Partner Bob Cann spoke at the Illinois AFL-CIO Financial Reporting Seminar on the topic of IRS Reports--Form 990. On February 11, 2014, he was at the Laborers District Council in Burr Ridge, Illinois and on February 26, 2014, he was at the Hilton Garden Inn in Springfield, Illinois.
Partners Eric Baertsch and Eileen Brassil attended and presented at the IFEBP's 59th Annual Employee Benefits Conference in Las Vegas October 20-23, 2013. Eric served as a panelist for "Running Your JATC as a Business," as co-speaker for "Representing Your Client in a DOL Audit," and as co-roundtable leader for "Ask the Accountants." Eileen served as a co-speaker for "Fund Reporting." The conference, which hosts nearly 5,000 attendees each year, is a great opportunity to network with clients and friends of the firm and get updates from industry experts. Visit http://www.ifebp.org/ for more information on the Foundation.
Legacy hosted a Not-For-Profit Roundtable on July 31, 2013, for clients and friends of the Firm. Partners Rose Doherty, Paul Doetsch, and Ron Bastian spoke on topics including Functional Allocation of Expenses for Nonprofits, Benchmarking and Industry Watchdogs, and Fraud. Time was also allotted for participants to ask questions pertaining directly to their organization. If you would like a copy of the presentation for this event, please contact Marketing Director Julie Tucek at firstname.lastname@example.org.
Managing Partner Bob Tiberi attended and served as the Conference Chair for the 2013 PrimeGlobal Partner Leadership Conference on June 19-21, 2013, at The Peninsula in Chicago.
Partners Rose Doherty and Paul Doetsch attended the American Institute of Certified Public Accountants (AICPA) National Not-For-Profit Industry Conference on June 19-21, 2013, at Marriott Wardman Park in Washington, DC. Topics included: dealing with new regulatory issues affecting tax, compliance, accounting and auditing, and governance; financial management and leadership strategies; and collaboration and fundraising ideas.
The industry's top experts and thought leaders participate in the conference to offer their perspectives on critical issues facing nonprofits. Such issues and information is imperative for nonprofit service providers to understand and utilize as it relates to nonprofit clients.
Partners Eric Baertsch, Eileen Brassil, and Bob Cann attended the AICPA Employee Benefit Conference May 14-16, 2013, in Grapevine (Dallas), Texas. The conference provided attendees with key updates on recent and proposed legislative changes and regulatory issues affecting employee benefit plans.
The Illinois CPA Society's (ICPAS) Not-for-Profit Committee sponsors a series of Roundtables to provide opportunities for financial professionals who are involved with nonprofit organizations "both on the public accounting and organization side" to network, learn, and share information. Partner Rose Doherty, who is a board member of the ICPAS, facilitated the ICPAS Nonprofit Roundtable on May 9, 2013. Rose also spoke on audit and banking controls.