CPE Seminar

Augusta | Managing the Business of Giving Back: A Panel Discussion

October 30, 2019

Overview

Join us for a panel discussion diving into the business realities and challenges of running a not-for-profit organization. We will analyze the rapid pace of changing technology trends including the financial toll of cyber readiness, the impact of outsourced service providers and the leveraging of social media. In addition, we will discuss demographic trends including the retirement of baby boomers and the impact on your organization’s leadership, workforce and donor base.

Learning Objectives

  • Analyze the current technology trends impacting the not-for-profit industry
  • Recognize opportunities to better leverage technology to prioritize cybersecurity efforts
  • Identify areas where your organization can effectively utilize outsourced service providers
  • Understand the impact demographic trends will have on your organization and how you can begin preparing now to address the upcoming changes

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 Karen McManus at kmcmanus@cbh.com 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.