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People who work in nonprofit organizations

Wegner CPAs' Nonprofit Roundtable Series

Tuesdays  |  11 a.m. - 1 p.m.
Holiday Inn Eau Claire South I-94
4751 Owen Ayres Court, Eau Claire, WI

Education and Networking
for Nonprofits

This opportunity for collaboration and learning is co-sponsored by UW-Eau Claire Continuing Education.

2014 Wegner CPAs' Nonprofit
Roundtable Schedule

Wegner CPAs is a full-service accounting firm with offices in Madison, Baraboo, Pewaukee, and Janesville, WI. Wegner CPAs has a long history of involvement with non-profit organizations with nearly 700 non-profit clients mainly throughout Wisconsin. They are committed to serving these organizations with a full range of financial, tax and management advisory services. As part of this commitment, Wegner offers free educational seminars to non-profits.

These roundtables are presented by Wegner CPAs staff or other trusted partners on various topics, each experts on the subject. The Wegner Non-Profit Roundtable group meets bi-monthly from 11 a.m. to 1 p.m. Presentation qualifies for 1 hour of Continuing Professional Education.

Date Topic / Speaker
January 28
Due to weather conditions, this program has been rescheduled to March 4.
Health Care Reform & Your Benefits Contingency Plan
Amy Schultz, Laurus Strategies 
March 25
Align Your Mission with a Sound Investment Strategy
Salli Martyniak, Forward Community Investments 
May 27
Sales Tax Issues for Nonprofits *Tentative*
TBD 
July 22
Keeping Your Cool; Communication Skills for Challenging Conversations
Laura Page, Page Management Consulting 
September 23
Funding Your Future: A Comprehensive Look at Reserves
Scott Haumersen, Wegner CPAs 
November 25
Accounting & Audit Update
Dave Johnsen, Wegner CPAs 


 

Agenda

Networking / Registration Lunch Presentation
11 - 11:30 a.m. 11:30 a.m to Noon Noon to 1 p.m.


Fee

There is no charge to attend the educational roundtables.



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