9:00 am - 9:30 am — Breakfast & Registration
9:30 am - 10:45 am — 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: Fred Walls, SunTrust
10:45am - 11:45am — What Every Not-For-Profit Needs to Know About Information Security
With today’s fast-paced and dynamic technology industry, not-for-profits have multiple opportunities to leverage the latest technology at a fraction of historical costs. However, new technologies can also make institutions vulnerable to crippling cyberattacks if proper security measures, process and systems are not in place. Presented by: Jeff Bathurst, CIO, SC&H Group
11:45 am - 12:30pm — Breakout Sessions
Session 1: Risk Management: Proactive and Preventive Best Practices In the Wake of Wounded Warriors
The public failure of the nonprofit Wounded Warriors to act as a responsible steward of donor funding has many other charitable organizations scrambling to ensure their policies and procedures can withstand scrutiny and that their administrative costs are in line. In a program dedicated to key issues affecting nonprofit policies and procedures, we will discuss proactive and preventive best practices for minimizing risk in general operations and governance, including financial statement audits, executive director liabilities, and board responsibilities.
Presented by: Geoff Genth, Principal, Kramon & Graham & Mike Young, Director, SC&H Group
Session 2: Leadership During Turbulent Times
Utilizing case studies of actual events from real nonprofits, analyze and discuss how CFOs can help lead their organizations through challenging crises, and often, moral dilemmas. Whether the difficulty arises from economic hardship, workforce downsizing or poor ethical choices of other nonprofit leaders, the CFO can be someone the community looks to for guidance. Presented by: Linda Dennison, Associate Head for Finance and Operations, Indian Creek School
12:30pm - 1:15 pm — Lunch
1:15 pm - 2:15 pm — General Session: How to Thrive Through the Next Financial Crisis
Each financial crisis has brought new lessons to independent school leaders, as well as new questions. Learn from the results of one school's extensive market and economic research and review its data analysis. Discover how to make your nonprofit stronger and better prepared for future market uncertainties. Presented by: Linda Dennison, Associate Head for Finance and Operations, Indian Creek SchoolIndian Creek School
2:15 pm - 3:15pm — Breakout Sessions
Session 3: Card Payment Strategies
This session will review changes in the card payment landscape as individuals and other organizations migrate from checks to electronic payments. We will also discuss best practices and services that can help your organization's payables process. Presented by: Jon Colquitt- Card Program Officer, John Henderson- Card Solutions Officer, and Mike Kelley- Treasury Management Consultant, SunTrust
Session 4: Unrelated Business Taxable Income: A Focus on Sponsorships and Advertising Income
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: Lori Burghauser, Principal, Rachel Andujar, Manager, and Paul Shifrin, SC&H Group
3:15 pm - 3:30pm — Break
3:30 pm - 4:30 pm — Closing Session: Not for Profit 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. Chris 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
4:30pm - Q&A followed by Happy Hour & Networking in the Courtyard (weather permitting)
Sponsored by:
