Wednesday, October 28 | 8:00 A.M. - 9:00 a.m. MST
After a disruptive 2020, not-for-profit and healthcare organizations have more than the usual amount of factors to consider for their 2021 planning. Join us for a discussion with both CBIZ and industry experts in economics, not-for-profit, and healthcare for a look at what to expect next year.
Panelists will address what they are doing in terms of re-opening and what they anticipate for their economic futures as well as other trends that could affect the not-for-profit and healthcare space, including how the work-from-home orders affect physical workspace needs.
At the conclusion of this webinar, participants will be able to:
- Discern what the economic outlook may look like in 2021 and actions to take now to prepare endowments and investments for what lies ahead
- Identify how the upcoming election might impact not-for-profits, healthcare organizations, and financial markets
- Outline legislative and IRS updates, as well as plan for pending and proposed legislation that could affect not-for-profit and healthcare organizations
- Anticipate what COVID-19 disruptions mean for individuals and organizations in 2021, including interactions with flu season and an eventual vaccine
- Trends for the commercial and office leasing market and the potential strategies for lessees to consider taking in 2021
- Summarize trends in giving and grant writing and what not-for-profits should be thinking about for 2021.
Scheduled Panelists Include:
Hugo Braune Vice President, Investment Specialist, JP Morgan |
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David Wisinger Board of Directors, District Medical Group |
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Amy O'Loughlin Director, CBIZ |
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Fletcher Perry Senior Vice President, Kidder Matthews |
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Stacy Tucker Vice President & CFO, The Flinn Foundation |
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Dave Miller (Moderator) Managing Director, CBIZ & MHM |
Learning Objectives
At the conclusion of this course, participants will be able to:
- Discern what the economic outlook may look like in 2021 and actions to take now to prepare endowments and investments for what lies ahead
- Identify how the upcoming election might impact not-for-profits, healthcare organizations, and financial markets
- Outline legislative and IRS updates, as well as plan for pending and proposed legislation that could affect not-for-profit and healthcare organizations
- Anticipate what COVID-19 disruptions mean for individuals and organizations in 2021, including interactions with flu season and an eventual vaccine
- Trends for the commercial and office leasing market and the potential strategies for lessees to consider taking in 2021
- Summarize trends in giving and grant writing and what not-for-profits should be thinking about for 2021.
Additional Details
Cost: Free
CPE: Eligible for 1 CPE Credit in Specialized Knowledge
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet-Based
Prerequisites: Attendees must have a minimum of 6 months of experience in either the not-for-profit or healthcare industries
Who Should Attend: CEOs, CFOs, Controllers, Accounting Managers, HR Professionals
For more information regarding refund, complaints and/or program cancellation policies, please contact Laura Osvald at 602.308.6678 or losvald@cbiz.com.
CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org