Hilton, Old Town Alexandria
1767 King Street (across from the King Street Metro)
Alexandria, VA 22314
703-837-0440

Thursday, October 21, 2010

• 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 – 1:15 p.m.

Session 1
8:55 – 9:45

Session 2
9:55 - 10:45

Session 3
10:55 – 11:45:

CURRENT TAX ISSUES AFFECTING NONPROFITS
Carol Mount, CPA, Tax Manager - Halt Buzas & Powell

In this session we’ll discuss the new health care legislation, health insurance tax
credit for small employers, broader 1099 reporting requirements, new hiring incentives and changes to form 990.

DON’T PUT SPOILERS ON A HUNDAI OR LIPSTICK ON A PIG
Jeanne Allert, President - Ellipsis Partners 

Pundits and pedestrians are all trying to figure out what is the next Big Idea
 with the Web. Jeanne Allert puts forth their Big Idea: Make it Work for You!  
This session will identify where the biggest gaps of efficiency reside with
nonprofit websites and suggest when the situation warrants a change. She’ll
take you behind the scenes where inefficiency is being perpetuated through
cumbersome processes, incompatible cultures, and legacy policies.

HOW TO MANAGE, MONITOR, AND REDUCE INVESTMENT RISK
Mark Stevens, CRPC, Senior Vice President – Merrill Lynch

In today’s volatile investing world it is imperative that each organization has a specific risk monitoring system in place. Learn how other nonprofit organizations are setting themselves apart by implementing a specific strategy to manage, monitor and reduce risk and volatility in their portfolios.

Register Today!

BREAKTHROUGH STRATEGY TO MAXIMIZE  MISSION IMPACT
Robert Sheehan, Principal - Sheehan Nonprofit Consulting

This lively, interactive session will reveal practical tools you can immediately apply
 to improve your organization’s impact; learn how to design strategies that will make a breakthrough impact in your organization’s mission. Sheehan will provide a copy of his Breakthrough Strategy Workbook, which guides an organization
through the strategy development process.

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

Register Today!

*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

Carol Mount, CPA and Tax Manager at Halt, Buzas & Powell, Ltd.

Carol has over 20 years of experience practicing tax in the DC area. Her area of expertise is in tax preparation, compliance and planning for nonprofits including assistance with initial exemption applications and state reporting requirements. She is a member of the American Institute of Certified Public Accountants, Alexandria Bar Association Tax Committee, and the Alexandria Chamber of Commerce.  Contact Carol Mount or 703-836-1350

Jeanne L. Allert, M.Ed, President and Consultant at Ellipsis Partners

Jeanne 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 nonprofits about the potential of Internet technologies and guiding them toward making business decisions that align with their mission and service to society.  Contact Jeanne Allert or 443-858-7796

Mark Stevens, Senior Vice President at Merrill Lynch

Mark is also the Managing Director of The L&S Group at Merrill Lynch.  Mark and his team of six professionals manage assets for nonprofit organizations, corporations, and wealthy families in more than 20 states and internationally. His team has 65 years of combined experience with a Chartered Financial Analyst, Certified Financial Planner, Chartered Retirement Planning Counselors and a Certified Financial Manager. Contact Mark Stevens or 410-547-5190

Robert M. Sheehan, Jr., Ph.D

Rob has more than thirty years of executive management experience, including eighteen years as the CEO of two different national nonprofits. His Ph.D. research focused on organizational excellence and he is a published researcher on organization effectiveness.  His background and experiences have included serving as CEO of LeaderShape, Inc. from 1992-2001 and CEO of the Alpha Sigma Phi Fraternity & Alpha Sigma Phi Educational Foundation from 1981-90.  As Principal of Sheehan Nonprofit Consulting, Rob provides consulting services in strategy development & implementation, leadership & teamwork development, board development, and succession planning, and for nonprofits and government entities.  He is the author of Mission Impact: Breakthrough Strategies for Nonprofits, a book on strategic planning for nonprofit organizations. Rob’s clients, through consulting and executive education work, have included NeighborWorks America, United Way of Greater Toledo, Nextel, Alexandria Housing Development Corporation, Volunteers of America, and more. He received his Master’s degree and Ph.D. from The Ohio State University. While at Ohio State, he directed The Excellence in Philanthropy research project, which became the basis for his dissertation “Mission Accomplishment as Philanthropic Organization Effectiveness.” Rob is an active member of ARNOVA (Association for Research on Nonprofit Organizations and Voluntary Action) and the Academy of Management.  Contact Rob Sheehan or 301-523-1864