Greater Washington AFP

March 2021 Event

  • 10 Mar 2021
  • 12:00 PM - 2:00 PM
  • Virtual

Registration


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March 2021 Monthly Event

DATE

March 10, 2021

LOCATION

Webex Link to be provided

PROGRAM SCHEDULE

12:00 - 12:50 p.m.


1:00 – 1:50 p.m.

"Reimagining the Finance Function in a Post Covid-19 World”

“Managing Liquidity in the COVID Era” 

REGISTRATION INFORMATION

Members: Free

Non-Members: $50


On-line at www.gwafp.org

                  

PROGRAM DETAILS:

“Reimagining the Finance Function in a Post Covid-19 World”

This presentation will include best practices in use of technology and the pros and cons of outsourcing within the finance function.

Speaker: Anna Hofmeister, Partner, Management Consulting, RSM US LLP

Anna is a partner with RSM’s finance and accounting outsourcing team and has over 20 years of experience serving the accounting, consulting, audit and tax needs of the nonprofit industry. She works closely with her clients to develop sound financial reporting systems, implement process improvements, and improve financial performance. She frequently advises senior leadership and boards of directors on topics such as GAAP compliance, aligning finance with strategic objectives, developing operational metrics and KPIs, and effective risk management.

Anna is a frequent speaker on nonprofit financial management and board governance topics and has presented at nonprofit industry conferences and other education events. A few of these topics have included:

  • “Board Responsibilities-Checklist and Toolkit,” NYN Media BoardCon, 2019
  • “Productively Manage a Virtual Work Environment,” ASAE Annual Meeting, 2018
  • “Governance Practices & Fiduciary Responsibility,” NYN Media BoardCon, 2018
  • “Key Metrics for Successful Organizations,” ASAE Online Conference for Small Staff Associations, 2017

Professional affiliations and credentials

  • Certified public accountant, Virginia
  • Greater Washington Society of CPAs
  • ASAE The American Society of Association Executives
  • American Institute of Certified Public Accountants
  • Certified Bill.com Expert
  • CAF America, Treasurer
  • CAF UK, Audit Risk and Compliance Committee

Education

  • Bachelor of Science, accounting, George Mason University

Speaker: Matthew Haggerty, Manager, Technology Consulting, RSM US LLP

Matthew has over 12 years of finance and accounting experience, including in nonprofit organizations ranging from $1M to $300M in annual revenues. Prior to joining Tate & Tryon CPAs & Consultants, which merged into RSM in 2020, Matthew served as director of finance at a national education policy organization, vice president of finance and administration at a local human services provider, and chief operating officer at a local affordable housing association.

Matthew specializes in finance and accounting outsourcing, with an emphasis on linking finance, operations, and strategy. His experience spans a wide range of accounting, finance, vand administrative services. He has experience working with several accounting systems, including Oracle NetSuite, QuickBooks, and Sage Intacct. He also has experience working with and managing Salesforce and Airtable CRMs, Nexonia, Tallie, Bill.com, FloQast, BlackLine, and a variety of HR information systems.

Matthew has been active in volunteering in his community, including with a tutoring organization, a local community association, and his local church. He currently serves on the board of directors and as Treasurer for a local education advocacy organization.

Professional affiliations and credentials

  • Certified Sage Intacct Accounting Specialist
  • Certified Bill.com Expert and Guru

Education

  • Master of Public Policy, public-nonprofit partnerships, George Washington University
  • Bachelor of Business Administration, finance and economics, University of Notre Dame


"Managing Liquidity in the COVID Era”

We will discuss how businesses have responded to current economic challenges by shifting their strategies to better manage liquidity or excess capital.

Speaker: Lauren Pralle, Vice President, BlackRock

Lauren Pralle, Vice President, is a member of the Cash Management team within BlackRock's Global Lending and Liquidity group. Lauren is responsible for developing and maintaining relationships with institutional investors including corporations in the Eastern region of the US. Lauren also manages Cash Management's Latin America business including corporates, family offices, pension, commercial banks and government entities.

Lauren joined BlackRock in August 2015. Prior to joining BlackRock, Lauren spent 8 years at JPMorgan in a variety of Sales, Strategy and Product roles in New York, Sao Paulo, and London.

Lauren has a BA in Finance from the University of Oklahoma with a minor in Spanish.


CPE, CAE, CTP, FP&A CREDIT INFORMATION

Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website: www.nasba.org.

CANCELLATION AND REFUND POLICIES

Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

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For more information:

Email: contactus@gwafp.org

     

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