Join Baker Tilly’s assurance, tax, risk management and fraud advisory specialists as we host our annual not-for-profit executive forum.
Baker Tilly serves not-for-profits, colleges, universities and healthcare providers of all types and sizes and we are here to support your mission as your trusted advisors and Value Architects. By attending our forum, you will gain access to accounting, financial and operational knowledge to help your organization succeed.
11:30 a.m. – 12:30 p.m. – Registration, networking, lunch
12:30 – 12:45 p.m. – Welcome and introductions
12:45 – 4:30 p.m. – Executive forum education sessions
Nimble organizations: embracing and adapting to change
Presented by John Park, D.Ed., Director and Adrienne Larmett, Senior Manager, Baker Tilly
Red flags of fraud in the NFP environment
Presented by Dave Duffus, CPA/ABV/CFF,CFE, Partner
ACA compliance: what it really takes to share responsibility
Presented by Eric Pochas, Director, Baker Tilly Vantagen
Credits and incentives
Presented by Gideon Gradman, Managing Director, Baker Tilly Capital, LLC; Chris Tritsis, CPA, Senior Manager and Mike Land, Senior Managing Director, Baker Tilly Capital, LLC
Accounting standards update
Presented by Todd Boslau, CPA, Partner
Who should attend
CFOs, CEOs, COOs, VPs, board members, controllers, risk managers, executive directors and other management professionals from not-for-profit organizations, higher education institutions and/or healthcare providers should attend this program.
There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event.
CPE credit: four (4) hours total credit
Field of study: Multiple (Accounting, Tax, Business Management, Personnel/HR)
CPE host: Rachel Trunk
A certificate of completion will be e-mailed 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 +1 (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: nasbaregistry.org.