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Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference
November 22, 2019, 8:00 AM - 4:00 PM Buffalo Niagara Marriott | 1340 Millersport Highway | Amherst, NY 14221

Lumsden McCormick 25th Annual
Exempt Organizations Conference

Friday, November 22, 2019

Download the Agenda here.

Registration 7:45 AM

Welcome 8:20 AM

General Session 1 8:30 - 9:20 AM
Economic Update and Population Indicators
      Ed Hutton, Niagara University

General Session 2 9:25 - 10:15 AM
Emerging Cyber Threats and Mitigation Strategies (no slide deck)
      Holly Hubert, Global Security IQ

General Session 3 10:30 AM - 12:20 PM
The Many Faces of Risk

  • Helping Your Organization Prevent Fraud - Leigh Balcom, M&T Bank (slide deck)
  • Other Organizational Risks and Prevention Measures - David DiTullio, Defensor, Inc. (slide deck)
  • PII and How to Protect It - Jill Johnson, Lumsden McCormick
  • Board Governance - Jeffrey Swiatek, Hodgson Russ LLP

Lunch 12:20 - 1:15 PM

Concurrent Session 1 1:20 - 2:10 PM (select one session)
Government Technical Update

  • Sara Dayton and Seth Hennard, Lumsden McCormick

Nonprofit Technical Update

  • Donna Gonser, Sarah Hopkins, and Robert Torella, Lumsden McCormick

Concurrent Session 2 2:20 - 3:10 PM (select one session)
Perspectives from the Office of the Comptroller - Local and State Government (no slide deck)
      Andrew SanFilippo
Collaboration - The New Foundation for Nonprofits (no slide deck)
      Paul Hogan, John R. Oishei Foundation
      Shari McDonough, Boys & Girls Clubs of Buffalo
      Katie Pieri, WNY Nonprofit Support Group
      Amber Slichta, Ralph Wilson Foundation

Close 3:10 PM

This event is open to executives and staff from exempt organizations including nonprofits and governmental entities.  There is no fee to attend, however, registration is required.  Register by completing the registration form on this page.  6.0 hours of CPE credit will be available.  Download Conference Agenda.  

Contact Maria Gambacorta for more information.


Register Today


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