Greater Washington AFP

Upcoming events

    • 10 Mar 2021
    • 12:00 PM - 2:00 PM (EST)
    • Virtual
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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.

    Privacy notice: If you have received this notice in error, and do not wish to be subscribed to our list, please send an email to webmaster@gwafp.org with the word "unsubscribe" in the subject. GWAFP operates in compliance with privacy laws governing Internet communications.

    For more information:

    Email: contactus@gwafp.org

         

Past events

10 Feb 2021 Master Class 2021
09 Dec 2020 GWAFP December 2020 Event
19 Nov 2020 GWAFP Fall Networking Event
14 Oct 2020 GWAFP October 2020 Event - Webinar
09 Sep 2020 GWAFP September Meeting
10 Jun 2020 GWAFP June 2020 - Webinar
20 May 2020 GWAFP May 2020 Spring Training II - Webinar
13 May 2020 GWAFP May 2020 Spring Training I - Webinar
12 Feb 2020 GWAFP February 2020 Event
08 Jan 2020 GWAFP January 2020 Event - Webinar
11 Dec 2019 GWAFP December 2019 Event
13 Nov 2019 GWAFP Networking Reception
09 Oct 2019 GWAFP October 2019 Event - Webinar
11 Sep 2019 GWAFP September 2019 Monthly Meeting
14 Aug 2019 Tour of NBC4 News Station
15 May 2019 GWAFP Spring Training - May 2019
25 Apr 2019 Spring Fling Networking Event
10 Apr 2019 GWAFP April 2019 Monthly Event - Webinar
13 Mar 2019 GWAFP March 2019 Monthly Breakfast Event
13 Feb 2019 GWAFP February 2019 Monthly Event - Webinar
12 Sep 2018 GWAFP September 2018 Monthly Meeting
10 Aug 2018 African American Museum Tour
13 Jun 2018 GWAFP June 2018 Monthly Meeting
09 May 2018 GWAFP Spring Training - May 2018
11 Apr 2018 GWAFP April 2018 Monthly Meeting
10 Jan 2018 GWAFP January 2018 Monthly Event - Webinar
13 Dec 2017 GWAFP December 2017 Monthly Meeting
13 Sep 2017 GWAFP September 2017 Monthly Meeting
09 Aug 2017 Tour of NBC4 News Station
10 May 2017 GWAFP Spring Training - May 2017
12 Apr 2017 GWAFP April 2017 Monthly Meeting
08 Mar 2017 GWAFP March 2017 Monthly Meeting
08 Feb 2017 GWAFP February 2017 Monthly Meeting
14 Dec 2016 GWAFP December 2016 Monthly Meeting
09 Nov 2016 GWAFP Networking Event and Reception
14 Sep 2016 GWAFP September 2016 Monthly Meeting
10 Aug 2016 Tour of Union Station
15 Jun 2016 GWAFP June 2016 Monthly Meeting
11 May 2016 GWAFP Spring Training - May 2016
13 Apr 2016 GWAFP April 2016 Monthly Meeting
09 Mar 2016 GWAFP March 2016 Monthly Meeting
10 Feb 2016 GWAFP February 2016 Monthly Meeting
13 Jan 2016 GWAFP January 2016 Networking Event and Complimentary Cocktail Reception
09 Dec 2015 GWAFP December 2015 Monthly Meeting
18 Nov 2015 GWAFP November 2015 Monthly Meeting
09 Sep 2015 GWAFP September 2015 Monthly Meeting
10 Jun 2015 GWAFP June Meeting
13 May 2015 GWAFP Spring Training - May 2015
08 Apr 2015 GWAFP April 2015 Monthly Meeting
11 Mar 2015 GWAFP March 2015 Monthly Meeting
11 Feb 2015 GWAFP February 2015 Monthly Meeting
14 Jan 2015 GWAFP January 2015 Monthly Meeting
10 Dec 2014 GWAFP December 2014 Monthly Meeting
04 Nov 2014 GWAFP Cocktail Reception
08 Oct 2014 GWAFP October 2014 Monthly Meeting
13 Aug 2014 GWAFP August 2014 Monthly Meeting
14 May 2014 GWAFP May 2014 Monthly Meeting
09 Apr 2014 GWAFP April 2014 Monthly Meeting
12 Mar 2014 GWAFP March 2014 Monthly Meeting
12 Feb 2014 GWAFP February 2014 Monthly Meeting
08 Jan 2014 GWAFP January 2014 Monthly Meeting
11 Dec 2013 GWAFP December 2013 Monthly Meeting
13 Nov 2013 GWAFP November 2013 Monthly Meeting
09 Oct 2013 GWAFP Networking Event
11 Sep 2013 GWAFP September 2013 Monthly Meeting
14 Aug 2013 Reagan National Airport Tour
08 May 2013 GWAFP Spring Training 2013
30 Apr 2013 Bloomberg Washington Summit
10 Apr 2013 GWAFP April 2013 Monthly Meeting
13 Mar 2013 GWAFP March 2013 Monthly Meeting
13 Feb 2013 GWAFP February 2013 Monthly Meeting
09 Jan 2013 GWAFP January 2013 Monthly Meeting
12 Dec 2012 GWAFP December 2012 Monthly Meeting
15 Nov 2012 Emerging Payments Technologies & the Risks They Present for Business
14 Nov 2012 GWAFP November 2012 Monthly Meeting
16 Oct 2012 The 3-Year Treasury Review: Consistent Implementation of Best Practices
13 Sep 2012 Bloomberg Corporations Symposium
12 Sep 2012 GWAFP September 2012 Monthly Meeting
09 May 2012 GWAFP Spring Training 2012
19 Apr 2012 GWAFP Cocktail Reception
11 Apr 2012 GWAFP April 2012 Monthly Meeting
14 Mar 2012 GWAFP March 2012 Monthly Meeting
08 Feb 2012 GWAFP February 2012 Monthly Meeting
11 Jan 2012 GWAFP January 2012 Monthly Meeting
14 Dec 2011 GWAFP December 2011 Meeting
12 Oct 2011 GWAFP October 2011 Meeting
13 Apr 2011 April 2011 - Monthly Meeting
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