RKL 2018 Not-for-Profit Forum | RKL LLP

RKL 2018 Not-for-Profit Forum

Adopting New Strategies for Success in a Changing Not-for-Profit Landscape

Thursday, May 31, 2018
7:30 a.m. - 1:00 p.m.

Sheraton Harrisburg Hershey Hotel
4650 Lindle Road, Harrisburg, PA 17111

Does your not-for-profit organization understand the new Tax Cuts and Jobs Act and how to maximize EITC donation opportunities? Are you able to initiate change within your organization to ensure your sustainability and maintain your corporate governance? The not-for-profit landscape is changing and RKL wants to provide you with the tips, insights and best practices to navigate these changes and position yourself for success at our informative, half-day seminar.

This event is by invitation only and is exclusive for not-for-profit executives and their board members. A hot breakfast buffet and lunch will be provided. There is no cost to attend, but be sure to register early; seating is limited.


Questions about our Not-for-Profit Seminar, or looking to secure a seat for you or your board member? Contact Lindsey Howe at lhowe@rklcpa.com.

The 2018 Not-for-Profit Change and Sustainability Forum will feature insights and knowledge on a broad range of topics delivered by RKL experts and a guest speaker.


Event Agenda:

7:30 a.m. – 8:00 a.m. – Registration and Hot Breakfast Buffet

8:00 a.m. – 8:50 a.m. – Tax Reform: Understanding the New Tax Law and its Impact on Your Organization and Donors
Ruthann Woll, Principal, RKL Tax Services Group
The recently enacted Tax Cuts and Jobs Act will impact every organization and every individual. Do you know how it will impact your nonprofit’s bottom line? Attendees of this session will be equipped with proactive tax strategies to minimize the impact of this new legislation on your organization, including Pennsylvania’s Educational Improvement Tax Credit (EITC) program. The EITC program has long promoted expanded educational opportunities for students by providing tax credits to businesses that contribute to registered scholarship organizations and educational improvement organizations. Recent changes to Pennsylvania’s tax code expanded portions of the EITC program in several key ways that make these tax credits more accessible to businesses and their owners. Attendees will be prepared to apply for the EITC program and reap its fundraising benefits. (Qualifies for 1 tax CPE credit)

8:50 a.m. – 9:00 a.m. – Break

9:00 a.m. – 9:50 a.m. – Organizational Agility: The Key to Optimizing Financial and Operational Performance
Gretchen Naso, Practice Leader, RKL Business Consulting Services
Danielle Hoffer, Practice Leader, RKL Human Resources Consulting
Regulatory changes, policy shifts and growing competition from other social sector organizations for funding, talent and influence headline the challenges that lay ahead for nonprofit organizations. Current research indicates that the agility of an organization affects how it responds to and weathers these kinds of challenges. In this session, attendees will be able to define the concept of organizational agility, identify the characteristics of agile organizations and apply strategies to achieve better operational and financial performance in their own organizations. (Qualifies for 1 business management & organization – non-technical CPE credit)

9:50 a.m. – 10:00 a.m. – Break

10:00 a.m. – 10:50 a.m. – Avoiding Mistakes in Common Nonprofit Governance and Organizational Practices
Andrew Rusniak, Associate, McNees Wallace & Nurick LLC
Do your bylaws say what you think they say? Do the right people sign off on your organization’s decisions? Do your directors and officers understand their duties? Do you know how to identify and deal with conflicts of interest? Are your executive compensation policies acceptable? Nearly every aspect of nonprofit governance is regulated or controlled, and mistakes can be costly. Attendees of this session will be able to identify and avoid common pitfalls and apply best practices to ensure adequate compliance. (Qualifies for 1 business management & organization – non-technical CPE credit)

10:50 a.m. – 11:00 a.m. – Break

11:00 a.m. – 11:50 a.m. – Best Practices in Institutional Asset Management
Nick Boyer, Chief Investment Strategist, RKL Wealth Management
Most nonprofit leaders are intensely focused on advancing the mission of their organization and serving their communities. Amidst these important objectives, it can be easy to lose sight of the details, goals and fiduciary obligations surrounding the management of the organization’s financial assets. Through a deeper understanding of institutional asset management, including governance, policies, strategy and implementation, attendees will be able to establish an effective governance framework and avoid common pitfalls. Attendees will also learn how to select and execute appropriate investment strategies and find their “organizational alpha.” (Qualifies for 1 specialized knowledge CPE credit)

12:00 p.m. – 1:00 p.m. – Lunch and Peer Discussion
You will hear throughout the day the many new challenges the not-for-profit industry is facing in 2018. During lunch, members of the RKL team will facilitate topics for peer discussion to determine best practices for overcoming these challenges. Lean on our team and your peers to position your organization for success in the future.


CPE Information

CPE: Earn up to four hours in the fields of specialized knowledge, tax, and business management & organization – non-technical. See course descriptions.

Cancellations: Cancellations outside of unforeseen circumstances are requested by May 25.

Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live

For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.

RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.