Conference Speaker: Planned Giving

Sharon Morgan, Associate Director, Gift Planning Office
WSU Foundation (foundation.wsu.edu)

Sharon is responsible for identification, cultivation, and solicitation of prospects for planned and complex major gifts. Sharon has closed outright gifts, traditional planned gifts, and bequest expectancies totaling over $25 million while working in the Gift Planning Office of the WSU Foundation since 1999. She also serves on the board of the YMCA at WSU, a small nonprofit organization, and chairs its Resource Development Committee. She has also assisted in setting up their bequest society (Lamplighters). Sharon holds a Juris Doctorate from Willamette University College of Law.

Join Sharon and get an overview of gift planning theory and practice, including some marketing and legal considerations.

The first annual Inland Northwest Nonprofit Conference – Fund Development Series will be held Thursday, February 17th, 2011, at the Spokane Masonic Center. For more information visit the AE website.

Conference Speaker: Financial Management

Angela Richardson, CPA & Ralph Conner, CPA

LarsonAllen (www.larsonallen.com)

Angela has over a decade of experience in accounting and auditing, including both public and private sectors. Her experience includes substantial planning and supervising of audits of nonprofit and governmental entities in accordance with OMB Circular A-133. In addition, she provides professional consulting and training to various nonprofit organizations related to board governance as well as performs quality control reviews for other CPA Firms.

Ralph’s professional experience includes planning and supervising audits of nonprofit and governmental entities in accordance with Government Auditing Standards and OMB Circular A-133. Ralph devotes the majority of his time to dealing with issues that affect community health organizations, voluntary health and welfare organizations, social service agencies, and other nonprofit organizations. He has provided audit and consulting services to nonprofit organizations for over 20 years. His experience with nonprofit organizations includes strategic financial and business planning, organizational development and restructuring, consulting and reporting on internal accounting controls, and indirect cost allocation plans.

Join these speakers to learn about basic financial management of a nonprofit organization, including best accounting practices, challenges facing smaller nonprofits, trends within the industry, and basic benchmarking tools to help manage the organization.

The first annual Inland Northwest Nonprofit Conference – Fund Development Series will be held Thursday, February 17th, 2011, at the Spokane Masonic Center. For more information visit the AE website.

Conference: Early Bird Special - Purchase Day Pass by 2011

Early Bird Discount: Take an additional 10% off of a Day Pass if purchased prior to 2011! Day passes include 4 classes of your choice, lunch, and access to all networking opportunities and vendors.

Day passes already include a 10% discount, but an additional 10% will be deducted if purchased before 2011.

Before 2011 Discount Price: $153



After 2010 Price: $170

Once the official registration system is available, you will be able to purchase classes, or additional day passes for other members within your organization (at 50% off) on AE Consulting’s website.

You will be contacted by email to confirm your class choices. All classes WILL be available for Early Bird purchasers.

*Offer EXPIRES December 31st, 2010

*Full refunds will be available within 30 days of being requested. If you need a refund, please contact us directly.