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Not-for-Profit Summit Overview

October 30, 2013 @ 8:00 AM (EDT) - 5:00 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

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

General Session: Planned Giving for Tax Exempt Organizations

Breakout Sessions

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

Session 4: Sound Governance Practices

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


October 30, 2013
8:00 AM (EDT) - 5:00 PM (EDT)
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