MAY 18, 2017 | LOS ANGELES | MONTAGE BEVERLY HILLS

12:00 PM — 7:00 PM

Navigating Risk in Today’s Dynamic Environment

Now in its second year in Southern California, Armanino’s free, half-day nonprofit symposium will focus on the changing regulatory and political climate now facing nonprofits, and how finance leaders can help their organization overcome these challenges. In addition, attendees will get strategic advice and tactical “how-to” tips on ways to retain top talent and communicate the right information to stakeholders. You’ll also learn how nonprofits are overcoming cash flow and liquidity challenges, as well as what changes may be ahead in today’s dynamic environment.

Four hours of CPA continuing professional education (CPE) credit will be available to attendees

Who's Speaking?

Keynote Speaker

Laura Gassner Otting

Laura Gassner Otting

Founder & Chief Catalyzing Officer, Limitless Possibility

Our speakers—nonprofit experts, accountants and CFOs—will discuss best practices and emerging trends that will help you embrace change, navigate risk and maintain compliance while meeting mission goals.

Renee Ordeneaux, CPA

Renee Ordeneaux, CPA

Partner, Audit, Armanino

Dean Quiambao, CPA

Dean Quiambao, CPA

Partner, Chief Relationship Builder, Armanino

Tom Schulte, CPA

Tom Schulte, CPA

Partner, Southern CA Market Leader, Armanino

Jeremy Sucharski, CISA, CRISC

Jeremy Sucharski, CISA, CRISC

Partner, Consulting, Armanino

Ryan Prindiville, MBA

Ryan Prindiville, MBA

Director, Consulting, Armanino

Agenda

Our half-day event allows ample time for networking (lunch, breaks and reception) with some of California’s best and brightest nonprofit leaders. In addition, if you attend all sessions, you’re eligible for 4 hours of CPA continuing professional education (CPE) credit.

SessionTime
Registration & Lunch12:00 pm – 1:00 pm
Welcome1:00 pm – 1:10 pm
Keynote: May You Live in Interesting Times
Laura Gassner Otting, Founder & Chief Catalyzing Officer, Limitless Possibility

CFOs are managing multiple areas of change, and those both above and below them are looking to them for leadership. Bracing against a shifting political and regulatory climate—where nonprofit resources are already stretched thin—will require a new level of attention to the way nonprofit leaders motivate policy makers, donors, finance teams and themselves. To navigate these interesting times, CFOs should take a step back and figure out what inspires people to work with and on behalf of their organization to create impact on issues that matter most to the mission.

In this lively opening keynote, Laura Gassner Otting―author, philanthropic advisor and staffing expert—will discuss how to listen for and act upon key motivating factors, both internally and externally, within your finance and operations team (so that you can recruit and retain the best team), and within your donor base and policy makers (so that you can start controlling the conversation). She’ll also showcase how CFOs can stay motivated as leaders within their nonprofit to weather the storm ahead.

1:10 pm – 1:50 pm
Break
Networking & Snacks
1:50 pm – 2:00 pm
Mitigating Your Nonprofit's Digital Risk

For nonprofits and their finance teams, reputation is everything. However, we’re seeing more and more nonprofits are facing cybersecurity threats due to the absences of clear internal controls policies, the implementation of open-source software, and the use of unsecure online payment processors. The risk is high, yet we know many nonprofits don’t know where to start when it comes to reducing their risk and ensuring the security of their information and the information of their donors. Our experts and industry leaders discuss the cybersecurity landscape facing nonprofits and review practical steps your organization can take today to mitigate digital threats and protect your donor information, financial records and reputation.

2:00 pm – 3:00 pm
Break
Networking & Snacks
3:00 pm – 3:10 pm
Conquering Cash Flow & Liquidity Challenges

Having the “right” amount of liquid and non-liquid assets available to meet mission goals is a constant challenge for nonprofit CFOs, especially when they need to communicate that story to users of their financial statements. In addition, the latest FASB financial reporting guidance changes the information presented in the financial statements and footnotes about a nonprofit’s liquidity, financial performance and cash flows. Presenters will discuss why stakeholders may find it easier to understand how nonprofits manage their funds based on the new guidance, set to take effect just before the end of this year, and how CFOs can prepare now.

3:10 pm – 4:10 pm
Break
Networking & Snacks
4:10 pm – 4:20 pm
Change: The New Normal for Nonprofits

Since taking office in January 2017, President Trump has had a resounding impact on the nonprofit and social entrepreneur community. Whether you’re concerned about the impact of the next executive order on funding or how proposed tax code changes could impact Form 990 and charitable deductions, we’ll give our perspective on the state of the state. We’ll also discuss the potential impact the administration’s policies may have on your organization’s ability to meet compliance obligations while navigating risks in today's dynamic and challenging environment.

4:20 pm - 5:20 pm
Closing Remarks5:20 pm – 5:30 pm
Networking & Reception5:30 pm – 7:00 pm

Travel Information

Combining classic European design with vintage Hollywood glamour, the Montage Beverly Hills is just north of Wilshire Boulevard and 0.4 miles from Rodeo Drive.

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Valet Parking

Armanino will provide complimentary valet parking for attendees. Parking will be validated upon your arrival.

Our Event Sponsors

Armanino is proud to present the 2nd Annual Nonprofit Symposium. We wish to thank all of our sponsors for their generous support.

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Registration

Don’t miss this opportunity to network with finance professionals from California’s leading nonprofits.