By Invitation Only

Association CFOs

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 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: 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 Jeremy Zissman, CFO, American College of Gastroenterology (ACG)

WHEN:
Wednesday, October 16, 2019
7:30 AM to 9:30 AM

LEARNING OBJECTIVES:

• Learn what best practices your peers are using in other Associations to make sure your current reserves policy is mission relevant
• Learn what Associations do to determine the proper level of reserves; how do you know that you have adequate reserves to meet your current needs and future sustainability
• Learn how Associations are utilizing reserves to expand services to their members, undertake new initiatives, and promote change.
• 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.

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