CPAs and Advisors with Your Growth in Mind

Cherry Bekaert’s Education and Not-for-Profit Seminar: Trends for 2018

« View All Seminars & Webinars
This event has passed.
Cherry Bekaert’s Education and Not-for-Profit Seminar: Trends for 2018
November 30, 2017
Williams Mullen Building
200 South 10th Street, 15th Floor
Richmond, VA
Google Map


Please join us for an informative program focused on current trends affecting the education and not-for-profit sectors. Topic areas include:

  • Board Governance & Development
  • Fundraising Trends
  • Nonprofit Tax Update
  • New Technology Struggles
  • Nonprofit Accounting & Auditing Update
  • Developing Your Organization’s Leaders

Learning Objectives

  • Establish a culture of creativity and trust to effectively lead your organization through change
  • Recognize the new pronouncements affecting nonprofit accounting
  • Identify recent tax developments affecting the nonprofit industry
  • Recognize why having an external technology partner is critical to managing and leveraging the breadth of technology deployed in most organizations today
  • Distinguish between current and potential changes to board governance

Register Now »

Speakers Include:

Amanda Adams | Managing Director
Cherry Bekaert LLP

Faith Alejandro | Counsel
Sands Anderson PC

L. Lee Byrd | Shareholder
Sands Anderson PC

Russell Coleman | Partner
Cherry Bekaert LLP

Adam Coleman | Manager
Cherry Bekaert LLP

Daniel Essad | Director of Executive & Leadership Coaching
Cherry Bekaert LLP

Jonathan Kraftchick | Managing Director
Cherry Bekaert LLP

Amy Nisenson | Executive Director
The Mary Morton Parsons Foundation

Toby Stansell | Managing Director
Cherry Bekaert LLP

Katie Tuite | Manager
Cherry Bekaert LLP

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Hours of CPE | Up to 8 Hours*
Deliver Method | Group Live
Program Level | Beginner
CPE Category | Accounting, Auditing, Taxes, Business Management and Organization


$50 per person.

Registration deadline is Thursday, November 23, 2017.

Space is not reserved until all registration information is received. Payment is due with registration prior to the seminar. The registration fee will be refunded if a written cancellation request is received at least 10 business days prior to the event.

Who Should Attend

This program is designed for Executive Directors, Chief Financial Officers, Controllers, Bookkeepers or anyone responsible for financial management within a not-for-profit or education organization.

Program Schedule

7:30 a.m. – 8:00 a.m.
Registration & Networking

8:00 a.m. – 4:35 p.m.

Breakfast and lunch will be provided to each participant.

For More Information

Please contact Randee Lee Weingart at or 804.673.5741.

Join the event conversation by using the hashtag #CBEngage!

*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. |

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Karen McManus at or 804.673.5748 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 200 South 10th Street, Suite 900, Richmond, VA 23219, ATTN: Karen McManus

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Karen McManus to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.

Cherry Bekaert’s Education and Not-for-Profit Seminar: Trends for 2018