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Nonprofit Finance Summit: Financial Strategy and Compliance Training

A compilation online course comprised of 10 expert led sessions on topics ranging from Audit Committees to Fundraising Compliance to Fraud Detection. This course is perfect for the nonprofit finance executive looking for an update on financial management strategy and compliance best practices. Taught by attorneys, CPAs, and other industry experts, this financial management overview course will keep you up-to-date and in-the-know.


Course Overview


Nonprofit Finance & Accounting Training
Strategy and Compliance Updates for Finance Executives
Just $549 per Registrant! (Group Pricing Available)
                                                                  
When it comes to finance and accounting, “regular” business strategies can prove to be downright risky for nonprofit organizations. That’s because those strategies don’t go far enough to help associations and other NFPs meet stringent compliance obligations as well as unique member needs, board expectations and budget constraints.

Now, a new Association TRENDS on-demand program brings you fully up to speed on the specific issues—and opportunities—in play for today’s tax-exempt organizations.

Based on ten expert-led presentations on a variety of important finance topics, the program delves into specific financial and accounting strategies proving most successful at driving change, ensuring compliance and actualizing savings at NFPs like yours.

Register now for 
Nonprofit Finance & Accounting Training:  Strategy & Compliance Updates for Finance Executives!

  • Learn from NFP Experts: Taught by recognized authorities, the program covers today’s most important financial and accounting topics, and focuses specificallyon strategies that work best for tax-exempt organizations.
  • 10 Powerhouse Presentations: On-demand video format lets you zero in on specific sessions in the order that you want, stopping, starting, and replaying as often as you need.
  • Interact with Instructors: Ask presentation speakers your specific questions to make sure you can put your learning into practice at your organization immediately.

This new online learning program provides a convenient and cost-effective way to learn today’s best strategies in 10 key areas of association and nonprofit financial management. From audit challenges that can threaten tax-exempt status, to the financial team’s role in fraud detection, you’ll gain skills and insights you can put to work starting immediately.

Buy now to benefit from your own personal finance course,
 including 10 topics that matter most to NFPs right now: 

  • Financial Basics for Nonprofits 
  • Developing a Forward Thinking Audit Committee
  • Maximize impact, optimize your back office: Making the business case for ERP
  • The Five Essential Elements of Effective Strategic Planning
  • How Non-Profits Can Earn 3.5% to 6.5% on Days Cash on Hand – Without Sacrificing Safety or Liquidity
  • Revenue Recognition – Let’s Get Ready To Implement
  • Fundraising Compliance in the Digital Age
  • Fighting Fraud – Detection and Prevention for Tax-Exempt Organizations
  • Bootcamp 1: Current Trends in Privacy and Cybersecurity for Nonprofits
  • Bootcamp 2: Accounting for Lobbying and Political Activity
Individually, these sessions sharpen your skills in key areas of strategy and management. Together, they provide a fresh, comprehensive approach for turning finance and accounting decisions into engines for driving all-new success for your nonprofit.

This on-demand video program will be helpful for mid-upper level association and nonprofit finance staff, including:

  • Chief Financial Officers
  • Chief Executive Officers and Executive Directors
  • Chief Operating Officers
  • Finance and Operations Vice Presidents and Directors
  • Audit Managers
  • Board Members
  • Risk Management Staff
  • Other mid-upper level finance and operations staff

Hear what attendees had to say about this annual event:

“Organizations large and small represented, and it was great to network with NPO's outside of my geographic region/field.”

“The Nonprofit Finance Summit provided a variety of critical information relevant to the nonprofit environment. From the staff accountant to key management, there were vital resources available for all levels of the organization.”

Financial Strategy & Compliance Topics

Session 1:Basics for Nonprofits

Kimberly A. Burke and Roderick A. Harvey, HRI Consulting & Training Services, LLC

This session will focus on the basic of money management and funding resources for starting/operating a nonprofit, grant funding and management, loan community, investors. This information is important to the attendees in their learning solid basics for managing their annual budgets to prevent risks of financial errors. Session also provides attendees with important compliance issues to avoid. Important tools are also provided on proper places to turn for professional, accurate help and solutions for grant funding, money management, and becoming prepared for funding prior to receiving it to ensure readiness for appropriation of funds.

In this session, attendees will:

1. Learn the basics in annual budgeting for your nonprofit
2. Learn benefits of cash vs. accrual
3. Will discuss Nonprofit compliance issues
4. Identify 12 best sources of business financing
5. Knowledge of the major considerations in money management and who to go to for help
6. Become prepared for take-off with grant/private funding

Session 2: Developing a Forward Thinking Audit Committee

Jeff Tomitz, National Electrical Manufacturers Association & Rob Eby, Aronson LLC

Most audit committees are reactionary but the best ones are proactive. Instead of responding to fraud, monitor the risk of fraud before it hits. Instead of learning of the IT breach, oversee managements IT control evaluation. Instead of listening to the auditor’s report at the end of the audit, discuss the audit plan and the general and specific risks facing the organization before audit testing starts. The saying “an ounce of prevention is better than a pound of cure,” applies to the audit committee. If the audit committee becomes forward-thinking, there will be less need to respond to problems.

Attendees will:

1. Develop a proactive mindset to the role of the audit committee
2. Understand what it will take to move from a reactionary to a proactive audit committee
3. Identify several areas within your organization where the audit committee needs to become forward-thinking
4. Recognize how management will need to change in order for the audit committee to change


Session 3: Maximize impact, optimize your back office: Making the business case for ERP

Rob Gethen Smith and Chris Brewer , Unit4

In an increasingly competitive environment where donations are key to delivering the life-changing services you provide, accountable, transparent stewardship of funds is essential. Investing in technology to run your back office can seem daunting and end up lower on your priority list. But with most existing financial and HR/payroll systems in dire need of costly upgrades just to extend support on basic functionality and critical needs for additional functionality to better manage time and attendance, grants, capital projects, supplier diversity and learning, the investment may be well worth it. How do you build the business case for the investment and make sure you will see good ROI? The key is to invest where we can be sure to see substantial long (and short) term returns. Upgrading outdated systems or adding new independent systems means high-maintenance systems and siloed, fragmented data. Modern ERP in the cloud, purpose-built for organizations like yours can enable efficiency, drive transparency, and deliver the information our leaders need to make data-driven decisions now, and into a future where priorities and resources are continually shifting.

Learning Objectives:

The cost of doing nothing with aging ERP software
The benefits of a modern ERP system in improving management of transparency and accountability, time and attendance, grants, capital projects, supplier diversity and learning
How to build a business case for a modern ERP in your organization
Case study of an organization that successfully made the transformation

Session 4: The Five Essential Elements of Effective Strategic Planning

Jonathan D. Schick, GOAL Consulting Group

Has your strategic plan been "museum quality, suitable for framing," nice to look at, but without any practical use? Or have you not even embarked on a plan, fearing it will be a waste of time anyway?

Through this workshop, participants will:

1. Learn the steps of creating a 100% participant owned, user-friendly strategic plan.
2. Uncover why simplicity and consensus are the keys to successful strategic planning.
3. Understand the five essential elements: Practical Visioning, Identifying Blocks, Strategic Directions, Realistic Implementation Steps and Achieving Execution and Evaluation.
4. Discover the fatal errors of most strategic plans, and learn ways to avoid them.

Session 5: How Non-Profits Can Earn 3.5% to 6.5% on Days Cash on Hand – Without Sacrificing Safety or Liquidity

David Jacobs & Scott B. Hinkle, Grant Hinkle & Jacobs, Inc.

Often referred to as Days Cash on Hand, it is a best practice for non-profit organizations to keep liquid reserves on their balance sheets in case of an emergency and to add stability. In today’s low interest rate environment, the yield on these reserves is minimal. Typically, in order to increase the yield on these assets, one must be willing to accept certain risks such as reduced liquidity, safety, or creditworthiness. However, a strategy that has been utilized by America’s largest banks for over 35 years may provide a meaningful solution to the low yields being earned by non-profits on their safest and most liquid capital. If desired, this program can also be tailored to help the organization retain its key people.

Attendees will:

• Learn how to earn significantly more on their organization’s safest, most liquid capital, without increasing risk or triggering surrender penalties when the money is needed.
• Quantify the long term impact of earning 3.5-6.5% on cash and how organizations can efficiently use the extra income.
• See where and how to book the asset on their organization’s balance sheet.
• Discover how the program can be customized to help their organization retain its key employees.

Session 6: Revenue Recognition – Let’s Get Ready To Implement

Paul Preziotti, Johnson Lambert LLP

Revenue recognition changes are coming for not-for-profit organizations - please join us for a session to discuss the key points that you should be aware of if you work for or with a not-for-profit organization. We will discuss recent changes to the model for revenue recognition for both exchange transactions and contributions. Additionally, we will review examples of revenue recognition for both models that are pertinent to not-for-profit organizations. Lastly, we'll talk about lessons learned from implementation of these standards that you can bring back to your organization.

Attendees will:

Learn about changes to revenue recognition for exchange transactions for not-for-profit organizations
Learn about changes to revenue recognition for grants and contributions for not-for-profit organizations
Review examples for revenue recognition under new standards for common not-for-profit revenue streams such as membership dues, contributions and grants
Hear about lessons learned in implementation of new revenue recognition standards


Session 7: Fundraising Compliance in the Digital Age

Ronald Barrett, Cogency Global

In this session, you'll learn about state charitable and corporate compliance requirements for nonprofits. The primary focus will be on the implications of cyber age fundraising activities (online, email, social media, mobile, crowdfunding, peer-to-peer, etc.) as it relates to state charitable solicitation registration, disclosure and compliance requirements. If you are responsible for fundraising compliance or if you advise nonprofits on compliance issues, you won’t want to miss this program.

Learning Objectives:
1. Understand the impact of digital/online fundraising on state charitable registration and exemption requirements
2. Review of states that have amended their laws or rules relating to fundraising online
3. Regulatory, state and legislative efforts to simplify the process
4. Strategies to limit charitable registration filings
5. Available exemptions from registration
6. Learn the risks of failing to register or comply with charitable solicitation acts


Session 8: Fighting Fraud – Detection and Prevention for Tax-Exempt Organizations

Mano Koilpillai and Jennifer Brown, Dynamic Consulting and Accounting, LLC

Fraud in tax-exempt organizations of all sizes continues to be an ongoing issue. Small to mid-sized organizations are especially vulnerable as lack of adequate staff, internal controls, and management oversight are among important issues not addressed preemptively. Often an organization, shocked and reeling under the effects of a fraud occurrence, scrambles to implement fraud mitigation steps that may have deterred or
prevented fraud had they been implemented earlier.

This presentation will provide: (1) an overview of fraud in tax-exempt organizations including key financial areas vulnerable to fraud; (2) case studies of fraud occurrences in nonprofits; and (3) fraud detection techniques and tactics that organizations can employ to reduce the risk of a fraud occurrence.

Attendees will:

1. Understand the definition of fraud and related costs to organizations
2. Understand how fraud is committed and who commits fraud
3. Understand why tax-exempt organizations are especially vulnerable to fraud and the key financial areas at risk
4. Learn the warning signs of fraud
5. Learn what organizations can do to prevent fraud

9) Nonprofit Bootcamp 1: Current Trends in Privacy and Cybersecurity for Nonprofits

Kelly DeMarchis Bastide, Venable

Now that associations have (mostly) survived last year’s implementation of the European Union’s General Data Protection Regulation (the infamous “GDPR”), California has enacted a new privacy law, with several other states hard on its heels. While the California law exempts nonprofits, it still can impact nonprofits through their relationships with for-profit entities. At the same time, we are witnessing the first enforcement actions under GDPR, and seeing what “industry standards” for compliance are developing as different associations with members in EU countries set up their new systems for GDPR. Meanwhile, data breaches continue apace, whether through employee and volunteer accidental disclosures or malicious hacking. Nonprofits need to know the latest developments in notice requirements and what “life after a data breach” looks like.

After this session, attendees will:

1) Understand whether and how GDPR applies to their associations.
2) Understand GDPR enforcement consequences and priorities.
3) Learn the impact of the California Consumer Privacy Act and other state laws.
4) Walk through the appropriate handing of a data disclosure and understand the risks.
5) Learn steps to take to mitigate data breaches.

10) Nonprofit Bootcamp 2: Accounting for Lobbying and Political Activity

Margaret Rohlfing, ACLU & Ronald Jacobs, Venable

Lobbying and political activities are an important part of many nonprofit organizations’ activities. This is true even of organizations that “don’t lobby” but are nonetheless involved in public policy efforts. But there are limits and restrictions on those activities, and there are a number of disclosures that need to be made. The finance department needs to know the kinds of questions to ask of government affairs departments and how to implement effective tracking systems to capture the information needed. While political and lobbying activities may be important for an organization, they are also frequently areas where organizations get into legal and reputational trouble. Effective accounting and controls help to mitigate those risks, so that organizations can achieve their goals.

Attendees will:

1) Know the limits and restrictions on political and lobbying activity that apply to different kinds of nonprofits.
2) Understand what gets counted and how to count it (what is lobbying, what is political activity).
3) Appreciate the different ways this information has to be disclosed on 990s, state or federal lobbying disclosure reports, and state campaign finance reports.
4) Learn how to develop tools to track lobbying and political expenses that actually work for government affairs professionals.
5) Discover how related organizations can work together to comply with restrictions and limitations on activities, such as creating a related 501(c)(4) or forming a PAC.
6) Hear about things that have caused problems for nonprofits in the political space or brought unwanted attention.

Expert Presenters

Kimberly Burke

Kimberly Burke is President of Heaven’s Rainbow, Inc. and President/CEO of HRI Consulting and Training Services, LLC, specializing in organizational training and leadership development through personal engagement and empowerment, grant writing, and business consultation. Mrs. Burke has a wide range of experience in grant writing and management, nonprofit management, project management, program and curriculum development, coaching and conflict resolution, resource coordination, and strategic planning. Mrs. Burke’s area of strength is her insightfulness on accessing problematic environments and converting conflict into cohesiveness. She has assisted several nonprofit organizations and minority businesses with growing and enhancing their programs and operations through innovative strategies that invoke change and transformation of mindsets resulting in greater output of individuals and outcomes of goals. As a motivational speaker and facilitator of workshops and leadership conferences, she is able to present enlightening resolutions on building relationships, inner esteem, and self-motivation that moves her audience of all walks of life to results of productivity and empowerment. Mrs. Burke created a comprehensive curriculum called “Seasons of Change” which focuses on six core life principals which promotes change and empowers individuals to positively affect their environments and personal lives. She is recognized for her distinguished achievement on positively impacting communities by facilitating change and transformation to individuals in dispute with their own personal lives and goals.

Roderick Harvey


Roderick Harvey has been profiled by the Broward County’s Westside Gazette in “The Unity in the Community Profile” section as an experienced and accomplished CPA for South Florida. Mr. Harvey was said to be “smitten by the entrepreneurial bug as a young boy as he observed his uncle run a neighborhood store, wanting someday to run his own business. And while a number of his peers dreamed of becoming the next Michael Jordan or rapper Snoop Dog, Mr. Harvey set his sights on a more practical and far more attainable goal and began accomplishing his dream of being a successful businessman the old fashion way. He enrolled in a special business program at Plantation High School which offered courses designed for students interested in careers in business, which included accounting, management, marketing, and finance. This is where Mr. Harvey discovered not only his career choice, but also a skill set that would land him at the place he is now. Roderick Harvey is the managing partner for the full-service accounting firm, HCT Certified Public Accountants and Consultants, L.L.C (HCT). Roderick began his Firm almost 20 years ago and today has three operating firms located in Fort Lauderdale, Miami, and Tampa, FL. Roderick Harvey has over 20 years’ experience in public accounting, governments, and nonprofit organizations primarily in the areas of management consulting and attestation services. He has attended numerous seminars and courses related to accounting, management, financial reporting and taxation. These courses include accounting and reporting for nonprofit organizations, governmental agencies and the federal and Florida Single Audit Act. Roderick has worked with multiple municipalities and government agencies in planning for and implementing GASB-67, GASB-68 Accounting and Financial Reporting for Pensions.

Jeff Tomitz


Jeff Tomitz serves as the Chief Financial Officer for the National Electrical Manufacturers Association (NEMA) based in Rosslyn, Virginia, a trade association representing the majority of companies operating in the electrical products and medical imaging manufacturing industries. NEMA develops Standards for its Members, crafts and executes federal and state advocacy campaigns, and provides economic analyses to assist Member companies with business decisions. Its Member companies account for 360,000 American jobs in more than 7,000 facilities covering every state.
Jeff has overall responsibility NEMA's financial and human resource management functions. He also oversees NEMA's risk management program. In the years prior to joining NEMA in 2014, Jeff served both as a full-time and outsourced CFO for various entities in the mid-Atlantic area including the Multiple Sclerosis Association of America, the American Council on Education, the East Baltimore Development Corporation, and BoardSource. Earlier in his career, Jeff spent several years working in the public accounting industry performing audits and other attestation services for-profit and not-for-profit entities including public housing and tax shelter partnerships. Jeff holds a BS Degree in Accounting from St. John's University in NY and an MBA from American University. He has been a CPA since 1991 and holds a license for public accountancy in Maryland.

Rob Eby

As the lead partner in Aronson LLC’s Nonprofit & Association Services Group, Rob Eby is a strategic leader with more than 25 years of professional experience. He is a results-driven practitioner who specializes in assurance and consulting services for clients that include associations, faith-based organizations, foundations, schools and service organizations. Rob’s diverse leadership experience spans the professional and personal divide. In addition to his role at Aronson, he was a college professor and a winning high school soccer coach. He also sits on the board of the Aronson Foundation and was a board member of Interfaith Works, a nonprofit that serves the needs of poor and homeless populations in Montgomery County. Formerly an executive for a nonprofit organization, Rob is uniquely qualified to understand the demands of nonprofit accounting and leadership. As an active participant in the accounting profession, Rob has taught numerous CPE classes and presented financial accounting and auditing topics at events that include the National Business Officers Association’s 2018 Annual Conference, Greater Washington Society of CPA’s Annual Nonprofit Symposium, and Virginia Society of CPA’s Annual Nonprofit Conference, and the Greater Washington Society of CPA’s Annual Nonprofit Symposium. He was a contributing author to ASAE’s The Financial Management Handbook for Associations and Nonprofits, and the Nonprofit Controllers Manual, published by Warren, Gorham and Lamont, Inc.

Rob Gethen Smith


Rob is an NfP specialist having worked in the sector for the last 20 years. Prior to Unit4, he was a partner at charity and membership specialists, Adapta Consulting, where he advised charities and non-profits on the effective use of information systems. He is also a trustee for the international animal welfare charity SPANA, where he chairs the Fundraising and Communications sub-committee. Rob has worked as CIO at Anthony Nolan, Southbank Centre, Tate and Macmillan Cancer Support, and as customer engagement director at Blackbaud, developing business and technology strategies and leading change initiatives. His first role in the non-profit sector was as Head of Membership Services and then Deputy Director of Fundraising at the World Wildlife Fund in the UK.

Chris Brewer


Chris has more than 25 years experience working with some of the world's largest Not-for-Profits and NGOs to enhance their technological capacity. As a Global Lead, Not-for-Profit, Chris focuses on helping leaders identify and address changing patterns in philanthropy and shifts in technology to ensure their organizations' ongoing success and increase social impact.

Jonathan D. Schick


Jonathan believes in the power of effective leaders to unify movements and create community impact. He is a dynamic leadership consultant and nationally known speaker who has founded two successful nonprofits and consulted for hundreds of organizations. As principal of GOAL Consulting Group, with offices in New York and Dallas, Jonathan’s clients include the American Red Cross, United Way, major Independent Schools, and national associations. The author of The Nonprofit Secret: Six Principles of Successful Board/CEO Partnerships, Jonathan earned a Masters degree in Educational Administration from Boston College, along with a Bachelors degree in Human Resources Management.

Scott B. Hinkle, J.D., CFP


SCOTT B. HINKLE, J.D., CFP® is the leader of the firm’s Credit Union practice and brings over twenty years of experience in the financial services arena. He specializes in working with CEOs, CFOs and key executives of credit unions, non-profits, and successful businesses to structure and fund business succession and supplemental executive retirement plans that benefit both the employer and the key executives. Mr. Hinkle helped pioneer “institutional” designs that maximize performance and minimize the out-of-pocket expenses associated with the acquisition of “retail” life insurance, and he maintains complete carrier and product independence. He has the unique ability to communicate complex financial strategies in a simple and easy-to-understand manner. As such, Mr. Hinkle is a frequently-requested speaker and a regular provider of continuing education to accountants, attorneys and financial advisors. Mr. Hinkle is a graduate of the University of California at Santa Barbara, and has earned both his and Juris Doctor (JD) and Certified Financial Planner (CFP®) designations. He is a member of the California State Bar, and has been voted one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Mr. Hinkle resides in Encinitas, California with his wife and three children. SCOTT B. HINKLE, J.D., CFP® is the leader of the firm’s Credit Union practice and brings over twenty years of experience in the financial services arena. He specializes in working with CEOs, CFOs and key executives of credit unions, non-profits, and successful businesses to structure and fund business succession and supplemental executive retirement plans that benefit both the employer and the key executives. Mr. Hinkle helped pioneer “institutional” designs that maximize performance and minimize the out-of-pocket expenses associated with the acquisition of “retail” life insurance, and he maintains complete carrier and product independence. He has the unique ability to communicate complex financial strategies in a simple and easy-to-understand manner. As such, Mr. Hinkle is a frequently-requested speaker and a regular provider of continuing education to accountants, attorneys and financial advisors. Mr. Hinkle is a graduate of the University of California at Santa Barbara, and has earned both his and Juris Doctor (JD) and Certified Financial Planner (CFP®) designations. He is a member of the California State Bar, and has been voted one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Mr. Hinkle resides in Encinitas, California with his wife and three children.

David A. Jacobs, J.D.


David frequently authors special reports on advanced planning techniques and speaks on behalf of the firm at conferences, seminars, and events, including CalCPA/UCSD Tax & Accounting Institute, National Association of Surety Bond Producers, and Healthcare Financial Management Association. He regularly provides continuing education to attorneys, accountants, fiduciaries, and other professionals. David is active with local charities. He currently serves as treasurer of the North County Estate Planning Council and was recently the Southern California membership chair of the Family Business Association of California. David served as president and board member of Center for Community Solutions for seven years and provided of pro bono services to the U.S.S. Midway Museum and Palomar College Foundation. He is also recognized as a Trusted Charitable Advisor at the Jewish Community Foundation of San Diego.

Paul Preziotti, CPA


Paul Preziotti, CPA, is a Principal for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating. He is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He is an alumnus of the AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. He recently received the GWSCPA’s 2018 Outstanding Member in Public Practice Award for his contributions to the growth and enhancement of the accounting profession. Furthermore, he is a current member of the AICPA’s Not-for-Profit Advisory Council, the AICPA’s Uniform Accountancy Act Council and a past chair for the GWSCPA’s Nonprofit Finance & Accounting Symposium. Additionally, Paul serves as a board and audit committee member for Food for Others and St John’s Community Services.

Ron Barrett


Ron Barrett is the Vice President of Nonprofit Services at COGENCY GLOBAL INC., a leading provider of nationwide and international registered agent, process agent, corporate and secured transaction services for all industries, including the nonprofit sector. Mr. Barrett’s responsibilities at COGENCY GLOBAL have included management of client service specialists and operational staff working with various state and federal agencies as well as product development. He joined COGENCY GLOBAL in 2008 when Capitol District Information, a provider of legal research, document retrieval and library services in Washington, D.C. was acquired by COGENCY GLOBAL. Mr. Barrett has a wealth of knowledge and experience working with nonprofits, state corporate and charity regulators, and state sales tax exemption filing offices. He developed a comprehensive suite of nonprofit products and services that COGENCY GLOBAL currently offers to legal, accounting and nonprofit clients. Services include corporate filings, charitable solicitation registrations, compliance, business licensing, and sales tax exemption management. He is the author of Nonprofit Fundraising Registration: Nolo’s 50-State Digital Guide, has authored numerous articles and has presented public and in-house CLE and CPE seminars on state charitable registration requirements around the country. Mr. Barrett is also a Standards for Excellence Institute Licensed Consultant. He is a Founding Member of The Nonprofit Alliance, a member of the Nonprofit Advisory Board, a current member and former President of Capital Toastmasters in DC, and is an active Rotarian in Ellicott City, MD.

Mano Koilpillai

Mano Koilpillai is the founder, president, and CEO of Dynamic Consulting and Accounting, LLC. She has more than 30 years of financial management experience that has crossed industries including nonprofit, Big 8 consulting, Fortune 50, and government. Her areas of expertise include internal controls, financial strategy, process improvements, financial operations, and change management. Prior to starting Dynamic, Mano had most recently worked for several nonprofit organizations in top financial leadership roles including Defenders of Wildlife (CFO), National Women’s Law Center (VP of Finance), the Internet Society (Director of Finance), and the Washington Scholarship Fund (CFO). Throughout her tenure at these organizations, Mano had tightened internal controls, ensured successive clean audits, made significant process improvements, and implemented new financial systems. Mano’s experience additionally includes financial leadership positions at FreddieMac, Coopers & Lybrand, and Amtrak. Mano holds an MBA in finance from George Washington University and is a certified public accountant. She is a member of AICPA - American Institute of CPAs, Not-for-Profit Section; ASAE - American Society of Association Executives; GWSCPA - Greater Washington Society of CPAs; MACPA - Maryland Association of CPAs; and Maryland Nonprofits.

Jennifer Brown


Jennifer Brown is a Vice President at Dynamic Consulting and Accounting, LLC. She has more than 30 years of financial and program management experience in the nonprofit and government sectors. Her areas of expertise include financial analysis, financial systems integration, benchmarking, statistical methodologies and analysis, and infrastructure growth management. Before joining Dynamic, Jennifer served as the Chief Financial and Operating Officer (CFOO) for the Washington Scholarship Fund (WSF), a nonprofit in the education reform sector. She spearheaded the strategic planning and managed the organization through its growth from an annual budget of $3 million to $17 million in less than a year. Prior to her WSF experience, Jennifer, as a senior analyst with Ernst & Young’s Association Services group, performed financial process analyses of state governments’ distribution of federally funded programs, including Temporary Assistance for Needy Families, Social Security, and Medicare, for the Financial Management Service (FMS) of the U.S. Department of the Treasury (USDT). Jennifer has worked directly for trade associations performing financial analysis and industry benchmarking, including NACHA - The Electronic Payments Association. Jennifer holds an MBA in finance from The George Washington University, and an undergraduate degree in Economics from Allegheny College. She is a native of the District of Columbia and graduated from The Maret School where she has served on their board of directors and as president of the Alumni Association.

Kelly DeMarchis Bastide


Kelly DeMarchis Bastide advises and represents clients on issues related to consumer data privacy and security, and e-commerce. Kelly counsels on compliance with federal and state marketing, e-commerce, privacy, security, and advertising laws and regulations. She has extensive experience with European Union data protection, including the General Data Protection Regulation (GDPR), the ePrivacy Directive, and the EU-U.S. Privacy Shield. In addition, Kelly frequently advocates on behalf of clients in ongoing regulatory compliance matters and investigations in the areas of privacy, data security, and consumer protection and is involved in matters before the Federal Trade Commission (FTC) and state attorneys general.

Ronald M. Jacobs


Ronald Jacobs chairs Venable’s political law practice, and represents many public charities, social welfare organizations, PACs, super PACs, and trade associations. His clients know him as someone who finds a way to help them achieve their goals within the constraints of gift rules, campaign finance laws, lobbying disclosure obligations, and tax exemption restrictions.



Margaret C. Rohlfing


Margaret Rohlfing is Corporate Counsel for Political Law at the American Civil Liberties Union, where she counsels nonprofits, corporations and other business entities, and other advocacy organizations on a variety of complex issues arising from federal, state, and local campaign finance, lobbying, and government ethics laws. She works with trade associations, public charities, advocacy groups, private foundations, and other nonprofits on state and federal tax law matters, corporate governance and management, grant administration, contract review and negotiation, and formation and operation of nonprofit and for-profit subsidiaries and affiliates.

Course Pricing

1 Learner: $549
2-5 Learners; $399 each
6 or More Learners: $299 each