10:30am - 11:30am
Keynote: Economic Update
Hear the latest on the state of the economy, why the current conditions are both unique and challenging, and what the intersection of multiple economic crosscurrents could mean for growth, interest rates, and the investing markets over the coming year.
Presented by: Fredric Walls, Managing Director, SunTrust
11:30am - 12:15pm Breakout Sessions
Session 1: Accounting and Tax Update
This session will focus on current changes to revenue recognition and proposed changes to the Not-For-Profit model for financial statement presentation. Other topics include the latest tax pronouncements impacting non-profit organizations.
Presented by: Paul Shifrin, Director & Lori Burghauser, Principal, SC&H Group
Session 2: Keys to Effective Customer Relationship Management for Non-Profits
Customer Relationship Management (CRM) takes on a new persona for non-profits. CRM extends beyond just software, and involves member management, donor management, and constituent management for non-profits. Instead of hating your technology – or using it grudgingly – turn it into one of your most powerful donor and supporter communication tools. In this session, we’ll discuss how to maximize your CRM investment. We’ll review the reasons why your CRM system might not work for you currently – and the key success factors to make CRM an effective, efficient asset to benefit your organization.
Presented by: Dan Blake, Principal, SC&H Group
1:00pm – 2:00pm
Grant Readiness
We all know the Boy Scout motto, “Be Prepared” and we use it all the time in our lives. We try to plan for worst case scenarios both professionally and personally, and take measures to ensure we won’t be blindsided. Well, the same is true for grant preparedness. The quest to obtain grant funding sometimes skews our focus from the journey of preparedness to the prospect of funding. Grant readiness is essential to any grant seeking organization, as it requires us to think strategically about our organizations and how we can be best prepared (and be more successful) to obtain additional funding. Grant readiness requires organizations to look within and discover their internal capacity strengths and weaknesses, and address the obstacles before they hinder the grant seeking process.
Presented by: Rachel Werner, Founder, RBW Strategy
2:00pm – 3:00pm
Strategic Planning
Create a unique process for your 2016 Strategic Plan and beyond. Strategic planning is the backbone of the work of any organization. Without a strategic framework which your board, employees, customers and vendors support, an organization will lack direction and ultimately success. This discussion will focus on your need to encourage creativity, flexibility and the overall capacity for individuals to recognize and respond to opportunity at every level of the organization. This discussion will provide you with tools and ideas to challenge the arcane internal procedures that actually hinder growth and will challenge the cycles of conformity which so many organizations follow.
Presented by: Chris Helmrath, Managing Director, SC&H Capital
3:00pm - 4:00pm
How Not for Profits Can Stay Ahead of the IT Curve
With today’s fast-paced and dynamic technology industry, NFP organizations have multiple opportunities to leverage the latest technology at a fraction of historical costs. This presentation will provide an overview of mobile and cloud applications, and services available today to help meet NFP’s unique business needs with minimal financial, time, and human resource investment.
Presented by: Jeff Bathurst, CIO, SC&H Group
4:00pm - 5:00pm
Investment Management Panel
A peer discussion regarding risk management questions and tactics in volatile markets. Fred will facilitate a discussion to explore the process by which clients make asset allocation changes in pursuit of better returns, and managing organizational expectations.
Presented by: Fredric Walls, Managing Director, SunTrust
5:00pm - 6:00pm
Join us for complimentary Happy Hour at Woodard Table!
