Charlotte | Show Us the Money! A Panel Discussion on Fundraising Trends

May 9, 2019

Overview & Learning Objectives

Join Cherry Bekaert for a morning of networking and discussion among fundraising and tax professionals on current trends impacting today’s fundraising environment. In an era of shifting donor demographics, tax reform, and continuous technology enhancements, it can be difficult to adapt your development strategies to keep up with the times. Our panelists will share their views on trends in the fundraising environment and tips to turn problems into opportunity.


  • Matthew Socha | Moderator | Partner, Cherry Bekaert LLP
  • Joanne Beam | Panelist | Director, Wake Forest Certificate in Nonprofit Essential & Partner, Beam and Whitley, The Growth Roadmap
  • Robert Koch | Panelist | Director of Development, WFAE
  • Mike Kirkman | Panelist | Partner & National Leader of Estate, Gift & Trust Services, Cherry Bekaert LLP