Other Webinars

Upcoming Events:

Supplier Diversity: How to Set Up a Premier Supplier Diversity Program
Complimentary IFO Webinar

July 17, 2020 | 2 to 3 p.m. EST
Rafael Mata, VP of Business Development, GAMBIT Services

Description: Now more than ever companies are beginning to realize the value and necessity of Supplier Diversity Programs. This presentation is for large businesses looking to engage more local businesses that are minority, women, or veteran-owned. Businesses can learn how engaging underrepresented firms helps:
-The Economy
-The Community
-The “Bottom Line”

Join The Institute of Financial Operations and GAMBIT Services for this premier Supplier Diversity Program session.

Learning Objectives: 
1) Why is a Supplier Diversity Program important?
2) How a Supplier Diversity Program helps your business.
3) How to set up a Supplier Diversity Program.

Speaker Biography: 

Rafael Mata is the Vice President of Business Development and Co-Founder of GAMBIT Services, a consulting firm that specializes in strategic solutions for government, business, nonprofit, and educational institutions whose mission is to empower and uplift the social and economic conditions of disadvantaged and underrepresented populations. In his role as VP of Business Development, he is responsible for the growth and strategic partnerships for the firm.

Before his role as Vice President, Rafael served as the Managing Director of External Affairs for a New Jersey State Authority, and was the Director of a Business Services Office in County Government. His expertise is in Economic Development, Workforce Development, and Small Business Development has led to the creation of new service models and programs and established him as a thought leader and innovator.

In his varied New Jersey government roles and appointments, Rafael secured and managed local, state and federal grants that provided social supports, workforce training, and small business development to distressed populations. He implemented New Jersey’s first local Set-Aside program out of Hudson County; and, has worked for over 20 years on the empowerment of distressed communities.

Rafael’s insight and experience as a multiple business owner company has afforded him with tangible knowledge and curated expertise to design pragmatic solutions that help businesses navigate the workforce and economic development programs created to assist them. He has also established himself as the bridge between government and the private sector.

He graduated from the City University of New York. He is a certified Grant Manager and Grant Writer and a subject matter expert—frequently sought out by small business organizations, chambers of commerce and educational institutions. He began his career in social services at the South East Bronx Community Organization (SEBCO)—a New York City Housing Authority contracted community agency where he served as the Legal Liaison and was first inspired to work towards the improvement of the socioeconomic conditions that so often affected the tenants of 800 low-income housing units in the South Bronx.

Field of Study: Business Management & Organization
Program Level: Intermediate
Delivery Method: Group Internet-Based
Prerequisite: None
Advanced Preparation: None
Successful completion of this program qualifies you to receive up to 1 CPE credits.


Past Events:

1099 Reporting: How to Save Time and Avoid Penalties
Complimentary IFO Webinar

October 10, 2019 | 2 to 3 p.m. EST

Jill Dymtrow, Director, Information Reporting & Witholding, Moss Adams

Description: Avoid January headaches by preparing in advance. Make sure your data is clean and ready to go for reporting prior to filing season deadlines. Understand how the IRS is penalizing late and incorrect filings. This session will cover best practices for preparing 1099 filing information, as well as the basics for who must be reported and where to report different types of payments. The session will also provide insight into a major 1099-MISC update for 2020.

Learning Objectives: Understand 1099 reporting requirements and preparation tips.

Speaker Biography: 

Jill Dymtrow is a Director at Moss Adams where she has recently started an Information Reporting and Withholding practice. Prior to joining Moss Adams, she was an Executive Director with CTI (now CTI Tax Solutions of IHS Markit), where she focused on client consulting, product development, and information reporting.  Ms. Dymtrow joined CTI as a founding member in April 2007.  

In 2001, Ms. Dymtrow began her information reporting and withholding work at Pricewaterhouse Coopers with Qualified Intermediaries in preparation for the first QI audit cycle. Shortly thereafter, Ms. Dymtrow began working with U.S. Withholding Agents on information reporting and withholding compliance matters similar to those affecting QIs. Large U.S. financial institutions and investment management firms as well as energy, pharmaceutical, entertainment and biotech companies consistently rely on her expertise. Her extensive experience guiding U.S. Withholding Agents and Qualified Intermediaries through the highly technical and complex compliance issues involving Section 1441, 3406, and FATCA remains unique in the industry today. 

Ms. Dymtrow is a graduate of the University of Florida and a CPA licensed by the state of California.

Field of Study: Taxes
Program Level: Intermediate
Delivery Method: Group Internet-Based
Prerequisite: None
Advanced Preparation: None
Successful completion of this program qualifies you to receive up to 1 CPE credits.

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The Institute of Financial Operations is
a non-profit, membership and certification based professional association serving the financial operations ecosystem.

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