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Annual Nonprofit and Higher Education Update

August 28, 2019
8:00 AM to 2:30 PM EST

The Ryder Room
United Way of Miami Dade
3250 SW 3rd Avenue
Miami, FL 33129
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Eva Greene
  • Summary
  • Co-Sponsor Information
  • CPE Information
Registration for this event is now closed.

BDO USA, LLP invites you and your colleagues to a complimentary CPE-qualified program focused on the changing nonprofit environment. This event will highlight timely updates, strategies and best practices to help you plan for your organization's upcoming year and future sustainability. Take advantage of this unique opportunity to engage with leaders from the BDO Institute for Nonprofit Excellence and fellow nonprofit executives.

Topics to be covered include:
  • A&A Update
  • Tax Update
  • Market Outlook and Investment Strategies
  • Executive Panel Discussions
Thank you to our generous event sponsor:

Disclaimer:  This event is jointly sponsored by BDO USA LLP (“BDO”) and TD Bank. Information that you submit in connection with this event (e.g., registration information, courses selected) or that we collect about you during your participation in this event will be shared between BDO and TD Bank. BDO and TD Bank may use your information for the following purposes:  event-related purposes; to contact you with information and offers about BDO or the TD Bank, either individually or together; and as otherwise set forth in BDO’s or TD Bank's respective privacy policy. Please contact Eva Greene with any questions.
Learning Objectives
  • Plan and prepare for nonprofit financial accounting and reporting changes
  • Convey current and emerging expectations regarding value measures and reporting and its impact on NFPs. Demonstrate an understanding of advanced value/outcome analytics and data visualization concepts and principles including measuring social value. Identify how to integrate the use of advanced value measurement analytics into planning and operations, to improve decision-making, track organization-wide and program specific value for both internal leaders and external constituents such as funders.
  • An overview of the key factors that led to the current state in the economy and markets Key factors that will drive the economy and markets on a go forward basis Risk mitigation strategies that investors and clients could consider 
  • Understand the fundamentals of marketing and executing a successful capital fund raising campaign for NFPs; Navigate the regulatory and advisory process of qualified private & public tax-exempt financing; Identify optimal sources of project financing – what are Lender expectations for NFPs; Understand the importance of project budgeting and liquidity management in capital investment" Learn about the latest trends and operational issues facing higher education institutions Identify the latest federal legislative tax matters affecting the nonprofit and higher education industries
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 6.0 Credits of CPE
Program Level: Basic
BDO USA, LLP 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 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.nasbaregistry.org