Merging non-profits - Topic for December 3, 2013

Is your nfp considering a merging of operations with another non-profit that serves similar populations to gain much needed efficiencies in the current competitive economic climate? If so, make plans to join us Tuesday, December 3 (our combined November/December meeting) when John Adkins, CFO of Life Skills Missouri will discuss the recent merger of Life Skills and Touchpoint. John will discuss the challenges that drove the decision to merge, how the merge was proposed, what preparations were made for merging, and lessons learned.

Affordable Health Care Act's Impact on You! - Topic for October 22, 2013

If you are as confused as we are about the Affordable Health Care Act and what it may or may not do to your non-profit, then make plans to join us Tuesday, October 22, 2013 when Ricci Janka, Alan Loretta, and Ginny Wefelmeyer of Marsh St. Louis will discuss the ways the AHCA will impact your non-profit in 2014.

HIPAA 2013 and 2014; Who it impacts and how - Topic for September 24, 2013

If the Health Insurance Portability and Accountability Act left you running for co-employment services so you could focus on finance and leave benefit regulations to experts, then get ready, because 2013 and 2014 are ushering in even more regulations. To make sense of it all, plan to join us Tuesday, September 24, 2013 when Tony Munns, Partner of Risk Services at Brown Smith Wallace LLC will discuss who the 2013 and 2014 HIPAA changes will impact and how.

Update on 9-11-2013:  Please note we will meet in the Missouri room instead of the customary de Tocqueville room. We will be back in the de Tocqueville room for all remaining meetings in the 2013-2014 year.

Accounting for Capital Campaigns - Topic for June 25, 2013

If you've ever been confused about how to account for donations contributed for capital campaigns and at what point they are restricted or unrestricted, then make plans to join us Tuesday, June 25, 2013, when Amy Rome of Rome Group and representatives from Mueller Prost will discuss capital campaigns and how best to account for them.

Keeping Credit Card Data Confidential - Topic for May 28, 2013

It seems as if not a day goes by that we don't hear about a credit card security breach happening somewhere in our metropolitan area. So if you are as anxious to learn about the latest developments in credit card processing security, as well as what to do if the unthinkable breach occurs, then make plans to join us Tuesday, May 28, 2013 when Larry Newell and Michael Springer of Brown Smith Wallace will offer their expertise on keeping credit card data confidential.

Points they will cover include PCI basics, Changes to PCI regulations given the recent breaches, Action steps nfp's should take once they become aware of a breach, Steps merchants take leading up to notifying nfp's of a breach, and The role finance has in communicating the breach to donors.
We will end the meeting by comparing notes on how we manage credit card donations.

Trends in nfp Auditing - Topic for April 23, 2013

If you plan once and for all, to get ahead of your nfp's annual audit and avoid the usual surprises auditors spring on us every year, then make plans to join us Tuesday, April 23, when Janet Ramey of Brown Smith Wallace will present current trends in not-for-profit auditing.

Keeping Confidential Information Confidential - Topic for March 26, 2013

In this age of credit card transactions, electronic payments, web site registrations, email, voicemail, and paper documentation, maintaining up to date procedures for treating confidential information can be challenging. So if you are searching for ways to improve your nfp's confidential information procedures, then make plans to join us Tuesday, March 26 when Brown, Smith Wallace will discuss policies and procedures nfp's can use to keep confidential information confidential.

Managing non-disaster IT Vulnerabilities - Topic for February 26, 2013

If you think floods, earthquakes, and tornadoes are the only ways your business can be interrupted, then make plans to join us Tuesday, February 26, 2013, when Chris Miller of MB Consulting
will discuss how to  manage non-disaster IT vulnerabilities like IT staff turnover, documentation, viruses, privacy issues (online fundraising, staff privacy, data privacy), and hacking.

Disaster Planning - Topic for January 22, 2013

Floods, tornadoes, earthquakes. These are some of the major disasters that can interrupt our business operations. But some disasters aren't part of named storms and only affect your nfp. Whether your business could be affected by a regional disaster or isolated one, you may want to start planning now to assure that your nfp has the best possible chance of operating when they hit. So make plans to join us Tuesday, January 22, 2013 when Rob Corley of FantasTechs will discuss ways IT can assist your nfp in riding out the next storm.