2017 Tax Briefing for Nonprofits

Rules are changing each and every year that impact nonprofit organizations bottom line. Savvy nonprofit organizations learn about the newest state and federal tax changes for adapting in the nonprofit market place.

Free to members and nonmembers 

Tuesday, January 24, 2017
8:30 a.m.-10:30 a.m.

8:30 AM: Networking
9:00 AM: Program

Register online now at http://bit.ly/2k0JLRR.

Continental Breakfast Included (Any nonprofit staff and board members may attend, seating is limited, registration is required)

Presenter: Kevin Margiatto, CPA, Senior Manager, WithumSmith+Brown

Sponsored by WithumSmith+Brown

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Giving Thanks by Giving Back

Professionals from WithumSmith+Brown, CPAs got out of the office and into their communities this week to help local charities during the firm’s 5th Annual Withum Week of Caring.

November 23, 2016 – WithumSmith+Brown, Certified Public Accountants and Consultants, conducted its 5th Annual “Withum Week of Caring”, sending everyone in their organization out into their communities to volunteer their time during the three days before Thanksgiving. With over 800 professionals across the firm’s 14 offices, the accounting staff helped 47 different charitable organizations, donating over 2,100 hours of time.

“This is our favorite outreach event of the year because of the number of people and organizations involved,” says Bill Hagaman, Withum’s CEO and managing partner.  “Giving back to local charities is an important part of our firm’s culture. This being our fifth year of holding Withum Week of Caring, it was once again a great success thanks to the many generous people of our firm.”

From serving food to a local homeless shelter to repairing and painting houses, Withum staff enjoy this special time to roll up their sleeves and donate their time and talents.  “We were excited to partner with Habitat for Humanity of Greater Orlando to assist in building homes for an outstanding organization,” says Lena Combs, a partner in Withum’s Orlando office and the organizer of Friday’s event with Habitat for Humanity of Greater Orlando. “In addition to the team building and comradery that our group of thirty volunteers experienced, we were honored to be able to take part in building a neighborhood for those in need in our community.”

Established in 1974, Withum is a top-30 nationally ranked public accounting and advisory firm with 800 staff members and annual revenue of $140+ million. Offices are located throughout New Jersey (five locations, including its Princeton headquarters); New York City, NY; Philadelphia, PA; Boston, MA; Orlando, FL; Aspen, CO; and the Cayman Islands. The firm also is a member of HLB International, a worldwide network of independent professional accounting firms and business advisors committed to assisting clients build and expand globally.


Withum staff kicked off Withum Week of Caring on Friday, November 18 by volunteering at a Habitat for Humanity build site in Orlando, FL.


Withum staff worked with Clean the World in Orlando, FL to assist sorting soap and other various hygiene products received from hotels, which are recycled and distributed to impoverished areas around the world.

*WithumSmith+Brown is a sponsor of the Edyth Bush Institute financial series of workshops for nonprofit organizations.

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The Certificate of Business Management for Nonprofits and You

10087747376_f81841219c_o.jpgThe Edyth Bush Institute for Philanthropy & Nonprofit Leadership is proud to partner with the Center for Management & Executive Education to introduce the new Certificate of Business Management for Nonprofits (CBM-NP).  The CBM-NP is a 14 week program that provides timely, real world business practices with nonprofit case studies and applicability. The program covers core business principles and provides an understanding of how each area contributes to the success of an organization.

What is the CBM-NP?

The CBM-NP is a professional designation indicating its recipients have gained the skills and knowledge necessary to manage a nonprofit organization.  The CBM-NP requires participation in an educational program at an accredited institution of higher learning and passage of a Certification test.

What can the CBM-NP do for you?

Enrolling in the Certificate of Business Management for Nonprofits program at the Crummer Graduate School of Business can help to advance your skills and marketability. Not only will you gain the credibility that comes with listing a certification on your resume, you will also position yourself as a motivated individual who actively seeks opportunities for learning and growth.

Individuals with the CBM-NP designation are viewed by peers and community leaders as someone who has a deeper understanding of the skills and knowledge needed to solve problems, contribute ideas, and offer solutions for a nonprofit organization. The skills and knowledge needed to propel your career and your organization to success.

How do you enroll in the CBM-NP Program?

To register, visit: http://ebi.rollins.edu/page/businessnp and complete the online application.  Tuition is  $2,695 with Early Bird Registration through November 30, 2016; and $2,995 after November 30, 2016.

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Winter Park – The Perfect Setting for Nonprofit Learning

rollins-college-rose-garden-campus_717_478_sIf you are looking for a picturesque setting to learn about nonprofits, you can’t get any better than Rollins College in Winter Park, Florida. Situated just north of Orlando, Winter Park offers a quiet setting to learn about leading a nonprofit organization. A variety of shopping, dining, botanical gardens and world-class museums are just blocks from the Rollins campus.

To add to that, Rollins College was ranked the number one most beautiful campus by The Princeton Review in 2015. The college is located on the banks of Lake Virginia and boasts Spanish-Mediterranean architecture and many flower gardens and stone walkways.

For anyone who may be traveling from out of town, the Edyth Bush Institute has worked with two area hotels to offer discounts to attendees. The Alfond Inn is located just two blocks from the Rollins College campus. Call 407-228-4007 for reservations and ask for the Rollins discount. Orlando Comfort Suites is two miles from campus near Interstate 4 (I4).  Call 407-998-8090 and ask for the Rollins discount when making reservations.

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Successful Start: Our Instructors at the EBI Boot Camp for New EDs

As an Executive Director with three years of experience or fewer, you can INVEST in yourself as a leader for three days of eye-opening, professional growth on October 26 – October 28, 2016. LEARN from expert speakers, and CONNECT with other nonprofit executive directors for support and collaborative solutions to the challenges you wrestle with in your leadership role.

Today, The Edyth Bush Institute for Philanthropy & Nonprofit Leadership is proud to introduce the instructors who will help you have a Successful Start at The Boot Camp for New Nonprofit EDs! To register for Successful Start: Boot Camp for New Nonprofit EDs, visit: http://ebi.rollins.edu/events/EventDetails.aspx?id=823315&group=

Mission, Vision and Values

freid2Mark Freid is the founder of Happiness Counts (happinesscounts.com) and owner of Think Creative Inc. (thinkcreativeinc.com), an award-winning branding and marketing firm based in Orlando, Florida that is driven by a “Culture of Gratitude.” He is also the featured brand expert on the Travel Channel’s number one show, Hotel Impossible.

Mark is one of the Orlando Sentinel’s “Central Florida 100,” sits on the Healthy Winter Park committee of the Winter Park Health Foundation, serves as Board President of the Holocaust Memorial Resource and Education Center of Florida, writes short stories and runs long races (3 Ironman races, numerous marathons, ultra-distance trail runs and a recent run across the Grand Canyon). He is also a frequent keynote speaker and workshop facilitator, focusing on organizational culture, creating happy workplaces and “Using our Power” to inspire individuals and impact community.

Mark earned a BA from Tulane University, a Certificate of Leadership Practice from Rollins College, and graduated from the Crummer Management Program, the Leadership Mastermind Alliance and the Corporate Athlete Program at the Human Performance Institute.

Challenges of Leadership

linnane2Margaret Linnane is the Executive Director of the Edyth Bush Institute. Prior to coming to the Institute, Ms. Linnane was the Executive Director of the Second Harvest Food Bank of Central Florida for 18 years. Her extensive experience in resource development, program and fiscal management, and community outreach were paramount in selecting her to lead the Philanthropy Center in 2004.

Ms. Linnane serves as the Past Chair of the Board of Directors of Florida Nonprofit Alliance, the statewide association formed to provide a collective voice for nonprofits at the local, state and federal levels. A past recipient of the prestigious Martin L. Bell Memorial Scholarship, a full-tuition scholarship awarded annually to a nonprofit executive in the Executive MBA Program at the Roy E. Crummer Graduate School of Business, she holds an MBA and a B.A. from Rollins College.

Boards: Responsibilities, Recruitment & Retention

martin2Kate Martin is a Program Manager, Instructor and Training Consultant for the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at the Crummer Graduate School of Business of Rollins College.

She has years of experience working with nonprofit organizations, including serving as the Senior Director of Development for UCP of Central Florida. Her experience includes board governance; training & management of staff, board, and volunteers; foundation & corporate support; fundraising and development; special events; and legislative advocacy. Kate also has 14 years of legal experience as an attorney who formerly practiced in the areas of Business Law; Estate Planning and Administration; Charitable Trusts, Charitable Gifts, and Foundations.

She serves the community as a Board Member of Second Harvest Food Bank of Central Florida, where she serves on the Governance Committee,  Executive Compensation Committee, and Public Affairs Committee.  Kate is a member and former Board Member of The Junior League of Greater Orlando.  She also serves as a member of the Board of Trustees for the Alpha Xi Delta Foundation where she currently serves on the Development and Scholarship Committees.

Kate holds a Juris Doctor and a Bachelor of Arts with honors from the University of Florida, and a Certificate in Nonprofit Management and a Certificate in Volunteer Management from the Edyth Bush Institute for Philanthropy & Nonprofit Leadership.

Boards: Meetings, Structure and Fundraising

wetzler2Barbara Wetzler, MA, SPHR, an independent consultant, has held executive level positions in three major nonprofit industries – health care, higher education, and 501c3 charitable corporations – since 1978.

Wetzler’s areas of emphasis include organizational revitalization and repositioning, leadership development, program development and nonprofit mergers. She is certified as a Senior Human Resource Professional (SPHR), has served on nonprofit Boards and committees, and has advised numerous Boards on improving their functioning. In her spare time, she is the grant writer for a local nonprofit.

Wetzler believes the highest functioning Boards are those that treat executive staff leaders as their partners, each working together to ensure the organization’s success.

Organizational Culture

columbus2Gene Columbus joined the Orlando Repertory Theatre as Executive Director early in 2008 after 38 years with the Walt Disney Company having served in various roles within the Entertainment Division. He has made full-circle as he started his career in theatre and went on to perform in motion pictures, television as well as musical theatre. He served an Adjunct Professor at the UCF Conservatory Theatre for twelve years and currently teaches at Rosen College of Hospitality Management and is the author of “The Complete Guide to Careers in Special Events” (John Wiley & Son, 2010). He is a Motivational Speaker focusing on topics related to leadership, career management and Disney History and Heritage.   As a committed community volunteer, Gene has received many awards and acknowledgements.

Effective Day to Day Operations

freeman2Mark Freeman is a senior organizational development and behavioral consultant, primarily working in the academic, hospitality, and healthcare industry. His work in the area of performance improvement includes change management, fundraising consulting, organizational training and development for management, business development, and executive leadership coaching. As an executive coach he has extensive experience with a wide variety of corporate and not for profit clients. Mark designs custom curricula for leadership programs. He also trains development officers in the art and science of major gift fundraising.

He is trained in conflict mediation and offers a myriad of seminars and workshops designed to enhance organizational development, fundraising acumen, change management, and performance excellence. Mark primarily works at the senior leadership and middle management level of the organizations he serves.

Strategic Planning

nelson2Joan Nelson served the Heart of Florida United Way beginning in 1997 as Director of Resource Management where she was responsible for HFUW’s role in the introduction and ongoing training of Outcome Based Evaluation training for agencies and programs serving central Florida. In 2001, she served in a joint position between HFUW and the University of Central Florida, as the Director of Research and Evaluation/Campus Director of the American Humanics Certificate program for UCF.  In 2007, Nelson was promoted to Vice President of Community Investment.

Nelson has served as an adjunct professor in UCF’s School of Social Work and Public Administration departments, and she has taught at California State University, San Bernadino. She has served with numerous groups, including the Orange County Partnership Committee, the Orange County Commission on Aging, Seminole Community Alliance, the UCF School of Social Work Community Advisory Committee, the UCF Nonprofit Management Advisory Board, the Orange County Central Receiving Center Governing Board and the Wraparound Orange Continuum of Care Committee.

A published author, Nelson co-authored an article entitled “Evaluating Performance Systems in Nonprofit Agencies: The Program Accountability Scale (PAQS),” which appeared in the American Journal of Evaluation. Another co-authored article, “Predictive Factors in Creating Successful Outcome Evaluation Plans,” appeared in Nonprofit Management & Leadership.

Nelson received her MBA from Rollins College and earned a master’s in Social Work from UCF and a B.A. from Temple University in Philadelphia, PA.

Making Sense of Finances and Financials

reimersDr. Jane Reimers is founder and CEO of Creative Course Design, an instructional design consulting company that designs and produces online courses. Prior to earning her Ph. D. in Accounting at the University of Michigan in 1986, she was a CPA and worked for Coopers and Lybrand in Orlando, FL. She enjoyed a teaching career that included positions at Duke University, Florida State University, and Rollins College. At Florida State, she held the KPMG Professorship in Accounting. In 2014, Dr. Reimers retired from her position at Rollins. With a masters degree in instructional design from the University of Massachusetts (Boston) earned in 2013, Dr. Reimers now devotes her time to creating online courses that are designed specifically to engage learners. Her clients include the Illinois Society of CPAs and the Edyth Bush Institute for Philanthropy & Non Profit Leadership at Rollins College.

Program & Organization Evaluation

maroon2Dr. Bahiyyah Maroon is a nationally recognized change Amplifier and an energetic thought leader. Her work results in organizations and individuals moving up to peak performance levels to achieve optimal strategic outcomes.  As an interdisciplinary social scientist, Dr. Maroon has contributed to educational and social change programs and organizational improvement initiatives that have benefitted the lives of over 20,000 people and myriad organizations throughout the United States.

Dr. Maroon’s keynotes and facilitations infuse scientific insights and inspired engagement methods that have ignited transformative outcomes for people across the country. As a featured TEDx speaker and sought after facilitator, Dr. Maroon makes tangible positive growth accessible to organizations dedicated to improving our world.

Diversified Fundraising

Fundamentals of Fundraising

chastain2 Terri Chastain, CFRE, is a fundraising and training consultant for the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College, providing workshop instruction, curriculum development, and other consulting services.  Currently, she is also the Senior Campaign Director for Harbor House of Central Florida’s $7.4 million capital campaign.

She has over 25 years of experience working for nonprofit organizations, including serving as Development Director for the Adult Literacy League and UCP of Central Florida, where she was part of a capital campaign committee team that raised $6 million.  Her experience includes proposal writing; special events; major gifts; training & management of staff, board, and volunteers; corporate support; annual fund; and in-kind support, as well as direct program service in the fields of children’s, family, and disability/special needs services.

Ms. Chastain has worked in the nonprofit and government sectors since completing her Bachelor’s degree at Berry College in Rome, Georgia. She is a member, and a former board member, of the Association for Fundraising Professionals and a Certified Fund Raising Executive, CFRE.


revels2Karen Revels, MSM is the Senior Manager of Philanthropy at the Edyth Bush Institute overseeing the Annual Philanthropy Conference, symposiums, research projects, and The Donors Forum of Central Florida.  In addition, she oversees the Leadership Certificate and executive transition and advanced fundraising programs and is an instructor for many Institute workshops.

Karen has more than 16 years of nonprofit management and fundraising experience in roles as Executive Director with The American Cancer Society and the International Fibrodisplaysia Ossificans Progressiva Association; and as Development Director with The Jewish Community Center and the Institute of Internal Auditors.  In addition, she founded the Howard Middle School Foundation, most recently serving as President; served as a foster parent; and regularly volunteers with Lake Eola Charter School, Trinity Lutheran School, and First Presbyterian Orlando.

She was awarded the Women of Distinction Award from the Citrus Council of Girl Scouts, is a graduate of Leadership Orlando Class 69 and Leadership Brevard Class 2005.  She received a B.S. in Public Administration and her Masters of Science in Management from the University of Central Florida.


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