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With the current environment and continually changing level of uncertainty around gathering together in person in the coming months, we are pleased to announce that we are going fully virtual this year. This will enable us to share our knowledge with nonprofits nationwide and ensure the safety of our clients, friends and staff.

We’re closely monitoring the developing issues surrounding COVID-19 (coronavirus), and are taking the necessary steps to be prepared with options. If there is any need to deviate from our original agenda, we will be sure to notify you immediately.
The Nonprofit of Today: Perspectives
Armanino’s annual, virtual nonprofit symposium (#NonprofitPerspectives) will focus on the preeminent focal points for nonprofits today. What are today’s barriers? Do those barriers vary from different perspectives? How can we overcome them together?


Expert speakers will discuss how to transform daily operations, maintain compliance and strengthen brand perceptions. We’ll take a deep dive on how to motivate existing donors, improve efficiencies and gain clear insight into new regulations affecting nonprofit organizations today.


Two hours of CPA continuing professional education (CPE) credit will be available to attendees.
Speakers


Our speakers—nonprofit experts, accountants and finance gurus—will discuss best practices and emerging trends to help you embrace change, navigate risk and maintain compliance while meeting mission goals.
Pippa Akem
Senior Manager
Risk Assurance & Advisory
Armanino
Katy Brown
Nonprofit Tax Partner
Armanino
Vintage Foster
CEO
AMF Media Group
OJ Laos
Consulting Manager
Armanino
Derrick Magdefrau
Consulting Manager
Armanino
Paul O'Grady
Partner-In-Charge of Nonprofit
Armanino
Matt Petroski
Tax Director
Armanino
Dean Quiambao
Partner & Chief Relationship Builder
Armanino
Agenda

Our virtual event brings together the best and brightest nonprofit and exempt organization leaders. In addition, you’re eligible for 2 hours of CPA continuing professional education (CPE) credit.

Event will begin at 9:00am (Pacific)

9:00 AM – 9:10 AMWelcome: Paul O’Grady, Partner-In-Charge of Nonprofit

Fundraising is a crucial component in the success in any nonprofit, but the way you fundraise has changed over the years. Our diverse panel will provide insight on fundraising successes, as well as generational perspectives that impact why and how our younger donors give.

Speakers: Anthony Rotolo, Dean Quiambao, Mary Tressel, Christi Rossi and Theodore Blackburn

The challenge for any nonprofit is to successfully keep up with continually changing rules, laws and regulations at the local, state and federal levels. This season will provide you with the information you need to keep up to date on changes affecting today’s nonprofit organizations.

Speakers: Dean Quiambao, Katy Brown & Matt Petroski

Are inefficient operations hindering your mission? How do you keep daily operations running efficiently with limited resources? Hint: The answer isn’t to create another excel file. Learn from our experts how Artificial Intelligence and Data & Analytic tools can help you save costs and improve efficiencies.

Speakers: Derrick Magdefrau, Octavio Laos & Pippa Akem

COVID-19 has far-reaching effects, including demonstrating the vital importance of crisis management during a pandemic or other crisis. Brand strength isn’t only determined by what happens today, but how prepared you are for what may happen in the future. Learn how to strengthen brand perception while in crisis mode and what communications best practices and practical steps will be key to maneuvering through a crisis successfully.

Speaker: Vintage Foster

11:40 AM – 11:50 AM  Closing Remarks

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