President’s Club 7 consecutive years: 2010, 2011, 2012, 2013, 2014, 2015, 2016; Sole Recipient MX Customer Service Award 2011, President’s Award 2013

close x

PRESIDENTIAL FORUM EVENT – September 4th, 2019

By Invitation Only

Association CFOs

Association CFO Roundtable Breakfast

image002

Presidential Forum Roundtable Breakfast is by invitation only and is limited to only Association CFOs.  The format is informal discussion among your peers on the topic of general business expense management/reduction and where new financial resources will have the greatest strategic benefit for your Association.   The Presidential Forum ensures that as an Association CFO you have the opportunity to meet in a safe environment where you will be able to network with only your peers (other Association executives) and no external organizations will be represented. As part of the safe environment setting, all content of discussion are to be treated as confidential by all executives in attendance.  The breakfast is hosted by U.S. Transactions Corp.

Plated breakfast will be served.

TOPIC/COURSE DESCRIPTION: The Association CFO:  Managing Projects, Start, Stop, Expand decision making (best practices and issues); Rethinking Reserves: Using Reserves to Expand Your Mission

This roundtable discussion is moderated by an Association CFO, and there will be an interactive dialogue among all Association CFO-Attendees.  Learn firsthand as each CFO shares what Best Practice he/she has implemented at their respective Association.  This is also a great way to discover how other CFOs have solved issues that you might face as you work with your executive management on cost reduction initiatives in your Association.

Co-Moderated Roundtable discussion lead by  David Keen,CFO, American Psychiatric Association (APA), and Matthew Hilliker (Invited), CFO, American Society for Pharmacology and Experimental Therapeutics (ASPET)

WHEN:
Wednesday, September 4, 2019
7:30 AM to 9:30 AM

WHERE:
The City Club of Washington, DC
555 13th St NW, Washington, DC 20004
(202) 347-0818
Complimentary Garage Parking

LEARNING OBJECTIVES:

  • Learn what best practices your peers are using in other Associations to manage important projects (when to start, how to know when to abort a project, what interim hurdles should you set to make sure a project is on track)
  • Learn what Associations do to determine the proper level of reserves
  • Learn how Associations are utilizing reserves to expand services to their members, undertake new initiatives, and promote initiative.
  • Learn about a framework for conversations that staff, committees and boards should be having about reserves

DELIVER METHOD: Live

CPE CREDITS: 1.5

LEVEL: Intermediate

NASBA CATEGORY: Business Management & Organization

PREREQUISITES:  C-Level Management Experience

CPE SPONSOR: U.S. Transactions Corp. Sponsor ID 138278 NASBA

 

Email us at RSVP@ustranscorp.com to register.
There is no cost to attend.

A REGISTRATION IS REQUIRED (NO EXCEPTIONS)

For more information, go to www.ustranscorp.com/calendar.

BREAKFAST SPONSOR:

SaveSave

SaveSaveSaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSaveSaveSaveSaveSave

SaveSave

SaveSave

SaveSave

SaveSave

SaveSave