Porte Brown Events & Webinars

Quick & Easy Learning, Time Well Spent.

Porte Brown would like to invite you to register for one of our upcoming webinars. 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.

Upcoming & On-Demand Webinars

ExitSmarts - December Webinar
ExitSmarts: Exit Planning for Main Street Businesses — Maximize & Protect Business Value – Business Value Drivers
When: Thursday, December 19, 2020 at 2pm - 3pm | Duration: 1 hour

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. Register Now

ExitSmarts - November Webinar
ExitSmarts: Exit Planning for Main Street Businesses — Exit Finances & Buyer Types
When: Thursday, 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

PPP November Webinar
Paycheck Protection Program Loan Forgiveness Updates & Developments
When: Thursday, 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 - October Webinar
ExitSmarts: Exit Planning for Main Street Businesses — Getting Started
Recorded: Thursday, 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

ExitSmarts - Encore Webinar
ExitSmarts: Exit Planning for Main Street Businesses — Beginning the Conversation
Recorded: Thursday, 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

Voting Booth - Guide to Investing in an Election Year
Guide to Investing in an Election Year - How to Survive the Uncertainty & Invest with Confidence
Recorded: Wednesday, 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

PPP Loan Updates & Navigating the Loan Forgiveness Process
Paycheck Protection Program Loan Updates & Navigating the PPP Loan Forgiveness
Recorded: Thursday, 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: Introductory Webinar
ExitSmarts: Critical Steps for Exit Planning & Business Transition — Beginning the Conversation
When: Thursday, 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
Guide to Market Recoveries - How to Stay Focused on Long-term Success
Recorded: Wednesday, 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

Businessman wearing a face mask while working at a desk
Leveraging Your Business Operations in a COVID-19 World and Beyond
Recorded: Thursday, 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

Hourglass and calendar
Timeliness of Estate Planning in Today's World... What You Need to Know!
Recorded: Wednesday, 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

Loan Forgiveness form
The Paycheck Protection Program Flexibility Act and What We Now Know
Recorded: Tuesday, 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

Loan Forgiveness form
Paycheck Protection Program & Addressing Loan Forgiveness Questions
Recorded: Tuesday, 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

Loan Forgiveness form
Paycheck Protection Program & Loan Forgiveness Application Guidance
Recorded: Wednesday, 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

Piggy bank wearing a medical mask
The CARES Act's Payroll Protection Program for Nonprofits
Recorded: Tueday, 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

Money Plant: How to Run Your Nonprofit like a For-Profit
How to Run Your Nonprofit like a For-Profit
Recorded: 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

Taking your Nonprofit Over the $1M Mark
Taking Your Nonprofit Over the $1M Mark
Recorded: 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

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

The "Parking Tax" Webinar
The “Parking Tax”: Effects of IRS Notice 2018-99 - Parking Expenses for Nondeductible Qualified Transportation Fringes
Recorded: 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... Webinar
The New Tax Law... UBIT... and What NFPs Need to Know
Recorded: 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 Webinar
Strategic Fundraising Considerations in Light of the New Tax Laws
Recorded: June 18, 2018 at 10:30am  |  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 Part III Webinar
There Are Changes Coming to Your Financial Statements: Part III – Changes to Your Functional Expense Allocations
Recorded: 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

Implementing the Uniform Guidance's Procurement Requirements Webinar
Preparing to Implement the Uniform Guidance’s Procurement Requirements: Practical How to’s and Starting Guide to Implementing Change in Your Organization
Recorded: 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 Part II Webinar
There Are Changes Coming to Your Financial Statements: Part II – Mapping Out the Road to the New Net Asset Classification & Liquidity Measures Footnote Disclosures
Recorded: 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 Part I Webinar
There Are Changes Coming to Your Financial Statements: Do You Know What's on the Road Ahead?
Recorded: 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

Questions?

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

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