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September 5: SCORE Workshop Event (FREE)

8:15am – 4:00pm

Monroe Golf Club (155 Golf Ave, Pittsford, NY)

To register, please go to https://tinyurl.com/Sep5lts

This is a free event hosted by SCORE.   EFPR Solutions will be presenting at one of the workshop sessions (session 3) called “The Importance of the Right Accounting Software”.  Get the feel of the wide range of Accounting Software and Apps available to help you run your business.  Streamlining your Accounting/ Bookkeeping activity will give you more time to concentrate on your business!

September EFPR Nonprofit Breakfast Events (FREE)

The Firm is offering this at three different locations with guest speakers at each (Buffalo, Corning and Rochester).

  • September 18 at Templeton Landing (Buffalo)
  • September 25 at Inn on Broadway (Rochester)
  • September 27 at Radisson Hotel (Corning)

For more information and to register, please click the link below.  Hope to see you soon!

We invite you to join us for a FREE informational workshop called “Connecting the Pieces” for financial leaders in the nonprofit industry.  New guidelines and regulations directly affecting nonprofits have recently taken place and as part of our commitment to our clients and  community, we will be hosting a half day presentation.  The following topics will be discussed:

  • Impact of New Pronouncements
  • 990 Developments
  • New Financial Statement Format
  • Nonprofit Legal Updates
  • Qualified Plan Risks
  • Paid Family Leave Act
[PAST] August 22: 2018 Municipal Workshop (FREE)

12 – 1:30 PM (complimentary lunch provided)

Thursday, August 22, Hilton Garden Inn, RSVP deadline August 20

RSVP: Please contact Mandy Oakes at (585) 248-5870 ext. 138 or mandy@bondbenefits.com

EFPR SolutionsBond Financial Services and Municipal Solutions, Inc. will be hosting a FREE event specifically geared to Supervisors, Mayors, Clerks, and Treasurers of Towns and Villages.

The event will feature several speakers:

Budgeting for Municipalities.  P. Robert Fox, CPA & Tina DeNigro from EFPR Solutions will discuss the “Principles of Good Budget Preparation” for Municipalities.  With the ever expanding roles of representatives to do more with less, Bob and Tina will offer helpful solutions and guidelines to follow throughout the year so you are in the best financial situation possible.

Healthcare Options for Municipalities. Daniel R. Botsford, SPHR from Bond Financial Services. Dan will be presenting on “The Municipal Healthcare Sharknado”. Healthcare today continues to move into new and more frightening waters. These waters are filled with many different groups – Unions, budget officers, taxpayers, and employees – all with their own agenda. This presentation will focus on some strategic compromises that will promote long term solutions to this ever increasing budget line.

Intro to Municipal Leasing. Jeffrey Smith from Municipal Solutions, Inc. Jeffrey will be presenting on “An Introduction to Municipal Leasing – Are municipal leases (installment purchase financing) a viable alternative to traditional BANS and/or bonds?”

[PAST] August 16: 2018 Municipal Workshop (FREE)

**This event has ended.  If you have questions about this topic, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

EFPR SolutionsBond Financial Services and Municipal Solutions, Inc. will be hosting a FREE event specifically geared to Supervisors, Mayors, Clerks, and Treasurers of Towns and Villages.

The event will feature several speakers:

Budgeting for Municipalities.  P. Robert Fox, CPA & Tina DeNigro from EFPR Solutions will discuss the “Principles of Good Budget Preparation” for Municipalities.  With the ever expanding roles of representatives to do more with less, Bob and Tina will offer helpful solutions and guidelines to follow throughout the year so you are in the best financial situation possible.

Healthcare Options for Municipalities. Daniel R. Botsford, SPHR from Bond Financial Services. Dan will be presenting on “The Municipal Healthcare Sharknado”. Healthcare today continues to move into new and more frightening waters. These waters are filled with many different groups – Unions, budget officers, taxpayers, and employees – all with their own agenda. This presentation will focus on some strategic compromises that will promote long term solutions to this ever increasing budget line.

Intro to Municipal Leasing. Jeffrey Smith from Municipal Solutions, Inc. Jeffrey will be presenting on “An Introduction to Municipal Leasing – Are municipal leases (installment purchase financing) a viable alternative to traditional BANS and/or bonds?”

[PAST] May 2: Valuing Your Business

**This event has ended.  If you have questions about business valuation, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

Maureen Rutecki, Director at EFPR Group, will be presenting on “Valuing Your Business” though Greater Rochester SCORE.  Her presentation will cover the following topics: 

  • What are the value drivers of your business?  Why are they important?  Do you look at your business as an Investment?
  • Know the value in order to provide adequate protection
  • Know the value if you want to expand, sell, buy another business
  • Know the value to determine succession alternatives

Greater Rochester SCORE is a resource partner with the U.S. Small Business Administration (SBA), and has been mentoring small business owners for more than forty years.  

[PAST] April 25: Risk & Impact Analysis According to ISO

**This event has ended.  If you have questions about this topic, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

Planning without knowing the Risks and Impacts is a waste of time. Yet, many companies do not know how to properly conduct Risks and Impact Assessments using Project Management Methodologies to ensure that many business units can be considered simultaneously.  Learn to properly use Project Management Principles to prepare for an impact to the business for any organization. We will cover how to identify, analyze and document the events and environmental surroundings that can adversely affect the organization.  Join Michael Redmond, IT & GRC Compliance and Audit Director and Strategic Consultant and Auditor, as she hosts this free webinar.

[PAST] March 28: State Tax Traps for Companies Doing Business on the Web

**This event has ended.  If you would like a copy of the presentation or have questions about your tax responsibility, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

Josh Hoffman, Manager at EFPR Group, will be speaking on tax issues companies need to be aware of when doing business through the internet.

[PAST] March 27: 2018 Finger Lakes Craft Beverage Conference

** This event has ended.  For more information about tax issues related to the beverage industry, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

To register,  please go to conference registration page here.

Christine Towner, manager at EFPR Group, will be speaking on tax issues related to the beverage industry which is a service line at EFPR Group.  For more information about our wine and craft beverage services, please contact us today.

[PAST] March 20: Tax Reform Updates (Newark)

** This event has ended.  For more information about how the tax reform changes may affect individuals and businesses, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

Scott Healy, Partner, and Doug Forgue, Director, will be presenting an overview of tax reform changes and how it will affect individuals and businesses.  This presentation is geared toward financial advisors.

[PAST] March 6: Tax Reform Event (Albany)

** This event has ended.  For more information about how the tax reform changes may affect you and your business, please contact us directly at 800.546.7556 or info@EFPRgroup.com **

The Desmond Hotel Albany (660 Albany Shaker Rd, Albany, NY)
8-8:30AM registration/breakfast; 8:30-10AM presentation
To attend, please RSVP on this page.

Join us for a free presentation on the new tax reform. There continues to be a lot of speculation surrounding the new legislation and we are committed to sharing valuable information to our community.  This is a free event open to anyone interested in learning more about the regulations that can affect your business.