2018 Nonprofit Finance Summit Call for Proposals!

September 12-13, 2018│Washington, DC

Session proposals due by April 13th 2018!

Event Details:

The third annual Nonprofit Finance & Accounting Summit is fast approaching! This expert-led, two-day intensive training event will take place on September 12-13, 2018 in Washington, DC. We are currently searching for high quality sessions and speakers to present at the event. We are especially seeking an economist as this topic is of special interest!

The Nonprofit Finance & Accounting Summit is a training and networking conference event made specifically for mid-upper level finance professionals at tax exempt organizations in the United States. The summit is comprised of 11 single-tracked 1-hour long sessions presented by finance industry experts on a wide variety of topics.

Finance professionals must be in the know about new regulations and industry best practices, or else risk fraud, embezzlement, legal prosecution or fines, loss of tax exempt status, declining membership, or even bankruptcy. That’s why summit attendees need to hear from financial experts about what’s working and what’s not, as well as predictions about the 2019 economic climate, in order to strengthen their organization and advance their mission.


We are expecting about 100+ mid-upper level finance professionals from charities, trade associations, and other types of nonprofit/tax-exempt organizations. Job titles being targeted for attendance include:

  • 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

Conference Details:
September 12-13, 2018
1201 15th St NW, Washington, DC 20005
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
  • $749 – Early Bird
  • $849 – After 8/1/18
  • $649 – Add’l attendee

Session Format:

The Finance Summit will include 11 different hour long sessions happening over the course of two full days. The event is entirely single tracked, so there will not be any concurrent sessions. Each session will be presented by 1-3 speakers giving a PPT presentation (other formats may be okay with advance approval) at a podium, panel table, or by standing in front of the audience. Please note there is a strong likelihood that all of the event sessions will be recorded and distributed later on.

Guidelines to Submit a Proposal:

  1. Please review the type of attendees that will be present at the event.
  2. Indicate the type of session you wish to present (panel, PPT presentation, Group Activity, etc)
  3. List the proposed title of your session and provide a short paragraph about what content will be provided to attendees and why they need to know about it
  4. List 4-6 specific learning objectives for your session
  5. List all the proposed session speakers, including their full names, titles, organization, bio, photo, and email.
  6. Indicate whether you will be providing attendees with a printed handout, and if so, what type.
  7. Include any relevant/helpful materials from previous presentations (optional).
  8. Send to Linnae O’Flahavan (loflahavan@columbiabooks.com) by April 13th. You will hear if your session was approved or not by May 18th

Selection Criteria:

We are looking for a wide range of high level nonprofit finance information. Topics can include tax updates and form filing best practices, financial security, budgeting and forecasting, investments, reserves, new regulations, strategic IT decisions for finance professionals, finance/tech tools, merchant gateways, working with Board members, fraud/embezzlement, internal controls, etc.

Sessions must be appropriate and interesting for high level finance staff, and they must be as nonprofit specific as possible. Speakers should have experience presenting at other events. For any sessions presented by vendors/consultants, we strongly encourage a nonprofit executive co-speaker to be included as a case study. Sessions that provide concrete take-aways, real case studies, best practices, how-to info, and other actionable items are preferred.

Contact Info:

Please email proposals or any questions to Linnae O’Flahavan at loflahavan@columbiabooks.com by April 13th. Session selections will be given by May 18th.

Hosted by
2017 Sponsors
Design Data  
Thompson Grants
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: 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