9th Annual Nonprofit Seminar

October 2011

Richmond, VA, Charlottesville, VA, and Charlotte, NC

October 12, 2011
Lewis Ginter Botanical Garden
Richmond, VA

October 18, 2011
Westminster Canterbury
Charlottesville, VA

October 20, 2011
Mint Museum Uptown
Charlotte, NC

A complimentary program for presidents, executive directors, CEOs, CFOs, directors, trustees, and development officers of nonprofit organizations and their advisors.

   
Agenda  
   
8 - 8:25 a.m. Registration & Continental Breakfast
   
8:25 - 8:30 a.m. Welcome & Introduction 
Michele A. W. McKinnon (All Locations)
   
8:30 - 9:30 a.m. Exempt Organization Developments 
Milton Cerny (All Locations)
Michele A. W. McKinnon (All Locations)
   
9:30 - 9:50 a.m. What Every Nonprofit Needs to Know about the Estate Tax 
Dennis I. Belcher (Richmond)
Charles D. Fox IV (Charlottesville)
E. Graham McGoogan, Jr. (Charlotte)
   
9:50 - 10:20 a.m. Investment & Endowment Management for Nonprofits
Harrison L. Marshall, Jr. (Charlotte)
Michele A. W. McKinnon (All Locations)
   
10:20 - 10:30 a.m. Break
   
10:30 - 11:15 a.m. Hiring & Firing a Nonprofit CEO 
Brian D. Barger (Charlotte) 
Jeffrey R. Capwell (Charlotte)
Robert M. Cipolla (Richmond and Charlottesville) 
Stephanie P. Karn (Richmond and Charlottesville)
   
11:15 - 11:45 a.m. Unrelated Business Income Tax:
A Trap for the Unwary
Milton Cerny (All Locations)
   
11:45 a.m. - 12:15 p.m. Charitable Contribution Developments
W. Birch Douglass (Richmond)
Charles D. Fox IV (Charlottesville)
E. Graham McGoogan, Jr. (Charlotte)
Michele A. W. McKinnon (All Locations)
   
12:15 - 12:35 p.m. Break & Lunch
   
12:35 - 1:20 p.m. Political Campaign & Lobbying Activities (Interactive Panel)
Elliot S. Berke, Panelist (All Locations)
Milton Cerny, Panelist (All Locations)
William J. Farah, Panelist (Richmond)
Michele A. W. McKinnon, Moderator (All Locations)
   
1:20 - 1:30 p.m. Questions & Answers