Third Annual National Association Conference

Third Annual CLA National Association Conference 

This September, financial and operations executives will gather again in Chicago to learn, share, and shape issues that are challenging associations and membership organizations. Please join us for a full day of interactive learning sessions.

Register Now

Connect Collaborate Innovate


Conference information

September 21, 2016

111 South Wacker Conference Center
111 South Wacker Drive, Suite 2900
Chicago, IL 60606

Register now! Early bird rate through July 29, 2016, is $150. After July 29, 2016, fee is $200. Fee includes learning materials, continental breakfast, and lunch.

CPE and CAE:
Up to eight credits of CPE are available. As a CAE Approved Provider educational program (related to the CAE exam content outline), this program may also be applied for 6.5 credits toward your CAE application or renewal professional development requirements.

Group room rates are available at the nearby Residence Inn Chicago Downtown/Loop. Book your group rate for CliftonLarsonAllen online. Reservations may also be made by calling Marriott Reservations directly at 1-800-228-9290.

Jean Gabriel
or 414-721-7579

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