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"Best Practices" Using Financial Indicators to Better Understand your Business
On June 10, 2010, Michael Criscione (Principal) was a guest speaker at the Home Care Alliance of Massachusetts. He spoke about how to become more knowledgeable regarding the unique attributes of your business, how to increase awareness of valuable information available within your business as well as how to identify concepts and ideas to improve your understanding of business operations.



Michael Criscione presenting
on November 17, 2009


Pamela Sawin presenting
on March 5, 2009

How Planning Can Turn PANIC into Possibilities
On March 25, 2010, Pamela Sawin (Principal) was a co-presenter at the Rhode Island Association of Facilities and Services for the Aging. Pam, along with Andrew B. Ellis, Esq. of Hinckley, Allen & Snyder LLP, discussed how not-for-profit organizations can become informed, plan proactively and consider financial viability in order to turn worry into action steps.

Current Health Care Issues: Keeping your finger on the pulse of the ever-changing health care industry
On November 17, 2009, Michael Criscione (Principal), Pamela Sawin (Principal), Lynn O'Marra (Principal) and Pamela Bibeault (Principal of Triad Health Care, LLC) hosted an informational session about how to navigate your way through the uncertainty, the unemployment and the unbelievable health care environment.

Improving Your Financial Knowledge in Today's Economy
On April 22, 2009, Michael Criscione (Principal) hosted a breakout session at the Rhode Island Assisted Living Association's Conference and Trade Show. Michael's presentation touched upon some basic financial information for non-financial managers in the healthcare industry.

Not-for-Profit Informational Session
On March 5, 2009, Pamela Sawin (Principal) and Dan Noreck (Audit Senior Manager) hosted an informational session providing our clients and business associates with guidance relating to the new reporting and disclosure rules that are required when not-for-profit organizations hold endowment funds - defined as being income-producing funds that support their operations. For further information, click on the link above and also visit the UPMIFA website.

IRS Form 990 Presentation and Documentation
On May 13, 2008, Pam Sawin (Principal), Michael Criscione (Principal) and Martha Hultzman (Audit Senior Manager) made a presentation to our clients and business associates regarding IRS's Form 990 that became effective as of 12/31/08.












 

 

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