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WINTER SYMPOSIUM, Washington D.C. (In-person)

November 30, 2022 @ 10:00 am - 3:45 pm EST

Event Category:

ASSOCIATIONS & NONPROFITS

Join us in Washington, D.C. for an in-person one day only event!

(for Associations & Nonprofit Professionals)

We have combined four dynamic sessions for an in-person one day event to learn, earn, & network with your peers.

FOCUS: Finance | Tech | Strategy

Wednesday, November 30th
10:00 AM – 3:45 PM @Clydes Restaurant; Gallery Place
3:45 PM – 5PM and beyond…Happy Hour
LEADERSHIP AWARDS will be presented for selected Association professionals
Registration: $25 (includes 4 sessions, lunch & Happy Hour) You will be invoiced after registration.
Up to 4 CPE/CAE Credits

Session Details

Session 1: Non-Profit Strategic Plans – Best Practices & Key Pitfalls

Instructors: David Keen, CFO Business Development at American Physical Therapy Association; Jennifer Brearey, Chief Financial and Operating Officer at AdvaMed

Session 2: 5 Steps To Selling Your Board of Directors on Your Required Technology Spend

Instructor: Ali Niroo; Managing Partner; BridgePointe Technologies

Session 3: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990)

Instructor: Rob Eby, CPA, CGMA, Experienced Accountant of Nonprofit Organizations, Partner at Aronson LLC; Stacy Cullen, Tax Director, Aronson LLC

Session 4: Cybersecurity Fundamentals for 501C Executives

Instructor: Brian Scott, President, CIO, ClearTone Consulting LLC

INSTRUCTORS

David Keen

Chief Financial Officer/ Business Development at American Physical Therapy Association

Dave has been the Chief Financial Officer for the American Physical Therapy Association (APTA) since 2020. In his role he oversees financial operations and business…

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Jennifer Brearey

Chief Financial and Operating Officer at AdvaMed

Jennifer Brearey is the Chief Financial & Operating Officer and the Executive Director of AdvaMed Advance and AdvaMed Women’s Executive Network. She was appointed chief financial officer of AdvaMed in March…

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Ali Niroo

Managing Partner, Bridgepointe Technologies

Ali Niroo is one of the channel’s foremost experts in IT and digital transformation including cloud communications, contact center, network, connectivity, and cybersecurity. With a…

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Rob Eby, CPA, CGMA

Partner National Nonprofit Segment Leader, Aprio LLP

NONPROFIT ACCOUNTING EXPERTISE | As a partner in Aprio LLP’s Nonprofit Services Group, I am a results-driven practitioner who specializes in assurance and consulting services…

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Stacy Cullen

Tax Director, Aronson LLC

Stacy Cullen, JD, LLM, is a director in Aronson’s Nonprofit and Associations Services Group. Stacy has a wealth of experience assisting clients with all aspects…

Linked

Brian Scott

President, CIO, ClearTone Consulting LLC

Brian Scott provides expert CIO and CISO services based on a technology career spanning 35 years with the last 20 at the C-level. He specializes…

Linked

WINTER SYMPOSIUM, Washington D.C. (In-person)

We have combined four dynamic sessions for an in-person one day event to learn, earn, & network with your peers.

FOCUS: Finance | Tech | Strategy

Session Details

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