Leading the Way: The Benefits of Civic Leadership and Community Involvement

Oct 28
4:00 - 6:30 p.m.

Barristers Club
Allentown - Map

1-Other
CPE Credits

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.


Highlights

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?

 

Registration

PICPA Member: $20
Nonmember: $20

More Information

Course No. 762900 Level: Basic

Prerequisites:

  • None

Notes

Schedule of Events

  • 3:30 p.m. - 4:00 p.m. - Registration
  • 4:00 p.m. - 5:00 p.m. - Expert Panel Discussion
  • 5:00 p.m. - 6:30 p.m. - Networking Event

Your registration includes the CPE credits and one drink ticket (then cash bar).

Speaker(s)

Tara Bender

Partner

Rosemary Lamaestra

Manager

Maddy Miller

Director of Marketing & Analytics

Lori Molloy

Executive Director