Webinar Library

Wolf offers a wide range of webinars to keep our clients up-to-date on changing legislation and industry trends. View recordings of specially selected webinars below, and if you’d like to follow-up with the presenter, please contact Ashley Sullivan at 617-261-8148 or asullivan@wolfandco.com.

• The Role of Internal Audit in Higher Education

  May 21, 2013 2:00pm - 3:00pm

  Today's colleges and universities are complex organizations, with a scope and scale of activities that makes it seem like administration is operating a small city. For those charged with governance, it can be difficult to execute fiduciary responsibilities. An effective internal audit function can help focus resources and provide the level of assurance Boards of Trustees expect.

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• FBA Webinar Wednesday: Small Business Administration (SBA) Lending & Your Family Business

  May 15, 2013 12:00pm - 1:00pm

  SBA is the government agency charged with helping small businesses start and grow by providing technical assistance, access to capital and government contracting assistance. Over the past two years, SBA has helped more than 125,000 small businesses obtain a record-breaking $60 billion in capital. In 2012, an SBA resource partner client opened a new business every 33 minutes. Additionally, 23 percent of the $500 billion the federal government spends on goods and services are targeted to small businesses. Don't go it alone!

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• Making the Most of your Marketing Dollars

  March 20, 2013 12:00pm - 1:00pm

  In this webinar, Chief Marketing and Communications Officer Kim Noltemy of the Boston Symphony Orchestra (BSO), will highlight some of the BSO's most successful marketing campaigns and discuss how to leverage partnerships and collaborations to extend marketing dollars. She will also discuss the recent shift from traditional marketing vehicles to utilizing new media, and how the transition has been both a positive and a negative.

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• Best Practices in Preparing for Your External Audit

  March 5, 2013 2:00pm - 3:00pm

  External audits play a key role in the financial oversight of any organization, but educational institutions and not-for-profit organizations often endure a different kind of scrutiny. In addition to being required by lenders and government entities, an external audit provides an independent opinion of an entity's financial health to its most important constituents - donors, granting agencies, and those who benefit from the entity's mission every day. The timely release of such critical information places added pressures and deadlines on the audit process.

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• FBA Webinar Wednesday: Being Bankable: What You Should Know When Looking for a Commercial Banking Relationship

  February 20, 2013 12:00pm - 1:00pm

  It shouldn't be a mystery. Kevin Burke, Vice President, Commercial Lending at Boston Private Bank & Trust, will share the quantitative and qualitative criteria bankers apply when evaluating a new client relationship. This information should help you, as a family business owner or financial executive, in the event that you find yourself looking for a lender who understands your business and can develop customized lending solutions tailored to help you grow your business.

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• New Investment Guidelines for Due Diligence: Regulatory Expectations

  February 12, 2013 2:00pm - 3:00pm

  The Dodd-Frank Act required the banking regulators to reassess the definition of creditworthiness for an investment security, and remove any reference to credit ratings for establishing the credit quality of a security. The statute further charged the agencies to develop uniform credit standards which depository institutions may rely on. Before purchasing a security, and periodically thereafter, an institution must now determine that they will be paid back in full over the life of the security.

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• FBA Webinar Wednesday: Healthy is Good for Business

  January 23, 2013 12:00pm - 1:00pm

  The goal of this session is to help you start the New Year healthy and happy. Studies show that healthier people are happier and more creative. Healthier teams are more productive. Healthier companies spend less on health care costs, waste less on opportunity loss, and are unequivocally more profitable.

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• FBA Webinar Wednesday: Accounting Update for Family Businesses

  December 19, 2012 12:00pm - 1:00pm

  In this session, we will review current and emerging financial reporting developments, and how they may directly impact your family business. Without getting too technical, our presenters will discuss everything from lease accounting and revenue recognition to developments in financial reporting. This is a must attend for anyone looking to understand how their business may be impacted by recent accounting developments and what changes may emerge in the future.

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• 2012 Year-End Tax Planning as We Approach the "Fiscal Cliff"

  December 5, 2012 2:00pm - 3:00pm

  With the end of the year approaching and multiple "what if" scenarios on what congress might do with tax rates, it is critical to put a plan in place to ensure that no opportunities are missed.
  
  This session will provide an update on impending federal and state tax law changes. We will discuss tax strategies to be considered before year-end in an effort to minimize taxes in a rising rate environment. Lastly, we will provide a legislative update and identify tax planning opportunities and challenges for 2013.

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• Unrelated Business Income and Foreign Reporting Requirements

  December 4, 2012 2:00pm - 3:00pm

  This webinar will provide an overview of the unrelated business income and foreign reporting requirements related to higher education institutions. Discussion will focus on areas that are under increasing scrutiny by the Internal Revenue Service. We will discuss what types of income typically constitute unrelated business income, and will show examples of how to report these activities. Lastly, we will provide examples of transactions that may require foreign filings, and how you can minimize penalties resulting from the failure of filing required foreign forms.

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