Not-for-Profit Executive Forum | Melville

Event Info

Baker Tilly – Melville Office
125 Baylis Road, Suite 300
Melville, N.Y.
Register for This Event

Join Baker Tilly’s assurance, tax, and risk consulting professionals in addition to U.S. Trust Bank, as we discuss current trends, requirements, best practices and updates that are critical in guiding your next steps as a not-for-profit organization.

Event details

1:30 – 2 p.m. Registration and networking
2 – 5 p.m. Executive Forum sessions
5 – 6 p.m. Networking reception


Sessions include:


GAAP Accounting Update

A deeper dive into the new liquidity and expense allocation disclosures, as well as the exposure draft on accounting for contributions received and contributions made.

Presented by: Baker Tilly
  • Ellen Labita, Partner
  • Patrick Yu, Partner
  • Bree Himmelstein, Senior Manager
  • Jen Calabrese, Senior Manager

Getting Started with a Planned Giving Program

A review and discussion around the importance of a tactical, prioritized and strategic approach to creating or growing a planned giving (PG) program. This session will cover governance, education and marketing practices for building a successful program and pipeline for future funding.

Presented by: U.S Trust Bank
  • Terence McLaughlin, Managing Director and Private Client Advisor
  • Richard Slutzky, Senior Vice President - Philanthropic Specialist
  • Danielle Amato-Milligan, SVP, Practice Expert Nonprofit Consulting

Cybersecurity

What organizational leaders need to know about cybersecurity – Understanding the current state of the cybersecurity environment, risks facing your organization and what you need to know as a leader.

Presented by: Baker Tilly
  • Russell Sommers, Senior Manager

Tax Update

Issues affecting exempt organizations, including the impact of tax proposals on tax exempt organizations. This session will also cover analyzing potential unrelated business income tax (UBIT) activities and five high-risk areas for exempt organization IRS exams during 2018.

Presented by: Baker Tilly
  • Catherine Petercsak, Manager

Who should attend?

CFOs, controllers, executive directors, management and/or staff professionals doing business as not-for-profit organizations throughout the New York region should attend.

Space is limited. Please RSVP by Friday, Jan. 19, 2018


Information about CPE eligibility

There are no prerequisites for this seminar, and advance preparation is not required. There is no cost to attend this seminar.

CPE credit: Three (3) hours total credit
Field of study: AC Accounting (GAS80) – .5; BMO Business Management & Organization – 1; SKA Specialized Knowledge Applications – 1; and TX Taxes – .5

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.