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VIDEO Q&A for Subscribers: April 2026
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: April 2026

Ben and Mike answer questions from subscribers about addressing audit findings related to funding concentration risks, whether to address ownership of intellectual property in employment agreements, improving compliance with rules for using corporate credit cards, and whether the Board of Directors has responsibilities after an organization’s dissolution.

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VIDEO Q&A for Subscribers: January 2026
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: January 2026

Ben and Mike answer questions from subscribers about the pros and cons of receiving a modified audit opinion vs. delaying completion of the audit, whether the Board of a membership organization owe fiduciary duties to the members or to the mission, the use of non-disparagement language in severance agreements, and how better understand an organization's finances.

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VIDEO Q&A for Subscribers: December 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: December 2025

Ben and Mike answer questions from subscribers about documenting Executive Director performance in committee minutes, whether tax-exempt status can be transferred to another organization, addressing audit findings related to handling of restricted funds, how new nonprofits should fill out Form W-9, and whether new nonprofits should file a Form 990 for the first short tax year.

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VIDEO Q&A for Subscribers: September 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: September 2025

Ben and Mike answer questions from subscribers about adding an Immediate Past President position, Board giving requirements, when related organizations must have consolidated audits, and preparing to receive restricted funds and comply with restrictions by donors and grantors.

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VIDEO Q&A for Subscribers: August 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: August 2025

Ben and Mike answer questions from subscribers about the rights of members to access a membership organization's documents, whether small organizations should have an audit committee, addressing auditor findings, and balancing privacy concerns with reporting and disclosure requirements.

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VIDEO Q&A for Subscribers: July 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: July 2025

Ben and Mike answer questions from subscribers about what to do when a capital campaign falls short of its goal, whether a 501(c)(3) organization can have only one Board member, getting back into compliance with the organization's investment policy, and whether unpaid internships raise conflict of interest issues.

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VIDEO Q&A for Subscribers: March 2025
Videos, Subscribers-Only, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Subscribers-Only, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: March 2025

Ben and Mike answer questions from subscribers about record-keeping and document retention practices, using LLCs to limit liability risk in a fiscal sponsorship, disclosure of committee meeting minutes as part of the audit process, whether abstaining Board are counted for purposes of satisfying unanimous written consent procedures, and whether a quarterly Board meeting can be delayed into a subsequent quarter.

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Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]
Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about Board liability exposure, deciding whether a new organization should have a broad or narrow focus, how receiving more than $50,000 in revenue impacts an organization’s Form 1023-EZ, and when nonprofits should think about changing audit firms.

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