Conference
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Conference
Hilton Columbus Downton
Columbus, Ohio
6.5 credits
Taxes
We're proud to sponsor, exhibit and present at this year's event. Connect with our outsourced accounting and not-for-profit tax specialists throughout the conference to explore how our tailored services can help your organization thrive and drive meaningful change.
Monday, Nov. 10
9 a.m. – 4 p.m. CT
Presented by: Brian Yacker, Principal, Karen Gries, Director and Wendy Campos, Principal
If you prepare, review or sign a Form 990-PF for your organization, this signature seminar is for you. Our specialized tax advisors will provide a thorough understanding of the 990-PF, the 5% payout requirement and expenditure responsibility. This full-day session is eligible for 6.5 CPE credits in Taxes and examines the form line-by-line, guiding you to identify common mistakes, secure information and keep your trustees out of trouble.
8:30-9 a.m. Registration and breakfast
9 a.m. - 12:15 p.m. Line-by-line analysis of the Form 990-PF
12:25-1:30 p.m. Lunch
1:30-4:00 p.m.
Learn more about the 990-PF seminar here.
Tuesday, Nov. 11
1:15-2:30 p.m. CT
Presented by: Annie Rose Favreau, Director
Great foundation boards do more than manage operations, they lead with purpose. This session highlights four essential capacities that define strategic board leadership: building a strong board-executive director relationship, navigating risk with confidence, adapting strategy to changing conditions and investing in ongoing board development. Participants will gain practical tools, real-world examples and peer insights to help their boards shift from short-term decisions to long-term mission success.
Tuesday, Nov. 11
3-4:15 p.m. CT
Presented by: Brenda Jacinto, Principal and Jennifer Teicheira, Director
In today's constantly evolving environment, modernizing your back office is key to organizational efficiency. This workshop explores how an outsourced accounting model, paired with the right technology, can help you streamline operations and achieve your organizational goals. Discover how outsourcing can optimize financial processes, reduce errors, save time and support a lean accounting department.
