Schedule of Events

Tuesday, July 26, 2022

Topics subject to change
   

7:30 a.m.-5 p.m.

Peer to Peer Orientation for New Chapter Presidents 

 

Led by seasoned chapter presidents, this interactive workshop will provide you with the skills to respond to the challenges and opportunities faced by chapter presidents today. Learn time-tested best practices in financial management, volunteer management, governance, education, recruitment and retention and staff development. 

   

1-2:15 p.m.

Small Group Workshops (limited seating; registration required)

 

Reserves and Investment Policies
presented by John Mielke, Wisconsin Chapter and Sean Auger, CPA, BDO USA, LLP
Are you unclear if your chapter has enough reserves? It’s common advice to have a certain reserves target (three months, six months or one year). But where does that recommendation come from? In this workshop we will walk you through the concept of “risk-reserves” and help you determine the right level of reserves for your chapter. ABC of Wisconsin Budget and Finance Committee member and CPA Sean Auger will provide you with the tools and help you create a reserves portfolio based on your chapters business model.

   
 

Strategic Marketing Plans and Resources
presented by Kyle Schwarm, Wisconsin Chapter and Danielle Woodall, ABC National

   
 

Staff Incentive Programs and Chapter Salary Survey Explained 
presented by Chris Garvey, Chesapeake Shores Chapter and Doug Curtis, ABC National
Learn about the Chesapeake Shores’ Chapter Staff Incentive Program that rewards and recognizes staff members for their contributions toward meeting and exceeding the performance goals and likewise the mission of ABC. In addition, Doug Curtis will explain the ins and outs of the chapter salary survey.

   
 

Apprenticeship Trusts

   

2:30-3:45 p.m.

Small Group Workshops (limited seating; registration required)

 

Reserves and Investment Policies
presented by John Mielke, Wisconsin Chapter and Sean Auger, CPA, BDO USA, LLP
Are you unclear if your chapter has enough reserves? It’s common advice to have a certain reserves target (three months, six months or one year). But where does that recommendation come from? In this workshop we will walk you through the concept of “risk-reserves” and help you determine the right level of reserves for your chapter. ABC of Wisconsin Budget and Finance Committee member and CPA Sean Auger will provide you with the tools and help you create a reserves portfolio based on your chapters business model.

   
 

Strategic Marketing Plans and Resources
presented by Kyle Schwarm, Wisconsin Chapter and Danielle Woodall, ABC National

   
 

Staff Incentive Programs and the Chapter Salary Survey Explained 
presented by Chris Garvey, Chesapeake Shores Chapter and Doug Curtis, ABC National
Learn about the Chesapeake Shores’ Chapter Staff Incentive Program that rewards and recognizes staff members for their contributions toward meeting and exceeding the performance goals and likewise the mission of ABC. In addition, Doug Curtis will explain the ins and outs of the chapter salary survey.

   
 

Apprenticeship Trusts

   

5-6:30 p.m.

Networking Reception at Hotel

 

Wednesday, July 27, 2022

8-9 a.m.

Breakfast

   
9:15 a.m. Welcome
   
9:15-10:45 a.m. Session: Board Engagement 
  presented by Mary Kay Delvo, ACC, MLS, LSW, Inspiring Sight
   
10:45-11 a.m. Break 
   
11 a.m.-12 p.m. Session: Chapter Internal Controls: How to Mitigate Fraud Risks at Any Size
  presented by Kelsey Vatsaas, CPA, MBA, CliftonLarsonAllen LLP
 

“Few chapter presidents are hired because they are great at financial statements and reporting, but many are fired for it,” said one chapter president. With many chapters operating with a small or fully outsourced finance staff, building in segregation of duties can be a challenge. In this interactive session, learn some practical ways to strengthen internal controls at any size chapter, red flags for fraud and lessons learned from your peers and other associations.

   
12-1 p.m. Lunch
   
1-2:15 p.m. Session: Government Affairs
   
2:15-2:30 p.m. Break 
   
2:30-5 p.m. Roundtable Discussions 
   

6-8:30 p.m.

Off-site Group Event - Brit's Pub

   

Thursday, July 28, 2022

8-9 a.m.

Breakfast

9-9:15 a.m. Welcome Back 
   
9:15-10:15 a.m. Session: How to Present Financials to Your Board 
   
10:15-10:30 a.m. Break
   
10:30-12 p.m. Session: Sourcing and Retaining Top-Performing Staff 
  presented by Larry Sternberg, Fellow and Board Member, Talent Plus
  In this session, the presenter will address how to find top-performing staff, where to find them and how to keep them engaged and motivated.
   

Thursday afternoon - Optional Post-Conference Events

 

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