Marvin University Events

Marvin University is our free seminar series that addresses issues that many of our clients experience on a daily basis in their organizations. We generally hold these sessions at 12:00 pm on the third Wednesday of every month and they last approximately one hour. We broadcast the seminars live via webinar, and have the ability to take your questions as if you were sitting in the room with us.

See our upcoming events or download our past events below. To register, click the title of the webinar and follow the prompts.

Upcoming Events2019 Schedule Just Announced!

2019 Schedule: 

Live Webinars:

          October 16: Karl F. Newton, CPA, Director - Update on the Lease Accounting Standard 

          November 20: Christopher L. Cimijotti, CPA, Principal - Estate and Gift Tax Update

          December 18: James E. Amell, CPA, Director - Social Security/Retirement Planning Update


Stay Tuned for additional dates/topics

CPE Credit Reminder: Each individual must be registered separately in order to receive CPE credit. Many companies have several people sit together to participate in the webinars, however, each person must be registered under their own email address – 1 credit per email address! CPE forms should be emailed to Deborah Frank ( as soon as possible following completion of webinar.


*Schedule subject to change

If you have an idea for a webinar topic, please send an email to Marketing Manager Kathy Kirvin at


Past Events

The Seminars are roughly 30-40MB. Depending on your connection, these can take a bit of time to download. The files are saved in .wmv format so use your media players to open them.


9-18-2019 Thomas W. Hosey, CPA, Principal - Navigating Revenue Recognition for Nonprofits – What We Have Learned from Others
8-21-2019 Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update
7-17-2019 Alan W. Clink, CPA, Director - Employee Benefit Plan Update
6-19-2019 Andrew A. Matthews, CPA, Principal - New Revenue Recognition Standard Updates
6-5-2019 Myra M. Thorne, MBA, PHR, HR Manager - What's New In Human Resources for 2019  *(not CPE eligible)
5-15-2019 Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager - Annual Government Accounting Update
4-17-2019 Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
3-20-2019 John J. Unser, CISO, IT Director and Vulnerability Assessor - Security Awareness *(not CPE eligible)
12-19-2018 Kevin P. O'Leary, CPA, Director - Year-End Tax Planning and Tax Reform Updates
11-14-2018 Christopher L. Cimijotti, CPA , Principal – Estate and Gift Tax Update
10-17-2018 Thomas W. Hosey, CPA, Principal - Revenue Recognition of Grants and Contracts by NFP Entities
09-26-2018 Alan W. Clink, CPA, Director; Karl F. Newton, CPA, Director; and Andrew A. Matthews, CPA, Assurance Manager -
New Revenue Recognition Standards Update
09-19-2018 Victoria A. Reilly, EA, Tax Manager - Tax Reform Update
08-15-2018 Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update
07-18-2018 James E. Amell, CPA, Director – Planning for Retirement/Social Security Update
06-20-2018 Alan W. Clink, CPA, Director and Linda M. Conrad, CPA, Senior Employee Benefits Specialist – Employee Benefit Plan Update

Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM , Assurance Manager  –

Annual Government Accounting Update—Recording issues, link unavailable.
If you're interested in the powerpoint, please email

04-18-2018Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
01-24-2018Implementation of the New Not-For-Profit Financial Reporting Requirements
11-15-2017It's Not All About Taxes - 2017 Estate and Gift Update
10-18-2017Cost Efficiencies in Preparing for Your Audit
09-13-2017Fraud Concerns for Management and Auditors
08-16-2017Business and Personal Income Tax Update
08-09-2017New York State Paid Family Leave (PFL)
06-21-2017Employee Benefit Plan Update
05-17-2017Annual Government Accounting Update
01-18-2017Social Security and Retirement Planning Update
11-16-2016Preparing For the Worst - How To Put Together A Financial Roadmap for Your Survivors
09-21-2016Overview of ASU 2016-14 Not-For-Profit Financial Statements
08-17-2016Business and Personal Income Tax Update
07-27-2016Understanding the New U.S. Department of Labor Overtime Rules
06-15-2016Retirement Plan Dynamics & Industry Updates (Part II) 






Annual Government Accounting Update

General Tax and Social Security Planning

Fraud Concerns and Steps to Protect Against Fraud

2015 Estate Gift Tax Update

Business and Personal Income Tax Planning Webinar

07-15-2015General Not-For-Profit Update
06-17-2015Understanding Retirement Plan Dynamics
05-20-2015Annual Government Accounting Update
03-18-2015Personal and Business Tax Updates
02-20-2015General Tax and Affordable Care Act Updates
01-21-2015Effective Audit Committees for Nonprofit Organizations
11-25-2014Estate Gift Tax Update
10-29-2014FASB Accounting Update
10-22-2014Not-For-Profit Seminar
09-17-2014New York State Sales Tax Concepts and Recent Updates
08-20-2014Business and Personal Income Tax Update
07-16-2014Understanding Retirement Plan Dynamics
06-18-2014Cost Allocation Development
05-21-2014Annual Government Accounting Update
03-19-2014Tax Exempt Form 990 Update and Other Hot Tax-Exempt Issues
02-19-2014New Not-For-Profit Law and Other Not-For-Profit Updates
02-05-2014Peer Review
11-20-2013Estate Gift Tax Update
10-16-2013Personal and Business Tax Update
09-18-2013FASB Accounting Update
06-19-2013Personal Tax Update
05-15-2013Governmental Update
11-28-2012A&A Update
10-24-2012Personal - Corporate Tax Update
09-19-2012Donor Imposed Restrictions
08-15-2012Estate and Gift Tax Update (Download slides here)
07-18-2012SEP/ROTH/IRA – Planning For the Future
06-20-2012Planning for Your Social Security Benefits
05-16-2012Lessons Learned from Comptroller Audits
03-21-2012Internal Control
02-15-2012Reading Financial Statements
01-25-2012Ethics for Board Members (Download slides here)
12-21-2011Accounting and Auditing Update
10-19-2011What’s in your Estate Plan
08-17-2011Tax Audit Update
07-27-2011Business Tax Ideas
05-18-2011School Districts/Governmental Accounting Standards Update
04-26-2011Ethics Training for Board Members
03-16-2011Endowments and NYPMIFA
02-16-2011Sales Tax Update - Lessons from Recent Audits
01-26-2011Personal and Corporate Tax Update

Marvin University

The Marvin University professors are here to help your organization. see our list of upcoming educational events and download past sessions.

Community Involvement

We not only provide professional services to the not-for-profit industry, we provide our own time and resources.
Learn more here.


Start shaping your future at Marvin and Company today.