While our 2019 agenda is still being determined, check out our agenda from 2018

AGENDA

  Day 1 (Wednesday, Sept 12)

8:00-8:55
Registration and Breakfast with Sponsors
8:55-9:00
Welcoming Remarks by Association TRENDS
9:00-9:15
Introductions of our Event Sponsors
10:15-10:30
Coffee Break
12:30-1:30
Lunch
3:30-4:00
Snack and Coffee Break
5:00-6:00
Complimentary Cocktail hour
 

  Day 2 (Thursday, Sept 13)

8:00-8:55
Registration and Breakfast with Sponsors
8:55-9:00
Welcoming Remarks by Association TRENDS
10:00-10:15
Coffee Break
12:15-1:15
Lunch
2:15-2:45
Snack and Coffee Break

Are We Ready for Revenue Recognition?

After much waiting, the FASB’s revenue recognition standard will be effective for most not-for-profits beginning in 2019.  With the implementation date fast approaching, Associations are beginning to wrestle with potential changes mandated by the new standard.  In particular, the recognition of revenue related to membership dues and other bundled services may need to be revised.  In this session, we’ll work through several scenarios in order to give participants a practical understanding of how to apply the new standard in the real world.  Attend this session, and you’ll be ready to implement revenue recognition in a cost-effective manner!

Douglas A. Boedeker, CPA, CMA Partner, Tate & Tryon
Douglas A. Boedeker is a Partner within Tate & Tryon’s Audit and Assurance Services practice. In this capacity he provides an array of audit, tax, and consulting services to a variety of nonprofit organizations and employee benefit plans. He takes particular pride that his family has contained at least one CPA every year since 1923. Doug graduated summa cum laude from Susquehanna University in Selinsgrove, Pennsylvania with a Bachelor of Science degree in accounting while simultaneously completing the coursework for a second major in arts administration. For more than 20 years, Doug has provided significant engagement services for clients such as the American Health Care Association, the American Petroleum Institute, the American Society of Association Executives, the Distilled Spirits Council of the United States, Mortgage Bankers Association, National Association of Corporate Directors, National Retail Federation, and Pharmaceutical Research and Manufacturers of America (PhRMA).

2018 Top Fraud Risk Considerations in Exempt Organizations

Hear about the hottest topics in fraud schemes and learn steps for detection and prevention including data analytics and leveraging technology to alert you of fraud indicators. In the Fraud Considerations in Exempt Organizations presentation, we will discuss some basic background on why fraud is so devastating to exempt organizations. We will go through some of the 2018 statistics from the Association of Certified Fraud Examiners about fraud in the workplace including how often it occurs and what situations lead to the greatest losses. We will go through the different fraud schemes with case studies and discuss elements of fraud, how to detect it and how to prevent it.

Attendees will:

  • Understand why nonprofits are so sensitive to fraud
  • Understand what fraud is, who’s committing fraud, and typical schemes
  • Know red flags to watch out for that are conducive to fraud occurring
  • Assess the fraud risk at your organization
  • How to leverage technology and data analytics to detect fraud
  • Have some useful tips in improving your internal controls to help mitigate against fraud
  • Know how to take action if your organization has been hit with fraud

Greg Plotts erves as a partner in Aronson’s Nonprofit Services Group. He is a proactive, collaborative, and decisive leader with over 20 years of industry experience.

Greg specializes in financial statement assurance and consulting matters for associations, foundations, healthcare entities, and other nonprofit organizations. He has a wide range of experience with complex issues, including internal controls, revenue recognition, fraud investigations, international audit matters, foreign currency transactions, valuation of intangible assets, joint ventures, mergers and acquisitions, and more.

Carol Barnard, CPA, CFE, MBA, is a Senior Manager in Aronson LLC’s Association Industry Services Group. With more than 15 years of industry experience, Carol has extensive experience with nonprofit audit and accounting issues including fraud risk, detection, and prevention.

As a strong proponent for the nonprofit industry, Carol shares her expertise through webinars and training sessions. She was a contributing author and editor of The Financial Management Handbook for Associations and Nonprofits, published by the American Society of Association Executives (ASAE). Carol also serves as editor-in-chief of and is a regular contributor to Aronson’s Nonprofit Report blog.

The Nonprofit CFO's Guide to Transitioning to the Cloud

Adoption of cloud accounting software offers nonprofits a powerful catalyst for achieving key organizational goals. Enabling anytime, anywhere financial management in the cloud reduces technical and administrative costs, improves financial data security, and opens new opportunities for efficiency and productivity.

What do nonprofit CFO's need to know to ensure a successful digital transformation via cloud accounting software adoption? Which pitfalls can be avoided with a clear strategy map for executing a cloud migration? Expert consultant and speaker Louis Stratton answers these questions and more in The Nonprofit CFO's Guide to Transitioning to the Cloud.

Louis Stratton - Senior Account Executive, Financial Solutions, Blackbaud
Louis is a recognized expert with deep consulting experience at the intersection of financial process optimization and management software technology. He has more than twenty-four years of experience working with organizations to help them achieve their purpose by increasing cash flow, fundraising, reducing pressure and worry, and improving systems and processes. Before joining Blackbaud, Louis held management positions at Meador Stratton LLP and Porte Brown, participated in the Indiana CPA Society Leadership Cabinet, and served as an Adjunct Professor at Olivet Nazarene University.

The Gap in GAAP

GAAP is designed for external reporting on a standardized basis. GAAP revenue and expense statements are not always meaningful to non-profit program managers, and in some instances may be misleading on the true program resources. In this session we will discuss two real life examples of implementing operations-oriented income statements which are intuitive and meaningful to non-profit program managers.

Attendees will:

  • Understand the limitations of GAAP
  • Become aware of alternative statement presentations for program managers
  • Comprehension of the steps for designing and implementing alternate statements

Laurence Paxton, CFO, Jefferson Area Board for Aging and Mountainside Senior Living
Laurence (Larry) Paxton is currently the CFO of two legally separate non-profits serving seniors. He has over 20 years of experience as a CFO in non-profit and for-profit organizations. In all CFO “tours” Larry has supervised information technology. He also served as an IT consultant for 6 years. Larry has led numerous commercial software implementations in which operational activities and needs were integrated with accounting requirements.

The 7 Habits of Highly Ineffective Finance and Investment Committees

No one argues the importance of well-managed reserves, endowments and foundation assets. And few would argue the important role volunteer leaders play in the oversight of these funds. Research has identified characteristics of group structure, size and decision-making which lead to both effective and, yes, ineffective committees—and decisions. Drawing upon this research and real-life examples, this interactive session will provide practical, ready-to-use suggestions to help your committees (investment related and others as well) function more effectively. We’ll have fun, exploring what can (and often does) go wrong, in order to learn what can be done for things to go "right."

Ahmed Farruk, DiMeo Schneider & Associates, L.L.C
Ahmed services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm, he was Deputy Managing Director at ORION Investment Advisors, which was acquired by DiMeo Schneider in 2017. He received a BA in Economics from the University of Virginia and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. A member of the Investments & Wealth Institute, he also serves on the editorial board of the Institute’s bimonthly educational magazine, Investments & Wealth Monitor. Ahmed currently serves as the Chair of the ASAE Finance and Business Operations Section Council and is a co-author of Association Investment Policies, Practices and Performance, published by the ASAE Foundation. When he’s not playing with his young daughter, Ahmed is nervously following his Virginia Cavaliers athletic teams.

Savings without Sacrificing the Mission: Best Practices for Optimizing Administrative Costs

Whether your organization is on solid ground or you’re struggling with revenue or other financial challenges, every organization can benefit by keeping an eye towards the bottom line. However, too many organizations, especially nonprofits, get it wrong. They focus on targeting resource reductions that reduce the organization’s ability to serve its members and its mission, deliver value and grow.

We will discuss how you can optimize back office costs without sacrificing your mission, significant resources or the quality of your services. Join us for a panel discussion with Association CFOs and cost containment specialists to share real life examples, challenges and best practices.

Stephanie Scarola is a Director with Expense Reduction Analysts (ERA) with 20+ years of experience in Financial Services and Commercial Insurance. Prior to joining ERA, Stephanie was the CFO/COO of Mercer Health and Benefits, the largest global advisor and broker of health and benefit solutions. She leverages her years of experience in finance, operations and financial services, along with ERA’s team of category experts to help clients identify and implement cost savings opportunities in a wide range of areas. Prior to joining Mercer, Stephanie held senior finance and operations positions where she has focused on identifying transformational cost savings opportunities along with supply chain management and supplier relations. Stephanie is a Certified Public Accountant and holds a BBA in Accounting from Loyola University (Baltimore, MD), and is on the Board of Directors of the Northern Chapter of the Virginia Society of CPAs.

George Wolfand is a Managing Director for the Capital Area Region (MD/DC/NoVA) of Expense Reduction Analysts (ERA). George is also the founder of the Telecom Practice for ERA – USA and serves telecom clients all over the United States and Internationally. Since joining ERA in 2005, he and his team have conducted hundreds of Telecommunications engagements with an average savings over 25%. George has been actively involved in the DC metro area since 1980. Prior to joining ERA he held senior management positions with InPhonic, VeriSign, Snyder Communications, NCS Pearson/TSA, Oncor Communications. George was also a Management Consultant in the IT Industry for both Ernst & Young and Arthur Andersen & Co. George has been active in the Telecommunications industry for 20+ years and has spoken around the world on global outsourcing, interactive voice response/advanced speech recognition, and telecommunications cost containment.

George is a Certified Public Accountant and Chartered Global Management Accountant. He holds a B.S. Cum Laude in Information Systems and Accounting from the University of Maryland.

Panelists include:

William ‘Bill’ Grubb is currently the Vice President of Finance for AHRI (Air-Conditioning, Heating and Refrigeration Institute) whose member companies produce more than 90% of the residential and commercial air conditioning, heating, water heating, and commercial refrigeration equipment made in North America. It’s a really “cool” place to work.

He is a CPA in Virginia and CAE with ASAE. He just finished his term on the board of directors for FAR Network, DC’s only association dedicated exclusively to nonprofit business leaders. Prior to AHRI he has been the VP and/or CFO multiple other professional and trade associations in the Washington, DC area including the International Franchise Association, Montgomery County Association of REALTORS and the American Federation of Information Processing Societies.

He graduated from George Mason University when the North Business Campus was the now Paul VI high school. Bill grew up in Chester County, Pennsylvania, is an Eagle Scout, and volunteers at the scout camp of his youth each year helping them prepare the camp for the season.

John D. Ring is the Chief Financial Officer (CFO) for Tax Analysts, a publisher of non-partisan tax information including the widely known publication, Tax Notes. As a member of the Executive Team, he directs and oversees all financial activities of the organization, including preparation of financial reports, as well as summaries and forecasts for future business growth and general economic outlook.

Prior to joining Tax Analysts, John was the CFO for the Paralyzed Veterans of America (PVA) from 1991 through 1997 and from 2003 through 2017. As CFO, he managed the Accounting, Human Resources, Meeting and Office Services departments.

Prior to joining PVA, John has held a number of Senior Finance roles, including 15 years as a Senior Manager in the Audit and Consulting divisions of Arthur Andersen.

John received a Bachelor of Science degree in Business Administration from George Mason University, and is a CPA and CGMA. He is a member of the AICPA and the Virginia Society of CPAs, and has served on the Not-for-Profit Expert Panel of the AICPA. He has received a number of awards, including the Award for Financial Excellence in the Non-Profit Category from the Washington Business Journal, and was named as one of the top 30 most successful alumni of George Mason University’ School of Business, and in 2014 was named to the Class of 2014 Prominent Patriots.

Dr. Judy Lapinski is an energetic, strategic and results-driven executive with 20 years of progressive leadership experience in the healthcare field. She launched the consulting firm JL Healthcare Solutions, in 2017 after a successful career as an Executive Officer in a number of organizations. Dr. Lapinski most recently served as the Interim Chief Executive Officer and Chief Operating Officer at the Mid-Atlantic Association of Community Health Centers, an organization focused on providing support, training and technical assistance to health centers in Maryland and Delaware in a broad range of subjects.

From 2013 to 2015, Dr. Lapinski served as the Chief Operating Officer at Chase Brexton Health Care in Maryland, one of the largest Federally Qualified Health Centers in the state. Her leadership led to growth and advancements in the medical, pharmacy, dental, case management, and central operations departments.

Is Your Nonprofit’s Insurance Policy Really Protecting You From Cyber Losses?
A case study on how one nonprofit survived a cyber-attack and got coverage for its claim

Someone on staff at your nonprofit falls victim to cyber fraud resulting in substantial financial losses for your organization. Obviously your insurance policy protects you, right? NOT NECESSARILY. Find out what happened to one nonprofit that faced this exact dilemma.

Following the trend of recent years, 2018 is bringing more cyber-attacks than ever. Brace yourself for imaginative variations of established scams, new forms of online theft, threats against physical infrastructure and increased foreign infiltration of U.S. systems. Add to that the evolving complexities around cyber insurance policies and it’s clear this is a must attend session for every nonprofit finance professional.

Join this panel of legal experts and the chief compliance officer from an international nonprofit to find out how to make sure you’re protected.

Attendees will walk away with:

  • an overview of cyber-attack vectors
  • tips for avoiding coverage traps and gaps
  • guidance for understanding policy terms that have led to litigation
  • best practices for increasing the chances that your claims will be paid

Rhonda D. Orin is the managing partner of the firm's Washington, D.C. office.
Ms. Orin represents policyholders in coverage cases nationwide, including cyber liability, third-party tort and environmental liability claims, first-party property damage and business interruption claims, directors & officers liability, errors & omissions liability, fidelity bonds and alternative risk transfer arrangements, including for employee benefit plans. She has served as lead counsel in multiple jury and bench trials, argued before the highest courts of several states, and appeared in two cases before U.S. Supreme Court. Through jury verdicts, summary judgment decisions and confidential settlements before and during litigation, she has recovered hundreds of millions of dollars for policyholders, including nine-figure recoveries.

Daniel J. Healy is a partner in Anderson Kill's Washington, D.C. office.
After starting his career with Anderson Kill, he served for over five years as a Trial Attorney with the United States Department of Justice, Tax Division. He appeared as lead trial counsel in federal, state and bankruptcy courts across the country. His caseload involved tax shelters, fraud, substantive tax disputes and claims to real property. While doing so, he received numerous Outstanding Attorney awards and a Special Commendation. He also served as the E-Discovery Coordinator for the Tax Division.

Stephen D. Palley is a partner in the Washington D.C. office of Anderson Kill.
A seasoned trial lawyer and litigator with extensive experience in insurance recovery, Mr. Palley also has significant hands-on software development and design experience. He is co-chair of Anderson Kill's recently launched Blockchain and Virtual Currency group, a cross-disciplinary team providing counsel to Blockchain entrepreneurs and investors in areas including litigation, trial practice, insurance coverage, tax, intellectual property, corporate/transactional and employment law. Mr. Palley has written and been quoted widely on legal issues arising from the use of Blockchain technology, with appearances in both print and television media.

Brian White, Esq., Save the Children Federation Inc.
Since 2014, I have helped to lead the legal department at Save the Children USA. My responsibilities include managing in-house attorneys, paralegals, and outside counsel and advising senior management and the Board of Trustees on a wide range of matters related to Save the Children’s humanitarian activities, development programs, and advocacy initiatives. Key accomplishments include updating and strengthening the agency’s anti-fraud and anti-terrorism compliance programs, leading legal efforts related to the launch of Save the Children Action Network, a new 501(c)(4) affiliate organization, and recruiting and developing talented legal staff to support the agency’s mission in the United States and around the world. I also served as Acting General Counsel, from December 2014 to April 2015.

The Trend is Your Friend: Using office market trends to save your organization money

This session will discuss specific workplace trends, and how forward thinking organizations are implementing these trends to increase productivity and reduce annual real estate costs by up to 20%.

Attendees will:

  • Learn about workplace trends and the office market landscape of the future
  • Firsthand case studies on how organizations are implementing these trends to capitalize on their investment
  • How to benefit from these workplace trends, despite your lease expiration date

Eric West, LEED AP Co-Founder/Principal, West, Lane and Schlager
Eric is a founding principal of West, Lane & Schlager, LLC, specializing in tenant representation and strategic real estate consulting primarily to associations, foundations, and non-governmental organizations.

Eric entered the commercial real estate industry in 1987 as a broker for Barrueta & Associates (currently known as Transwestern). For the first five years of his career, Eric represented landlords such as the Washington Harbour and the Lion Building. In 1992, Eric switched his practice focus to representing tenants. During his 30-year career in commercial real estate, Eric earned a reputation as a strategic market expert, creative negotiator, and leader in nonprofit tenant representation.

InfoSec – What You Need to Know about Information Security

As data breaches become the new norm, associations, non-profits and small businesses need to put into place mechanisms to ensure they are making the best possible effort to secure the data of their organization, their members, and their customers. What steps are best practice in InfoSec? What can be done without major costs? Hear from an industry expert about vulnerability and penetration testing, cyber security insurance, cloud data security and what are the greatest risks to information security now and in the future.

Attendees will:

  • Learn what can be done at little or no cost
  • Learn what vulnerability and penetration testing is, how it should be done, and what it’s meant to uncover.
  • Learn that where you store your data is important and how best to secure it
  • Learn if you need cyber security insurance, how to get it, what it covers, and how much to get
  • Learn the need for an association data security policy
  • Learn strategies to keep on top of your security performance

Matt Ruck, Vice President, designDATA
Over the past 20 years, Matt has worked to continuously enhance and improve the suite of services in designDATA's managed IT services platform to provide first-class service to the designDATA community. His areas of expertise include data center initiatives, cloud computing, converged networking, VoIP telephony, contingency planning, information security and telecommunications.

Matt holds a B.S. in Information Assurance from the University of Maryland, as well as Microsoft's MCSE certification, and VMware's VCP4. Matt has also served on the Technology Council for the American Society for Association Executives.

Cybersecurity Fundamentals: Be Prepared, Not Scared

Cybersecurity is capturing a lot of attention in the media. The threats are real—and increasing. But fear not! Like any risk, those threats can be managed. Learn some practical steps to improve your organization’s cybersecurity readiness.

Wednesday November 16th 11:30-12:30

Brian Sheehan, VP, Delcor, and Mike Guerrieri, Strategic Consultant, Delcor

Brian Sheehan is vice president of DelCor Technology Solutions, where he directs managed services and hosting services for associations and nonprofits. He has worked in the IT field for more than two decades, including 23 years at DelCor. Brian is a member of ASAE, where he volunteers on the Technology Section Council, and is a previous winner of the ASAE All-Star Award for outstanding customer service in technology.

Mike Guerrieri, CAE, is a strategic consultant at DelCor Technology Solutions, where he guides associations’ technology strategy with a CIO perspective. Previously, he directed IT strategy at the American Speech-Language-Hearing Association, a 140,000-member professional association. Mike has more than 30 years of experience working with associations and is a member of ASAE.

Advanced Topics in Unrelated Business Income

Advanced Topics in Unrelated Business Income:  (60 mins) Using a variety of examples, this session examines what constitutes a “trade or business, regularly carried on, not substantially related to the exempt purpose.”  We will focus primarily on areas of UBI that are regularly encountered by nonprofit organizations: advertising/sponsorships, gift shops and online sales, and analyzing sales.

Wednesday November 16th 1:30-2:30 PM

David Trimner, CPA, MST, Clifton Larson Allen

David Trimner, Principal and National Nonprofit Tax Leader at Clifton Larson Allen, has provided specialized tax consulting and compliance services to several hundred tax-exempt clients over his 18 year career. He provides Federal and state tax services, focused primarily on public charities, private foundations, trade associations, healthcare organizations and higher education institutions. David devotes himself to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities as well as assisting in the preparation of tax filings designed to enhance an organization's image with contributors, the media and the general public. He also assists clients on a variety of other issues including unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, IRS examinations, executive compensation and benefits disclosures, and state solicitation requirements.

Finding Your Gaps—Use Technology Review to Improve Business Processes

Your needs change over time, but your toolset often remains pretty static. After a while, the gaps, tiny at first, really begin to hamper your productivity. A Technology Gap Analysis shines a light on business inefficiencies, redundant processes, and manual entry that are the result of a “mismatch” between your business needs and the systems you are using to accomplish your goals.

Wednesday November 16th 2:45-3:45 PM

The speakers for this session are:

Laura Armstrong

Laura Armstrong brings a background in association technology management. Her 20+ years as Director of Information Technology for several associations allows her perspective on what it’s like to be on the other side of a major technology project. As Senior Consultant with designDATA, she uses this experience to help organizations manage large-scale business management solution projects through all phases: requirements definition, selection, design, implementation… and beyond.

Diane Young, DesignData

Diane Young’s professional experience as a former CFO-level executive leading multi-corporation financial and operations management for profit and not-for-profit enterprises brings valuable perspective to her current position as Senior Consultant for designDATA, a leader in the IT Managed Services arena. Diane’s consulting work focuses on helping groups plan for and navigate the procedural and cultural changes required when any new system is introduced. She has been with designDATA since 2013 and in the non-profit industry for over 20 years.

designDATA, Consulting specializes in guiding associations and non-profits through business process re-engineering and the selection and implementation of business management solution software, such financial systems, association management systems, web development/CMS, knowledge management and CRM, and the many third-party solutions that address the day-to-day needs of an organization.

Headlines, Tweets and Fakenomics – What in the world is happening?

In a time where tweets, "fake news" and sensational headlines dominate the 24-hour news cycle, separating the noise from reality has never been more important. What actually is happening in the world we live in today? How will tariffs, interest rates, the seemingly unending bull market, heightened volatility, and all the other "real news" affect the financial markets and your portfolios? How can non-profit organizations continue to maintain their spending posture with uncertainty looming around the corner? What kind of governance structure embodied in the investment policy is likely to hinder or benefit the portfolio in such times? How may the Federal Reserve's policy and actions shift the direction of the economy? Arun Sardana and Adam Proger will speak candidly and authoritatively on these subjects in a highly engaging and interactive session. No tweets or "fake news" allowed.

Arun Sardana, CIMA®
Arun is one of approximately 28 Senior Institutional Consultants in the UBS Institutional Consulting Group. He has an MBA from Johns Hopkins University and earned the Certified Investment Management Analyst (CIMA®) designation in 2004, awarded by the Investment Management Consultants’ Association and taught at The Wharton School. Additionally, Arun is an industry leader and was named Barron's Top 1200 Advisors for 2018. For the past 16 years, Arun has focused exclusively on serving the investment consulting needs of non-profit organizations. Arun has been licensed in the business for over 21 years and joined UBS in 2008.

Arun is also a highly ranked speaker and moderator at national and local non-profit conferences on Investment Policy Design, Asset Allocation Modeling, Transparency in Reporting, Managing Risk in Uncertain Markets, and other financial topics in forums organized by organizations such as American Institute of CPAs (AICPA), Greater Washington Society of CPAs (GWSCPA), American Society of Association Executives (ASAE), Financial & Accounting Roundtable (FAR), InsideNGO and Council on Foundations (COF). Most recently he was the keynote speaker for the Virginia Society of CPAs (VSCPA), both for their Not-for-Profit Conference and the Professional Development Conference in 2014, 2015, 2016 and 2017 with a keynote on the markets and the economy. He was also the featured speaker at the opening session at the GWSCPA Annual Non-Profit Symposium in the Fall of 2014 and 2017. Arun is a member of the Board of Governors of the GWSCPA and serves as a pro-bono consultant on investment committees of non-profit organizations.

He is the founder of Uno A La Vez (One At A Time), an enterprise philanthropy initiative focused on building a sustainable life-plan for at-risk children living in SOS Children's Villages in Costa Rica – one at a time. He is deeply interested in finding evidence-based solutions to help build well-being among vulnerable and at-risk children who have been abused, orphaned or abandoned.

Adam Proger, CFA®, CIMA®
Adam is an Institutional Consultant, Retirement Plan Consultant, and Financial Advisor on our Institutional Consulting Team. He graduated with a Bachelors of Arts in Government and Politics from the University of Maryland and earned the Certified Investment Management Analyst – CIMA® designation in 2009, awarded by the Investment Management Consultants’ Association, taught at The Wharton School. In addition to the CIMA, Adam is a CFA charter holder.

Adam’s responsibilities on the Team include Committee/Board Engagement and working with our clients on Asset Allocation Strategy, Investment Policy Design, Risk Assessment, and Investment Reviews. Adam is a member of the UBS Institutional Consulting Advisory Council, a group of 12 Institutional Consultants from around the country that help advise the firm on all aspects of the Institutional business. Adam has been licensed for over 12 years and at UBS since 2008.

Adam is also a Finance Committee Member of the Jewish Foundation for Group Homes and has been a featured speaker at Non-profit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE).

Reforming Your Tax Process: Tax Reform Update and Unrelated Business Income

The 2017 Tax Cuts and Jobs Act, enacted into law at the end of 2017, has greatly affected numerous aspects of the tax compliance function for all tax exempt organizations. During this session, we will discuss what we currently know and the impact of this tax reform on a wide variety of organizations. The presentation will include a discussion of common types of revenue streams that may indicate unrelated business income and the potential impact of tax reform on their organization. We will also discuss ways to ensure that an organization is well equipped to properly identify, report, and plan as it relates to unrelated business income.

At the conclusion of this session, participants will:

  • Understand the potential impact tax reform will have on their organizations
  • Be equipped to properly identify, report, and plan as it relates to unrelated business income
  • Have action points and strategies to effectively handle the changing tax environment

Rachel Spurlock:
Ms. Spurlock is co-Leader of Crowe’s National Tax Exempt Practice and the Leader of the Healthcare Not-for-Profit Industry Vertical. In addition, Ms. Spurlock is a Crowe University Client Experience Department Chair, Leadership Steering Committee Member and Client Experience Tax Leader.  Specific engagement responsibilities in our tax practice include: Managing tax engagements and consulting on tax matters unique to the non-profit sector, including 501r, unrelated business income, compensation and fringe benefit issues, tax-exempt financing, and board education.

Robbie Williams:
Mr. Williams has more than 8 years of experience serving tax-exempt organizations including healthcare organizations, colleges and universities, membership organizations, private foundations, and various other not-for-profit organizations. He has extensive experience on tax consulting projects for organizations with a variety of issues that affect daily operations and exempt activities. Responsibilities include managing all tax compliance aspects for many organizations, communicating closely and effectively with clients and placing an emphasis on providing a high level of client satisfaction and deliverables.

 

Conference Details:
When:
September 18-19, 2019
Where:
1201 15th St NW, Washington, DC 20005
Credits:
Qualifies for 11 CAE Credits & 13.2 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
Registration:
  • $749 – Early Bird
  • $849 – After 8/9/19
  • $649 – Add’l attendee

Questions? Contact Jamie Herring

Call: 1-240-235-0271
Email: Jherring@columbiabooks.com

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2018 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: www.nasba.org

Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. 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 www.whatiscae.org

Cancellation Policy: 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. No shows will be subject to a $100 fee.