Thought Leadership
When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.
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June 07, 2017
Intermediate sanctions legislation was passed in 1996; however, in recent years, the Internal Revenue Service (IRS) has renewed its focus on enforcement of the private inurement rule as it relates […]
September 30, 2016
By Annmarie Novotney Exempt organizations often have a focus on events or fundraisers from which to generate additional funds to promote their missions. Frequently, games of chance like bingo, pull […]
September 12, 2016
Data breaches can occur in any organization, and not-for-profits (NFPs) are not immune. Oftentimes NFPs can be at risk because their systems are not up-to-date or are simplistic in nature. […]
September 12, 2016
Tax-exempt organizations are different from non-exempt organizations in many ways; one of which is their annual returns and exemption forms are required to be made available to the public. The […]
September 07, 2016
Certain transactions can be considered automatic issues for an organization if conducted with an interested person. Transactions providing an economic benefit that exceeds the value of considerations given are known […]
August 20, 2016
On August 18, 2016, the Financial Accounting Standards Board (FASB) issued an Accounting Standards Update (ASU) No. 2016-14 Presentation of Financial Statements of Not-for-Profit Entities that simplifies and improves how […]
July 27, 2016
Payroll compliance may not seem like a concerning issue to your organization. You have hired an outside payroll provider. That provider diligently pays employees every two weeks, remits payroll taxes, […]
October 04, 2013
By: Shawn Williams, CPA, FHFMA, Audit Senior Manager As a current board member for several not-for-profit organizations, my fellow board members and executives seek my advice when reviewing and dissecting […]
June 27, 2013
By: Annmarie Novotney, CPA, Senior Accountant In an age of social media, online fundraising, and increased volume of organizations in the market, nonprofit entities in the United States are fighting […]
December 06, 2012
By: Marcus Frank, CPA, Senior Accountant Not-for-profit organizations often find themselves short on adequate resources to implement the ideal internal control environment, especially regarding segregation of duties. Adequate segregation of […]
November 01, 2012
By: Ashley Jones, CPA , Senior Accountant Many businesses, including not-for-profits, are taking advantage of social media to promote marketing and solicit donations. Social media has proven to be an […]
July 19, 2012
Organizations that qualify for tax exemption in section 501(c)(3) are considered private foundations unless they fall under one of the categories specifically excluded from the definition of private foundation in […]
June 21, 2012
By Mike Gricius, CPA – Manager Should your organization offer gaming as a means of raising additional funds? Several charitable organizations are actively using raffles and other gaming activities as a fundraising […]
May 17, 2012
By: Ashley Jones, Staff Accountant When creating a marketing strategy, not-for-profits (NFPs) need to identify their target audience for soliciting donations. “The 2011 Study of High Net Worth Women’s Philanthropy […]
April 12, 2012
By Greg Heitkamp, CPA – Senior Accountant Management team members of not-for-profit organizations are frequently asked questions such as the following: Are we meeting our budget? Do we have enough cash? What is […]
Webinars
July 29, 2026
By Beth Anne Akers, CPA, Manager, and Caroline Paulus, CPA, Manager at Blue & Co. An endowment fund is a powerful signal of an organization’s long-term commitment to its mission. […]
July 07, 2026
By Luke Lamb, CPA, Senior Manager, and Cory Schunemann, CPA, Manager at Blue & Co. In the past month, the Office of Management and Budget (OMB) announced proposed changes to […]
June 15, 2026
By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]
May 27, 2026
By Chad Nieter, CPA, Senior Manager at Blue & Co., and Joel Barnett, Technical Account Executive at Blue Pioneer Consulting Fraud prevention isn’t something leadership can simply hand off to […]
May 06, 2026
By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]
April 13, 2026
By Joell Grisel, CPA, Director at Blue & Co. Financial technology keeps evolving at a pace that is hard for many not-for-profits to keep up with. At Blue & Co., […]
Resources
Join us in congratulating Tyler Hornaday for being appointed to the Indiana HFMA Board of Directions as their Assistant Treasurer!![]()
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This well-deserved achievement is a testament to Tyler's leadership, dedication, and commitment to advancing the healthcare finance profession.![]()
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We are proud to see him take on this important role and look forward to the valuable contributions he will make.
Luke Lamb’s experience highlights the collaborative culture and growth opportunities that define life at Blue & Co. Through meaningful mentorship, accessible leadership, and a team-oriented environment, Luke has been able to take on new challenges and continue growing professionally.![]()
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We are committed to investing in our people at every stage of their career, creating opportunities to learn, build relationships, and become well-rounded leaders.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q04kyGPT0
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