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Baltimore Semi-Annual Nonprofit Finance & Technology Symposia
Come and join us as industry experts present on current issues and trends affecting the nonprofit sector that aim to benefit the growth and prosperity of your organization.
Attendance is FREE. Advanced reservations are preferred; seating is limited. Up to 6 hours of CPE credit available.
Click here to register >
| Baltimore, MD Event |
| Location: |
Hilton, Baltimore BWI Airport
1739 West Nursery Road
Linthicum Heights, MD 21090
(410)694-0808 |
| Date & Time: |
Thursday, November 13, 2008
• Registration and Breakfast (8:15 am – 8:45 am)
• Morning Session Presentations (8:45 am – 12 Noon)
• Afternoon Session Presentations (12 Noon – 3:00 pm)
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| Morning Session |
Topics, Host
& Speakers: |
LOOKING BIGGER THAN YOU ARE
- Jeanne L. Allert, Chief Strategist
Ellipsis Partners
Not everyone can afford to be Amazon, but you can put forth a more polished and professional presence on your website and email – and boost donor confidence – by following the tips presented in this session.
FOUNDATION FUNDING: LEARN ABOUT THE LOCAL LANDSCAPE AND YOUR OPPORTUNITIES
- Kathy Jankowski, Research Director
Jankowski Associates, Inc.
More than 1,000 Maryland foundations will distribute more than $700 million dollars, this year to nonprofits. How can organizations tap into this funding stream? The advice given by foundation Executives and fundraisers is “do your research”. This session will provide an overview of trends in giving at the regional level, identify the leaders and issues receiving the most support, and provide tips on how to go about increasing your chances of being a grant recipient.
NEW FORM 990 READINESS
- Carol Mount, CPA, Tax Manager
Halt Buzas & Powell, Ltd.
Gear up and avoid being caught off guard. Prepare now for the new disclosures, expanded compensation reporting and new governance questions on the 2008 Form 990. Consider how these new requirements may affect your organization’s policies and operations.
Attendance is FREE. Advance reservations are preferred; seating is limited. Register Today!
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| Afternoon Session (12 Noon – 3:00 pm) |
Lunch,
Keynote Speaker
Noon –
1:00 pm |
ALIGNING YOUR CORPORATE VISION WITH YOUR IT INITIATIVE WITH JOANNE RANG
- Joanne Rang, Senior Consultant
ITAG
Has your organization developed a stand-alone corporate strategy? Join us as we explore why an organization’s corporate vision and technology should be aligned to achieve ultimate success. We'll discuss how to create strategic initiatives that align and measure success rates and ROI.
Attendance is FREE. Advance reservations are preferred; seating is limited. Register Today!
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1:10 pm –
2:00 pm |
HARNESS THE POWER OF YOUR GREATEST ASSET – YOUR PEOPLE
- Robert Keuroglian, Director of Management Systems
Halt Buzas & Powell, Ltd.
Go beyond the technology in this informative session that will explore the differences between generations and how Virtual Teams and Traditional groups leverage Information.
Attendance is FREE. Advance reservations are preferred; seating is limited. Register Today!
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2:10 pm –
3:00 pm |
WHEN IS OUTSOURCED ACCOUNTING A SMART BUSINESS STRATEGY
- Andrew Powell CPA, Partner
Halt Buzas & Powell, Ltd.
Good staff are hard to find and harder to replace. Gain a solid understanding of the Outsourced Accounting function and when it is a smart business strategy; leave with Best Practices for choosing the right outsourcing firm for your organization.
Attendance is FREE. Advance reservations are preferred; seating is limited. Register Today!
For more information, contact Diane at dtrepper@cpas4you.com.
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| About the Host: |
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 30 years. We presently represent a broad range of organizations including charities, associations, membership-based organizations, private and charter schools, health care organizations and religious organizations. 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.
HB&P has an experienced and well-respected Management Systems division that offers a full range of systems services and accounting software options. The focus of this practice is to help businesses and nonprofit organizations achieve their business objectives, through the use of cost-effective, high-quality accounting and financial management systems. We ensure that your systems maximize production and provide ample information to support your revenue, financial management, human resource and training objectives.
Contact Robert Keuroglian at rkeuroglian@cpas4you.com.
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| About the Speakers: |
W. Andrew Powell, CPA
Mr. Powell is a Partner at Halt, Buzas & Powell. He has over twenty years of auditing, operational and financial expertise in both large and small 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.
Carol Mount, CPA
Carol is the Tax Manager at Halt, Buzas, & Powell. She has over twenty years of experience in practicing accounting in the DC area. Her area of expertise is in tax preparation, compliance and planning for nonprofits. She is a member of the Greater Washington Society of CPAs, the Tax Committee of the Alexandria Bar Association, the American Institute of Certified Public Accountants and the Alexandria Chamber of Commerce.
Robert Keuroglian, CPA
Robert Keuroglian is Director of Business Management Systems at Halt, Buzas & Powell, Ltd. He is a CPA with eighteen years of combined experience in both Public Accounting and Private Industry. Mr. Keuroglian began his Management Systems career by successfully managing his own company as a Microsoft Certified Business Partner. He served as a national technical sales manager for Microsoft Corporation, where he twice led the national rollout of Microsoft’s CRM initiatives on behalf of Microsoft’s Technical Sales Team. The saying “the sum is greater than its individual parts” is certainly true in the case of Mr. Keuroglian as his accounting experience and business management knowledge combine to provide Halt, Buzas & Powell’s clients with Information Systems Consulting that truly enables its clients to effectively unite people, process and technology together to achieve results that taken individually would not be possible.
Jeanne L. Allert
Jeanne is President and Consultant at Ellipsis Partners. She was named "One of the Top 100 Women in Computing" by McGraw Hill Publishers and awarded the title of “Outstanding Woman of Technology" in Washington, D.C. Jeanne is a senior consultant with years of experience educating not-for-profits about the potential of Internet technologies and guiding them toward making business decisions that align with their mission and service to society. Prior to founding Ellipsis, Jeanne was President/CEO of an Internet company that built online communities for nonprofits/associations. Jeanne holds a Masters of Education and Bachelor of Arts degree and is currently pursuing a Masters of Divinity degree.
Kathy Jankowski
Kathy brings more than 20 years of entrepreneurial experience to the philanthropic research arena. As Research Director at Jankowski Associates (JA) in Frederick, MD, she leads the editorial, research, production, and new product development initiatives for this leading foundation research firm. JA has built the largest new foundation database in the country, as well as the most current and comprehensive database available on foundations headquartered in Maryland, Northern Virginia, and Washington, DC. JA publishes GrantsDirect.com an online research resource for finding funding on new foundations. Kathy is a Phi Beta Kappa graduate of McDaniel College, Westminster, MD, she is a member and a trainer of the Maryland Association of Nonprofits. She is a board member of the Catalogue for Philanthropy: Greater Washington, a marketing committee member of the Community Foundation of Frederick County, MD, and a school volunteer.
Joanne Rang
Joanne is Vice President and co-founder at Information Technology Advisory Group (ITAG). She serves as an advisor to many not-for profit organizations. Ms. Rang has over twenty-five years of experience in the Information Technology (IT) arena. Joanne has expertise and knowledge in a variety of disciplines. Based upon customer's requirements, she analyzes their existing technology environment; reviews current and future business objectives and assists in defining goals and strategies to support the business operations. She also assists organizations in assessing current processes to evaluate customer value, developing process models, realigning workflow with strategy, and determining whether the financial investment the company continually makes on IT is cost-effective. Before starting ITAG, Ms. Rang was an IT consultant with Sage Solutions Group, and prior to that the Vice President of IT for the American Trucking Association as well as the Executive Director of the Information Technology Council. Ms. Rang also serves as a member of the ASAE Technology Council.
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For more information, contact Diane Trepper at (703) 836-1350 or dtrepper@cpas4you.com.
Please note: Event registration is limited to nonprofit organizations.
All fields are required.
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