MERCADIEN CERTIFIED PUBLIC ACCOUNTANTS
2009 Nonprofit Symposium Workshops
Accounting for Endowments – Requirements for 2008 and Beyond
Sherise D. Ritter, CPA (Mercadien, P.C., CPAs) and Frances McElhill, Esq. (Archer & Greiner)
Organizations that have endowments are required to increase their financial statement disclosures about their endowment investment policies and spending policies. New Jersey is on the cusp of adopting the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Attend this workshop to learn what disclosures are required for your 2008 financial statements and what the effects of New Jersey's adoption of UPMIFA will have on your balance sheet. If you would like to request a copy of the handouts from this presentation, please click here.
Fundraising Techniques in a Recession - What Works
Jim Cummings (Jim Cummings & Associates)
Difficult, even never before experienced conditions have many nonprofits wondering how they will be able to meet the needs of those they serve. Learn the facts about raising money in tough times and learn what works and what doesn't. The advice is practical, down to earth, and something you can begin to put to use today. If you would like to request a copy of the handouts from this presentation, please click here.
Moving Your Organization's Mission Forward
Herbert S. McMullen, III, CPA (Mercadien, P.C., CPAs) and Joao Neves, PhD (The College of New Jersey)
It is important to understand the elements of critical thinking in order to improve individual thought processes and group decision making. Attendees will learn the fundamentals of strategic thinking for nonprofit organizations and review concepts to take steps to improve the organization's plan and move your mission forward.  If you would like to request a copy of the handouts from this presentation, please click here.
Financial Survival Skills
Lisa M. Thouin, CPA (Mercadien, P.C., CPAs)
What steps can you take to improve the bottom line? This session will review the importance of budgeting and how you can effectively and efficiently manage your nonprofit.  If you would like to request a copy of the handouts from this presentation, please click here.
Governance Best Practices
Sherise D. Ritter, CPA and Jack H. Fein, CPA, CGFM, PSA (Mercadien, P.C., CPAs)
With the new Form 990 in effect, now more than ever, it is important to address governance issues at your organization. Learn five key elements of the best practices in governance to help ensure a smooth transition to the new 990.  If you would like to request a copy of the handouts from this presentation, please click here.
Investing Nonprofit Assets in a Post-Madoff World – Staying out of the Headlines
Paul Brook, CFP (LPL Financial Services)
This session will look at how bad headlines can severely hamper an organization's ability to function effectively and how charities and other nonprofit organizations are changing the way they approach investing. What are investment fiduciary obligations, and how can boards and investment committees satisfy them? Attendees will learn the "best practices" in the investment world and how can you show you comply.  If you would like to request a copy of the handouts from this presentation, please click here.
Nonprofit Mergers: From Planning through Implementation
Cary Kvitka, Esq. (Stark & Stark)
The economic crunch has caused many nonprofit organizations to seek creative ways to reduce expenses without limiting their services. As a result, many nonprofit organizations are turning to mergers like their for-profit counterparts. This seminar will explain the purpose of a merger, alternatives to a merger, the planning process, due diligence, and proper implementation.   If you would like to request a copy of the handouts from this presentation, please click here.
Keynote Address
Robert Egger (DC Central Kitchen and V3 Campaign)
Robert Egger, the renowned author of Begging for Change: The Dollars and Sense of Making Nonprofits Responsive, Efficient and Rewarding for All will give attendees the opportunity to learn why now, more than ever, nonprofit organizations need guidance and tips on how to survive during uncertain economic times. This presentation will show you why Egger was the recipient of the 2005 McAdam Prize for "Best Nonprofit Management Book" by the Alliance for Nonprofit Management. Egger will give attendees tools they can use to ensure that their organization develops the strengths it needs to survive. To learn more about Robert Egger, V3 Campaign, and many others , please click here.
In the News

Nonprofit Update – NJDCA will NOT require donor designation regulation (Aug 18, 2011)

MercerSpace (July 11, 2011)
"RWJ Hamilton names three business leaders to Board of Directors"

NJBIZ (July 1, 2011)
"Mercadien Evaluates 2011 Growth Outlook"

Trenton Times (June 15, 2011)
"Risk Seminar Stresses Teamwork in Business"

New Jersey Newsroom (Apr. 6, 2011) "State Returns $1.54M to Investors Defrauded by Robert Brennan"

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