Embassy Suites, Old Town Alexandria
1900 Diagonal Road (adjacent to King Street Metro)
Alexandria, VA 22314
703-684-5900

Tuesday, October 20, 2009

• Registration and Breakfast - 8:15 a.m. - 8:45 a.m.
• Morning Session Presentations - 8:45 a.m. – 11:50 a.m.
• Bonus Lunch Session Presentation – Noon – 1:00 p.m.

GOVERNANCE FROM THE IRS PERSPECTIVE
Carol Mount, CPA, Tax Manager - Halt Buzas & Powell, Ltd.

In this session we’ll discuss what the IRS is looking for in the new governance section of Form 990, the role of the IRS, the states, and the nonprofit sector in nonprofit governance and review what you can do to minimize the chance of an IRS audit, based on training materials recently released by the IRS.

BROTHER CAN YOU SPARE $100K? Funding Strategies in an Economic Downturn
Richard F. Dorman, CAE President/CEO - Catalyst Group of Alexandria

Brother can you spare $100k? - Funding Strategies in an Economic Downturn
Fundraising is not just the Development Director’s’ job, or the CEO’s or Board…while they SHOULD set the standard, fundraising is everyone’s job! Even when this current economic downturn starts its path to recovery, it can be a year to 18 months before nonprofits feel the positive results…this could be 2012 or later. Nonprofits have not seen the end of these hard times and a reality check with your colleagues will help you with your financial sanity and give you a plan to financial stability.

In this session we will discuss: Strategies for not-for-profit CEOs during an economic downturn: It’s not ALL just raising new money; it’s about making the most of what you have now. Getting your Board to use the “F” word: Strategies to empower your Board to be INVOLVED in fundraising. Dispelling some of volunteers’ fundraising fears: Many Board members carry some very destructive myths about their role in fundraising. LET’S CLEAR THESE UP NOW! What are others doing to stem these economic times: A discussion of what others are doing today…take some examples home to see if they fit.

WHERE MONEY MEETS MISSION
Garvester (Gar) Kelley, Vice President, Mid-Atlantic Region Nonprofit Finance Fund (NFF)

The growth and survival of nonprofits often depend on the ability to assess and plan for
the likely financial outcomes of programs and management decisions. In this session we’ll discuss what organizations can do to break down true program revenue and expense, creating a clear framework to prioritize programs, maximize allocation, and balance mission and finance.

Bonus Lunch Session:

THE CONSTANT CHANGE IN LABOR AND EMPLOYMENT LAW
Timothy M. McConville, Principal in the labor and employment practice group at Odin, Feldman, Pittleman.

Amendments to the Family Medical Leave Act, Americans With Disabilities Act, and COBRA. Mandatory paid leave legislation. Labor relations proposals that would unionize employers not previously challenged by organized labor. Developments in equal employment opportunity. This session examines these and other changes and how employers can respond.

Attendance is FREE. Advance reservations are preferred; seating is limited.

For more information, contact Diane at: dtrepper@cpas4you.com

CPE:3 hours of CPE credits for morning session, and 1 hour of CPE credits for the bonus lunch (4 hours total upon completion of the half day session) Halt, Buzas & Powell is a registered sponsor of Continuing Professional Education.

Halt, Buzas & Powell, Ltd.

Halt, Buzas & Powell (HB&P) is a full-service CPA and Management Consulting firm that specializes in working with nonprofits. With locations in Alexandria, VA and in Bowie, MD, HB&P has been committed to the not-for-profit community for over 40 years. We represent a broad range of nonprofits and associations. Our professionals are well acquainted with the audit and reporting requirements of nonprofits, including GAAS, GAAP, Yellow Book, and OMB Circular A-133, and with the federal and state tax treatment of nonprofits. Contact Andrew Powell at: apowell@cpas4you.com

In addition to the audit and assurance work HB&P has a well-respected Outsourced Accounting, and Management Systems division, were we help organizations achieve their business objectives, through the use of cost-effective, high-quality accounting and financial management systems. We ensure that your financial system provides ample information to support your revenue, financial management, human resource and training objectives. Contact Mike Buzas at: mbuzas@cpas4you.com .

TRUST, INTEGRITY & A COMMITMENT TO YOUR SUCCESS

Carol Mount, CPA
Carol is the Tax Manager at Halt, Buzas, & Powell. She has over 20 years of experience practicing accounting in the Washington DC Metro area. Her area of expertise is in tax preparation, compliance and planning for nonprofits. She is a member of the American Institute of Certified Public Accountants and the Alexandria Chamber of Commerce. Contact Carol Mount at: cmount@cpas4you.com.

Mr. Dorman spent his college days at Franklin University in Ohio. He graduated at the top of his class from the University of Maryland’s ASAE Executive Development Program.  He received his Certified Association Executive (CAE) in 1984, and re-certified in January 2009 where he was honored as one of the first thirty-six Fellows by the American Society for Association Executives in 1988. Contact Rick Dorman at rfdorman@aol.com

GARVESTER (GAR) KELLEY
Gar is Vice President of the Mid-Atlantic Region for Non Profit Finance Fund (NFF). Prior to NFF, Mr. Kelley served as Senior Project Manager at Public/Private Ventures responsible for a multitude of projects including ex-prisoner reentry, youth violence prevention, and faith/community-based collaboratives. For the past 20 years, he has championed community economic development and individual economic self-sufficiency for marginalized people, both domestically and internationally. He has served as a missionary for the Presbyterian Church (USA) in Eastern, Central and Western Africa. His service included coordination of educational programs, evangelism, community development, disaster assistance and hunger initiatives – all with an emphasis on empowerment, sustainability and local ownership. Gar has 15 years of financial planning and management experience in the information systems, banking and telecommunications sectors. He earned his Bachelor degree in Finance from Hampton University, and the Masters of Divinity and Masters of Theology degrees from Princeton Theological Seminary. Contact Gar at: Garvester.Kelley@nffusa.org

TIMOTHY M. MCCONVILLE, ATTORNEY
Principal in the labor and employment practice group at Odin, Feldman, Pittleman. Timothy represents employers in all aspects of the employer-employee relationship. His experience includes the defense of Fortune 500 and multi-national companies as well as small and mid-sized employers in litigation and agency matters. He has defended employers in Virginia, Maryland, and around the nation. Mr. McConville also specializes in counseling management in labor and employment issues, emphasizing timely analysis and practical solutions to accomplish organizational goals and legal compliance.

Previously Vice President of National Right to Work Legal Defense Foundation, Mr. McConville has significant experience in helping employers maintain a union-free environment. His labor relations practice also includes collective bargaining and other labor relations matters on behalf of unionized employers. He is President and Chairman of the Board of the National Institute for Labor Relations Research.

Named one of Virginia's "Legal Elite" by Virginia Business magazine and a "Rising Star" by Virginia Super Lawyers, Mr. McConville frequently authors articles and lectures on labor and employment matters. He is Legislative Director of the Virginia State Council of the Society for Human Resource Management. Most recently, Mr. McConville was recognized as a Best Lawyer in The Best Lawyers in America 2010 list. Contact Timothy McConville at: Timothy.McConville@ofplaw.com