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Third Annual National Association Conference

Connect Collaborate Innovate
  • 9/21/16
  • Chicago, IL
  • Hosting

This September, financial and operations executives gathered again in Chicago to learn, share, and shape issues that are challenging associations and membership organizations.

Conference agenda

8:30 – 8:45 a.m.

Welcome and Opening Remarks
Speaker: Nat Bartholomew, Principal, CliftonLarsonAllen

8:45 – 10 a.m.

Changes in Nonprofit Financial Statements
Speaker: Cathy Clarke, FASB Not-for-Profit Advisory Committee and Principal, CliftonLarsonAllen
CPE: 1.5 credits Accounting 


10:15 – 11:05 a.m.

Essentials to Membership Engagement
Speaker: Sheri Jacobs, President and CEO, Avenue M Group
CPE: 1 credits Specialized Knowledge and Applications

11:05 a.m. – 12:20 p.m.

Modeling Your Organization’s Future
Speaker: Kelsey Vatsaas, Manager, CliftonLarsonAllen
CPE: 1.5 credits Management Advisory Services


1 – 2 p.m.

Keynote: Creating an Innovation Mindset (1.0)
Speaker: Tom Kuczmarski, President, Kuczmarski Innovation
CPE: 1 credit Personal Development 

2 – 3:15 p.m.

Panel Discussion: Innovation and Real-World Examples
Panelists: Laura McGrady, Director of Finance, Million Dollar Round Table; Brian Nelson, Chief Financial Officer, Credit Union National Association (CUNA); and John O’Loughlin, Chief Financial Officer, Association for Corporate Growth (ACG)
CPE: 1.5 credits Specialized Knowledge and Applications


3:30 – 4:45 p.m.

Rethinking Investment and Reserve Strategies in Associations
Speakers: John Langan, Chief Industry Officer, CliftonLarsonAllen and Mark Griffin, Managing Principal for Institutional Investment Services, CliftonLarsonAllen Wealth Advisors, LLC
CPE: 1.5 credits Finance

NP association conference presentation

Jean Gabriel

Event materials