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Not for Profit Fall Summit 2014

October 28, 2014 @ 10:00 AM (EDT) - 5:30 PM (EDT)

SunTrust, SC&H Group and our invited panel of experts spoke about current issues facing not-for-profit organizations and the strategies and best practices to manage them.

Keynote: Economic Update

Richard discussed the latest on the state of the economy, why the current conditions are both unique and challenging, and what the intersection of multiple economic crosscurrents could mean for growth, interest rates, and the investing markets over the coming year.
Presented by: Richard Friary, SunTrust

Breakout Sessions

  • Fundraising Methods: What Has Worked and What Hasn’t

Roger covered Annual Funds, Campaigns, Events and Major Gifts as it relates to Fundraising Methods.
Speaker: Roger Marquis, Chief Development Officer, Penn-Mar Human Services
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  • Accounting and Tax Update

This session focused on current changes to revenue recognition and proposed changes to the Not-For-Profit model for financial statement presentation. Other topics included the new proposed lease standard and its implications on NFP’s, as well as the latest tax pronouncements impacting non-profit organizations.
Speakers: Paul Shifrin, Director & Lori Burghauser, Principal, SC&H Group
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General Session: Fraud: What You Need to Know as a Nonprofit Organization

Joe and Russell’s session discussed awareness around the risks that could potentially impact nonprofit organizations. The presentation focused on the different types of fraud that could occur, red flags that participants should be aware of and what controls should be implemented to minimize the risk of fraud. Additionally, they covered “best practice” ethics and compliance initiatives that can help to make employees more aware of the potential for fraud in the workplace, give them specific things they can watch for that may be an indication that fraud is occurring, and provide them with the confidence to report potential fraud without the fear of retaliation
Speakers: Joe Freiburger, Director & Russell Ojers, Senior Manager, SC&H Group
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Breakout Sessions

  • Changes in the Payment Landscape

Chris reviewed changes in the payment landscape as individuals and other organizations migrate from checks to electronic payments. Best practices and services that can help organization’s receipts process were reviewed during this session.
Speaker: Chris Arrington, Technical Product Consultant, SunTrust
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  • Endowment Spending: Designing a Policy that Works

Nonprofits are continuously under pressure to balance current and future needs when determining the purpose, structure, and governance of their endowment assets. Even when the appropriate strategy and process are in place to align saving and investing with long term goals, one piece of the puzzle is often secondary – spending. This session addressed the importance of applying a disciplined strategy to how an organization spends its endowed resources and how that spending impacts current budgets, future initiatives, capital projects, investment strategies, and administrative expenses.
Speakers: Quanda Allen, First Vice President, Foundations & Endowments Specialty Practice, SunTrust
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Closing Session: Managing Health and Welfare Plans In Light of Affordable Care Act Mandates

Bill provided a brief update of the Affordable Care Act’s impact on health insurance over the past few years and what still needs to be done by plan administrators to comply with the law. Topics included what changes should be made to plan provisions/practices and what you need to do to comply in the future. Additionally an overview of penalties, taxes and reporting requirements were discussed
Speaker: Bill Freeman, AH&T Insurance
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October 28, 2014
10:00 AM (EDT) - 5:30 PM (EDT)
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