Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

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Event Archive​​​​​

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  • 2/23/2017 *NON-PROFIT EXCLUSIVE: Inside CSR (Corporate Social Responsibility) for the Non-profit

    Corporate Social Responsibility (CSR) is the idea that a for-profit company should focus on more than just the bottom line by also investing in its pe...

    Corporate Social Responsibility (CSR) is the idea that a for-profit company should focus on more than just the bottom line by also investing in its people and the community. As there is no “one-size-fits all” model, it is critical for non-profit leaders to understand CSR fundamentals in order to successfully develop mutually beneficial relationships with for-profit partners.   

    In this 2-hour interactive session, CSR Consultants Cliff Yee and Carol Chin-Fatt from Raffa, P.C. will explore how businesses today develop and implement CSR strategies and how that impacts your partnership strategies. Topics and discussion will include: the broad scope of CSR, case studies to illustrate best practices, how to develop strong, mission-aligned partnerships, and how forward thinking companies are investing in CSR. 

    Part I: CSR  Fundamentals
    • What is CSR?
    • Why do companies engage in CSR?
    • Establish the context of CSR today
    • Explore how companies partner with nonprofits

    Part II: Effectively Partnering with Forward Leaning Companies
    • A framework for creating strategic partnerships
    • The rise of B Corps
    • Inside the mindset of corporate funders

    If you would like to participate in this event via web, please email registration@raffa.com for details.

    Raffa Event
    • Date: 2/23/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Cliff Yee, Managing Director
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Lunch
    • Offered as Webinar: No
  • 2/23/2017 Are Bonds Safe? What Your Board Needs to Know about Interest Rate Expectations and Bond Prices

    • How do interest rates effect bond prices?

    • What is the likely future direction of interest rates and the resulting impact on bond price...

    • How do interest rates effect bond prices?

    • What is the likely future direction of interest rates and the resulting impact on bond prices?

    • How do you know if your bonds are safe?

    • Is owning bonds through bond mutual funds less safe?

    • How to use investment policy to manage bond safety?

    • Performance reporting and policy compliance – particularly related to bonds

    For Advance Preparation Click Here

    Raffa Event
    • Date: 2/23/2017 9:00 AM EST
    • CPE Hours: 2.00
    • Presenter: Mark Murphy, Senior Portfolio Manager
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
  • 2/14/2017 *NEW Rockville Location - Corporate Social Responsibility (CSR) for Impact

    Corporate Social Responsibility (CSR) is the idea that a company should focus on more than just the bottom line by also investing in its people and...

    Corporate Social Responsibility (CSR) is the idea that a company should focus on more than just the bottom line by also investing in its people and the community. Most business leaders support this idea, however there are some questions about how companies should be investing in CSR and what that investment should look like in today’s society.

    In this 2-hour interactive session, you will join CSR Consultants Cliff Yee and Carol Chin-Fatt from Raffa, P.C. to explore effective, impactful CSR strategies for small businesses.  Topics and discussion will include: the broad scope of CSR, case studies to illustrate best practices, how and why you should create a purpose-driven culture, and how to craft and implement the right tactics for your organization. 

    Part I: CSR Fundamentals

    • The context for CSR today

    • Benefits of CSR for every business

    • The Power of Authenticity

     

    Part II: Innovative CSR Trends

    • Emerging Trends: Investing in Human Capital

    • Emerging Trends: Tools to Accelerate and Measure impact

    • Emerging Trends: The Rise of Benefit Corporations and Certified B Corps

    Raffa Event
    • Date: 2/14/2017 12:00 PM EST
    • CPE Hours: 2.00
    • Presenter: Cliff Yee, Managing Director, CSR Services
    • Location: Raffa - 1445 Research Boulevard, Ground Floor, Rockville, MD 20850
    • Meal: Lunch
    • Offered as Webinar: No
  • 2/14/2017 Mid Market ERP Software Comparison Seminar

    ​Join the Raffa Technology team as they provide you with a review of the leading mid-market accounting software and update you on the latest techno...

    ​Join the Raffa Technology team as they provide you with a review of the leading mid-market accounting software and update you on the latest technology trends and enhancements.  They will walk you through best practices for evaluating software while providing you with an overview of the leading solutions (Intacct, Microsoft Dynamics GP and Microsoft Dynamics SL).  This is one of their leading sessions and are well attended by industry executives in nonprofits and professional services firms.

    Raffa Event
    • Date: 2/14/2017 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
  • 2/9/2017 How To Improve Your IT Decision Making

    There are so many models for making your IT decisions –decision trees, rate of return, strategic analysis. Which one is right for you and your orga...

    There are so many models for making your IT decisions –decision trees, rate of return, strategic analysis. Which one is right for you and your organization? All of these are good models, and each carries its own merit. Yet every organization is unique with its own political and user dynamic.

    This seminar will walk you through several key IT decisions that will work for most organizations, including non profits. Next time you want to get approval for the upgrade you need or a software overhaul, this seminar will give you the tools to help you make the right decision for your situation.

    In this seminar we will review the following scenarios:

    1. Servers - On-premise vs. In the cloud

    2. Software Acquisition - Custom Build vs. a Customizable System

    3. In-house vs. Managed Services

    Raffa Event
    • Date: 2/9/2017 8:30 AM EST
    • CPE Hours: 3.00
    • Presenter: Seth Zarny, Partner
    • Location: Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
    • Meal: Breakfast
    • Offered as Webinar: No
​"I gained more in-depth insight in to how the new regulations will affect my business."

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