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 23, 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:

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

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.

Contact  Rob at: RobSheehan@aol.com  or 301-523-1864  Visit www.SheehanNonprofitConsulting.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

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 at: RobSheehan@aol.com  or 301-523-1864 
Visit: www.SheehanNonprofitConsulting.com