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Determining Employee Retention Credit Eligibility for Education Organizations: Facts and Misconceptions
About
Private education organizations saw some of the hardest impacts during the pandemic, but many have yet to realize the full potential of the Employee Retention Credit (ERC), released under the CARES Act. This webinar will review how education organizations can claim the Employee Retention Credit before the program ends in 2025. Attendees will discover the truth behind common misconceptions and gain a comprehensive understanding of eligibility requirements.

The Employee Retention Credit filing deadline is April 15th, 2025. There are less than two months to file. If you have not filed or believe you are ineligible, this call is for you!



Special Thanks to Our Sponsor:
Meet the Speakers

Kenneth Dettman, CPA
Chief Executive Officer and Managing Director, Sagemont Tax Services

Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads Sagemont Tax with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in the U.S.

Kenny was previously a tax partner at a global top 25 consulting firm, Alvarez & Marsal (“A&M”), where he primarily focused on tax planning and compliance for privately held businesses. During this time, he also served as the Interim Co-Head of Global Tax for A&M in 2020, managing the internal tax function across 65 offices and 5,000+ professionals in 25 countries, all while leading A&M’s task force on the ERC from March 2020 through the end of 2021.

While at A&M, Kenny established himself as the leading tax expert on both the ERC and the Paycheck Protection Program (PPP) and concentrated primarily on helping institutionally owned businesses that were “sized out” of the PPP claim the ERC. Seeing an opportunity to assist small- and medium-sized businesses and nonprofit organizations claim COVID-relief funds, he left his position as partner at A&M to assume the CEO role at Sagemont Tax.

Kenny holds a Bachelor’s degree in Accounting and Master’s degrees in Accounting and international business from the University of Florida. He is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Forbes Business Council. Kenny has authored articles published by media outlets such as the Business Journals, Forbes, Yahoo Finance, and Market Watch, and he frequently lectures on tax topics for the Tax Executives Institute (TEI), Bloomberg BNA, and other industry and tax organizations.​


Kyle Morabito, Esq.
Chief Legal Officer and Managing Director, Sagemont Tax Services

As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Tax’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience.

Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19 pandemic. He worked closely on the preparation and filing of multiple legal opinions substantiating eligibility for eight-figure ERCs.

Kyle spent the first decade of his legal career as a corporate attorney at DLA Piper, McDermott Will & Emery, and Bilzin Sumberg, where he advised private equity funds, publicly traded companies, and institutional investors in connection with mergers, acquisitions, divestitures, financings, and general corporate law matters.

Kyle attended law school at New York University School of Law and taught ‘Law for Business Managers’ at the NYU Stern School of Business.

Prior to law school, Kyle worked at Merrill Lynch Investment Bank in Manhattan as a Wall Street Trader. He received his Master of Science in Finance in 2008 and Bachelor of Science in Finance in 2007 from the University of Florida.

CASE Career Levels

 

Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)

 

Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)

 

Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)

Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)

Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)

Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies
 

Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)

Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)

 

Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)

 

Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)

 

Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)

 

Leadership
Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)
Summary
Availability: Registration Required
Location: Online Meeting
Date / Time: Feb 18, 2025 1:00 PM - 2:00 PM ET
Credit Offered:
No Credit Offered
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