The FENG Washington, DC Chapter

Next Meeting

When:

02/22/2018 – 6:00 PM to 8:30 PM (Reserve a spot at this event)

Where:

Robert Half Management Resources
Tysons Corner
1751 Pinnacle Drive, Suite 1600
Mclean, VA 22102
Tel: 703.847.1496 ext 50146 (Sean Moran)

Agenda:

TOPIC: Successful Communication - Essential Financial Messaging to Boards
CPE CREDIT: 1.0


SPEAKERS: Paul Preziotti, Johnson Lambert LLP and A. Michael Gellman, Fiscal Strategies 4 Nonprofits

Space is limited so you must register!

AGENDA:
6:00-6:30: Networking
6:30-6:40: Call to order, agenda review, announcements, and introduction of host, Sean Moran, Client Service Director – Robert Half Management Resources
6:40-7:45: Presentation - “Successful Communication - Essential Financial Messaging to Boards” by Paul Preziotti and A. Michael Gellman, (including Q&A).
7:45-8:30: 90-second announcements, adjournment

COURSE DESCRIPTION:
Providing financial information and reports to your nonprofit organization's board of directors is a well-known and expected best practice. How this is done varies widely and can too often be performed ineffectively. We will explore with you through case study examples how to effectively provide pertinent and relevant financial information to your board in a manner they can readily understand and use to monitor the health of their organization and advance mission, sustainability and value. Multiple financial management messaging platforms and templates will be provided along with strategies to get buy-in, acceptance and enhance use.

LEARNING OBJECTIVES:
Objective 1: Learn how to isolate financial management factors relevant for effective fiduciary board oversight and enhance resource management

Objective 2: Discover why financial over messaging to your board is just as dysfunctional and damaging as not delivering
financial reports to your board

Objective 3: Learn how to assemble a package of board financial reports that best
allows boards to meet their dual roles of fiduciary management and advancing mission and value



SPEAKER BIOS:
Paul Preziotti, CPA, is a Principal for the multi-office CPA firm, Johnson Lambert LLP. He is
responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Additionally, Paul is responsible for the oversight and coordination of our firm's internal training for the not-for-profit niche. Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating. He is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He was also recently appointed to the 2016 AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. Furthermore, he is a past chair for the GWSCPA's Nonprofit Finance & Accounting Symposium. Additionally, Paul serves as a board and audit committee member for Food for Others, as a board and audit committee member for St John's Community Services and on the AICPA's Uniform Accountancy Act Committee.

A. Michael Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations and a founding principal partner for Fiscal Strategies "4" Nonprofits where the primary
focus is helping legacy organizations and new organizations build and achieve a sustainable and financially healthy future. Mr. Gellman was a former 20-year Shareholder for Rubino & Company, Chartered, CPA's and Consultants. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial management systems for over 30 years. He has conducted numerous seminars and has written articles on budgeting, reserve and investment policies, financial management, fiscal sustainability, leading economic indicators for nonprofits, and the impact on governance and transparency and accountability. Organizations and Institutions Mr. Gellman has spoken before include; American Institute of Certified Public Accountants (AICPA), Greater Washington Society of CPA's (GWSCPA's), and numerous nationally recognized nonprofit organizations. Mr. Gellman teaches courses and has made presentations for Georgetown University, George Washington University, Virginia Tech, State of Maryland Nonprofit Financial Management and Fundraising Workshops, Center for Nonprofit Innovation, Volunteers of America, National Urban League, United States Conference on Aids and many other nonprofit organizations.




CPE Credit: 1.0
LEVEL: Basic
NASBA CATEGORY: Finance
PREREQUISITES: Basic Education in Finance and Accounting
DELIVERY METHOD: Live
CPE SPONSOR: U.S. Transactions Corp Sponsor ID 138278 NASBA

Directions

Google Maps:
https://www.google.com/maps/dir//1751+Pinnacle+Dr+%231600,+McLean,+VA+22102/@38.9212109,-77.2984112,12z/data=!4m8!4m7!1m0!1m5!1m1!1s0x89b64aee22e934b5:0x2e2fe09de9ea37f6!2m2!1d-77.2283712!2d38.9212318

Building is located one block from Tysons II Galleria Mall.


About the Washington, DC Chapter

The Washington DC Metro Chapter consists of more than 1,750 members who are senior financial executives in industry, public sector, professional services and non-profit orgnaizations. Meetings are held approximately once per month and are attended by 25-30 members and guests.

Guests are welcome to attend if invited by an existing member. Potential guests who are senior financial executives may contact one of the Chairpersons for information about attending an upcoming meeting.

Remember, "networking" works in both directions. You must be in the game to benefit.

Chapter Leadership

Art Del Buono
ajdelbuono@aol.com
(202) 326-3464
Art currently serves as Senior Advisor – Financial Analysis in the Bureau of Economics at the US Federal Trade Commission, supporting the various missions of the agency, especially the merger approval process. He has worked on such high-profile mergers as Proctor & Gamble/Gillette, Federated/May, Nestle’s/Dreyer’s, Johnson & Johnson/Pfizer, and Whole Foods/Wild Oats. His pre-government career included eight years with General Electric in various financial roles, regional controller for a printing company, and CFO of a distribution firm. Art received his MBA in finance and accounting from the Owen Graduate School of Management at Vanderbilt University and completed the Financial Management Program at General Electric.
Ranjit Gupte
rmgupte@gmail.com
(703) 869-6057
Ranjit has worked in senior executive positions such as CFO, Controller, Head of Manufacturing and Chief of American Operations. He has worked internationally in India, Singapore and Malaysia. He is a licensed CPA with an MBA in Business Strategy from University of Pittsburgh, PA. Industry experience includes air conditioning, audio recording, machine tools, chemicals, crane manufacturing, refrigeration, electronic communication equipment and government contracting. He has headed international business development effort for the $20 Billion TATA Group from India in New York City.
Wade Tetsuka
WadeTetsuka@USTransCorp.com
(703) 717-3339
Wade is President of U.S. Transactions Corp., an organization which is focused on building and maintaining an exclusive network of CEOs and CFOs in government contracting. Wade has an extensive background in financial services including commercial card payment processing using Level-3 data. He graduated from the Wharton School of Business, University of Pennsylvania. As a CPA, he worked for 10-years at Ernst & Young (San Francisco) and PriceWaterhouseCoopers (Stuttgart, Germany). Later he entered the medical device industry and served in the capacity of President/General Manager for mid-sized, fast growth companies.
Wade is a member of Vistage, a national CEO membership organization, a founding member of the Coudoun County CEO Cabinet, Board of Trustees of the Loudoun Education Foundation.

Future Meetings

03/22/2018
06:00 PM to 08:30 PM
Robert Half Management Resources
Tysons Corner
1751 Pinnacle Drive, Suite 1600
Mclean, VA 22102
Tel: 703.847.1496 ext 50146 (Sean Moran)


For Meeting Information, Please Contact:
Wade Tetsuka
WadeTetsuka@USTransCorp.com
(703) 717-3339

OUR SPONSORS:

cfo