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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
- Chicago, IL
This September, financial and operations executives gathered again in Chicago to learn, share, and shape issues that are challenging associations and membership organizations.
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