Breakfast, Networking and Educational Series

Program Schedule:

7:30 a.m.: Networking and Coffee

8:15 a.m.: Breakfast and Session One

9:30 a.m.: Session Two

Session One:

Getting Your Board on Board

Jill Pfitzenmayer, Ph.D.

Vice President 

Initiative for Nonprofit Excellence at the Rhode Island Foundation

In this session we will explore the role of the board of trustees for your organization and how fund development should be at the core of their responsibilities.  Jill will walk us through how to practically set expectations, create a plan, establish lines of communication with the development department and how to monitor for ongoing success. So if you work for a non-profit or serve on a board yourself this session will be instrumental to ensuring we all play our role.  

As vice president for the Initiative for Nonprofit Excellence (INE) at the Rhode Island Foundation, Jill works with nonprofit organizations so that they may more effectively accomplish their missions. INE programs target best practices in board governance, financial literacy, fund development, and leadership development. Jill has experience working in university, hospital, and social service agency settings.

Session Two:

Gift Accounting vs. Business Accounting

Martha C. Hultzman, CPA, CGMA

Director, Citrin Cooperman

During this session Martha will discuss the differences between gift accounting and business accounting and how to bridge the language barrier that commonly exists between the two departments. Topics will include restricted and temporarily restricted gifts, bequests, pledges, liabilities and the importance of gift acceptance policies.  

Martha is an audit director in Citrin Cooperman’s Rhode Island office with over 30 years of experience. Her special focus is serving not-for-profit organizations, commercial real estate entities, closely held, privately owned, and women-owned businesses.  She specializes in not-for-profit tax consulting and employee benefit plans.

Cost:
PPP-RI Members: Free
Guests of Members: Free (one guest per session)
Non-Members: $40.00

Breakfast will be served.

Click here to register

For questions, please contact:

ppprhodeisland@gmail.com

Thank You to Our Sponsor: