11th Annual Best Practices for Nonprofits

November 18, 2014

Co-sponsored by

Bond, Schoeneck & King PLLC, The Bonadio Group, Central New York Community Foundation, Inc., Central New York Business Journal and The United Way of Central New York

Agenda

7:30 – 8 a.m. Registration and Continental Breakfast

8 – 8:50 a.m. Keynote
Update from the AG’s Office
Karin Kunstler Goldman, Esq.
Section Chief, New York State Attorney General’s Charities Bureau

8:50 – 9 a.m. Break

9 – 9:50 a.m. Session 1

Topic 1
Practical Advice on the Aftermath of the Revitalization Act
Gerald J. Archibald, CPA
Partner, The Bonadio Group

Frank J. Patyi, Esq.
Member, Bond, Schoeneck & King

Topic 2
Strategic Partnership Fund: Case Studies & Lessons Learned
John Eberle
Vice President, Grants & Community Initiatives, Central New York Community Foundation

9:50 – 10 a.m. Break

10 – 10:50 a.m. Session 2

Topic 3
Administrative Cost EO38
Gerald J. Archibald, CPA
Partner, The Bonadio Group

Topic 4
Mergers, Consolidations, Acquisitions
Donna Cole-Paul, Esq.
Assistant Attorney General Trust and Estates Section

Frank J. Patyi, Esq.
Member, Bond, Schoeneck & King

10:50 – 11:10 a.m. Break

11:10 – Noon Session 3

Topic 5
Affordable Care Act
Stephen C. Daley, Esq.
Member, Bond, Schoeneck & King

Topic 6
OMIG Update and Compliance Issues: Past, Present, and Future
James C. Cox
Medicaid Inspector General, State of New York Office of the Medicaid Inspector General

Matthew D. Babcock, FACHE
Assistant Medicaid Inspector General Compliance, State of New York Office of the Medicaid Inspector General

Noon – 12:15 p.m. Break

12:15 – 1 p.m. Panel Discussion
Compliance, Cooperation and Consolidation
Peggy O’Shea, Moderator
President & CEO, Community Foundation of Herkimer & Oneida Counties, Inc.

Ann Costello
Director, B. Thomas Golisano Foundation

Peter A. Dunn
President & CEO, CNY Community Foundation, Inc.

Robert Gorman
President and CEO, United Way of Northern New York, Inc.

You will choose your topic sessions during registration.

CPE Credit

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

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. 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: 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.learningmarket.org.

If a program must be canceled, Bond will notify all registered participants as soon as cancellation is known by emailing the address registered. Bond 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.

This conference is intended for the invited guests of Bond, Schoeneck & King PLLC, The Bonadio Group, Central New York Community Foundation, Inc., Central New York Business Journal and The United Way of Central New York, who reserve the right to deny admission to any applicant.