Not-For-Profits Need for Planning Roundtable

Event Info

Ruskin Moscou Faltischek
East Tower 15th Floor
1425 RXR Plaza
Uniondale, N.Y.
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Join Baker Tilly, Ruskin Moscou Faltischek and Merrill Lynch as they discuss “Growing and managing your not-for-profit in today's rapidly changing legal and economic environments.”

Topics of Discussion

The Endowment Challenge
Discuss current market conditions and their possible impact on the management of investment or endowment portfolios.  Attendees will be provided with an update on trends in asset allocation for not-for-profit organizations and attempt to highlight potential alternatives to traditional thinking.

Mergers and Acquisitions – What not-for-profits need to know
Merger and acquisition activity involving not-for profit-organizations is on the rise.  This session will cover practical considerations including when and why to consider merger, what makes merger discussions and transactions succeed or fail, and an overview of the due diligence process.

Recent Trends in Not-for-Profit Corporate Governance
Discussion of cases brought against not-for-profits by the Attorney General, and Court decision regarding the fiduciary duties of Directors and Officers.


Robert J. Genalo, CFP, CAP
Senior Vice President–Wealth Management
Wealth Management Advisor

Merrill Lynch

Ellen M. Labita, CPA
Partner, Not-for-Profit Services
Baker Tilly

E. Christopher Murray, Esq.
Ruskin Moscou Faltischek