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Today’s nonprofit leaders are faced with numerous changes and uncertainties in the tax-exempt industry. Challenged by an ever-evolving regulatory framework that tests the stability of their mission and finances, these savvy leaders have become creative and flexible to meet the growing needs of their organizations.

Join Gelman, Rosenberg & Freedman (GRF) for a one-day boot camp exploring many of the areas nonprofit executives perceive as challenges for the industry now and over the next several years. You’ll come away with innovative ideas and the leadership tools you will need to meet these demands and lead your organization into the next decade.

AGENDA

8:30 – 9:00 am | Registration and Breakfast

9:00 – 9:30 am | State of the Union for Nonprofits

9:30 – 10:30 am | New ASU’s with Real Life Footnotes & Examples

10:30 – 10:45 am | Morning Break

10:45 – 11:15 am | State Taxes: Unraveling the Wayfair Case and Other Recent Developments

11:15 am – 12:30 pm | Tax Reform: Where we are now, where are we going?

12:30 – 1:15 pm | Lunch

1:15 – 2:00 pm | Motivating People to Give: Fundraising in Modern America

2:00 – 2:15 pm | Afternoon Break

2:15 – 3:00 pm | Building an Efficient and Secure IT Infrastructure

3:00 – 4:00 pm | Ask your Peers: Nonprofit C-Suite Panel

Panel Speakers

Alejandra Jensen, CPA, CFE | Nonprofit Audit Manager
Gelman, Rosenberg & Freedman CPAs

Dana Moulden | Chief Financial Officer
Baltimore Office of Promotion & The Arts

Dave Wakeman | Principal
Wakeman Consulting Group

Jennifer Arminger, CPA | Nonprofit Audit Partner
Gelman, Rosenberg & Freedman CPAs

Karen Syrylo, CPA
State and Local Tax Expert

Laura Malcom, CPA | Nonprofit Audit Manager
Gelman, Rosenberg & Freedman CPAs

Megan Riley, CPA | VP of Finance
National Aquarium

Ricardo Trujillo, CPA, CITP, CISA | Nonprofit Audit Partner
Gelman, Rosenberg & Freedman CPAs

Richard J. Locastro, CPA, JD | Nonprofit Tax Partner
Gelman, Rosenberg & Freedman CPAs

Shannon Kief, CPA | Director of Finance
Parks and People Foundation

Information & Registration

Participants will earn 5.0 CPE credits for their participation.

GRF requests a $25.00 fee per attendee that will be donated to the MACPA Educational Foundation.

Registrants will receive a link to pay.

For more information and to RSVP, email marketing@grfcpa.com.

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of the financial & accounting challenges for tax-exempt organizations in the current economic environment.
  • Instructional Delivery Methods: Group Live
  • Recommended CPE: 5.0 CPE
  • Recommended Field of Study: Accounting
  • Prerequisites:None required
  • Advance Preparation: None
  • Program Level:Basic
  • Course Registration Requirements:None
  • Refund Policy: No fee is required to participate in the session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: Gelman, Rosenberg & Freedman CPAs is committed to our seminar participants’ 100% satisfaction will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Location

The Center Club
100 Light Street, 16th Floor
Baltimore, MD 21202

Cost: $25

Click here to register.