Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

Complimentary Classes

​​​​​Raffa strives to Do More by empowering those we serve and by building capacity in the nonprofit community.

As part of our social responsibility commitment we provide high quality, complimentary continuing professional development classes throughout the year to our clients and also to the nonprofit community at large.  As a courtesy to our clients and to nonprofits attending out-of state, we can provide remote access to most our complimentary live sessions via GoToWebinar upon request. 
 
​​​​​​​​​​​​​​​​​​​Not sure if an RLC class is right for you? Download our 2016 Attendee Survey Results!
 



  • 10/24/2017 *NON-PROFIT EXCLUSIVE: How to Read Financial Statements

    Review of financial reports based on generally accepted accounting principles (GAAP) used in business operations of non-profit organizations to includ...

    Review of financial reports based on generally accepted accounting principles (GAAP) used in business operations of non-profit organizations to include accounting methods (cash vs. accrual); types of financial statements, i.e., Statement of Financial Position (Balance Sheet), Statement of Activity (Income Statement) and Notes to financial statements; various supplemental reports, e.g., budget vs. actual, cash flow, departmental, etc.; and Ratio analysis.

    Raffa Event
    • Date: 10/24/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis F. Shine, Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Accounting
  • 10/25/2017 *WEBINAR ONLY*NON-PROFIT EXCLUSIVE: Fiduciary Training for Nonprofits: The How To’s of Investment Oversight

    Nonprofit executives and board members know their fiduciary role is important, but when it comes to investments they don’t always know exactly how to ...

    Nonprofit executives and board members know their fiduciary role is important, but when it comes to investments they don’t always know exactly how to fulfill their financial oversight duties.

    Dennis Gogarty, President, and Mark Murphy, Chief Investment Officer of Raffa Wealth Management, reveal practical tips that allow participants to gauge if they are effective stewards of their organization’s assets. Participants will leave with an understanding of the various steps they can take to ensure their organization’s investments are well-managed.

    Board/Finance Committee members and nonprofit executives are invited to and join us for this dynamic and engaging seminar. This training will cover:

    1. What is the role of a fiduciary?

    2. What are prudent practices for nonprofit investment stewards?

    3. Setting up key governance procedures.

    • How to insure a strong Investment Policy Statement (IPS) is in place

    • How to review a portfolio for IPS compliance

    4. How to objectively monitor risk & performance.

    • Measuring risk

    • How do returns correspond with risk

    • Portfolio benchmarking

    • Monitoring alternative investments

    Raffa Event
    • Date: 10/25/2017 12:00 PM EST
    • CPE Hours: 1.00
    • Presenter: Dennis Gogarty, President
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: No Food Provided
    • Offered as Webinar: Yes
    • Field of Study: Finance
  • 10/26/2017 Budget Management Made Easy

    Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are usin...

    Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making.

    Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process. 

    Raffa Event
    • Date: 10/26/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Seth Zarny, Raffa Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Computer Software & Applications
    • Course Update Date: 9/5/2017
    • Course Review Date: 9/5/2017
    • Course Review By: Glenn Anstead, Senior Manager
  • 11/2/2017 *NON-PROFIT EXCLUSIVE: A Framework for Strengthening Your Nonprofit’s Investment Reserve Policies

    Nonprofit Executives and their Boards know they must periodically review reserve or investment policies. They don’t always know, however, what’s invol...

    Nonprofit Executives and their Boards know they must periodically review reserve or investment policies. They don’t always know, however, what’s involved. Through his work on the Study on Nonprofit Investing (SONI), Dennis Gogarty of Raffa Wealth Management has developed an easy-to-follow investment policy framework which will assist nonprofits in developing or strengthening their organization’s policy and procedures.

    Raffa Event
    • Date: 11/2/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, President
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Finance
  • 11/7/2017 *NEW Rockville Location -- *NON-PROFIT EXCLUSIVE: Debunking the Mythical Unicorn – What Nonprofits Need to Know About Securing Corporate Grant Funding

    ​​*Calling ALL ​Development Directors and Fundraising Professionals!  Join us for an insightful look into the world of corporate grant funding prese...

    ​​*Calling ALL ​Development Directors and Fundraising Professionals! 

    Join us for an insightful look into the world of corporate grant funding presented by the Wells Fargo Corporate Philanthropy team and the Montgomery Coalition for Adult English Literacy.

    Winning corporate grant funding support is tough. Find out what corporations value most when reviewing grant applications. Find out how can you better align your nonprofit mission to secure corporate grant funding. Why is it so important to be strategic and tactful?

    Raffa Event
    • Date: 11/7/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Debra Rankin, Vice President, Senior Philanthropic Advisor Philanthropic Services
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 11/8/2017 *SPECIAL EVENT: Student Loans 101 For Employers Seminar

    The seminar is intended for executives and Human Resource leadership. This seminar will focus in particular on non-profit and government employers, wh...

    The seminar is intended for executives and Human Resource leadership. This seminar will focus in particular on non-profit and government employers, who may have employees eligible for Public Service Loan Forgiveness.

    Under PSLF, non-profit and government employees could be eligible to have their federal loans forgiven after 10 years. The first round of forgiveness starts October 2017. We will cover a broad range of student loan topics, including:

    • Student loan legislation and policy updates

    • Public Service Loan Forgiveness

    • Employer responsibilities on PSLF certification

    • Student loan impact on workers

    • Options for employer student loan benefits

    Raffa Event
    • Date: 11/8/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Aaron Smith, BySavi
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 11/9/2017 The Changing Role of Today's CIO

    ​Not every organization can afford to have a full time CIO on staff.  But someone will be fulfilling the role, even without the title. This seminar wi...

    ​Not every organization can afford to have a full time CIO on staff.  But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.

    Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.

    Raffa Event
    • Date: 11/9/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Kerry Mickelson
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Information Technology
  • 11/14/2017 IT Essentials: Disaster Recovery vs. Business Continutiy

    For most organizations, IT security is a necessity, and no longer consedered a requirement only for high-profile companies.  Many organizations now re...

    For most organizations, IT security is a necessity, and no longer consedered a requirement only for high-profile companies.  Many organizations now realize that if a hack or data threat hasn't happened yet, they will be a target in the near future.  In response to this ever present threat, many businesses and organizations have developed a Disaster Recovery Strategy. 

    At Raffa, we believe that business continuity is just as valuable as disaster recovery.  In this seminar we will define both terns, and review the contents of both good disaster recovery and business continuity plans.  We’ll also compare and contrast the two, and help you decide what strategy works best for your business.   We will also discuss:   1.       The standards of data backup in 2017 2.      Designing a network with disaster recovery in mind 3.      Continuity planning for disasters large and small 4.      Current trends in business continuity and services   This seminar is beneficial to IT, Operations, and Administrative professionals.

    Raffa Event
    • Date: 11/14/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Nate Solloway
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: Yes
    • Field of Study: Information Technology
  • 11/14/2017 *SPECIAL EVENT: Impact Advocacy

    This seminar is geared toward “C" level executives. A new tool for corporate impact: In the rapidly changing world of “CSR” and “shared impact” ...

    This seminar is geared toward “C" level executives.

    A new tool for corporate impact: In the rapidly changing world of “CSR” and “shared impact” a new and innovative tool has been added by The Sheridan Group. They call it “Impact Advocacy”. Their approach is to help a corporate entity concerned about a social issue design and implement a program using advocacy models to create partnerships, achieve transformative outcomes, increase “good” brand recognition and build new political alliances. This idea requires the corporate partner to intentionally commit to a high social impact solution (such as passing legislation or increasing funding) and to achieve those goals in authentic partnership with the best performing experts in the non for profit space providing solutions across the nation.

    This tool is new but TSG has a 25 year track record as the top advocacy organization for non profit public interest causes including creating the ONE Campaign with Bono, Leading the Social Innovation and Entrepreneurship movement and initiating the first policy effort on Human Trafficking and Slavery.

    Tom is a veteran of the domestic AIDS movement, Gays in the Military and the cancer advocacy community. Our roundtable with Tom will detail this new idea, explore how it serves the C-suite, CSR, GR, PR and HR functions within any corporation and discuss the kinds of issues companies may choose to focus on using “Impact Advocacy” on. Since this new product is just rolling out, Tom is anxious and receptive to have feedback on how to improve the design and features of “impact advocacy” so that it truly fits the unique needs of corporations looking to distinguish themselves in the environment.

    Raffa Event
    • Date: 11/14/2017 2:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Tom Sheridan, The Sheridan Group
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Snacks
    • Offered as Webinar: No
    • Field of Study: Specialized Knowledge
  • 11/16/2017 *NON-PROFIT EXCLUSIVE: Socially Responsible Investing for Today’s Nonprofit

    Let’s face it. Socially Responsible Investing (SRI) is here to stay. Some associations, charities, and foundations have already adopted elements of SR...

    Let’s face it. Socially Responsible Investing (SRI) is here to stay. Some associations, charities, and foundations have already adopted elements of SRI into their organizations’ procedures. Others have yet to broach the complex and dynamic subject.

    If you are nonprofit executive who is curious about the ways SRI can be integrated into your organization, this session is for you. It may only be a matter of time before a Board member or stakeholder asks “Are our reserves invested in a socially responsible way?” or “What is our SRI policy?”

    This seminar will cover:

    1. Overview of SRI

    2. Utilizing publically traded equity and/or fixed income to achieve your organization’s SRI goals

    • Including how to ensure fiduciary oversight is being met

    3. Impact investing and the rise of innovation in the social entrepreneur movement

    • How private capital funding is being used to achieve SRI goals

    Raffa Event
    • Date: 11/16/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Dennis Gogarty, President, Raffa Wealth Management
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
    • Field of Study: Finance
"You're very in tune with what the nonprofit field needs. Your topics are always 
relevant, informative and meeting a high level of professionalism."

Raffa Learning Community Attendee​