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

Tuesday, October 19, 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 – 1:00 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!

INTERNET SECURITY
Charlie Mengel, Systems Engineering Manager – The Legnem Group, Inc.

Security problems change and evolve constantly. What worked three years ago is
not adequate now. Discover the true threats of hacking, social engineering, phishing, and other nefarious threats that proliferate in the IT sector. Learn what you can do  to protect yourself against the obvious and not-so-obvious threats that can affect overall productivity of your operation.

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

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

Register Today!

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

Charlie Mengel, President at The Legnem Group, Inc

Charlie has worked in the network security field for 13 years and in Unix / Linux systems for 23 years. He has provided security and computer services to many State and Federal government agencies, as well as commercial organizations throughout the Mid-Atlantic area, including Fed Ex, UPS, FAA and the Everglades National Park.  Contact Charlie Mengel