Day 2 – September 26, 2024 • 9AM – 12PM ET
Join us at this year’s Not-for-Profit Symposium, where we’ll delve into a range of industry topics. Against the backdrop of a dynamic climate for change, we aim to provide an overview of recent developments and offer practical solutions to enhance your organization’s understanding and resilience.
Topics will include:
- Diversity, Equity and Inclusion in the Workforce
- Business Process Reviews and Technology Solutions
- Board Governance Panel Discussion
Agenda:
Diversity, Equity and Inclusion in the Workforce (25 Minutes, .5 CPE Credit) – 9:00 – 9:25 AM
Speaker: Dr. Linda Eagle, Founder and President, Global Bankers Institute
Description: This session will explore the critical importance of Diversity, Equity, and Inclusion (DEI) for organizations. It will delve into how DEI plays a vital role at all levels, including employees, management, and the Board of Directors.
Learning Objectives: Identify strategies to ensure your organization is prioritizing and promoting DEI within your workforce and governance structures.
Business Process Reviews and Technology Solutions (50 Minutes – 1 CPE Credit) – 9:25 – 10:15 AM
Speakers:
i. Eric Wright, Shareholder
ii. Erin Puko-Wilking, Manager
iii. Patrick Armknecht, Shareholder
iv. Robert Morgan, Senior Manager
Description: This session will discuss the benefits of business process reviews to address risk areas and challenges currently impacting many not for profits. We will cover assessing segregation of duties, identifying control deficiencies within the organization, understanding the potential impact of insufficient internal controls, and addressing associated fraud risks. Additionally, the session will explore technology solutions aimed at strengthening the overall control environment.
Learning Objective:
i. Identify the benefits of conducting business process reviews within your organization.
ii. Understand the risks of insufficient internal controls.
iii. Determine software solutions that can aid in strengthening the control environment.
BREAK – 10:15 – 10:25 AM (10 Minutes)
Board Governance Panel Discussion (75 Minutes – 1.5 CPE Credits) – 10:25 – 11:40 AM
Speakers:
- Shane Gastecki, Director, Schneider Downs & Co., Inc. – Moderator
- Christie Tillapaugh, President and CEO, Dentons Cohen & Grigsby
- Mark Lewis, President & Chief Executive Officer, Poise Foundation
- Lisa Scales, President and CEO, Greater Pittsburgh Community Foodbank
- And other experts within the NFP Sector
Description: In this session, industry experts will delve into the roles and responsibilities of board members. They’ll share best practices for governance structures and highlight key considerations regarding the board’s role within organizational operations.
Learning Objective: Identify challenges faced within organizations related to effective board governance. Determine strategies for effective board participation, recruitment and retention.
Closing / Additional Questions – 11:40 – 11:45 AM (5 Minutes)
Delivery Method: Virtual (ON24) – Broken Between Two Days (3 CPE Credits each Day – 6 total)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Accounting
Contact (Registering/Technical Issues): Lindsay Sherrill
Register for this or both webinars.
