Expertise Beyond the Numbers

Winter 2015 Not-for-Profit Summit Recap

SC&H Group and SunTrust hosted their semi-annual Not-for-Profit Summit in Washington D.C. This event brought together industry leaders to discuss the current issues facing not-for-profit organizations – and revealed best practices that can help address these various economic, organizational, and strategic challenges.

Session recordings and speaker presentations from this event are included below.

If you were unable to attend our event in December, but are interested in receiving information on the latest newsworthy topics impacting nonprofits, click here to subscribe to our SC&H Group Not-For-Profit Perspectives newsletter.

Keynote Address:

Economic Update
Presented by Fred Walls, SunTrust

In the keynote address, Fred discussed:

  • The overall state of the economy
  • Why current market conditions are both unique and challenging
  • What conditions could mean for growth, interest rates, and the investing markets over the coming year

Click here to download Fred’s full presentation.

General Sessions:

Grant Readiness
Presented by Rachel Werner, Founder, RBW Strategy

In this session, Rachel discussed:

  • Why grant readiness requires strategic thinking about the organization
  • How to be best prepared (and be more successful) in obtaining additional funding
  • Why grant readiness requires organizations to look within and discover their internal capacity strengths and weaknesses – and address the obstacles before they hinder the grant seeking process

Click here to download Rachel’s full presentation.

Strategic Planning
Presented by Christopher Helmrath, Managing Director, SC&H Capital

In this session, Chris reviewed:

  • Why strategic planning is the backbone of the work of any organization
  • How to encourage creativity, flexibility, and the overall capacity for individuals to recognize and respond to opportunity at every level of the organization
  • How to challenge the cycles of conformity

How Not for Profits Can Stay Ahead of the IT Curve
Presented by Jeff Bathurst, Chief Information Officer, SC&H Group

In this session, Jeff discussed:

  • Today’s fast-paced and dynamic technology industry, and how NFP organizations have multiple opportunities to leverage the latest technology at a fraction of historical costs
  • An overview of mobile and cloud applications
  • Services available to help meet NFP’s unique business needs with minimal financial, time, and human resource investment

Click here to download Jeff’s full presentation.

Investment Management Panel
Presented by Fred Walls & Colleen Doremus, Managing Director, SunTrust

In this session, Fred and Colleen reviewed:

  • Risk management questions and tactics in volatile markets
  • The process by which clients make asset allocation changes in pursuit of better returns
  • Managing organizational expectations

Click here to download this full presentation.

Breakout Sessions:

Breakout Session #1: Accounting and Tax Update
Presented by Paul Shifrin, Director & Lori Burghauser, Principal, SC&H Group

In this session, Paul and Lori discussed:

  • Current changes to revenue recognition
  • Proposed changes to the Not-For-Profit model for financial statement presentation
  • The latest tax pronouncements impacting non-profit organizations

Click here to download this full presentation.

Breakout Session #2: Keys to Effective Customer Relationship Management for Non-Profits
Presented by Dan Blake, Principal, SC&H Group

In this session, Dan reviewed:

  • Why Customer Relationship Management (CRM) takes on a new persona for non-profits
  • How to turn your technology into one of your most powerful donor and supporter communication tools
  • The key success factors to make CRM an effective, efficient asset to benefit your organization

Click here to download Dan’s full presentation.