CPE Seminar

Charlotte | 2017 "One-Day MBA" Seminar

November 29, 2017

Key Topics Will Include

HR Update: What’s Happening in Raleigh & Washington

  • Kenny Colbert, President & CEO | The Employers Association

There’s no shortage of HR changes this year that we will review! The DOL is once again considering changes to the overtime regulations, and there is a new I-9 form. In addition, we will discuss North Carolina’s new legislation concerning employees versus independent contractors that goes into effect December 31st and a host of other HR issues relevant to your company.

Learning Objectives:

  • Understand the overtime regulation changes
  • Recognize the difference between an employee and independent contractor under NC’s new legislation
  • Identify the changes to the new I-9 form

What’s New in the Nonprofit Tax World

  • Amanda Adams, Managing Director | Cherry Bekaert LLP

During this session, we will bring you up-to-date on the latest developments and trends affecting nonprofit organizations from a tax perspective. Topics will include the ACT recommendations; data tools for IRS examinations; IRS priorities for tax-exempt organizations for the next fiscal year; and other topics of interest.

Learning Objectives:

  • Identify the recent tax developments affecting the nonprofit industry
  • Discuss the current IRS workplan results and future areas of focus
  • Recognize the ACT recommendations

Making Sense Out of Change

  • Jonathan Kraftchick, Managing Director | Cherry Bekaert LLP

Now more than ever, status quo is not an option. Some of us embrace this, but most of us chose accounting because of its stability. While we may intuitively know that change must happen for progress to occur, for many of us, the idea of change brings frustration and fear. You may not be able to change reality, but you can certainly change your perception. During this course, we’ll explore common psychological reactions to change and explore techniques. We’ll also provide tips on how to mitigate the perceived threat and how to learn to embrace a little more chaos in your life.

Learning Objectives:

  • Explain why many of us resist change (unless it’s our idea of course)
  • Establish a culture of creativity and trust to effectively lead your organization through change

Stop Trying to Outwork the Work

  • Tom Lane, Partner | OneTeam Leadership 

One of the strengths many nonprofit leaders have is to do more with less – to somehow get done everything that needs to be done. While this strength is necessary at times, using too much of it can become a double-edged sword that causes real harm. The term that is used to describe this emerging phenomenon is “ompassion fatigue.” The purpose of this conversation is to explore another way for nonprofit leaders to not only serve the mission, but also to serve themselves and their people.

Learning Objectives:

  • Understand the phenomenon of compassion fatigue
  • Recognize ways leaders can serve their organizations mission and also themselves and their people
  • Identify strategies to increase productivity with limited resources

The Carolina Thread Trail – Weaving Communities Together

  • Tom Okel, Executive Director | Catawba Lands Conservancy   

We will review the history, organization and the current/future impact of the Carolina Thread Trail, is a developing regional network of greenways, trails and blueways that reaches 15 counties, two states and 2.3 million people. There are over 260 miles of trails and 170 miles of blueway open to the public, linking people, places, cities, towns and attractions. The Thread Trail preserves our natural areas and is a place for exploration of nature, culture, science and history. This is a landmark project that provides public and community benefits for everyone, in every community.

Learning Objectives:

  • Recognize the impact of the Carolina Thread Trail on our community
  • Understand the public and community benefits
  • Identify the regional network of trails

Not-for-Profit Accounting & Auditing Update

  • Matthew Socha, Partner | Cherry Bekaert LLP

This course is designed to provide not-for-profit CFOs, controllers, and other professionals with a broad update on new and potential accounting pronouncements issued by the FASB that will, or may have, a potential impact on their nonprofit entities.

Learning Objectives:

  • Recognize recently issued ASU’s and their impact on NFP entities
  • Review various illustrative examples to give a better picture of the proposed changes
  • Review pending exposure drafts and their potential impact on NFPs

Why Everyone Hates Their Software

  • Toby Stansell, Managing Director | Cherry Bekaert LLP

One of the pervasive commercial realities today is that many… maybe most… companies are dissatisfied with the performance of their primary “run-the-business” software… usually a brand-name ERP or Financial system that is broadly distributed and widely used. To a person,  business and I.T. executives tell us that their ERP/Financial systems have not met their original expectations and that the productivity of their personnel and processes have not materially improved as a result of deploying new software. So what is the problem… and how do we address it?

Learning Objectives:

    • Learn the four primary reasons why most companies are dissatisfied with their primary ERP and/or Financial systems
    • Recognize why having an external technology partner is critical to managing and leveraging the breadth of technology deployed in most organizations today
    • Understand some analytical approaches that can help an organization align its objectives, strategies, and processes with its information systems so that greater ROI can be secured from the information systems already in place

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, Information Technology, Personal Development, Personnel/HR

CPE Sponsors Logo*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. | www.learningmarket.org

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 Cate Miller at cate.miller@cbh.com or 704.940.2661 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, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

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 Cate Miller 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.