By Invitation Only

Association CFO Roundtable Breakfast:

Association CFO Roundtable Breakfast

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 Automation.   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: Association Budgeting and Forecasting: Best Practices and Technologies 

This roundtable discussion is moderated by Donald May 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 new strategic initiatives in your Association.

–Moderated Roundtable discussion lead by Donald May,CFO, Mechanical Contractors Association of America (MCAA)

WHEN:
Tuesday, Feb 12, 2019
7:30 AM to 9:30 AM

LEARNING OBJECTIVES:

• Learn how Associations more effectively manage the budgeting process.
• Learn how CFOs are communicated with other parts of the organization to collect budget data timely and accurately.
• Learn how Associations are using the latest budget and forecasting software tools to make the process more streamlined and more meaningful to management and the Board.

DELIVER METHOD: Live

CPE CREDITS: 1.0

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: Withum Smith+Brown PC (Audit/Tax/Advisory)