Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Fourth Annual National Association Conference

  • 9/14/2017
  • Chicago, IL
  • Hosting Speaking


Summit West
500 West Madison, 6th Floor
Chicago, Illinois 60661

With increased scrutiny over financial performance and reporting, greater accountability to the public trust, and rapid growth in the complexity of the programs and revenue sources, leaders in associations and membership organizations face a range of challenges to keep their organizations running smoothly.

Now is the time for innovative ideas that engage people and build for the future. Join CLA and other financial executives in Chicago to collaborate on timely issues that are challenging associations and membership organizations.

At the end of this session, you will be able to:

  • Summarize the proposed changes and impact to new accounting standards and discuss how to apply the revenue recognition standard
  • Recognize tax, public relations, contract issues and other aspects of sponsorship
  • Identify and speak to key findings on your Form 990
  • Develop a mock dashboard that tells your association’s story
  • Discuss CFO opportunities as a business model strategist
  • Outline what’s happening in Washington right now and how that might that impact associations and their members 


Register now! Early bird rate through July 21, 2017, is $175. After July 21, 2017, fee is $225. Fee includes learning materials, continental breakfast, and lunch. 

CAE and CPE Credit

This program is eligible for up to 8 CPE credits. As a CAE Approved Provider educational program (related to the CAE exam content outline), this program may also be applied for credits toward your CAE application of renewal professional development requirements.

Hotel Accomodations

Group room rates are available before August 16, 2017, at the nearby Hyatt Place Chicago/Downtown Loop at 28 North Franklin Street, Chicago. Book your group rate for CliftonLarsonAllen online. Reservations may also be made by calling Hyatt Reservations directly at 1-312-955-0950.


8:15 – 8:45 a.m. — Continental Breakfast

8:45 – 9 a.m. — Opening Remarks 

Speaker: Nat Bartholomew, Principal, CliftonLarsonAllen

9 – 9:50 a.m. — Time to Re-examine Your Sponsorships

Speaker: Paula Cozzi Goedert, Partner, Barnes & Thornburg
CPE: 1 Credit, Taxes

9:50 – 10 a.m. — Break 

10 – 11:40 a.m. — The CFO as a Business Model Strategist 

Speaker: Jeff De Cagna, Executive Advisor, Foresight First LLC
CPE: 2 Credits, Management Advisory Services

11:40 a.m. – 12:35 p.m. — Lunch

12:35 – 1:50 p.m. — Keynote Address: Fall Legislative Schedule 2017: Indian Summer or Early Winter?

Speaker: Jim Clarke, Senior Vice President of Public Policy, ASAE
CPE: 1.5 Credits, Specialized Knowledge and Applications

Clarke will recap the first nine months of the year, and offer a forecast into what to expect from the White House and Congress in the next few months. Included will be an analysis of the current and upcoming legislative agenda and how it might affect associations. He’ll also look at wins and losses for both parties and their likely strategies for legislative progress.

1:50 – 2:40 p.m. — Using Dashboards to Tell Your Financial Story 

Speaker: Lisa Stover, Manager, CliftonLarsonAllen
CPE: 1 Credit, Finance

2:40 – 2:55 p.m. — Break 

2:55 – 3:45 p.m. — Accounting Update

Speaker: Cathy Clarke, Principal, CliftonLarsonAllen
CPE: 1 Credit, Accounting

3:45 – 5 p.m. — Is Your 990 Telling the Full Story? 

Speaker: David Trimner, Principal, CliftonLarsonAllen
CPE: 1.5 Credits, Taxes

5 – 6 p.m. — Reception



Jean Gabriel