In nonprofit organizations, there’s no margin for error when it comes to compliance, budgeting or strategic planning. That’s why it’s critical for your financial team—and board members—to understand the issues and opportunities having the greatest impact on tax-exempt organizations. You need a way to look ahead to the 2017 economic forecast and make decisions now that keep your NFP in the strongest possible position with everything from preventing fraud and Form 990 mistakes, to taking advantage of all-new savings, fraud protections, investment and real estate strategies, compensation packages and more. Now, you can learn it all … in just two days.

  • 10 Powerhouse Sessions: Taught by recognized authorities on each topic, and structured so you can attend all sessions and—you’ll miss nothing!
  • High-level Networking: Interact with peers and ask speakers your specific questions
  • Valuable Credentials: Earn up to 12 CPE Credits and 10 CAE Credits

This comprehensive two-day training summit brings you together with finance and operations executives and board members—and with top experts ready to share today’s best success strategies in 10 key aspects of association and nonprofit financial management. From new audit and reporting challenges that can threaten tax-exempt status, to the financial team’s new role in areas like membership development and cybersecurity, you’ll gain skills and insights you can put to work immediately.

You benefit from all 10 sessions. There are no breakouts or concurrent sessions so you can participate in every single session. Plus, the entire summit is structured to provide many opportunities to network, share ideas and collaborate with your peers—and with the speakers themselves.

In addition, this TRENDS summit includes your breakfast and lunch for both days, and attendees will be eligible for up to 12 CPE Credits and 10 CAE Credits. Plus, each registrant receives a complimentary seat at the upcoming Association TRENDS Nonprofit CFO Awards event (an $89 value).

Seating is limited! Reserve your seat now.

While speakers are still being confirmed, topics addressed during the two-day summit are expected to include:

  • The 2017 Economic Forecast
  • Protecting against fraud, embezzlement and cybersecurity threats
  • Compensation: Attracting Talent and Protecting Your Image
  • Investment Strategy Best Practices
  • Avoiding Common Mistakes with Form 990
  • Proactive Audit Preparation
  • Bac- Office Savings You Can Implement Now
  • Presenting Financials to Your Board
  • Rethinking Nonprofit Real Estate Decisions: Finance and Board Strategies
  • Complying with the Payment Card Industry Data Security Standard

Conference Details:
November 15-16, 2016
The Grand Hyatt
Washington, DC
Qualifies for 10 CAE Credits & 12 CPE Credits
Who Should Attend:
  • Chief Financial Officers
  • COOs and Executive Directors
  • Senior management involved in finance operations and management
What’s Included:
  • Two days of expert led finance training
  • Networking events, breakfasts, and lunches
  • Individual Registration
    After 9/30/2016: $795

Individually, these sessions will sharpen your skills in key areas. Together, they provide you with a fresh, comprehensive approach for turning finance and account decisions into engines for driving all-new success in 2017.

Seating is limited! Reserve your seat now.

Who Will Benefit

This summit will be helpful for mid-upper level association and nonprofit finance staff, including:

  • Chief Financial Officers
  • Chief Executive Officers and Executive Directors
  • Chief Operating Officers
  • Finance and Operations Vice Presidents and Directors
  • Audit Managers
  • Board Members
  • Risk Management Staff
  • Other mid-upper level finance and operations staff

Credit Information

Delivery Method: Group-Live
Field of Study: Specialized Knowledge & Applications
Prerequisites: None
Level: Update

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted upon a 50-minute hour. National Registry of CPE Sponsors ID Number: 109435

Columbia Books & Information Services is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program. Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.

Hosted by
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Supporting sponsors
Thompson Information Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

If you are not able to attend for any reason, please notify us as soon as possible. Conference cancellations received 10 business days prior to the event are fully refundable. All other cancellations are non-refundable.