2025 Not-for-Profit Industry Breakfast Seminar
Thursday, May 1, 2025 8:00 am - 11:30 am
Registration - 8:00am-8:30am
Seminar - 8:30am-11:30am
Sheraton Valley Forge Hotel
480 N Gulph Rd, King of Prussia, PA 19406
We hosted our annual not-for-profit industry seminar, which included a morning of fellowship, conversation, and CPE as we discussed some of the opportunities, challenges, and hot topics impacting not-for-profit organizations.
Agenda items included:
- Cyber Security Risk Update
- The Full Financial Picture: Capital Markets, Philanthropic Trends & Budgeting/Reserves Planning Best Practices
- Risks and Uncertainties in Your Financial Statements in Today’s Economic Environment
- Managing Banking Relationships
- Succession Planning Best Practices: The Parallels Between Private Company and Not-For-Profit Transitions
- Current Trends in the Not-for-Profit Labor Market
Presenters:
- Rob Wilkinson, Manager, Technology Solutions, Kreischer Miller
- Evan Linhardt, Principal, Bernstein Private Wealth Management
- Denise McKnight, Director, Audit & Accounting, Kreischer Miller
- Mark Coykendall, Manager, Audit & Accounting, Kreischer Miller
- Steve Staugaitis, Director, Audit & Accounting, Kreischer Miller
- Adam Berman, Director-in-Charge, Retained Executive Search, Kreischer Miller
Moderators:
- Katie Galaska, Director, Audit & Accounting, Kreischer Miller
- Elizabeth Pilacik, Director, Audit & Accounting, Not-for-Profit Industry Group Leader, Kreischer Miller