Expertise Beyond the Numbers

SC&H Group and SunTrust Host Fall 2017 Not-For-Profit Summit in Washington, D.C.

SC&H Group and SunTrust have announced the program line-up for the Fall 2017 Not-For-Profit Summit. The summit, which is held twice a year in Baltimore, MD, and Washington, D.C., partners not-for-profits with the region’s leading experts to provide strategies and best practices to manage some of today’s biggest challenges.

As organizations evolve, the role of executive leadership and CFOs continues to transform. The shift of these roles is moving beyond managing the budget and forecasts, to navigating with a strategic mindset for the future of the organization. This transformation requires more data to make informed decisions, staying on top of risk management, consideration of emerging technologies, and timely information relating to regulations, tax changes, etc. The tendency for executive leadership teams to work in silos is a function of the past, and the connection between these groups must be stronger than ever.

“As not-for-profit business strategies continue to evolve, so does our semi-annual NFP Summit. With that sentiment in mind, we have a number of exciting speakers hand selected to help not-for-profits organizations gear up for the next calendar year,” said Mike Young, Director at SC&H Group.

Several key topics that will be covered at the November 9th summit  include:

Constituent Relationship Management: Organizations are in a race to collect and act on data unlike ever before, therefore relationship management tools need to provide the tools and insights necessary to connect and engage a target audience. Finding a solution that positions not-for-profits to pinpoint volunteers and donor gaps, maintain communications all in one platform, and improve efficiency through data integrity is vital to an organization’s success. Chris Pritcher with Merkle Inc. will teach attendees more about what can be done now to lay the foundation to help strengthen relationships, drive engagement, measure progress and nurture an organization’s customer experience to drive long term value.

Accounting & Tax Updates: Every year, not-for-profits face tax pronouncements that impact the organization. SC&H Group will help attendees better understand revenue recognition issues related to conditional grants, how to best implement the new financial reporting guidelines targeting not-for-profits, and State registration requirements for soliciting contributions.

NFP Pillars of Value – Growth, Impact, and Innovation: Leading a nonprofit with steady growth, providing impact, and constantly innovating is no small task. Mastering these challenges through sustainability efforts, economic environments, and political changes is even more remarkable. Mary Tod Winchester has led growth, impact, and innovation among many other strategic values during her time at The Chesapeake Bay Foundation. During this session, she will provide insights and stories around how she has been managing the operations of the foundation to foster a winning environment, maintain sound governance practices, implement and manage IT protocols, donor communications in a digital era, and much more.

Additional summit sessions will cover:

  • Economic Update, presented by Fred Walls, Managing Director and Colleen Doremus, Director, SunTrust Foundations & Endowments Specialty Practice
  • Interest Rate Management, presented by Brandon Artigue, Capital Markets Origination, SunTrust Robinson & Humphrey
  • How to Navigate the Ever-Changing Political Environment, presented by Mark Oesterle, Lobbyist

The 2017 Not-For-Profit Fall Summit will take place on November 9, beginning at 9:30 AM, at the Grand Hyatt in Washington, D.C. For more information or to register, please click here.