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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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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: June 2025

Ben and Mike answer questions from subscribers about preparing to serve on a nonprofit Board of Directors, the pros and cons of group exemptions, mitigating auditor concerns about pledges receivable, and whether the rationale for a Board member's dissenting vote should be included in Board meeting minutes.

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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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Videos, Podcasts & Discussions A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Podcasts & Discussions A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO: The Downsides of Board “Give or Get” Policies

Mike and Ben discuss Board giving policies, including why nonprofit organizations have them, the components of a formal Board giving policy, and the often overlooked complications and negative consequences of Board giving policies with a "give or get" option.

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