Ninth Annual Best Practices for Nonprofits

December 4, 2012

Who Should Attend
Executive Staff and Board Members

Sponsored By
Bond, Schoeneck & King, PLLC, The Bonadio Group, Central New York Community Foundation, Inc., The Gifford Foundation, United Way of CNY


7:30 - 8 a.m.
Registration, Coffee and Networking

8 - 8:45 a.m.
Key Note #1
Governance vs. Management
Thomas P. Quinn, Senior Vice President for Health System Development, SUNY Upstate University Hospital

8:45 - 9:45 a.m.
Breakout Session 1

Topic 1

Executive Compensation
Thaddeus J. Lewkowicz, Esq. and Frank J. Patyi, Esq.,, Bond, Schoeneck & King, PLLC

Topic 2
NYS Administrative and Executive Compensation Regulations -- Governor Cuomos Executive Order 38, Compliance Requirements and Strategies
Gerald J. Archibald, CPA, Partner, Bonadio Group

Topic 3
Cost Effective Strategies for Employers in Implementing Obamacare/Affordable Care Act
Richard P. Curtis, Bonadio Financial Services and Tim Thomas, Manning & Napier

9:45 - 10 a.m.
Break, Networking and Refreshments

10 - 11 a.m.
Breakout Session 2

Topic 4

Aligning Board Governance and Fund Development
Peter A. Dunn, President & CEO, Central New York Community Foundation

Topic 5
IRS Scrutiny of Fundraising Activities and 990 Reporting Requirements -- Regulatory Compliance
Terri Conrad Regan, Tax Principal, Bonadio Group

Topic 6
Medicaid Managed Care Reform -- Strategies for Provider Networking and Risk Based Contracting
Gerald J. Archibald, CPA, Partner, Bonadio Group

11 a.m. - Noon
Key Note #2
Current OMIG Activities and Focus Areas
Mark Hennessey, NYS Office of the Medicaid Inspector General, Deputy Medicaid Inspector General for Agency Coordination and Communication

Noon - 12:15 p.m.
Panel Discussion, Questions and Answers


This program qualifies for 4 hours of specialized knowledge CPE for Certified Public Accountants.

Sponsor's ID # NYS 000090, Bonadio & Co. LLP. Sponsor Name and Numbers: Bonadio & Co., LLP- NASBA Sponsor # 112853; NYS Sponsor # 000090

Learning Objectives: This Conference Program is designed to provide Not-for-Profit Organizations' Executive Staff and Members of Boards of Directors with a menu of relevant and timely topics which cover updates to New York State policies of concern to charitable organizations and not-for-profit health care providers; Executive Compensation Compliance; Fund-Raising Compliance; and the Affordable Care Act.

Program Level: Basic; Prerequisites: n/a; Advance Preparation: n/a; Instructional Delivery Method: Group Live; Field of Study: Specialized Knowledge and Applications

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.