A/A
Audit & Accounting
Management
Management
Tax
Taxes
Ethics
Ethics
Platinum:
Chevy Chase Bank Logo
Gold:
West, Lane & Schlager Logo
Silver:
Syscom Services
Arent Fox
Convergent Wealth Advisors
Anybill
Bronze:
KFORCE Professional Staffing Logo
Payroll Network Logo
Payroll Network Logo
Bank of America Merrill Lynch
Interested in Sponsorship?
Contact Kari Bedell
Schedule
Monday Tuesday
8:15 am - 9:30 am
The IRS Perspective on Nonprofits
CPE Hours: 1.5
Douglas H. Shulman (Invited) 
Commissioner, U.S. Internal Revenue Service 
9:45 am - 11:00 am
FASB Update
CPE Hours: 1.5
Richard F. Larkin, CPA 
BDO USA, LLP 
11:20 am - 12:10 pm
Yellow Book Update
CPE Hours: 1
Cash Reserves / Investing Basics
CPE Hours: 1
Advanced Topics for International Entities
CPE Hours: 1
Gil Tran 
Executive Office of the President, Office of Management & Budget 
George Dunn, CIMA 
Convergent Wealth Advisors 
Patty Brickett 
Argy, Wiltse & Robinson, P.C. 
12:10 pm - 1:00 pm
Networking Luncheon
 
1:00 pm - 1:50 pm
New Lease Accounting Standards
CPE Hours: 1
Excel Tips and Tricks
CPE Hours: 1
How to Review the 990 with your Board
CPE Hours: 1
 
Judy Borsher, CPA, CITP 
SCG Training & Consulting Corporation 
D. Greg Goller, CPA 
KPMG, LLP 
Nancy Murphy, JD 
 
2:00 pm - 2:50 pm
Continuing Issues with Fair Value Accounting
CPE Hours: 1
Real Estate Issues for Nonprofits "Buy vs. Lease"
CPE Hours: 1
Lobbying Rules for Not-for-Profits
CPE Hours: 1
Louis J. Mezzina, CPA 
KPMG LLP 
Richard A.  Newman 
Arent Fox, LLP 
Eric West, LEED AP 
West, Lane & Schlager 
John Pomeranz, Esq. 
Harmon, Curran, Spielberg & Eisenberg, LLP  
Deborah G. Kosnett, CPA 
Tate & Tryon 
3:00 pm - 3:50 pm
Behind the Headlines
CPE Hours: 1
The Top Five Legal Risk Management Issues Facing Nonprofits: What You Can Do to Mitigate Your Exposure
CPE Hours: 1
Employee Classification
CPE Hours: 1
Louis J. Mezzina, CPA 
KPMG LLP 
Fred Leamnson, CFP 
RBC Wealth Management 
Jeffery S. Tenenbaum 
Venable LLP. 
Beth  Caseman, Esq. 
Volunteers of America 
Cynthia Lewin, Esq. 
AARP 
Mike Thom 
Payroll Network 
4:10 pm - 5:00 pm
Orienting your Audit Committee
CPE Hours: 1
UPMIFA
CPE Hours: 1
IRS Workplan
CPE Hours: 1
Ted Browning, CPA 
Johnson & Lambert Co., LLP 
Anthony A. Cuozzo, Jr., CPA, CGFM 
Councilor, Buchanan & Mitchell, P.C. 
R. Michael (”Mike”) Sorrells, CPA 
BDO USA, LLP 
5:00 pm - 7:00 pm
Networking Reception
 
The schedule of programs is currently TENTATIVE and may change prior to the event.
Check back frequently for updates as they occur.
Produced & Published by: The Design Works, Inc.
© 2008 - 2010 The Design Works, Inc. All rights reserved.