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Nonprofit Investing and Financing Supersession

January 20, 2016
7:45 AM to 11:45 AM EST

The Hub Cira Centre
2929 Arch Street
Philadelphia, PA 19104
get directions

Monica Hutchinson
(215) 940-7880
  • Summary
  • Agenda
  • CPE Information
  • Presenters

Please join us for this half-day panel discussion covering investing and financing topics for nonprofits and higher education institutions. 

The event will be divided into the following sessions:

Session 1 – Financing - From idea to implementation, hear from finance leaders as they discuss the prizes and pitfalls of what you need to know about nonprofit financing. During this session you will learn what types of financing are available, how to evaluate which financing may work best for your organization, whether you need a financial adviser, how to evaluate if the project aligns with your mission, and what role your board plays. 

Session 2 – Investing - Join leaders from the investment world for a detailed discussion on how to structure your investment management function.   Learn about the types of structures that are available and how to evaluate what works best for your organization.  In addition, we will discuss the current trends and issues affecting investment strategies.

7:45 AM to 8:15 AM - Registration, Networking and Breakfast

8:15 AM to 11:45 AM - Session

Upon completion of this seminar, attendees will be able to:
  • Identify types of financing available
  • Examine what's best for your organization
  • Evaluate if the project aligns with your mission
  • Discuss pros and cons of different investment management structures
  • Assess which investment management structure is the best for your organization
  • Discuss the current trends in investment strategies
Delivery: Group Live
Advanced Prep:
Credits: 4.0 CPE credits in the field of Specialized Knowledge and Applications
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
Terri Albertson, Partner, BDO USA, LLP

Financing Session:
Robert S. Bahara, Managing Director, Echo Financial Products, LLC
Joseph E. Gugluizza, Director - Higher Education Finance, Ziegler
Joseph A. Tammaro, Jr., Sector President, TD Bank, N.A.
Suzanne S. Mayes, Chair, Public & Project Finance, Cozen O'Connor

Investing Session:
Greg Rau, Senior Vice President and Market Investment Director, U.S. Trust Bank of America Private Wealth Management
John Griffith, Endowment Risk Manager, Hirtle Callaghan & Co.
Joshua S. Gross, President, Mill Creek Capital Advisors, LLC
Joseph G. Trainor, Chief Financial Officer, The Wistar Institute