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Professional Development Meeting

July 27| 8:00 - 9:45 am

8:00 - 8:30 am ... Breakfast and welcome
8:30 - 9:45 am ... Program

Cohen & Co | 3500 Embassy Pkwy # 100, Akron OH directions

$18 for members | $25 for not-yet members
Reservation/Cancellation Deadline:
July 24, 4:00 pm

Approved for 1.25 CFRE credits; documentation

bring a guest free

Don't know who to bring? It could be your finance director, executive director, a board member, or a fellow fundraiser ... anyone you think would be interested in hearing about how financials influence the decisions of donors (or anyone interested in a free breakfast!).

Step 1: Register yourself.

Step 2: Register your guest (be sure to use the guest's contact info and email address). Enter 0 as the amount you will pay, and enter "guest of " and your name in the question box.

Step 3: Bring your guest to the program!

 

 

 

LOUD & CLEAR: How Your Organization’s Financial Information Speaks Volumes to Donors

Join us for a special program to help you better understand how potential and existing donors use your financial information to assess your organization.

  • What do your financial statements really say about you?
  • How can a solid gift acceptance policy help you steer clear of certain tax pitfalls?
  • How can you use your organization’s Form 990 as a marketing tool to attract donors?

Find the answers (and ask more questions) in a small group setting when you join the tax and audit not-for-profit specialists of Cohen & Company, the 69th largest CPA and consulting firm in the country.

 

Panelists:

bulletAlane Boffa, CPA, MT, AEP®, Director, Tax & Family Wealth, Cohen & Co.

bulletMarie A. Brilmyer, CPA, MAcc, Director, A&A, Cohen & Co.

bulletJoe DiFranco, CPA, MBA, Director, A&A, Cohen & Co.

bulletDonna Jenkins, CPA, Manager, A&A, Cohen & Co.

 

ABOUT THE SPEAKERS

Alane BoffaA leader in the Family Wealth Group, Alane Boffa provides high-net-worth individuals and family groups with critical tax planning around the issues that affect them most: business enterprises, estates and trusts, gifting techniques and philanthropic activities. Alane often coordinates between clients, their attorneys and other professional advisors to execute on strategies, and is particularly knowledgeable about charitable trusts and private foundations. Additionally, many of Alane’s business clients have local and multi-state operations in the distribution, service and automotive industries.

  • Greenleaf Family Center (Finance Committee)
  • Akron Tax Club
  • Akron Tax and Estate Planning Council
  • Estate Planning Council of Cleveland
  • Leave a Legacy of Summit
  • Portage & Medina Counties (Cabinet Member)
  • Ohio Society of CPAs (Former Chair, Tax Committee)
  • American Institute of CPAs
  • United Way of Summit County (Volunteer)
  • Conservancy for Cuyahoga Valley National Park (Volunteer)
  • Leadership Akron Alumni Association
  • Leadership Akron (Class of 2007)
  • 30 for the Future award

Alane is passionate about golf and college basketball. When it comes to basketball, she’s a Duke Blue Devils fan through and through (regardless of her alma mater). As for the golf, her once-a-week summer league is her “me” time. Alane, her husband and their two sons live in Copley, Ohio.

 

Marie BrilmyerMarie Brilmyer has 15 years of experience helping private companies and their owners work through a variety of technical issues, including accounting for complex debt and equity instruments, purchase price accounting and impairment of intangible assets. She also provides consulting services to assist clients with special projects, such as obtaining financing and assisting with sell-side due diligence. One of Marie’s key focus areas lies in working with not-for-profit organizations. Her significant background gives her the necessary credentials and knowledge to perform audits in accordance with Uniform Guidance. She has in-depth experience with religious institutions, social service organizations, nursing and long-term care facilities, educational institutions and private foundations.

  • American Institute of CPAs (Women’s Initiative Executive Committee); Leadership Academy (2011)
  • Ohio Society of CPAs (Executive Board, Audit Committee Chair, Women’s Initiatives Committee, CPA Voice Editorial Advisory Committee)
  • Summit County Habitat for Humanity (Finance Committee)
  • Firestone Akron Swim Team (FAST) Board (Parent Liaison)
  • Leadership Akron (Class of 2012)
  • Greater Akron Chamber 30 for the Future Award (2013)
  • Conducts numerous internal and external trainings on not-for-profit topics
  • Author of several not-for-profit-related articles in a variety of publications
  • Akron Marathon & Akron-Canton Regional Foodbank (Volunteer)

Marie lives in Akron, Ohio, with her husband and their three children. When she is not cheering on her kids at swim meets, softball and baseball games, or soccer matches, she enjoys reading and running. Marie has participated in numerous 5Ks, 10Ks and half marathons, completing her one (and only) full marathon in 2013. She is also an avid volunteer in the Akron community.

 

Joe DiFrancoJoe DiFranco’s technical expertise focuses on clients in the manufacturing, not-for-profit and service industries. He has extensive experience with complex entity structuring, including the unique issues associated with consolidations. He also works with clients to understand how they use accounting and productivity software to help them more effectively analyze business information.

  • Ohio Society of CPAs
  • American Institute of CPAs
  • Adjunct professor for John Carroll University’s Master of Business Administration program
  • Published in NFP Advisor

One of Joe’s passions is truly accounting, but, when forced to step away from his spreadsheets, he is involved with his church and is known to be quite a force on the Cohen soccer team. With two goals over four years (and one was even for the Cohen team!), Joe calls himself the Matthew Dellavedova of the team: number 10 on the depth chart but number 1 in our hearts. Joe and his wife live in Lyndhurst, Ohio.

 

Donna JenkinsDonna Jenkins works with not-for-profit organizations as well as closely held businesses. On the not-for-profit side, much of her work surrounds Form 990, including training other 990 preparers in the firm. In addition to helping clients remain compliant with the IRS by helping them complete and file Form 990, Donna also helps them understand how the publicly filed form can be a great tool to attract and retain donors. Regarding her work with closely held businesses, Donna’s expertise lies in performing reviews and compilations prepared on a GAAP, income tax or cash basis. She also serves as a resource to businesses, advising on issues ranging from how to record a transaction, such as a new loan, to how to apply new financial standards. Donna’s business clients generally fall in the manufacturing, software, real estate and service industries, including advertising, legal, medical and staffing.

  • Active in scheduling and staff development for 990 returns and the Review and Compilation Group
  • Northeast Ohio Hiking Club (Member)
  • Cuyahoga Valley National Park (Volunteer)
  • The Arc of Appalachia (Volunteer)
  • The Ohio History Connection (Member)
  • The Arc of Ohio (Member)
  • One of a Kind Pet Rescue (Volunteer)
  • Ohio Society of CPAs
  • American Institute of CPAs

Donna loves to hike and has worn out more than one pair of hiking boots. She is also a member/volunteer with organizations that give the voiceless a voice, including organizations that protect the biodiversity of Ohio’s native wildlands, preserve historic places in Ohio, protect the rights of people with disabilities and help rescue pets. Donna also has a degree in fashion merchandising, so every now and then her creative side gets loose. Pinterest is a really great place to find fun new projects, and her husband and two sons really enjoy the glittery, pink end-products.

 

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