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

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

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


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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…
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…
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…
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…
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…
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…