Not-for-Profit Summit

Join SC&H Group, SunTrust and our invited panel of experts to learn about current issues facing not-for-profit organizations and the strategies and best practices to manage them.

8:30am - 9:00am — Breakfast & Registration

9:00am - 10:00am Media Training: Effective Communication Between You and the Press
Cat got your tongue? Join ex-reporter/columnist turned PR pro, Bill Atkinson, for a lesson on navigating the intimidating world of media relations. This interactive session will walk you through the “How-Tos” of working with the media. Whether it is prepping for a radio interview, delivering your message to a newsroom, or building positive relationships with reporters; this session will help you develop strategies for proactive outreach, fielding media calls, and crisis communications.

Presented by: Bill Atkinson, Partner, 212 Communications

10:00am - 11:15am — Economic Update 
Hear the latest on the state of the economy, why the current conditions are both unique and challenging, and what the intersection of multiple economic crosscurrents could mean for growth, interest rates, and the investing markets over the coming year. 

Presented by: Fred Walls, Managing Director and Colleen Doremus, Director, SunTrust Foundations & Endowments Specialty Practice

11:15am - 12:30pm — 2017 Accounting, Tax & Audit Updates  
Hear the latest tax pronouncements impacting non-profit organizations,revenue recognition issues related to conditional grants and contributions, implementation of new not-for-profit financial reporting guidelines and State registration requirements for soliciting contributions.
Presented by: Lori Burghauser, Principal; Erin Charles, Principal; Paula Raynor, Manager; Brina Zinter, Senior, SC&H Group

12:30pm - 1:15pm — Lunch

1:15pm - 2:15pm — Interest Rate Management
A discussion on the current interest rate market and risk management strategies.
Presented by: Brandon Artigue, Capital Markets Origination, SunTrust Robinson & Humphrey

2:15pm -3:15pm — Leveraging Treasury Management Solutions to help with Working Capital Management
Many Not-For-Profit's over the last several years have undertaken a detailed diagnostic analysis of their treasury operations. This session will discuss peer benchmarking to identify best-in-class practices, which, when combined with the diagnostic analysis, creates the foundation for a new blueprint for optimal treasury and working capital management.
Presented by: Corbin Hankins, First Vice President, Treasury & Payment Solutions, SunTrust & Michael Kelley, First Vice President, Treasury & Payment Solutions, SunTrust

3:15pm - 3:30pm — Break

3:30pm - 5:00pm — Safeguard Your Non-Profit from Cybersecurity Risk
This session will bring together a distinguished panel of cybersecurity, legal, and insurance experts to help your non-profit navigate cybersecurity risk. Topics that will be discussed include:

  • Cyber Security Insurance - available coverages
  • Components of a meaningful information security program
  • Steps an organization should take if compromised
  • Role your business advisors play as part of a comprehensive cybersecurity program

Presented by: Jeff Bathurst, CIO, SC&H Group; Terry Katz, Vice President, HMS Insurance, Bobby Turnage, Partner, Venable

5:00 pm - Q&A followed by a complimentary Happy Hour in the Wyndham Courtyard! (weather permitting)

Sponsored by:


Event Details

Wednesday, May 3, 2017

Hunt Valley Inn a Wyndham Grand
245 Shawan Rd
Hunt Valley, MD 21031

8:30am - 9:00am
Breakfast and Registration

9:00am - 5:00pm:

5:00pm - 6:00pm:
Happy Hour

CPE Credits
Earn up to 6 CPE Credits

$40 ($50 After April 19th)