October 02, 2014 - 8:00 AM - 4:00 PM ET

Second Annual Nonprofit Executive Summit: Bringing Nonprofit Leaders Together to Discuss Legal, Finance, Tax, and Operational Issues Impacting the Sector

This event has already occurred.
Venable LLP
575 7th St., NW
Washington, DC 20004

Following a successful inaugural event last fall, Venable and CliftonLarsonAllen are hosting the second-annual Nonprofit Executive Summit, a complimentary full-day symposium bringing leaders together to explore a wide range of critical issues impacting the sector. This invitation-only event promises to be a valuable educational and networking opportunity.

Breakfast and lunch will be provided.

CAE credit is available for this event.



Fraud and Embezzlement: The Executive Team’s Role in Detecting, Reporting, and Preventing Fraud

Since the overhaul of the IRS Form 990 in 2008, over 100,000 nonprofits have reported a “significant diversion of assets,” costing these organizations and their supporters over $100M in losses and a blow to their collective reputations. The Washington Post investigation and exposé on these frauds has raised serious questions concerning the sector’s willingness to provide financial transparency as well as the ability of its executives and boards to protect donors from future losses. This panel will discuss the increased concerns and provide practical solutions to nonprofit leaders.

Mary Pat Flaherty, the Washington Post
William H. Devaney, Esq., Partner, Venable LLP
Marion Hecht, Principal, CliftonLarsonAllen


Executive Employment Contracts: Getting Compliant and Creative

Nonprofits and their executives attempting to negotiate, document, and benchmark successful employment relationships should not do so in a vacuum. This panel will provide an understanding of the legal, accounting, and regulatory requirements—along with creative best practices—in designing and funding incentive benefit plans. This is essential to establishing and maintaining productive and accountable executive relationships.

Kelly Davis, Manager, Employee Benefit Plan Services, CliftonLarsonAllen 

Lawrence D. Sloan, President and CEO, Society of Chemical Manufacturers & Affiliates
David R. Warner, Esq., Partner, Venable LLP


Keynote Presentation

James L. Shea, Esq., Chairman, Venable LLP 

Keynote Speaker
Domenico Montanaro, Political Editor and Senior Producer for Politics and Law, PBS NewsHour


Nonprofit Tax Issues: Where the IRS Is Today and Where Congress Is Headed

Over the past several months, Congress and newspaper headlines have focused on the IRS’ treatment (or mistreatment) of nonprofits seeking tax-exempt status. This session will review the impact of heightened scrutiny on the IRS, along with current IRS enforcement priorities. We will also discuss areas of possible tax reform, with implications for nonprofits and the availability of the charitable deduction.

Robert L. Waldman, Esq., Co-Managing Partner, Venable LLP

Matthew T. Journy, Esq., Associate, Venable LLP
David J. Trimner, Principal, Northeast Tax Leader, CliftonLarsonAllen


Best Practices for Enhancing the Nonprofit Governance Model 

Ensuring a nonprofit’s governance structure and related policies are properly aligned, communicated and adhered to is a necessary and often thankless job for a nonprofit’s leadership team. This session, including case studies, will focus on the key governance policies and practices that drive organizational success and the role of the executive team in ensuring successful synergies.

John P. Langan, CPA, Managing Principal, Public Sector Group, CliftonLarsonAllen

Michael Curtin, Chief Executive Officer, DC Central Kitchen
George E. Constantine, Esq., Partner, Venable LLP
Sarah Curfman, Public Sector Consultant, CliftonLarsonAllen