SC&H Group Events Recaps: "Expertise Beyond the Numbers"

Spring 2015 Not-for-Profit Summit Recap

SC&H Group and SunTrust hosted their semi-annual Not-for-Profit Summit outside of Baltimore, MD. This event brought together industry leaders to discuss the current issues facing not-for-profit organizations – and revealed best practices that can help address these various economic, organizational, and strategic challenges.

Session recordings and speaker presentations from this event are included below.

If you were unable to attend our event in May, but are interested in receiving information on the latest newsworthy topics impacting nonprofits, click here to subscribe to our SC&H Group Not-For-Profit Perspectives newsletter.

Keynote Address:

Economic Update
Presented by Fred Walls, SunTrust


In the keynote address, Fred discussed:

  • The overall state of the economy
  • Why current market conditions are both unique and challenging
  • What conditions could mean for growth, interest rates, and the investing markets over the coming year

Click here to download Fred’s full presentation.

Listen to Fred’s presentation below.

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General Sessions:

Corporate Sponsorships: Creating Mutually Beneficial Partnerships
Presented by Shiree Skinner, Principal Consultant, Details Strategic Advisors

In this session, Shiree provided insights on:

  • Different types of sponsorships
  • Trends in corporate philanthropy that may affect partnerships
  • How nonprofits can provide benefits that companies will value

Click here to download Shiree’s full presentation.

Listen to Shiree’s presentation below.

Check Out Finance Podcasts at Blog Talk Radio with SCH Group on BlogTalkRadio

Protecting Tomorrow: Cyber Security for Not-for-Profit Organizations
Presented by Scott Lawler, Chairman/CEO, LP3

In this session, Scott discussed hot topics specific to nonprofits, such as:

  • Maintaining your non-profit funding and public reputation while facing cyber attacks
  • Managing cyber security business risks
  • Implementing cyber security protection

Click Here to Download Scott’s full presentation.

Listen to Scott’s presentation below.

Check Out Finance Podcasts at Blog Talk Radio with SCH Group on BlogTalkRadio

Breakout Sessions:

Breakout Session #1: Sound Governance Practices
Presented by Joe Freiburger, SC&H Group


In this session, Joe discussed:

  • Roles and responsibilities of the Board
  • Standard governance documents
  • Operating structure

Click here to download Joe’s full presentation.

Listen to Joe’s presentation below.

Check Out Finance Podcasts at Blog Talk Radio with SCH Group on BlogTalkRadio

Breakout Session #2: Financial Strategies in a Rising Rate Environment
Presented by Steve Wagman, SunTrust Bank


In this session, Steve reviewed:

  • The current rate environment
  • Hedging tools in the toolkit
  • A case study that discusses application of these tools

Click here to download the full presentation.

Breakout Session #3: Changes in the Payment Landscape
Presented by Chris Arrington, Technical Product Consultant, SunTrust Bank


In this session, Chris reviewed:

  • Changes in the payment landscape as individuals and organizations migrate from checks to electronic payments
  • Best practices and services to help your organization’s receipts process

Click here to download Chris’ full presentation.

Listen to Chris’ presentation below.

Check Out Finance Podcasts at Blog Talk Radio with SCH Group on BlogTalkRadio

Breakout Session #4: Accounting and Tax Update
Presented by Paul Shifrin and Lori Burghauser, SC&H Group


In this session, Paul and Lori discussed:

  • Current changes to revenue recognition
  • Proposed changes to the Not-for-Profit model for financial statement presentation
  • The latest tax pronouncements impacting non-profit organizations

Click here to download Paul’s full presentation.

Click here to download Lori’s full presentation.

Listen to Paul and Lori’s presentation below.

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Closing Session:

Not-for-Profit Strategic Planning
Presented by Ann Quinn, Quinn Strategy Group


In this session, Ann reviewed how to:
• Develop a comprehensive strategic plan
• Understand the steps for successful execution of a plan
• Set metrics that instill organizational accountability

Click here to download Ann’s full presentation.

Listen to Ann’s presentation below.

Check Out Finance Podcasts at Blog Talk Radio with SCH Group on BlogTalkRadio

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