Save The Date For Our Annual Non-Profit Seminar
Wednesday, July 19th, 2023 and Thursday, July 20th, 2023
Seminar Agenda – Day One
Seminar Agenda – Day Two
Register Here
Presentations for Download
Day One
1. Nonprofit Law and Governance: 2023 Hot Topics for Nonprofits, Boards, and Finance Committees, Hayley Haldeman, Dentons
2. Single Audit and Yellow Book Update, Diane Edelstein, Maher Duessel
3. Secure 2.0 – A Look At What is Mandatory Versus Optional and When They Are Effective, Patrick McAllister, HB Retirement
4. Nonprofit Tax Update – Betsy Krisher, Maher Duessel
5. Sustaining Your Mission Through Prudent Financial Management, John Griffith, Hirtle, Callaghan & Co.
Hirtle Callaghan Planning Brochure
Should Your Endowment Size Dictate Your Investment Approach
6. Nonprofit Reporting, Jenn Croft and Sara Reed, Maher Duessel
Day Two
1. Misconceptions About Planned Giving Programs, Kara Mostowy, The Watson Institute and Jack Owen, Owen Law Group LLC
2. Liquidity Solutions, PNC
3. SAS 145, Dustin Starr, Maher Duessel
4. Ethics, Todd Fortier, Advani, Fortier & Patton, LLC
Western Pennsylvania Location
Regional Learning Alliance
850 Cranberry Woods Drive
Cranberry Township, PA 16066
Central Pennsylvania Location
Courtyard by Marriott Harrisburg Hershey
725 Eisenhower Boulevard
Harrisburg, PA 17111
When you register online, please check your email for confirmation for your seat. Seminar registrations are prioritized for current Maher Duessel clients and those receiving an invitation.
Electronic materials for presentations are copyrighted and rights are granted exclusively to seminar attendees. Distribution or duplication of the materials for purposes other than the event is prohibited. When relying on specific legal or accounting principles, course participants or other individuals accessing the presentations above should also independently research the issues involved, and in particular, any reference materials.