Check out our 2017 agenda below.

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AGENDA

  Day 1 (Tues 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 (Weds 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

Change Is Here - Get Ready for New Not-For-Profit Financial Reporting Requirements
Tuesday Sept 12th, 10:30-11:30 AM

ASU 2016-14 represents the most significant changes in over 20 years to financial reporting for not-for-profit entities. Join us for a session to understand these changes which are intended to make financial statements for not-for-profit entities more transparent and useful. These changes affect areas such as the reporting of net assets, expense presentation and disclosures surrounding liquidity. Our session will provide you with the details surrounding these changes and takeaways for preparation that will allow your organization to be cognizant and ready for the transition.

Attendees will:

  • Understand changes in reporting of net assets (two categories vs three that were previously required)
  • Discuss changes in expense allocation and how this could impact your statement of functional expenses
  • Understand new liquidity disclosure requirements and qualitative considerations for financial statement disclosure
  • Discuss best practices for implementation of the standard

Paul Preziotti, CPA Principal, Johnson Lambert LLP

Paul Preziotti, CPA, is a Principal for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Additionally, Paul is responsible for the oversight and coordination of our firm’s internal training for the not-for-profit niche. Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating. He is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He was also recently appointed to the 2016 AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. Furthermore, he is a past chair for the GWSCPA’s Nonprofit Finance & Accounting Symposium.

Andrea Wright, CPA, MBA, Partner, Johnson Lambert LLP

Andrea Wright is the practice lead for Johnson Lambert’s not-for-profit and governmental industry practice. She is responsible for Johnson Lambert’s Governmental Audit Quality Control. Andrea is experienced in financial statement audits involving a variety of not-for-profit organizations and employee benefit plans and review of related tax returns, and provides various types of consulting services including operational efficiency reviews, federal grant compliance and reporting, evaluation of internal controls, drafting accounting policies and procedures, various agreed upon procedures, accounting services and best practices. Her not-for-profit clients include the American Massage Therapy Association; Chicago-Area Council, Boy Scouts of American; The Wilderness Society; Prevent Child Abuse America; Forefront, and Citizens United for Research in Epilepsy.

Selecting Financial Software for Nonprofit Organizations
Tuesday Sept 12th, 11:30-12:30 AM

This session will provide an overview of the financial software market for nonprofit organizations and tips on the process of software selection. We will cover the following: financial software market overview; some of the major non-profit financial vendors, considerations for moving to the cloud, developing your software budget, tips on the software selection process, and contract negotiation considerations. This session will help non-profit organizations that are considering new financial software gain an understanding of the market, costs, and optimal selection process.

Attendees will:

  • Be updated on the nonprofit financial software market and some vendors
  • Gain an understanding of how the software vendors price their software for budgeting purposes
  • Understand how the cloud is being used for financial software
  • Learn about the optimal software selection process
  • Gain contract negotiation tips

Spencer Arnesen, CPA Principal – SoftResources LLC

Spencer img

Spencer Arnesen is a founder and Principal at SoftResources – an unbiased software evaluation consulting firm. Since 1995, SoftResources has conducted more than 700 software evaluation and selection projects. In the non-profit sector, SoftResources has assisted AARP, American Heart Association, American Psychological Association, CARE International, Robin Hood, Museum of Modern Art, Chicago Field Museum, and many other large and small non-profit organizations select financial software. SoftResources does not receive compensation from software vendors in order to remain completely objective in the software evaluation process.

Avoiding a Cash Flow Crisis: Investment Diversification and Smart Real Estate Decisions
Tuesday Sept 12th, 1:30-2:30 PM

The panel presentation will focus on blinded case studies of nonprofits which failed in these areas and found themselves in a cash flow crisis. In addition, the panelists will review best practices of investment diversification and real estate planning.

  • 1. Review of how other nonprofits have put themselves in a crisis by not planning for the worst. Through these case studies, participants will learn from others’ mistakes.Understand the difference between a good deal and great deal
  • 2. Demonstration of steps taken to resolve the crisis will provide real solutions to prevent their nonprofit from the same situation(s).

Michele Jerome, CAE Sr. Vice President, Enterprise Operations MCI USA

Michele Jerome joined MCI USA (formerly Coulter) as a senior associate in 2006 and served as deputy executive director for the National Association of Women Business Owners (NAWBO) and executive director for NAWBO's Institute for Entrepreneurial Development until 2008—when she agreed to lead the company’s US operations team. Jerome currently serves as senior vice president of enterprise operations where she is responsible for building and managing effective and streamlined systems, including financial, accounting, information technology, human resources, and physical infrastructure. Jerome received her undergraduate degree from the State University of New York at Oswego and her graduate degree from George Mason University in Fairfax, Virginia. She also obtained the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE) in January 2002. An active member of ASAE, she is currently serving a second term on ASAE’s Finance and Business Operations Council.

Matthew Lanham, Financial Advisor, MLA Wealth Management Group, RBC Wealth Management.

Matt is a financial advisor with the MLA Wealth Management Group at RBC Wealth Management. He provides comprehensive wealth management planning and investment management services to individual investors and their families. He specializes in portfolio development, risk management, retirement distribution strategies, and insurance needs. Matt has worked for more than 15 years in the financial services industry, in both advisory and managerial positions.

Data Visuals for the Board
Tuesday Sept 12th, 2:30-3:30 PM

In this session, we will discuss best practices for visually presenting financial data to your board of directors and other key stakeholders. We will discuss what types of information to present and how to best present it so that the information is more intuitive and meaningful for your audience.

  • (1) What are the key indicators of success for your association
  • (2) Board oversight and reporting best practices
  • (3) Financial communication – how to present the key data

James Meyer, Director of the Business Solutions and Technology Department, Maner Costerisan

James Meyer is the Director of the Business Solutions and Technology Department at Maner Costerisan. He has over 30 years of experience in consulting on and implementing computer-based financial management (ERP) systems for small and mid-sized organizations. James is a nationally recognized expert on the Microsoft Dynamics GP (formerly Great Plains) ERP solution. His achievements include being a charter member of the Great Plains Advisory board and 9 years participation in the Microsoft Inner Circle (top 1%). Meyer is also fully certified on Intacct Cloud Financials and he is a leading proponent of cloud technologies. He has a Master of Business Administration degree from the Ross School of Business at the University of Michigan and a Bachelor of Science degree from Alma College.

Sarah Jennings, CPA, CFE, CAE Principal Accounting and Outsourced Solutions

Sarah joined Maner Costerisan in 2003. She currently serves as a principal in the firm’s Accounting and Outsourced Solutions department, leads Maner Costerisan’s fraud and forensics practice and is a member of Maner Costerisan’s nonprofit committee. Sarah oversees outsourced solutions engagements providing guidance and advisory services to client leadership and teams on financial analysis, projections and workflow. She has particular specialization performing fraud risk assessments and internal control process improvements for organizations across various industries. Sarah maintains a strong desire to help her clients augment their internal controls and fraud prevention systems, while minimizing their costs in the process. Sarah also performs examinations for various organizations to determine and document the extent of loss due to fraud.

Beyond her client responsibilities at Maner Costerisan, Sarah regularly shares her expertise with colleagues and peers by speaking on industry related topics including fraud (risk areas and prevention) and ethics. She graduated from Illinois Wesleyan University where she received her bachelor’s degree in accounting. Sarah is a member of the Michigan Association of Certified Public Accountants, the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, Michigan Society of Association Executives, the American Society of Association Executives, ATHENA International and the ATHENA Women’s Interest Network. Sarah volunteers her time with various charitable organizations primarily focused on leadership and entrepreneurism.

From 0 to 100: Dealing with Growth
Tuesday Sept 12th, 4:00-5:00 PM

Growth is typically something very positive, especially as more dollars roll in and more programs are implemented to help fulfill the mission. However, growth presents its own unique challenges as well, and, if not managed properly, can actually hurt your organization. In this session, we look at recent research exploring the impact of growth across a nonprofit organization, from budget planning, increasing compliance complexities, and shifts in the workforce to growth strategies around grants, and new revenue sources. In addition, we explore how different generations working at nonprofits (Millennials, Generation Xers, and Boomers) view the growth challenge to understand what to emphasize and focus on at your organization.

  • Adapting your presentation to your audience – knowing mix of business/nonprofit and finance/non-finance members and using language and content that will be understood by all
  • People strategies to accommodate for growth (including managing different generations)
  • Impact of compliance complexities on your organization and how to manage around them
  • Technology requirements for accommodating growth

Dan Murphy, Product Manager, Abila

Dan Murphy has an extensive background in financial management, with degrees in finance and accounting and more than 15 years of nonprofit accounting experience. He has served in nonprofit finance leadership roles and helped to implement fund accounting software at a variety of public and privately funded organizations. Dan has taught classes as part of Nonprofit Leadership and Management curriculum and is currently the board treasurer for a local nonprofit in Austin, TX.

Inside the buttoned-down mind – what keeps your auditor up at night!
Wednesday Sept 13th, 9:00-10:00

One of the primary purposes of a nonprofit’s annual audit is to give the Board confidence in the management of the organization. A smooth audit, with minimal findings or issues, goes a long way in building a Board’s trust in the management team.

Good organizations work hard throughout the year in order to have an uneventful audit. However, given the multitude of financial reporting, stewardship, and compliance requirements faced by nonprofits, even diligent organizations can have issues arise at audit time.

Audit findings are stressful for both clients and auditors – it is best to anticipate and prevent them if at all possible.

In this fast-paced session, we’ll discuss the key areas that can lead to audit findings for even well-prepared nonprofits. You’ll leave with actionable ideas to bring back to your organization, and, both you and your auditor will each sleep better at night!

In this session, participants will understand audit issues, as well as the auditor’s perspective, related to the following areas:

  • 1. Internal Control & Cybersecurity
  • 2. Revenue Recognition
  • 3. Employee Benefit Plan Compliance
  • 4. Lease transactions
  • 5. Grant compliance
  • 6. Unrelated business income taxes
  • 7. Capitalized software

Participants will also learn practical tactics for identifying and preventing exposure to audit findings.

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).

Rethinking How You Manage Cyber Risk
Wednesday September 13, 10:15-11:15

Jay Schulman will take the audience through the current state of information security and many of the common threats that face non-profits. Jay will walk the group through how to think about security, what risks are most likely to impact these organizations and how to address them given a limited budget.

Learning Objectives:

  • Understand common industry threats
  • Be able to determine the risks most applicable to your organization
  • Rank and prioritize risks to be addressed within budget constraints

Jay Schulman, Principal, RSM US LLP

Jay leads the Security, Privacy and Risk Practice in the Great Lakes for RSM. He has over 20 years of information security experience working including leading security for the Emerging Payments Channel at JPMorganChase. He is focused on helping companies build and improve their security. Jay regularly tests the security in cars, pacemakers, welding machines and many applications.

Fraud Considerations in Tax Exempt Organizations
Wednesday Sept 13, 11:15-12:15

Hear about the hottest topics in fraud schemes and learn simple steps for detection and prevention. In the Fraud Considerations in Exempt Organizations webinar, we will discuss some basic background on why fraud is so devastating to exempt organizations. We will go through some of the 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.

  • Understand why nonprofits are so sensitive to fraud
  • Understand what fraud is, who’s committing fraud, and typical schemes
  • Assess the fraud risk at your organization
  • 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

Carol Barnard, CPA, CFE, Senior Manager Aronson LLC

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. Carol is a CPA licensed in Virginia and Maryland. She earned her MBA in Accounting in 2003 and her Certified Fraud Examiner designation in 2012. Today, she is a member of both the American Institute of CPAs (AICPA) and the Association of Certified Fraud Examiners (ACFE).

Greg Plotts, CPA, Partner Aronson LLC

Greg Plotts serves as a partner in Aronson’s Nonprofit Services Group. He is a proactive, collaborative, and decisive leader with nearly 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. He has made various presentations to both local and national education classes on various topics related to his areas of expertise in nonprofit issues and he has provided numerous articles on various issues impacting nonprofit organizations.

Functional Allocations – what they are, why you care, and how to effectively report them
Wednesday September 13th, 1:15-2:15 PM

Classifying expenditures to management and general, fundraising and programs can be a daunting task. New accounting rules are requiring this to be done.

Discuss benefits of accurate reporting and best practices for effecting and efficient allocation systems.

Sarah Jennings, CPA, CFE, CAE Principal Accounting and Outsourced Solutions

Sarah joined Maner Costerisan in 2003. She currently serves as a principal in the firm’s Accounting and Outsourced Solutions department, leads Maner Costerisan’s fraud and forensics practice and is a member of Maner Costerisan’s nonprofit committee. Sarah oversees outsourced solutions engagements providing guidance and advisory services to client leadership and teams on financial analysis, projections and workflow. She has particular specialization performing fraud risk assessments and internal control process improvements for organizations across various industries. Sarah maintains a strong desire to help her clients augment their internal controls and fraud prevention systems, while minimizing their costs in the process. Sarah also performs examinations for various organizations to determine and document the extent of loss due to fraud.

Beyond her client responsibilities at Maner Costerisan, Sarah regularly shares her expertise with colleagues and peers by speaking on industry related topics including fraud (risk areas and prevention) and ethics. She graduated from Illinois Wesleyan University where she received her bachelor’s degree in accounting. Sarah is a member of the Michigan Association of Certified Public Accountants, the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, Michigan Society of Association Executives, the American Society of Association Executives, ATHENA International and the ATHENA Women’s Interest Network. Sarah volunteers her time with various charitable organizations primarily focused on leadership and entrepreneurism.

Association Governance Enterprise Risk Management (ERM) & Emerging Risks
Wednesday Sept 13, 2:45-3:45

This will be an interactive presentation intended to help association governance implement and/or expand their current Enterprise Risk Management (ERM) activities.

Delivered by a risk management professional and attorney named one of the top 5 IT lawyers in the US, we will be bringing hands on technical and re-world experience to association executives. Associations continue to struggle to integrate their risk oversight efforts with their strategic planning processes. Significant opportunities remain for organizations to continue to strengthen their approaches to identifying and assessing key risks.

Learning Objectives:

  • Current state of ERM and emerging risks
  • Recognize the value a structured focus on emerging risks can bring
  • How to identify risks to your association
  • How to evaluate the likelihood and impact of risks
  • How to assess the overall risk & develop a practical response

Melissa Musser, CPA, CISA, Risk Manager, Nonprofit and Association Services, Aronson LLC

Melissa specializes in providing assurance and consulting services for associations and other nonprofit service organizations. Her professional experience includes over 8 years of public accounting and 5 years as a manager of both financial and IT Internal audit & risk management at large SEC companies. She has also worked as adjunct faculty at the University of Akron. Melissa holds several highly esteemed certifications including her CPA , CISA (Certified Information System Auditor) and (PMBOK) Project Management Body of Knowledge Certificates. She enjoys sharing her knowledge with audiences and has been a speaker at the GWSCPAS Nonprofit Conference as well having published several whitepapers on internal controls for Associations.

William Tanenbaum, Co-Head, Technology Transactions, Arent Fox LLP

Co-Head of Technology Transactions and lead Health Care IT at Arent Fox. I am a technology, IP, cybersecurity, data and outsourcing lawyer. I negotiate IT and IP agreements, including technology development, Health Care IT and the technology and IP aspects of corporate transactions. I lead outsourcing data transactions. I handle the legal aspects of upgrading legacy IT to cloud-based systems and integrating mobile, Big Data and the Internet of Things into existing IT systems and business processes.

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.

Merchant Processing Gateways

Session TBD

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

Speakers TBD

2017 Not-For-Profit Tax Update
Tuesday September 12th, 9:15-10:15 AM

With an uptick in IRS audits coming from the Tax Exempt and Government Entities FY17 work plan, we will discuss the focus areas from this plan, and best practices as you work through your organization’s Form 990 and other reporting requirements. We will discuss other tax issues such as unrelated business income and international reporting that stem from this plan, and not-for-profit tax updates both nationally and locally.

Learning Objectives:

  • Explain new tax initiatives at the national, state and local levels that impact not-for-profit organizations
  • Identify how the IRS uses the Form 990 as an audit mining tool
  • Examine the top tax issues facing not-for-profit organizations

Emily Biller, Senior Associate, Not For Profit Tax Practice, Grant Thornton LLP

Emily is an experienced Senior Associate dedicating 100% of her time to Grant Thornton’s Not-for-Profit Tax practice for over five years. Emily provides consulting and compliance services to tax-exempt organizations in the not-for-profit industry on matters such as unrelated business income, tax exempt status, representation before the Internal Revenue Service and state taxing authorities and other compliance areas. Emily has knowledge of federal, state/local and international taxation as well as tax accounting. Emily has worked with numerous public charities, universities, trade associations, private foundations, and other not-for-profit organizations. Representative clients include The Salvation Army, Elmhurst College, DePaul University, Alzheimer’s Association, American Board of Medical Specialties, Commercial Club of Chicago, National Futures Association, National Insurance Crime Bureau and The Poetry Foundation. Emily earned her Bachelor of Business Administration in Accounting and Finance from the Quinlan School of Business – Loyola University Chicago.

 

Conference Details:
When:
September 12-13, 2017
Where:
Chicago, IL
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 8/1/17
  • $649 – Add’l attendee

Questions? Contact Jamie Herring

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

Hosted by
NPF
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Sponsors
Design Data  
Thompson Grants
Abila
Abila
Supporting sponsors
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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