Nonprofit leaders and their boards are facing a myriad of challenges and high-stakes decisions resulting from recent policy shifts, rising costs, loss of funding and a competitive landscape.

Join us to hear from professionals from the legal, accounting, investment and insurance sectors on:

• Legal compliance: Strengthen your nonprofit with governance best practices, asset protection strategies and risk management in mergers, while safeguarding donor restrictions.
• Investment management: Establish a solid financial base with scenario planning, enhance governance through IPS/board reviews and diversify revenue via creative fundraising and M&A.
• Insurance: Understand the current market and cost drivers and navigate Philadelphia's unique insurance challenges for nonprofits.
• Accounting: Adapt to policy shifts for financial sustainability, use digital tools to boost your mission and tackle board engagement and governance issues.

The morning begins with a light breakfast and networking. Validated parking is available.

Panelists:

• Matthew Basile, Sales Director, Lamb Insurance
• Evan Linhardt, Principal - Nonprofit & Foundation Advisory, Bernstein Private Wealth Management
• Bill Loughery, Principal, CliftonLarsonAllen, LLP
• Jacqueline Motyl, Partner and Co-Chair of the Nonprofit Organizations Practice, Fox Rothschild
• Richard Caputo, Partner and Co-Chair of the Nonprofit Organizations Practice, Fox Rothschild

Moderator: Karyn Lyman, Client Advisor – Nonprofit & Foundation Advisory, Bernstein Private Wealth Management