February 9, 2012


NFP seminar: Cherry, Bekaert & Holland, L.L.P "Half-day MBA"

Not-for-profit "Half-Day MBA" Location:The CBH Training Center2626 Glenwood Ave, Ste. 300 Raleigh, NC 27608 Date & Time:Wednesday, May 25, 20057:30 am – 12:15 pm CPE ACCREDITATION:Pre-requisites: None Advanced Preparation: None Recommended Hours of CPE: 4.5 (based on a 50 minute hour) Delivery Method: Group Live Program Level: Intermediate This program is designed for board members, executive directors, officers and management of not-for-profits. Cherry, Bekaert & Holland 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 Space is limited; register today! Click button below to download registration flyer for more information.  

  • 7:30–8:00am Check-in, Breakfast and Networking
  • 8:00–9:15am BRINGING MORE MONEY TO YOUR ORGANIZATION: THE ART OF PLANNED GIVING Kerri L. Pierce, Director of Estate & Trusts, Cherry, Bekaert & Holland, L.L.P.Dave B. Richards, Director, CB&H Business Services, LLCLearn more about specific planned techniques such as Charitable Trusts, Pooled Income Funds and Charitable Gift  Annuities, and become familiar with the critical elements to establishing any planned giving program.
  • 9:30–10:45am STRUCTURING YOUR AUDIT/FINANCE COMMITTEEAngela Poole, Audit Manager, Cherry, Bekaert & Holland, L.L.P.Understand the role of the audit/finance committee and learn how to structure an effective committee for your not-for-profit organization.
  • 11:00–12:15pm WAGE AND OVERTIME RULESSusan Parrott, Partner, Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P. All you really wanted to know about the Fair Labor Standards Act but were afraid to ask.
  • 12:15–12:30pm Sign-out and Networking
Brought to you by Cherry, Bekaert & Holland, L.L.P. As one of the largest regional CPA firms in the Southeast, CB&H is uniquely positioned to impart quality, cost-effective and practical advice to not-for-profit organizations that value the extensive service opportunities normally associated with national firms coupled with the service continuity, value-based fee structure and personal relationships inherent in local firms. CB&H’s Not-for-Profit group provides proactive solutions to over 1,000 clients, including colleges and universities, trade associations, foundations, country clubs, public/private schools and religious organizations.


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Leadership Giving – Strategies for building community-based philanthropy, Feb. 21 at 1pm ET. [Details]

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