Out and About
Past Events
International Foundation of Employee Benefit Plans Annual Conference
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 Professionals LLP Not-For-Profit Roundtable
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 jtucek@legacycpas.com.
PrimeGlobal Partner Leadership Conference
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.
AICPA National Not-for-Profit Industry Conference
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.
AICPA Employee Benefit Plan Conference
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.
Illinois CPA Society's Not-for-Profit Committee Roundtables
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.
Illinois AFL-CIO Labor Management Reporting Seminar
Partner Bob Cann presented an annual update on IRS reporting at the Illinois AFL-CIO Labor Management Reporting Seminar. The event was co-sponsored by the Illinois AFL-CIO and the U.S. Department of Labor, Office of Labor Management Standards. The two one-day seminars were held in Burr Ridge, Illinois on February 14, 2013 and Springfield, Illinois on February 16, 2013.
Illinois CPA Society Not-for-Profit Conferences
Partner Rose Doherty attended the Illinois CPA Society's Not-for-Profit Conferences at the Donald E. Stephens Convention Center in Rosemont, IL on November 28-29, 2012. Rose answered accounting, auditing, and tax questions in the Ask the Experts seminar on November 29. For more information on the conferences and the Illinois CPA Society, visit www.icpas.org.
PrimeGlobal 2012 Inaugural Construction Conference
Partner Eileen Brassil attended PrimeGlobal's 2012 Inaugural Construction Conference on November 1-2, 2012 at MileNorth in Chicago. Eileen was also a presenter at the Conference, speaking on the topic of "Disclosures About Participation in a Multiemployer Pension Plan."
Association Forum's Annual Meeting
Marketing Director Julie Tucek participated in Association Forum's Association Week by attending the Annual Meeting on June 19 at McCormick Place in Chicago. She was pleased to see many of our clients and colleagues at this educational and networking event.
