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2019 Annual Professional Development Day
November 13, 2019 @ 9:00 am - 4:00 pm
Schedule of Events
[offering 6+ hours of CPE credits]
9:00 a.m. – 9:50 a.m.
“Nonprofit Tax Matters”
Presented by Chris Anderson, Shareholder, Maloney + Novotny LLC
[Offering 1 hour of Tax CPE credit]
9:50 a.m. – 9:45 a.m.
“Update on Ohio State Harbor Act”
Presented by Dale Dresch, IT Audit Manager, Maloney + Novotny LLC
[Offering 1.1 hours of Specialized Knowledge CPE credit]
10:45 a.m. – 10:55 a.m.
Refreshments Break
10:55 a.m. – 11:55 a.m.
“Compliance and Risk Update of Retirement Plans”
Presented by Chris Villari, Shareholder, Maloney + Novotny LLC and Dave Reyes, Shareholder, Maloney + Novotny LLC
[Offering 1.2 hours of Specialized Knowledge CPE credit]
11:55 a.m. – 12:55 p.m.
Lunch
12:55 p.m. – 1:45 p.m.
“GAAP Update”
Presented by Matt Maloney, Shareholder, Maloney + Novotny LLC and Pam Lebold, Shareholder, Maloney + Novotny LLC
[Offering 1 hour of Accounting and Auditing CPE credit]
1:45 p.m. – 2:45 p.m.
“Endowment Management”
Presented by Jim Graham, Shareholder, Maloney + Novotny LLC; Mike Shebak, Senior Managing Director, Clearstead; and Brian Wunderle, Associate, Clearstead
[Offering 1.2 hours of Specialized Knowledge CPE credit]
2:45 p.m. – 3:00 p.m.
Refreshments Break
3:00 p.m. – 4:00 p.m.
“Use of Tax Incentives for Capital Projects”
Presented by Chad Arfons, McDonald Hopkins
[Offering 1.2 hours of Specialized Knowledge CPE credit]