Legal Compliance & Transparency

PPP Forgiveness: Nuts & Bolts

Presenters Michele Pratt and Christine Hall from CLA to share updates on Paycheck Protection Program (PPP) loan forgiveness, including discussing the application, reviewing the information required to accompany the application, and how the amount is calculated. Time is planned for Q&A.

Recording length: 1 hour, 6 minutes

Speakers: Michele Pratt, Partner, CLA, and Christine Hall, BizOps, CLA

Key Topics: PPP loans, loan forgiveness, PPP application, paycheck protection

How to Prepare for a Virtual Audit

Last updated 9/17/2020

Jaime Campbell, CPA, Tier One Services, LLC

Auditing is an information service. As such, many forward-thinking auditors have already been working virtually for years, as evidenced by their vacation photos posted on Facebook while they were conducting “analytical procedures” from their laptops, which they bring with them everywhere, including the bathroom.

PPP Forgiveness and CLA Intuition 2.0

Presenter Michele Pratt, CLA, shared in-depth details about PPP loan forgiveness, including eligible costs, required documentation, who is eligible to use the EZ application, clarity on limits for both the 8- and 24-week periods, PPP Flexibility Act and the safe harbor date, and the impact on year-end financial statements. She also explored financial modeling, with discussion of the impacts from COVID-19, cash management and cash modeling, contingency plan considerations, and scenario planning.

Advocacy 101: What Nonprofits Can (and Can’t) Do in Election Years (and Every Day)

Nonprofits can – and should – be advocates for their missions and for the communities they serve. This webinar will explore what it means for a nonprofit to be an advocate and the differences between “advocacy,” “lobbying,” and “political activities.” We will begin by highlighting – and quickly debunking – the four most common reasons nonprofits think they can’t (or shouldn’t) be advocates.

Charitable Solicitation License Refresher

In the nonprofit arena, charitable solicitation licenses are a necessity for certain fundraising efforts. If you are an organization or individual that asks the public for contributions or donations to support a charitable purpose, a charitable solicitation license ("CSL") is needed, unless specifically exempt by law. As many states have laws regulating the solicitation of funds for charitable purposes, it is important to check the requirements for each state your organization operates in to ensure compliance.