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

Thursday, March 25, 2010

• 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.

Session 1
8:55 – 9:45

Session 2
9:55 - 10:45

Session 3
10:55 – 11:45:

PREVENTING FRAUD WITH IMPROVED INTERNAL CONTROLS
Michael Sharp, CPA, Audit Manager - Halt Buzas & Powell, Ltd.

In this session, we will look at the characteristics of fraud; discuss how it can occur and share examples of fraud cases. You will walk away with a good understanding of why a well-designed internal control system can help detect and prevent fraud in large and small organizations. 

Contact Michael at: msharp@cpas4you.com or 703-836-1350  www.cpas4you.com

ONLINE FUNDRAISING BEST PRACTICES: Raise 4X/Reach 4X
Rachael Ahrens, Senior Interactive Specialist - Convio, Inc.  

Did you know that nonprofits earn, on average $13.96 in online revenue per email address, per year and that your message can reach four times the inboxes through a structured list growth campaign? There is huge potential for online fundraising, but first you should be planning out structured campaigns with the sole objective to grow the number of email addresses you have on file.  In this session, learn how nonprofits have put this concept into practice, and then roll up your sleeves to plan out your next list growth campaign under the guidance of experts.  You will take home email message and webpage examples to launch your campaign, plus planning worksheets, recommended campaign calendars, best practice email templates and all the campaign samples covered in the presentation.

Contact Rachael at: rahrens@convio.com  or,  202-609-6448  Visit: www.convio.com

FINDING HIDDEN SAVINGS
Terry Butler, Director  – Expense Reduction Analysts

In today’s economy, looking for ways to reduce the amount you spend can help
organizations keep more of what they raise. During this session, you will learn
practical strategies for finding hidden savings in your non-core expenses.

Contact Terry at: TButler@expensereduction.com or at 410-573-1296 www.expensereduction.com

LIES, DAMN LIES AND CUSTOMER SATISFACTION SURVEY DATA
David Beinhacker, Chief Research Officer – Customer Care Measurement Practice

Customer satisfaction surveys, we all get them. Many of our organizations conduct them. Surveys are so ubiquitous, yet so misunderstood and so often viewed with skepticism. Drawing on three decades of best practices, you’ll walk away from this session with a practical list of actions your organization can take to get the best ROI for listening to the voice of your customers.

Contact David at david@customercaremc.com or, 703-823-9532
Visit: www.customercaremc.com

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

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

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 Diane Trepper at: dtrepper@cpas4you.com

TRUST, INTEGRITY & A COMMITMENT TO YOUR SUCCESS

Michael Sharp, CPA

Michael is the Audit Manager at Halt Buzas & Powell, Ltd.  He has 13 years in public accounting, performing audits for nonprofit organizations. He leads engagement teams for private and federally funded nonprofits. Michael has taught courses on various subjects, including requirements of OMB Circular A-133 audits and Statements on Auditing Standards. He holds degrees from Dyke College – Cleveland, Ohio and The Johns Hopkins University - Baltimore, MD. Contact Michael at: msharp@cpas4you.com or 703-836-1350  www.cpas4you.com

Rachael Ahrens

Rachael is a Senior Interactive Specialist for the Go! Program at Convio.  She specializes in email communication, online fundraising and helps organizations transform their web strategies into real-life campaigns. Prior to Convio, Rachael worked at Conservation International as their manager of online communications. She graduated
Cum Laude from University of Colorado at Boulder.  Contact Rachael at: rahrens@convio.com  or,  202-609-6448  Visit: www.convio.com

Terry Butler

Terry is the director at Expense Reduction Analysts, a leading worldwide cost-reduction consultancy that finds average savings of 20% in G&A/overhead expenses. Prior to ERA Terry was Director of National Pricing for Miller Brewing Company, where he led the company’s re-engineering initiative, which delivered 32 million in savings. Terry helps his clients find hidden savings, by putting his expertise, industry knowledge, benchmark pricing data and sophisticated RFP analytic tools to work. Best of all, he works on contingency, so if he finds no savings, there is no fee. Butler holds a B.S. in Marketing from the University of Maryland.  He and his wife, Nancy, reside in Annapolis.
Contact Terry at: TButler@expensereduction.com or, 410-573-1296 www.expensereduction.com

David Beinhacker

David oversees Customer Care Measurement Practice (CCMC’s) measurement practice. He has ten years, plus experience working with organizations such as TARP, American Petroleum Institute and US Coast Guard Headquarter. His methodological prowess coupled with a passion for innovative analytics is helping leading companies get the most from their investment in listening to the voice of the customer. David has the aptitude, the skill set, and a penchant for bridging the proverbial gap between the science of the customer experience and good business acumen. As he sees it, complex statistics and mathematics don’t have much value if they aren’t used to influence everyday decisions and actions that improve the customer experience. Possessing a zeal for telling stories with data, David has a rare talent for fashioning trustworthy business cases from sophisticated statistical and economic modeling. His craft of bringing data to life has been honed through a decade of practical experience, working with some of the best and most admired organizations. David lives in Alexandria, Virginia with his wife Christine and their daughter Helena. In his free time, he might be found playing poker or watching his beloved New York Yankees. He holds degrees from Franklin and Marshall College, B.A. and American University, M.P.A. His professional affiliations and distinctions are with the American Association For Public Opinion Research (AAPOR) and the Council of American Survey Research Organizations (CASRO). Contact David at david@customercaremc.com or, 703-823-9532 Visit: www.customercaremc.com