Hilton, Baltimore BWI Airport
1739 West Nursery Road
(behind the Marriott on a side street called Elm)
Baltimore, Maryland 21090
410-694-0808

Tuesday, March 29, 2011

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

Session 1
8:55 – 9:45

Session 2
9:55 - 10:45

Session 3
10:55 – 11:45:

NON-PROFIT BUDGETING & MONITORING
Andrew Powell, CPA, Audit Partner - Halt Buzas & Powell

How much can you spend on compensation this year?  What are your budget priorities? Are you on target with your grant expenses?  Nonprofit leaders and managers need to build their skills in financial management.  Expecting the organization’s finances to operate on autopilot is asking for trouble. This session will outline the process for developing a budget, discuss who should be responsible for the budget, and techniques for monitoring the budget and program accomplishments.

MERCHANT CARD PROCESSING FEES: WHAT EVERY NON-PROFIT NEEDS TO KNOW
Terry Butler, Director – Expense Reduction Analyst 

How much of your revenue is coming in via credit cards? If you are like most non-profits, it’s a growing number. The cost of processing these transactions is also growing.

This session will help to demystify the costs of accepting credit or debit cards. We will outline the rules and regulations you must com-ply with, including the Payment Card Industry Data Security Standards (PCI DSS). Lastly, you will understand the new Red Flag Rules related to identity theft.

HEALTHCARE REFORM: DRIVING YOUR ORGANIZATIONS’S RESPONSE
Charity M. Price, Associate – Odin Feldman Pittleman, PC

Healthcare Reform: Driving Your Organization’s Response is an overview of the major provisions of the health care reform legislation and what it means for your organization.  It is designed to help convey to senior management the key provisions of the health care reform law and how those key provisions will affect your organization and its benefits.

GOING PAPERLESS
Kathy Broadbent, Document Solutions Specialist at Advance – The Document Specialists

Advance – The Document Specialists will discuss how electronic document management can solve business challenges through transitioning a paper-based process into an electronic one, saving time and reducing paper. In this session, we’ll uncover how document management can:

• Increase efficiency
  
• Reduce costs
  
• Improve cash flow
• Boost customer service
• Satisfy legal requirements
• Secure your information
• Reduce paper use

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

For more information, contact Brandan Nass at: bnass@cpas4you.com

*CPE: 3 hours of CPE credits for morning session, and 1 hour of CPE credits for the bonus lunch are available.  Halt, Buzas & Powell is a registered sponsor of Continuing Professional Education.

HALT, BUZAS & POWELL, LTD.
www.cpas4you.com

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.

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 Brandan Nass at: bnass@cpas4you.com

TRUST, INTEGRITY & A COMMITMENT TO YOUR SUCCESS

Andrew W. Powell, CPA and Partner at Halt, Buzas & Powell, Ltd.

Andrew has over twenty years of auditing, operational and financial expertise in both large and small nonprofit organizations.  Andrew currently serves on various committees with the Alexandria Chamber of Commerce and is a member of the American Institute of Certified Public Accountants and the Greater Washington Society of CPAs.  Contact Andrew Powell

Terry Butler, Director at Expense Reduction Analyst

Terry has 25 years of cost reduction experience and has worked with Fortune 500, international firms, small and mid-sized for-profit and nonprofit organizations.  Expense Reduction Analyst is a leading worldwide cost-reduction consultancy that finds average savings of 20% in G&A/overhead expenses. Terry holds a degree in Marketing from the University of Maryland.  Contact Terry Butler

Charity M. Price, Associate at Odin Feldman Pittleman, PC

Charity is an associate in the Firm's Labor & Employment group. Ms. Price received a Bachelor of Arts in Political Science from Wellesley College before receiving her law degree from George Washington University.  Ms. Price represents employers in all aspects of the employer-employee relationship. Her experience includes the defense of multi-national companies as well as small and mid-sized employers in litigation matters.  Ms. Price also specializes in counseling management in labor and employment issues, emphasizing timely analysis and practical solutions to accomplish organizational goals and legal compliance. Contact Charity Price

Kathy Broadbent, Document Solutions Specialist at Advance – The Document Specialist

Kathy Broadbent is a 10 year veteran of Advance – The Document Specialists. As a sales representative in the Document Management division, her experience spans digital copiers, scanners, and customized software geared towards the transformation of paper processes to a faster, more efficient electronic solution. Her experience with the digitization of workflow processes spans many verticals, including manufacturing, legal, distribution, and nonprofit. Prior to coming to Advance, Kathy worked in the nonprofit sector. She continues to be involved in charitable organizations, volunteering and serving on community boards. She is a 15 year resident of Fells Point and enjoys spending time with her husband and two small boys. Contact Kathy Broadbent