13th Annual Best Practices for Nonprofits: Focus on Higher Education

December 15, 2016

By: Stephen C. Daley, Clifford G. Tsan, and Subhash Viswanathan

Co-Sponsors
Bond, Schoeneck & King and The Bonadio Group

Keynote Speakers
James Sheehan, Charities Bureau Division Head, State of New York Office of Attorney General
Joseph G. Marina S.J., Ph.D., Provost and Vice President for Academic Affairs, Le Moyne College

Join us for conversations around finance and administration issues in higher education. The program will be appropriate for private and public institutions, including community colleges. The following should plan to attend: CEOs, CFOs, Presidents, General Counsel, Business Managers, Internal Accountants and Audit Personnel.

Registration Fees Per Person
Bond / Bonadio Clients: $75; Other Invitee: $85

Agenda
8:15 - 8:45 a.m.
Registration and Continental Breakfast

8:45 - 8:50 a.m.
Welcome and Logistics

8:50 - 9:30 a.m.
Keynote Address
James Sheehan, Charities Bureau Division Head, State of New York Office of Attorney General

9:30 - 10:15 a.m.
Enterprise Risk Management, Including Cybersecurity
Carl Cadregari, CISA, Certified HIPAA Consultant, The Bonadio Group
Clifford G. Tsan, Esq., Member, Bond, Schoeneck & King PLLC

10:15 - 10:30 a.m.
Break

10:30 - 11:15 a.m.
NLRB Update: How Aggressive Board Decisions are Changing the Landscape for Union and Non-Union Employers
Subhash Viswanathan, Esq., Member, Bond, Schoeneck & King PLLC

11:15 a.m. – Noon
Compliance
Gerald J. Archibald, CPA, Partner, The Bonadio Group

Noon - 1 p.m.
Lunch

1 - 1:45 p.m.
New Not-for-Profit Reporting Model
Jean Close, Partner, The Bonadio Group
Kelly Thompson, CPA, Prinicipal, The Bonadio Group

1:45 - 2:30 p.m.
Retirement Plan Litigation
Stephen C. Daley, Esq., Member, Bond, Schoeneck & King PLLC

2:30 - 2:45 p.m.
Break

2:45 - 3:30 p.m.
Keynote Address
Joseph G. Marina S.J., Ph.D., Provost and Vice President for Academic Affairs, Le Moyne College


CPE Information
Sponsor Name and Numbers: Bonadio & Co., LLP- NASBA Sponsor # 112853; NYS Sponsor # 000090

Course Title: 13th Annual Best Practices for Nonprofits Conference

Learning Objectives: This conference program is designed to provide not-for-profit college and university executive and financial staff with a menu of relevant and timely topics which cover updates to New York State policies of concern for not-for-profit institutions of higher learning; risk management; employment; compliance; reporting model; and retirement plans. After this session, you will be able to understand the current regulatory and compliance issues facing New York State not-for-profit organizations.

Program Level: Advanced

Prerequisites: At least two years’ experience in the nonprofit industry.

Advanced Preparation: None

Instructional Delivery Method: Group Live

Recommended CPE Credits: 6 hours total: 1 Accounting; 5 Specialized Knowledge and Applications

Field(s) of Study: This conference program is designed to provide not-for-profit college and university executive and financial staff with a menu of relevant and timely topics which cover updates to New York State policies of concern for not-for-profit institutions of higher learning; risk management; employment; compliance; reporting model; and retirement plans. After this session, you will be able to understand the current regulatory and compliance issues facing New York State not-for-profit organizations.

Course Refund/ Cancelation Policy: If a program must be canceled, Bonadio will notify all registered participants as soon as cancellation is known by emailing the address registered. Bonadio will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels within a reasonable amount of time before a program (more than 24 hours), a full refund will be issued.

Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact our Professional Excellence Division at (585) 249-2762.

NASBA Statement: Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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: www.nasbaregistry.org.

This seminar series is intended for the invited guests of Bond, Schoeneck & King PLLC and The Bonadio Group, who reserve the right to deny admission to any registrant.