Roundtable
The Top Five Financial Risks and Opportunities Facing Nonprofits Today
This event is hosted by the Tenenbaum Law Group and Bernstein Global Wealth Management.
There has never been a shortage of financial risks and opportunities facing nonprofit organizations, but these ever-changing times generate greater ones than ever before. Many nonprofits are struggling to create new sources of revenue while minimizing UBIT, exploring the use of taxable and tax-exempt subsidiaries to open new doors, working to strengthen their internal controls, dealing with budgeting hurdles, and always wanting to avoid hiccups in the annual audit process. We have assembled a top-notch panel of financial experts who work for and with nonprofits to address all of these issues and provide practical, real-life examples of workable, effective strategies for dealing with these challenges. The topics to be covered include:
- Budgeting in times of uncertainty
- Diversifying revenues
- Detecting and preventing fraud and embezzlement
- Keys to avoiding financial audit pitfalls
- Creative strategies for minimizing UBIT
- Using taxable and tax-exempt subsidiaries and affiliates to create new financial opportunities
This is a live event that every nonprofit CEO, CFO, COO, and other nonprofit executives will not want to miss.
Additional Details:
Moderator:
- Jeffrey S. Tenenbaum, Esq., Managing Partner, Tenenbaum Law Group PLLC
Panelists:
- Jennifer McCahill, CPA, Audit Partner, GRF CPAs & Advisors
- Glen Devenish, Director and Washington, DC Market Leader, Your Part-Time Controller
- Jessica Richards, Assistant Vice President/Finance, Association for Talent Development
- Marta Sokol, CPA, Chief Financial Officer, Wireless Infrastructure Association
- Joseph Stangl, Chief Financial Officer, Air & Space Forces Association
Nonprofit Advisory Board Program and Rooftop Reception
Wednesday, November 8, 2023
- 3-3:30 PM – Check-In and Networking
- 3:30-4:45 PM ET – Program
- 4:45-6 PM ET – Rooftop Reception
Bernstein Global Wealth Management
800 Connecticut Ave. NW, Suite 1100
Washington, DC
