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    to connect with each other and share insights into the topics and trends.

Higher Education & Nonprofit Summit 2020

March 27, 2020
9:30 AM to 3:00 PM EST

The Umstead Hotel & Spa
100 Woodland Pond Drive
Cary, NC 27513
get directions

Sarah Baum
  • Summary
  • Agenda
  • CPE Information
  • Presenters
As the coronavirus (COVID-19) continues to spread in the U.S. and across the globe, the safety of our people, clients, families and communities is our top priority. BDO is closely monitoring the situation, remaining vigilant, and following all recommendations from the World Health Organization (WHO), U.S. Centers for Disease Control and Prevention (CDC) and local authorities.
Out of an abundance of caution, we have decided to postpone the BDO Higher Education & Nonprofit Summit 2020.
We will be in contact later, when it’s appropriate to reschedule.
Stay well.

The Carolinas practice of BDO USA, LLP invites you and your colleagues to a complimentary CPE-qualified program. This event highlights timely technical updates and provides key takeaways from hot topics that directly impact the higher education and nonprofit industries.

Take advantage of this unique opportunity to ask meaningful questions of our subject matter leaders, who will present comprehensive updates on the topics as listed on the Agenda tab.
9:30 AM – 10:00 AM

10:00 AM – 11:15 AM
Nonprofit & Education Industry Technical Accounting Update

11:15 AM – 12:05 PM
Panel Discussion: Innovation in Fundraising & Donor Retention

12:05 PM – 12:40 PM
Break/Working Lunch

12:40 PM – 1:30 PM
Spend Optimization

1:30 PM – 1:45 PM

1:45 PM – 3:00 PM
Five Practices of Change Leaders

*Agenda is subject to change.  Final version will be distributed to all registrants the week of the event.
CPE Breakdown:
  • 1.0 CPE credit in Accounting
  • 4.0 CPE credits in Specialized Knowledge
Learning Objectives:
  • Plan and prepare for Nonprofit financial accounting and reporting changes
  • Examine trends and hot topics across the Higher Education landscape
  • Examine considerations in spend optimization
  • Discuss the 5 practices of Change Leaders
  • Engage with a panel in a discussion about innovation in donor retention & fundraising
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 5.0 CPE credits
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
Andrea Wilson, Partner, Nonprofit and Education Advisory Services, BDO
Brad Davis, Executive Director, WakeMed Foundation
Emma Jones, Chief Brand Officer / Owner, Credo
Julie Ricciardi, Director of Development, Saint Mary’s School
Lee Klumpp, National Assurance Partner, Nonprofit & Government, BDO
Matthew Strickland, VP, Financial Development, YMCA of the Triangle
Renee Clark Bush, Director of Annual Giving, University of Virginia Darden School of Business