Nashville | 2020 Not-for-Profit Seminar
January 14, 2020
Overview
Please join us for this valuable program designed to inform business owners, investors, financial and accounting professionals about the latest changes and trends impacting businesses.
Agenda
What’s New in the Nonprofit Tax World
- Amanda Adams, Managing Director | Cherry Bekaert
Insurance Risks & Toxic Work Environment
- Rob Sentell, Director of Social Services | HUB International Mid-South
- Chase Miller, Commercial Insurance Advisor | HUB International Mid-South
- Carrie Cherveny, Esq., Chief Compliance Officer | HUB International Southeast
Not-for-Profit Accounting & Auditing Update
- Steve Riley, Partner | Cherry Bekaert
- Bob Weatherly, Partner | Cherry Bekaert
New Accounting Standard on Leases
- Kalee Zeanah, Manager | Cherry Bekaert
Leveraging Technology to Advance Your Organization’s Mission
- David Romig, President | THInc.IT
CPE Accreditation
Prerequisites | None
Advanced Preparation | None
Hours of CPE | 5 Hours*
Delivery Method | Group Live
Program Level | Basic
CPE Category | Accounting, Taxes
*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.