Nonprofit Workshop: Looking Ahead in 2020 | CLA (CliftonLarsonAllen) | 22 January 2020 | CLA (CliftonLarsonAllen), 420 S Orange Ave #500, Orlando, FL 32801, USA
Venue
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen), 420 S Orange Ave #500, Orlando, FL 32801, USA
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| Event Date | Wed Jan 22 EST (almost 5 years ago) |
| Location |
CLA (CliftonLarsonAllen)
420 S Orange Ave #500, Orlando, FL 32801, USA |
| Region | Americas |
Details
Please join us for cocktails and hors d’oeuvres, followed by a nonprofit workshop and networking event. During this session, we will cover nonprofit donor experience, leveraging banking partners, technology solutions, accounting and HR, plus planning for your nonprofit.
At the end of this session, you will be able to:
• Understand the importance of protection and privacy of donor data.
• How to leverage banking partners to create value and abundance.
• Understand technology solutions to protect the nonprofit industry from compliance penalties.
• Have solutions to leverage employee benefits for compliance and recruiting retention purposes.
Who should attend?
This session is designed for financial leaders and decision makers for nonprofit organizations.
Speakers
2020 Speakers
Amy Chapman
Tax Principal, CLA
Tina Craft
Vice President of Sales, Fringe Benefit Plans, Inc.
David Riccardi
Vice President, Fifth Third Bank
Gina Grim
Major Market Sales Executive, Paycor
Julie Wright
Principal, J. Wright & Co.
Jane Callahan
Attorney, Dean Mead
Sponsors & Partners
2020 Sponsors
• CLA
• Fringe Benefit Plans, Inc.
• Fifth Third Bank
• Paycor
• J. Wright & Co.
• Dean Mead