|
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. |
|
|
|
