Nonprofit Resource Center: Customized Private Training

Gerard Zack and Nonprofit Resource Center provide customized private training for all of the following:

For Trade and Professional Associations — As training for members, usually as a 1-day or 2-day pre- or post-conference session that we co-sponsor with your association (example: "Protecting Your Business Against Fraud")
For Nonprofit Boards of Directors — As customized training on board governance and financial oversight
For CPA Firms — As continuing professional education for audit, accounting and tax professionals
For Nonprofit Organization Staff — As skills enhancement training for your accounting and non-financial staff

Topics Available

All of the accounting, audit, tax and financial management topics described for our public programs, listed under our "seminars" button, are available as customized private training. Each day of training can be customized to your exact needs by taking an "a la carte" approach to the many topics available. In other words, you can compose each 8-hour day with as much or as little of each available topic as you'd like. That way, we can provide brief overviews or in-depth explanations of topics based on your specific needs. In addition, other topics available include:

Fundraising Compliance Issues
Internal Controls and Fraud Prevention
Internal Controls in the H.R. Function
Risk Management
Documentation of Policies and Procedures
I.T. Controls

We can work with you to customize a program that fits your unique needs.

Board Governance Training

In addition, we have developed a specialized training program on Effective Board Governance for Nonprofit Organizations. This session, which is usually scheduled for a 3 to 6 hour time period, covers all of the critical roles and responsibilities of nonprofit board members, with special consideration given to financial oversight, including accounting and tax issues. Other topics covered include board and committee structure, liability issues, relationship with executive directors and staff, budgeting, measuring and analyzing results, strategic planning, insurance issues, governing documents, establishing an appropriate level of oversight, conflicts of interest and ethics, and many other important topics. And best of all - the training is customized to your specific organization.

Whether used as a board orientation or as a special educational session, this training is bound to result in a more effective and efficient board of directors.

The cost of your investment in any of these private training programs is based on a combination of factors, especially the length of the session. Call us at (301) 987-0287, or send us a request by e-mail for further details or a specific price quotation.

About Your Discussion Leader – Gerard Zack

All private training sessions are presented by Gerard (Gerry) Zack. Gerry is an expert in the financial management of nonprofit organizations and associations. He is widely recognized as one of the nation's foremost authorities on the unique accounting, tax, audit, and financial management issues of nonprofit organizations and is frequently praised for his ability to explain complex financial and technical issues and apply them to specific organizations.

Gerry founded Nonprofit Resource Center in 1990 and has trained more than 15,000 participants since. In addition, Mr. Zack has provided internal training for more than 50 CPA firms and has spoken at many large industry conferences, such as the AICPA's Not-for-Profit Industry Conference and the Annual Conference of the Association of Certified Fraud Examiners. He also serves on the faculty of the Association of Certified Fraud Examiners and is the 2009 recipient of the ACFE's James Baker Speaker of the Year award.

Gerry is the author of two books on fraud: Fair Value Accounting Fraud: New Global Risks and Detection Techniques (pub. 2009 by John Wiley & Sons) and Fraud and Abuse in Nonprofit Organizations: A Guide to Prevention and Detection (pub. 2003 by John Wiley & Sons), as well as numerous articles and presentations on fraud and internal controls.

Gerry is also president of Zack, P.C., which specializes in providing anti-fraud, internal control, internal audit, governance, compliance and ethics services for a variety of industries. He has worked with organizations of all types throughout the United States, Canada, and Europe during his 28 years of professional experience. For more information about Zack, P.C. visit www.zackpc.com.

Gerry earned his BSBA from Shippensburg University in Pennsylvania and his MBA from Loyola College in Maryland.