Webcast Archive

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Webcast Archive

PBMares proudly sponsors and participates in webinars on relevant and time-sensitive issues affecting our clients. To view recordings of our most recent webinars where PBMares professionals were involved as presenters or speakers, click on the title of event.


Financial and Lifestyle Issues and Trends for Clubs (Webinar)
July 26, 2017 – What does the future look like for the club industry and, more importantly, for your club? Access Financial and Lifestyle Issues and Trends for Clubs to hear Kevin Reilly, J.D., CPA, CGMA, nationally recognized speaker and author of Clubs in Town & Country, and Todd Swisher, CPA, CGMA, leader of PBMares’ Hospitality Industry Team, discuss emerging trends in the club industry and their financial impact.

Cybersecurity: Minimizing a Big Threat for Small Businesses (Webinar)
November 16, 2016 – With more than 75% of all security breaches occurring at businesses with less than 200 employees, Cybersecurity is becoming a major risk initiative for owners of small businesses. Cybersecurity: Minimizing a Big Threat for Small Businesses addresses current trends in Cybersecurity, common vulnerabilities at small businesses, and how small businesses are deploying the limited resources they have to protect their organization.

A Board Member’s Guide to Financial Reporting Changes (Webinar)
November 2, 2016 – The Financial Accounting Standards Board (FASB) provides the financial reporting model used by not-for-profit organizations. The 2016 update released in August includes the biggest changes to not-for-profit reporting in more than 20 years! A Board Member’s Guide to Financial Reporting Changes is designed to help those responsible for your organization’s financials understand the FASB changes and how to be in compliance.

A Board Member’s Guide to Charitable Giving Strategies (Webinar)
September 28, 2016 – Leaders from charitable organizations need to fully understand their donors’ interests and intentions, and see the giving process from the donor’s point of view. PBMares can help you develop that insight and encourage your donors’ generosity in the webinar A Board Member’s Guide to Charitable Giving Strategies.

A Board Member’s Guide to Understanding Form 990 (Webinar)
August 3, 2016 – As a not-for-profit board member, have you been asked to review the Form 990 before it is filed with the IRS? This may feel overwhelming, especially if you are unfamiliar with the information required. The core Form 990 is twelve pages and additional schedules are almost always necessary. Let us show you key items to look for while we explain the implications of filing an incomplete return.

Contract Changes In Today’s Contracting Environment (Webinar)
March 17, 2016 – Government contractors, both prime and subcontractors, are facing a lot of unique challenges in today’s current contracting environment. There are reduced and insufficient budgets, a shift in procurement priorities, program delays, fewer contracts issued, more competition and more disputes. What do these challenges mean for a contractor and how do they impact contract changes? This webinar focuses on what you need to know about equitable adjustments and how you can use them to your advantage.

Part Two: Interest Rate Risk/Asset Liability Management for Credit Unions (Webinar)
November 4, 2015 – Interest rate risk remains a significant issue in the credit union industry. The second part of our webinar series will focus on the sources and types of assumptions used in interest rate risk modeling. You will also learn about assumptions guidelines and validating assumptions through back testing.

Part One: Interest Rate Risk/Asset Liability Management for Credit Unions (Webinar)
August 6, 2015 – Interest rate risk is the most significant risk the credit union industry is facing according to the NCUA. The first installment of our webinar series will focus on the fundamental concepts of interest rate risk (IRR) and asset liability management (ALM). You will also learn the policies, procedures and internal controls necessary to help you monitor compliance.

Tackling the Key Issues Facing Not-for-Profit Organizations (Webinar)
June 24, 2015 – Not-for-profits are facing the largest reform of financial statement reporting in history. The Affordable Care Act has new NFP-specific reporting requirements and due dates. Declining fundraising revenue is affecting cash flow and putting NFPs at risk. Are you prepared for what’s ahead in 2015 and 2016? Learn what you need to do now to get ahead of the game.

Trust: When It Really Matters, A Retirement Plan Fiduciary Responsibility Webinar (Webinar)
January 29, 2015 – This webinar will provide you with the critical tax, audit, recordkeeping and investment information that you need in your role as a retirement plan fiduciary.