Schneider Downs Annual Nonprofit Symposium

Join us for a day of insight.
Join us as we address issues pertinent to your industry. Our Nonprofit Symposium will benefit the financial staff of your organization and will be interactive, too, so bring your questions. We have designed a program that will offer nonprofit industry updates, insights and best practices for your organization.

We asked, you answered, we responded.
This year, we are pleased to announce a new format for our Annual Nonprofit Symposium. After surveying nonprofits in the Columbus business community, we found that a format change might better serve you, your interests and most importantly – your busy schedule. You are welcome to join us for the whole day or for any session that suits your needs. 

‘Stories of Success’ Panel Discussion
Over lunch, you’ll hear from nonprofit community leaders on how they’ve led their organization through successful strategies, campaigns and more. You’ll also have the chance to ask questions.

Date:
August 18, 2010
8 a.m. - 5 p.m.

Mid-Ohio Foodbank
3960 Brookham Drive
Grove City, OH 43123

Registration and continental breakfast begins at 8 a.m.

Morning Session: Nonprofit Technical Address
8:30 a.m. – 12 p.m.

1. Tax and 990 Updates: What We Have Learned

2. Compliance and Regulatory Updates: The State of PCI and HIPAA Enforcement

3. 12 Steps to a Better Retirement Plan

4. Audit and Accounting Updates: Current and Emerging Developments for Nonprofits

5. Opportunities to Improve Your Web Presence

Lunch Session: ‘Stories of Success’ Panel Discussion
12 p.m. – 1:30 p.m.

Kurt Anders, Chief Operating Officer
American Red Cross of Greater Columbus
Story of Success: Cost-Savings

For more than 25 years, Kurt Anders has led strategic initiatives with the American Red Cross of Greater Columbus (ARCGC). Initially serving as Chief Financial Officer and now serving as Chief Operating Officer, Mr. Anders is responsible for oversight of the Chapter’s Human Resources, Volunteer Resources, Accounting and IT Departments. He also oversees ARCGC activites in Fayette, Madison, and Pickaway counties. He will address successful efforts with innovative cost-savings strategies, tactics and more.

Matt Habash, President and CEO
Mid-Ohio Foodbank
Story of Success: Expansion

Matt Habash and the Mid-Ohio Foodbank’s mission is dedicated to feeding hungry people by collecting and distributing food and grocery products, educating the community about hunger, advocating for hunger-relief programs and collaborating with others who address basic human needs. He leads efforts to partner with grocers, food companies, Ohio farmers, the USDA, and community partners to obtain food and distribute it to more than 500 food pantries, soup kitchens, shelters, after-school programs and senior housing sites across Central and Eastern Ohio. Mr. Habash will address the Foodbank’s success with expansion efforts.

Steve Votaw, Chief Executive Officer
Directions for Youth and Families
Story of Success: Collaboration

Steve Votaw oversees programs to benefit youth and their families receiving mental health services, alcohol and drug abuse services and prevention services. Mr. Votaw has completed two capital campaigns raising more than $3.8 million, developed and launched the Crittenton Community School for at-risk middle school students, and implemented programming for cultural diversity, juvenile delquincy and those dealing with abuse. Mr. Votaw will address his successful efforts with collaboration.

Panel Moderator
Jay Meglich, Shareholder and Chair
Schneider Downs Nonprofit Services Industry Group

With 22 years of experience in public accounting, Mr. Meglich is a shareholder of Schneider Downs. He provides auditing, tax and consulting services to a variety of businesses, nonprofit organizations and individual clients. He chairs the Columbus Nonprofit Services Industry Group. His specialized services include: financial and compliance audits of nonprofit, corporate and pass-through entities; tax compliance and planning for individuals and business enterprises; and consulting for start-up businesses. 

Afternoon Session: Nonprofit Governance Address
1:30 p.m. – 5 p.m.


1. Refining Your Investment Policy Statement to Address Changing Economic Conditions

2. Health Care Reform: What You Need to Know

3. Strategic Partnerships and Other Arrangements

4. Governance: Board Responsibilities and Liabilities

5. Questions and Closing Remarks

Please note: In addition to your governing members, we welcome all levels from your organization to this session.

Continental breakfast and lunch will be provided

Qualifies for 8 hours of CPE

RSVP: rsvp@schneiderdowns.com or 614-586-7159.

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