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

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  Presented by: Taylor Howerton, SunTrust

Session 1: Card Payment Strategies

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  Presented as a panel with the Director of Accounting from The Park School of Baltimore, Lisa Quinting and Senior Accountant Linda Barrett from ASCD, along with Chris Johnson, VP, Card Program Officer and Mike Kelley, VP, Treasury Management Consulting, from SunTrust Bank.

Session 2: Accounting and Tax Update

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• Click here to download FASB – Not-For-Profit Financial Reporting: Financial Statements
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  Presented by: Mike Young, Director and Lori Burghauser, Principal, SC&H Group

General Session: Planned Giving for Tax Exempt Organizations

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  Presented by Richard Sills, Partner, Holland & Knight

Breakout Sessions

Session 3: The IRS Form 990:  Transparency Creates an Important Donor-Relations Opportunity

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  Presented by Richard Sills, Partner, Holland & Knight

Session 4: Sound Governance Practices

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  Presented by: Joe Freiburger, Director, SC&H Group

Closing Session: Investment Management

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  Presented by: Fred Walls, SunTrust, Steve Cocke, Chief Financial Officer and Treasurer for Independent Insurance Agents and Brokers of America, and Brian Carroll, Chief Operating Officer and Chief Financial Officer for The Vision Council