the loan forgiveness currently stands; and what has changed with the loan forgiveness process. In addition, Mark and Megan will address legislative updates, taxability, and what you need to know for 2020 year-end tax planning. Watch Now

ExitSmarts: Critical Steps for Exit Planning & Business Transition — Beginning the Conversation

ExitSmarts: Critical Steps for Exit Planning & Business Transition — Beginning the Conversation

When:
September 24, 2020
at
11am - 12pm
|
Available: On-Demand

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. Watch Now

Guide to Market Recoveries - How to Stay Focused on Long-term Success

Guide to Market Recoveries - How to Stay Focused on Long-term Success

When:
August 19, 2020
at
10am - 10:30am
|
Available: On-Demand

We invite you to join the webcast on August 19, 2020 as Porte Brown LLC addresses "Guide to Market Recoveries - How to Stay Focused on Long-term Success." If the market declines make you nervous, you're not alone - especially now, with news of COVID-19 and it's economic impact fueling feelings of uncertainty around the world. Join guest speaker, Abe Chidalek, wealth management advisor from Porte Brown Wealth Management, as he discusses facts about market recoveries, mistakes investors should avoid and actions to consider in portfolios. Watch Now

Leveraging Your Business Operations in a COVID-19 World and Beyond

Leveraging Your Business Operations in a COVID-19 World and Beyond

When:
August 13, 2020
at
2pm - 3pm
|
Available: On-Demand

We invite you to join the webcast on August 13, 2020 as Porte Brown LLC addresses "Leveraging Your Business Operations in a COVID-19 World and Beyond." As businesses operate virtually and adapt to changes based on the impact of COVID-19, business owners are evaluating their operations to increase efficiencies, save costs, and emerge from this crisis stronger and better than before. Join Porte Brown as Danielle Martin, Manager, and Megan Angle, Senior Manager, discuss streamlining your business and accounting workflows, including cloud solutions, automation, and outsourcing. Watch Now

Timeliness of Estate Planning in Today's World... What You Need to Know!

Timeliness of Estate Planning in Today's World... What You Need to Know!

When:
July 29, 2020
at
2pm - 3pm
|
Available: On-Demand

We invite you to join the webcast on July 29 as Porte Brown LLC and Kelleher & Buckley, LLC team up to address the timeliness of estate planning in today's world... and what you need to know! Market volatility combined with record-low interest rates has created some unique estate-planning opportunities to consider to protect wealth and preserve funds asset appreciation for beneficiaries. The time is now! Watch Now

The Paycheck Protection Program Flexibility Act and What We Now Know

The Paycheck Protection Program Flexibility Act and What We Now Know

When:
June 23, 2020
at
2pm - 3pm
|
Available: On-Demand

On June 5, 2020, the Paycheck Protection Program Flexibility Act was signed into law providing sweeping changes to the provisions of the Paycheck Protection Program. Join Porte Brown as Mark Gallegos, Senior Tax Manager, and Megan Angle, Senior Manager, dive into the provisions of the law, what it means for the Paycheck Protection Program, and more importantly how it impacts the forgiveness of these funds. Watch Now

Paycheck Protection Program & Addressing Loan Forgiveness Questions

Paycheck Protection Program & Addressing Loan Forgiveness Questions

When:
June 2, 2020
at
2pm - 3pm
|
Available: On-Demand

The highly engaged participants and feedback we received during our last webinar on May 27th, confirmed that this subject is indeed complicated and needs additional clarification! We invite you to join us on June 2nd as we team up with the experts at Kelleher & Buckley, LLC to address the many open questions and to shed some light on the legal details that surround the Paycheck Protection Program. Watch Now

Paycheck Protection Program & Loan Forgiveness Application Guidance

Paycheck Protection Program & Loan Forgiveness Application Guidance

When:
May 27, 2020
at
9am - 10am
|
Available: On-Demand

If you received a loan under the Paycheck Protection Program (PPP) then you will want to know how to properly utilize the loan proceeds. The potential for loan forgiveness is a pillar of the PPP. Businesses receiving PPP loans must clearly understand the program’s loan forgiveness requirements, as well as its restrictions on a borrower’s use of proceeds. Porte Brown will discuss these issues and current guidance as well as let you know how we can be a resource to helping you navigate these complicated issues. Watch Now

The CARES Act's Payroll Protection Program for Nonprofits

The CARES Act's Payroll Protection Program for Nonprofits

When:
April 28, 2020
at
9am - 10am
|
Available: On-Demand

Gain a better understanding of the Federal Paycheck Protection Program, a grant opportunity through the CARES Act. Megan Angle, senior manager at Porte Brown will share tips and tricks for utilizing the program. Watch Now

How to Run Your Nonprofit like a For-Profit

How to Run Your Nonprofit like a For-Profit

When:
April 16, 2020
at
9:30am - 11am
|
Available: On-Demand

There is a perception among some in the nonprofit world that making a profit doesn’t match up with the altruistic mission of a nonprofit organization. That the organization should succeed on its merits and purpose alone. But is this sustainable? In this workshop we will dig into why you may want to incorporate some of the management and operational styles of a traditional for-profit business and what results these changes can have on your organization. This event is open to both nonprofit consultants and nonprofit leaders. Watch Now

Taking Your Nonprofit Over the $1M Mark

Taking Your Nonprofit Over the $1M Mark

When:
February 25, 2020
at
11am - 12pm
|
Available: On-Demand

The Urban Institute’s Center on Nonprofits & Philanthropy (2018) says that 77% of nonprofits will never reach $1M of annual revenue. Why is this? Why do some nonprofits seem to grow quickly while others fight for every single $10 donation? Join Porte Brown Senior Manager, Megan Angle, as she hosts Shery Quam Taylor as she provides her methodology to help nonprofits secure larger donations and more donors to grow. Watch Now

ASU 2018-08: Navigating New Guidance on Contributions and Grants

ASU 2018-08: Navigating New Guidance on Contributions and Grants

When:
August 14, 2019
at
11am - 12pm
|
Available: On-Demand

Are you a not-for-profit organization that receives government or foundation grants? Are you a private foundation that makes grants to other not-for-profits? If you answered yes to either of these questions, you need to attend this webinar. New guidance on categorizing grants/contracts as contribution vs. exchange transactions goes into effect this year. During this webinar, Danielle Martin, Porte Brown manager, will take a deep dive into the Accounting Standards Update 2018-08: Clarifying the Scope and Accounting Guidance for Contributions Received. Danielle will address the impact of the ASU on not-for-profit organizations and their financial statements. This webinar will include a walkthrough of contract examples and review practical applications of the guidance for both grantees and funders. Watch Now

The “Parking Tax”: Effects of IRS Notice 2018-99 - Parking Expenses for Nondeductible Qualified Transportation Fringes

The “Parking Tax”: Effects of IRS Notice 2018-99 - Parking Expenses for Nondeductible Qualified Transportation Fringes

When:
March 26, 2019
at
11am - 12pm
|
Available: On-Demand

Do you have employees parking on-site at your Organization? If so, you need to attend this webinar! In Dec., the IRS released Notice 2018-99 to clarify the calculations used in determining the certain disallowed fringe benefits that are taxable as Unrelated Business Income to nonprofits. This Notice was more aggressive than the NFP industry was expecting and is resulting in a significant financial impact for many Organizations. Megan Angle will walk through the impact of Notice 2018-99 and discuss practical considerations & action items Organizations can take to minimize their potential liability. Watch Now

The New Tax Law... UBIT... and What NFPs Need to Know

The New Tax Law... UBIT... and What NFPs Need to Know

When:
August 21, 2018
at
11am - 12pm
|
Available: On-Demand

The Tax Cuts and Jobs Act provided a significant amount of changes to the US tax law. Many of the changes not only affected individuals and for profit businesses but not-for-profit organizations as well. In this webinar, Megan Angle, Porte Brown manager, will explore how compensation and employee benefits are affected by the new tax law. In addition, Megan will address how the law changes reporting and taxation on unrelated business income activities. Watch Now

Strategic Fundraising Considerations in Light of the New Tax Laws

Strategic Fundraising Considerations in Light of the New Tax Laws

When:
June 18, 2018
at
10:30am -11am
|
Available: On-Demand

During this free financial webinar, Danielle Martin will take attendees through the new federal tax law’s impact on charitable organizations. This webinar will review operational and strategic changes that non-profits will need to make and will discuss how the new tax law may impact the fundraising activities of your organization. Watch Now

There Are Changes Coming to Your Financial Statements: Part III – Changes to Your Functional Expense Allocations

There Are Changes Coming to Your Financial Statements: Part III – Changes to Your Functional Expense Allocations

When:
November 28, 2017
at
11am - 12pm
|
Available: On-Demand

In this final part of the three part series, we will dive deep in the guidance provided for functional expense allocation. We will address broad functional expense concepts for organizations who have never had to allocate their expenses in the past and also dive deep into the specific allocation requirements that are included in ASU 2016-14. Watch Now

Preparing to Implement the Uniform Guidance’s Procurement Requirements: Practical How to’s and Starting Guide to Implementing Change in Your Organization

Preparing to Implement the Uniform Guidance’s Procurement Requirements: Practical How to’s and Starting Guide to Implementing Change in Your Organization

When:
October 24, 2017
at
11am - 12pm
|
Available: On-Demand

This webinar will detail out the changes to the procurement standards as required by the Uniform Guidance. This section has been delayed for many years and is in its final months before implementation is required. In the webinar we'll go through the significant changes and provide practical examples and recommendations on implementation of the new standard requirements. Watch Now

There Are Changes Coming to Your Financial Statements: Part II – Mapping Out the Road to the New Net Asset Classification & Liquidity Measures Footnote Disclosures

There Are Changes Coming to Your Financial Statements: Part II – Mapping Out the Road to the New Net Asset Classification & Liquidity Measures Footnote Disclosures

When:
September 26, 2017
at
11am - 12pm
|
Available: On-Demand

In Part 2 of our 3 Part Series, we will dive deeper into ASU 2016-14: Presentation of Financial Statements for Not for Profit Entities. In this session, we'll focus on the new disclosure requirements around net assets, endowments, and liquidity measures. We will provide sample language and discuss how current or existing practices and policies may have an effect on the disclosures. Watch Now

There Are Changes Coming to Your Financial Statements: Do You Know What's on the Road Ahead?

There Are Changes Coming to Your Financial Statements: Do You Know What's on the Road Ahead?

When:
May 11, 2017
at
11am - 12pm
|
Available: On-Demand

In this accounting webinar, Megan Angle takes attendees through the accounting standards update: Not-for-profit entities (Topic 958): Presentation of Financial Statements entities. Megan provides an overview of all the changes with samples of the new formatting and presentation as well as explanations of how the change will affect most organizations. In addition, Megan identifies which changes will have the most impact on how organizations approach their financial statements. Watch Now

Upcoming Events:

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Estate Planning & Trust Services Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Estate Planning – Unboxing the Jargon with Tried-and-True Techniques

When:
November 18, 2021
at
11am - 12pm
|
Available: On-Demand

We invite you to join the webcast on November 18, 2021 as Porte Brown LLC and Rothman Law Group team up to address the "Estate planning – Unboxing the Jargon with Tried-and-True Techniques."

The more things change the more they stay the same. In light of estate tax uncertainty, tried and true estate planning techniques are more important than ever. Join Burt Binenfeld of the Rothman Law Group and Dan Karnatz of Porte Brown, LLC, as they review estate planning basics and strategies in a shifting estate tax environment. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Timeliness of Estate Planning in 2021 - Blue Wave Tax Planning Opportunities

When:
January 27, 2021
at
9am - 10am
|
Available: On-Demand

We invite you to join the webcast on January 27 as Porte Brown LLC and Kelleher + Holland, LLC team up to address the "Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities." We're in a new year and with the new year, we set resolutions. Some of these might be to carry out estate planning that has been long put off. The "Blue Wave" has created the reality of an imminent income and estate tax overhaul. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Timeliness of Estate Planning in Today's World... What You Need to Know!

When:
July 29, 2020
at
2pm - 3pm
|
Available: On-Demand

We invite you to join the webcast on July 29 as Porte Brown LLC and Kelleher & Buckley, LLC team up to address the timeliness of estate planning in today's world... and what you need to know! Market volatility combined with record-low interest rates has created some unique estate-planning opportunities to consider to protect wealth and preserve funds asset appreciation for beneficiaries. The time is now! Watch Now

Tax Webinars:

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Wealth Management Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Guide to Investing in an Election Year - How to Survive the Uncertainty & Invest with Confidence

When:
October 21, 2020
at
10am - 10:30am
|
Available: On-Demand

We invite you to join the webcast on October 21, 2020, as Porte Brown addresses "Guide to Investing in an Election Year - How to Survive the Uncertainty and Invest with Confidence." Presidential elections can be divisive and unsettling. At times, the fate of the world seems to hang in the balance. But when it comes to investing, do elections really matter all that much?

Join Porte Brown's guest speaker, Abe Chidalek, wealth management advisor from Porte Brown Wealth Management, as he addresses top advisor questions about investing in an election year. Watch Now

New/Upcoming Legislation Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

President Biden's Tax Proposals: A First Look at the Impending Changes

When:
December 2, 2021
at
2pm - 3pm
|
Available: On-Demand

President Biden and the Democratic Party are working on legislative proposals for impending tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown LLC Tax Partner, Mark Gallegos, for this webcast on Thursday, December 2, 2021, at 2:00 PM (CST) as he dives into what these proposals look like for you and your business, where the tax legislation is currently at, and where this is going. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Tax Proposals & What Do They Mean for You!

When:
September 23, 2021
at
2pm - 3pm
|
Available: On-Demand

The House Ways and Means Committee recently released legislative text for proposed tax changes to be incorporated in the budget reconciliation bill known as the "Build America Back Better" act. The proposal would raise tax rates for corporations and individuals and make many other changes to the Internal Revenue Code.

Join Porte Brown's tax partner, Mark Gallegos, on Thursday, September 23, 2021 at 2:00 PM (CDT) as he dives into what these proposals look like for you and your business, where the tax legislation is at, and where this is going. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Biden Tax Proposals & How It Will Impact You

When:
July 8, 2021
at
2pm - 3pm
|
Available: On-Demand

Over the course of his presidential campaign and through the first several months of his presidency, President Biden has publicly announced potential individual and business income tax changes. Although the proposals contained in the American Families Plan, the Made in America Tax Plan, and the American Jobs Plan have not been passed, many are wondering how these proposals would impact businesses and individuals if enacted. Join Porte Brown Tax Partner, Mark Gallegos, on Thursday, July 8, 2021, at 2:00pm (CDT), as he provides attendees with a detailed overview of the Biden Tax Proposals and answer some commonly asked questions we have received from clients.  He will cover the following areas:

  • Individual Tax Increases
  • Corporate Tax Increases
  • Capital Gains Tax
  • Estate Tax
  • Gross Income Thresholds

Cybersecurity Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Cybersecurity: What All Nonprofits Need to Know

When:
January 27, 2022
at
2pm - 3pm
|
Available: On-Demand

You may think that your organization isn't on the radar of those launching cyber-attacks; unfortunately, nonprofits may have fewer cybersecurity measures in place and perceived access to large funds which can make them a significant target for attackers.

Join Porte Brown on Thursday, January 27, 2022, at 2:00 PM (CST) for this must see webcast on, "Cybersecurity: What All Nonprofits Need to Know." The webinar will feature Ntiva's director, Terry Kruger, and Porte Brown partner, Megan Angle.

Topics that will be covered include:

  • Break down of the recent cyber attacks
  • Steps of an attack and walking through how a "Hacker" attacks
  • How you can protect your organization

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Cybersecurity Fireside Chat: Is Your Business Ready for a Ransomware Attack?

When:
October 14, 2021
at
2pm - 3pm
|
Available: On-Demand

Of all the malware threats in the world, ransomware remains the number-one choice of cybercriminals. And it’s a growing threat. Cybercrime Magazine estimates that malware attacks will occur at a rate of one every 11 seconds in 2021. Will your business be one of them? Not if you can help it. And you can…with the right information.

Join Porte Brown on Thursday, October 14, 2021, for our quarterly cybersecurity webinar, "Is Your Business Ready for a Ransomware Attack?" This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series.

The webinar will feature Ntiva Senior Director of Security, Dr. Jerry Craig, and Porte Brown cybersecurity services team leader and partner, Gabe Grzeskiewicz. Topics that will be covered include:

  • Review of the recent cyber attacks
  • Break down of the recent cyber attacks
  • Steps of an attack and walking through how a "Hacker" attacks
  • How you as a business owner can protect your business

Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Cybersecurity Fireside Chat: Compliance & Certificates Are for Everybody - How Compliance Certifications Help You Establish the Building Blocks of Cybersecurity

When:
July 22, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thurs., July 22, 2021, for our quarterly cybersecurity webinar, "Compliance & Certificates are for Everybody - How Compliance Certificates Help You Establish the Building Blocks of Cybersecurity." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Cybersecurity Fireside Chat: Welcome to the Frontlines of Security

When:
March 10, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Wed., March 10, 2021, for our quarterly cybersecurity webinar, "Welcome to the Frontlines of Security." This webinar is part of Porte Brown’s Cybersecurity Services "Fireside Chat" quarterly webinar series. Porte Brown partners with Ntiva, a Managed Service Provider. Together, we can better support growing cybersecurity needs, and offer a full suite of cybersecurity solutions that can help you keep your data protected and secure.

Topics to be discussed in this webinar include:

  • Security, the New Standard of Care
  • Why You (SMBs) are Being Targeted
  • Why Security is Perceived as Being Anti-Productive
  • Hard Money vs. Soft Money
  • Your Future Time is Also at Risk
  • Current Events

The webinar series will feature Ntiva’s chief strategy & chief information security officer, Brian Brammeier, and Porte Brown’s Cybersecurity Services team leader and partner, Gabe Grzeskiewicz. Watch Now

Exit Planning & Valuation Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Exit Planning - Getting Started

When:
October 7, 2021
at
10am - 10:30am
|
Available: On-Demand

Did you know that there are 15 times more businesses coming on the market than any time in history... and historically only about 20% of businesses transfer successfully?

At Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject, and we realize owners are looking for help and expertise in planning for their future. Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There are many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this complimentary webinar is to help outline the process, timeline, and necessary steps for an effective exit plan. The webinar format will include an educational overview followed by Q&A. The identity of attendees will remain anonymous at all times. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Key Employee Incentive

When:
February 25, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thursday, February 25, 2021, for our next ExitSmarts webinar, "Maximize & Protect Business Value - Key Employee Incentive." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series. Topics discussed include:

 • Employee incentive plans that:

  1. Motivate employees
  2. Align employee incentives with owner goals
  3. Vesting plans to “handcuff” employees to stay beyond the sale

 • Stock and Cash plans

 • Owner deferred compensation as part of sale

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Value Driver Implementation

When:
January 28, 2021
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thursday, January 28th for our next ExitSmarts webinar, "Value Driver Implementation." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Learn about a way to operate your business that locks in the Value Drivers we have discussed in past webinars
  • Receive takeaway tools that can help you address Value Driver Implementation immediately
  • Learn about working with an outside Advisor or self-implementation

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Business Value Drivers

When:
December 17, 2020
at
2pm - 3pm
|
Available: On-Demand

Join Porte Brown on Thurs., Dec. 17th for our next ExitSmarts webinar, "Maximize & Protect Business Value - Business Value Drivers." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Deep Dive on Value Drivers
  • Contingency Planning
  • Minimizing Tax

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Exit Finances & Buyer Types

When:
November 19, 2020
at
2pm - 3pm
|
Available: On-Demand

Join us on Thurs., Nov. 19th for our next ExitSmarts webinar, "Exit Finances and Buyer Types." This webinar is a continuation of the ExitSmarts: Exit Planning for Main Street Businesses series and will cover the following:

  • Deep Dive on Foundational Objectives – Financial
  • Business Valuation
  • Deal Financing
  • Buyer Types

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Beginning the Conversation

When:
October 29, 2020
at
10am - 11am
|
Available: On-Demand

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. The goal of this... Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Exit Planning for Main Street Businesses — Getting Started

When:
October 29, 2020
at
2pm - 3pm
|
Available: On-Demand

In the next entry of the Porte Brown ExitSmarts webinar series we will be discussing the following topics:

  • 6 Paths to a Business Exit
  • Exit Plan Fundamentals
  • Foundational Owner Objectives – When, How Much, To Whom
  • Major Focus: Tools to Get Started Now

If you haven't already, please complete your Exit Ready Assessment now. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

ExitSmarts: Critical Steps for Exit Planning & Business Transition — Beginning the Conversation

When:
September 24, 2020
at
11am - 12pm
|
Available: On-Demand

Today's marketplace is experiencing the largest transition of business ownership in history. In fact, at Porte Brown we have seen a substantial increase in questions and activity surrounding this complex subject and we realize owners are looking for help and expertise in planning for their future. With this in mind, we are happy to announce our new monthly webinar series, “ExitSmarts: Exit Planning for Main Street Businesses." Let’s face it, this type of important, long-term business planning can feel stressful and overwhelming. Where do you begin? Are you doing the right things to maximize value? There many questions depending on your specific circumstances, but getting started and having a solid plan is key. Watch Now

Elevate365 Webinars:

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Elevate365: CFO/Controller Advisory Services - Optimizing Your Business

When:
June 29, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, June 29, 2021, for our next Elevate365 webinar, "CFO/Controller Advisory Services - Optimizing Your Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown manager, Steve Rackl, will discuss ways you can "Optimize Your Business" by strategically aligning your business with a CFO and/or Controller. The following topics will be discussed:

  • The roles & responsibilities of a CFO and Controller
  • The importance of having a CFO and/or Controller
  • When do you need a CFO and/or Controller
  • Optimizing your CFO and/or Controller
  • Replacing your CFO and/or Controller
  • And much more...

Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Elevate365: The Benefits of Outsourcing with Elevate365

When:
April 20, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, April 20, 2021, for our next Elevate365 webinar, "The Benefits of Outsourcing with Elevate365." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Do you question if you are effectively running your business or if your business is running you? In this webinar, Porte Brown manager, Danielle Martin, CPA, will explore the question in addition to the following topics:

  • What are Porte Brown’s Elevate365 Outsourced Accounting & Advisory Services
  • How Elevate365 can benefit your business
  • What our customized accounting packages include
  • How financial trends affect your business' trajectory
  • And more…

Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Elevate365: Bill.com Makes It Simple to Connect and Do Business

When:
March 16, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, March 16, 2021, for our next Elevate365 webinar, "Bill.com Makes It Simple to Connect and Do Business." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. Porte Brown partners with Bill.com, the intelligent business payments platform, to manage the complexities of your bill payment needs. Together, we leverage leading security standards balanced with your preferred level of control and involvement in the bill pay process.

Topics to be discussed:

  • Why Bill.com?
  • Challenges and Risks of Manual Bill Pay Process
  • Simplifying Your Payments in Four Easy Steps

The presenters of this webinar are Bill.com strategic account manager, Mary Sheridan, and Porte Brown manager, Danielle Martin. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Elevate365: Leveling Up Your Business with Dashboards

When:
February 16, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, February 16, 2021 for our next Elevate365 webinar, "Leveling Up Your Business with Dashboards." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series.

Explore financial dashboards and learn how companies are using dashboards and key performance indicators to gain valuable insights into the business and in making real-time, strategic decisions. Learn how Porte Brown can help you transform your business and improve your financial management with a customized dashboard solution. The presenter of this webinar is Porte Brown senior accountant, Jorge Rinconeno. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

Reporting on Your Board & Key KPIs for Not-for-Profit Entities

Elevate365: Moving Up With QuickBooks Online

When:
January 19, 2021
at
10am - 10:30am
|
Available: On-Demand

Join Porte Brown on Tuesday, January 19, 2021 for our Elevate365 webinar, "Moving Up With QuickBooks Online." This webinar is part of the Elevate365 Outsourced Accounting & Advisory Services monthly webinar series. The webinar will touch on the benefits of "Moving up with QuickBooks Online." Learn how QuickBooks Online can help you save time and increase your bottom line by leveraging operational efficiencies and improving financial performance. The presenters are Porte Brown supervisors and QuickBooks Pro-Advisors, Anita Camara and Sean Tews. Facilitating the webinar is Porte Brown manager, Danielle Martin. Watch Now

Questions?

If you have any questions about any upcoming webinars, please contact Tricia Carlstrom or call 847-956-1040.

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