Wednesday, February 26, 2014

Audit trends - Topic for March 25, 2014

If during audit season you find yourself upended by unexpected audit requirements, then make plans to join us Tuesday, March 25, 2014, when Elizabeth Pagett of BKD will discuss audit trends all nfp's should know.

Tuesday, February 4, 2014

Staying on top of watchdog group benchmarks - Topic for February 25, 2014

With each passing fundraising scandal, the importance of non-profit watchdog groups grow. Many use benchmarking metrics derived from 990 data to assess mission effectiveness, and some of those get published whenever improprieties are reported. So if you would like to know which benchmarks are being highlighted and why, then make plans to join us Tuesday, February 25, 2014 when Carole Bellman, Director of Charity Information Services for the Better Business Bureau serving Eastern Missouri and Southern Illinois will discuss how the BBB designs benchmarks and why.

Tuesday, January 14, 2014

Investment Strategies for nfp's - Topic for January 28, 2014

Nfp Finance Managers usually spend most of their time on accounting rather than finance. So if you would like to kick off the New Year learning some skills that support your title, then make plans to join us Tuesday, January 28, 2014 when Caleb Croquart and Dustin Gaj of PNC Institutional Investments will present tips for the best investment strategies nfp's can utilize in 2014.

Wednesday, November 6, 2013

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.

Tuesday, October 15, 2013

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.

Tuesday, August 27, 2013

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.

Monday, June 10, 2013

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.