Professional Development Day

presents…

Annual Professional Development Day

Wednesday, November 13, 2019

Nationwide Hotel and Conference Center
100 Green Meadows Drive South
Lewis Center, Ohio 43035

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

 9:50 a.m. – 9:45 a.m.
Update on Ohio State Harbor Act”
Presented by Dale Dresch, IT Audit Manager, Maloney + Novotny LLC

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

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

1:45 p.m. – 2:45 p.m.
Endowment Management”
Presented by Jim Graham, Shareholder, Maloney + Novotny LLC

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