Join the PICPA Lehigh Valley Chapter and the Bar Association of Lehigh County for a joint educational event presented by an expert panel. Then enjoy a networking event afterwards.
Rose Lamaestra CPA CFE – Manager at RLB
Accountants
* What is a not-for-profit
* Why are they
important
* Small non-profits – areas ripe for fraud
Lori Molloy ESQ – Executive Director of North Penn Legal
Services
* Discussion from an Executive Director and Legal point of
view
* What should the Mission and Vision look like?
* What does an
Executive director look for in a Board member?
* What are the legal standards
of the Board – Duty of Care and Duty of Loyalty?
* What are the functions of
the Board – governance, interaction with ED?
* Methods to promote an engaged,
educated and active Board
Maddy Miller – Director of Marketing and Analytics at Morton Brown
Family Wealth
* Discussion from a marketing and community point of
view
* Why it is important for younger staff to get involved in the
community
* What are the benefits of becoming a Board member?
* Finding
the right opportunity and discovering your passion
* How to juggle work,
volunteering and personal time
* What should the mindset of a firm be in
relation to growing staff in Board and community involvement?
Tara Bender CPA, CSEP – Partner at Campbell Rappold
Yurasits
* Discussion from an auditor and Board Member point of view
* When auditing a not-for-profit, what should the books and records portray
– programs and functions
* Financial components the Board should monitor –
source of income/fundraising, controlled expenses
* As a Board member, how
should you prepare for and interact at Board meetings?
* What are your
responsibilities to the Board and potential liabilities?
PICPA Member: $20
Nonmember: $20
Course No. 762900 Level: Basic
Prerequisites:
Notes
Schedule of Events
Your registration includes the CPE credits and one drink
ticket (then cash bar).