CPE Seminar

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

November 30, 2017


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

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

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.