Financial Management Symposium 2005
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Total Symposium CD ROM With Available Power Points
Track:
CD-ROM With Available Power Points
Description
Governance Best Practices: Board Fiduciary Responsibilities - Learn to identify and understand your Board’s fiduciary duties in today’s environment; learn how to develop an effective Board orientation package and use it to ensure that your Board understands its duties; and discover how to communicate this information to your Board in an effective, professional and knowledgeable manner.
Moderator: Andrew Lang, president, LangCPA Consulting; Content Leaders: Jocelyn Davis, president, Nelson Hart LLC; Alice P. Albright, VP and CFIO, The Vaccine Fund
Audit Committees - Learn what is expected of today’s audit committees, hear best practices for code of ethics and whistleblower policies, and explore how CA SB1262 is impacting this function. Emil Mara, CPA CAE, controller, American Petroleum Institute; Nathaniel Bartholomew CPA, partner, Langan Associates PC; CPAs and Consultants; and Michael C. Willett, CPA, CFO, American Association of Critical-Care Nurses.
Successful Revenue Diversification - Develop an effective process and measurement tool to identify and sell your organization’s programs/products and find out how other associations have integrated Web technologies to generate a profitable revenue stream. Craig Silverio IOM CAE, VP finance, Packaging Machinery Manufacturers Institute; Charles Eaton, senior director, member relations, Consumer Electronics Association; Toby Palmer, CTO, Veris Consulting LLC
What’s Happening at the Internal Revenue Service? - With the President`s call for a change to the tax-code, there`s a lot to keep up with at the IRS. This session will address the tax and legal issues that impact associations and talk about potential and upcoming legislation, executive compensation and volunteer reimbursement, the tax implications of partnerships with not-for-profits and much more! Paula Cozzi Goedert, partner, Barnes & Thornburg LLP
Understanding Today’s Investment Marketplace - This interactive panel discussion allows you to explore overarching themes facing associations including the effects of the economic cycle on equity markets; implications of the cycle’s stages on monetary and fiscal policy; the role of the dollar and whether investors should look overseas for better investment opportunities; the real environment for low-return investments; and how you should position your organization’s portfolio to prepare for the years ahead. Moderators: Arun Sardana, CIMA, senior consultant, first vice president, wealth advisor, Morgan Stanley, Bethesda, MD; Laurel Kent, consultant, ASAE association investment program, Legg Mason; Content Leaders: Alan Gayle, senior investment strategist and economist, Trusco Capital Management; Richard Golod, director global strategies, VanKampen Funds; David Sowerby, chief market analyst, Loomis Sayles
Audio CDROM with
Avail. PowerPoints
$195.00
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