When: August 30, 2018 9:15AM - August 30, 2018 3:45PM
Registration begins at 8:45am. Continental breakfast and lunch to be provided.
Not-for-profit organizations require strong, innovative, business-focused leadership. Schneider Downs' Not-for-Profit Symposium keeps you and your organization abreast of critical business issues so you can focus on what's important - your core mission. Our goal is to make sure your organization is fiscally healthy and you are able to manage day-to-day financial operations successfully.
This symposium is designed for all tax-exempt organization leadership and financial professionals, so bring your hard-to-answer questions!
Panel Discussion: The Challenges of Enterprise Risk Management
It's no longer a best practice to have a formal enterprise risk management program in place... it's a prerequisite. Organizations need to proactively identify and catalog potential vulnerabilities in their environment that could be exploited intentionally or accidentally (i.e., threats) resulting in loss, and assess if appropriate controls are in place to mitigate the threats to an acceptable level.
2018 Considerations for Not-for-Profit Entities
Jay Meglich, Schneider Downs Audit and Assurance Shareholder, will present an economic and industry update and discuss regulatory developments, as well as current and future audit and accounting considerations.
2018 Tax Update
2018 has been an active year from a tax perspective. Gene Logan, Schneider Downs Tax Shareholder, will give an update on the challenges exempt organizations are facing as a result of tax reform. He will also discuss other current tax topics, including the impact of the Wayfair case, changes to Schedule B reporting and possible changes to Donor Advised Fund rules.
Jen Doering, Schneider Downs Advisory Services Manager, will discuss best practices in setting executive compensation in the not-for-profit sector, including the use of compensation studies to enable a not-for-profit organization to navigate IRS regulations and achieve its compensation goals.
This session, presented by Kim James, Audit and Assurance Shareholder, Nick Lombardo, Audit and Assurance Senior Manager and Jennifer Closser, Audit and Assurance Manager, will provide a high-level overview of the latest accounting updates that will affect not-for-profit organizations in the near future, including a focus on evaluating revenue transactions and the new NFP reporting model.
Wealth Management Update
Dave Brinkman, Schneider Downs Investment Relationship Senior Manager, will highlight current capital market trends affecting not-for-profits, fixed income alternatives and equities, and our capital market outlook. In addition, he plans to discuss key components and considerations inside your organization's qualified plan.
Using Effective Leadership to Build a Strong Culture
Roy Lydic, Schneider Downs Audit and Assurance Shareholder, will discuss such topics as emotional intelligence; mentoring and coaching; accountabililty; feedback and the cost of avoiding it; managing versus leading; and blame versus responsibility.