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2017 Fall Nonprofit Symposium – Baltimore

October 5, 2017

Sign-up for the Fall 2107 Nonprofit Symposium in Baltimore

Session Information

Session 1: Influencing Without Authority and Cultivating Fruitful Relationships

Our professional lives are full of both the challenges and opportunities of working with others. Twenty-first-century knowledge work includes constant interactions and collaboration between teams and individuals; it requires interpersonal skills and communication that can keep up with the rapid pace of change in our workplaces. This 45-minute workshop is designed as a mix of information and exercises to build skills in influencing without authority and cultivating fruitful relationships in professional settings. Participants will gain techniques and tools to communicate with intention and build trust through empathy.

Presented by: Jessica Kohnen and Jennifer Meder, partners at hyve

Session 2: Why take time to plan … let’s just do something!

Strategic planning is not just getting together every few years for pie-in-the-sky discussions and dreams of what might be. As the great philosopher Yogi Barra said, “If you don’t know where you are going, you might wind up someplace else.” It’s about alignment, focus, agendas, budgets, programs, staffing … it’s the WHY for all the WHATS an organization does or should be doing. We will discuss the reasons, the processes and some of the different outputs and uses of strategic discussions.

Presented by: Richard F. Dorman, Catalyst Group of Alexandria

Session 3: Do You Know Your Role as a Fiduciary in Today’s Regulatory Environment?

The world of 403(b), executive compensation and foundation portfolio management has changed. Now more than ever non-profit leaders need to understand these rules to satisfy regulators and to serve the needs of their employees and key stakeholders. In this session, you get a better understanding of these requirements and learn best practices used by leading non-profit organizations from experts in the industry.

Presented by: Paul Carlson, Co-Founder, and Partner, Seventy2 Capital Wealth Management,
Mike Looney, Vice President – Sales for Alexandria, and  Brad Holterhaus, Director – Tax-Exempt Markets for Baltimore, from The Principal Financial Group

Session 4: Form 990 Panel Discussion

The form 990 can be intimidating, come prepared with all your 990 questions as we help you to review and prepare for the form completion.

Presented by: Andy Powell, Partner-in-Charge of Accounting and Audit Practice, Lana Chebakina, Tax Manager, and Franziska Jupiter, Tax Supervisor at Halt, Buzas & Powell, LTD.

Event Details:

Registration and breakfast begin at 8:00 a.m.

The symposium begins promptly at 9:00 a.m. and will wrap up at 1:00 p.m.

This is a FREE event and CPE credit is available. Breakfast and lunch provided.


Venue Information

Hilton Baltimore BWI Airport

1739 West Nursery Road
Linthicum. MD 21090