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PowerPoint Presentations

SobelCo professionals are frequently asked to speak at local and national industry and business programs, as well as at events we host within the firm. This is the place where you can access the presentations we have created, as well as those of a range of guest speakers from our conferences and seminars. We are proud to offer these PowerPoint presentations for you as a valued resource for your company. 

PPP Round Two: What's Next?
January 21, 2021/Mark Weber, Chris Martin and Diana Gallego, SobelCo

Does the COVID-19 Economy Affect Your Retirement Plan Design?
December 1, 2020/Chris Schiffer and Brian Gregov, Wealth Enhancement Group, Tom Hoens and Brian Beloin, MandMarblestone Group, Liz Harper, SobelCo

PPP Loans Over $2 Million
November 11, 2020/Ken Bagner, SobelCo

PPP - What's Next?
October 22, 2020/Ken Bagner and Chris Martin, SobelCo, Rich McKeon, M&T Bank

New Jersey's Business Alternative Income Tax
September 24, 2020/Alan Sobel and Karen Henderson, SobelCo

Future is Now: How to Plan for Remote Audit
July 30, 2020/Aurora Rosado Lazzaro and Tara DelGavio, SobelCo

All You Need to Know About the PPP Forgiveness Application
July 23, 2020/Chris Martin and Karen Henderson, SobelCo

What Does the Revised PPP Loan Forgiveness Application Mean to Me?
June 25, 2020/Ken Bagner and Alan Sobel, SobelCo

PPP Loan Update for the Nonprofit Community
June 3, 2020/Bridget Hartnett and Michael LaForge, SobelCo

PPP Loan Forgiveness Application
May 28, 2020/Ken Bagner and Mark Weber, SobelCo

Paycheck Protection Program (PPP) Loan Forgiveness
May 14, 2020/Alan Sobel and Michael LaForge, SobelCo

Facing the Unimaginable: Are You Insured for Business Disruption During a Pandemic? 
April 23, 2020/Tom Kovatch, Tom Sharkey, Craig Sutherland, Peter Rosky, Mike LaForge

Navigating Through "The Setting Every Community Up for Retirement Act" SECURE
February 13, 2020/ Ken Bagner, SobelCo

Attracting, Managing and Retaining Volunteers for Your Nonprofit
February 6, 2020/ Jackie Looby,Cornerstone Family Programs & Morristown Neighborhood House, Erin Pach, Mayo Peforming Arts Center, Sally Glick, SobelCo 

Over Time/Point in Time - When To Recognize
November 14, 2019/Brad Muniz and Adam Berger, SobelCo

Revenue Recognition: Performance Obligations
October 10, 2019/Brad Muniz and Adam Berger, SobelCo

Revenue Recognition
eptember 12, 2019/Brad Muniz and Adam Berger, SobelCo

Effective and Efficient Board Meetings
uly 24, 2019/Sally Glick, SobelCo

Nonprofit Board Chair Boot Camp
June 20, 2019/Jay Weisman, Legacy Philanthropy Group/Sylvia Kuzmak, NESC/Sally Glick, SobelCo

Developing Strategic and Effective Nonprofit Boards
May 8, 2019 /Mary Robinson, Imagine

Trends in Philanthropy
February 6, 2019/Victoria Bixel, Semple Bixel Associates

Optimizing Your Retirement Plan
February 5, 2019/ Scott Wertheim, Jannifer Doss, Scott Matheson, Captrust

Best Practices: How to Get Started With 2018 Individual Tax Return Preparation
January 29, 2019/Mary Ford, SobelCo

Building a Brand on a Shoestring Budget
August 15, 2018/Sally Glick, SobelCo

The Impact of the Tax Cuts and Jobs Act: How Nonprofits Can Prepare
February 13, 2108/ Mariana Moghadam, SobelCo; Linda Czipo, Center for Non-Profits and Helen LeFrois, Jersey Battered Women's Service

Harness The Power Of Your Mind To Manage Stress
February 7, 2018/Traci Blank, Tracing Your Path Hypnotherapy, LLC

7 Fiduciary Traps to Avoid in Your 401(k) and 403(b) Plan
January 30, 2018/Brian Gregov, AEPG Wealth Strategies

Individual Changes in the Tax  Cuts and Jobs Act
December 27, 2017/Ken Bagner, SobelCo

Business Changes in the Tax Cuts and Jobs Act
December 27, 2017/Alan Sobel, SobelCo

What Not-For-Profit Should Know About Employment Law
December 13, 2017/Vanessa Kelly, Clark Hill PLC and Melinda Lapan, HR/Advantage Advisory LLC

Research Donor Data for Better Fundraising
September 13, 2017/Maria Semple, The Prospect Finder LLC

The Donor Advised Fund: Changing the Landscape of Individual Philanthropy
March 2, 2017/Margarethe Laurenzi, Community Foundation of New Jersey and James Sonneborn, Regent Atlantic

What Makes a Great Board Member?
January 11, 2017/Linda Czipo, The Center For Non Profits

Nonprofit Leadership Today:  Expectations of Board Members in Attracting Philanthropic Investments
November 9, 2016/Victoria Bixel, Semple Bixel Associates, Inc.

Navigating Your Career to Success
June 16, 2016/Bridget Hartnett, SobelCo

Taking Out the Mystery of Your Nonprofit's Financial Statements
June 16, 2016/Bridget Hartnett, SobelCo

Harnessing the Power of the Board Chair and Executive Director Relationship
May 11, 2016/ Mary Jean Barnes & Bette Schultz, Dress for Success Morris County

A Framework for Facilitating Nonprofit Collaboration
November 5, 2015/NESC

Record Retention It's Not Just Paper Anymore
September 30, 2015/Rebecca Fitzhugh, SobelCo