The 2017 FIT Nonprofits Annual Conference

Guest Speakers and More

Robert J. Weil

 

In Dulles/Herndon, VA our guest speaker will be Robert J. Weil

Session: Anticipating Potential Legal Liability Exposures to Your Organization – Measures you can undertake to reduce those risks!

In this session Mr. Weil will focus on key liability exposures that may confront tax-exempt organizations and their management and the steps that can be taken to anticipate and prevent costly losses. Among the specific topics he will address are the organization’s legally operative documents, like its articles and bylaws, contract drafting and negotiation, antitrust compliance, creating and administering certification and accreditation programs, critical insurance coverages, employment practices and procedures, the continuing duties and responsibilities of the officers and directors who serve tax-exempt organizations, raffles and games of chance and charitable solicitations.

Robert J. Weil

Member and Manager – Law Offices of Robert J. Weil, PLLC

                                             11325 Random Hills Road, Suite 360

                                             Fairfax, VA 22030

                                             (703) 225 3477 (O)

                                             (703) 399 5671 (C)

                                             bob@rweillaw.com

In practice for 34 years, Mr. Weil has spent the past 22 years representing tax-exempt organizations and small businesses in the Washington, D.C. metropolitan area.   Before that, he was a professional liability insurance defense attorney in Connecticut and New York, defending architects, engineers and insurance professionals on errors and omissions claims. He is admitted to practice in Virginia, the District of Columbia, and Maryland.

Mr. Weil’s practice is focused on addressing the day-to-day general legal and business needs of tax-exempt organizations and small businesses. His current clients include trade associations, professional societies, and charitable organizations and foundations of every size, budget and tax-exempt purpose. He also works closely with a number of association management companies providing legal counsel to their exempt organization clients. He regularly counsels his exempt organization clients on matters relating to non-profit organization formation and governance, employment practices and procedures, executive, consulting and vendor contracts, commercial leases, intellectual property, certification and accreditation programs, insurance and loss control, antitrust compliance, exempt organization tax issues, and the continuing duties and responsibilities of corporate officers and directors.

 

Robert J. Weil

In Winston-Salem, NC our guest speaker will be Margaret Asher, CPA

Session: “Your most important asset isn’t on your financial statement—Protecting Your Reputation”

Have you seen news stories about fraud at another nonprofit?  Do you wonder if this could happen to you? In this interactive session we will discuss the top 5 risks in any nonprofit organization. Then we will look at real-life case studies and discuss how the organizations could have avoided the damage to their reputation!  This session will provide you with the tools to minimize the risk to your nonprofit’s reputation, and keep you in the news only for the great things you are doing for your community!

 

Margaret Asher, CPA

Manager, Gilliam Coble & Moser, L.L.P.

masher@gcmllp.com

Tel: 336.417.5455

As the leader of her firm’s non-profit niche services team, Marti has a passion for nonprofit organizations, which is apparent in the presentation of her work with clients and within the community. A popular presenter on nonprofit topics, she has chaired the North Carolina Association of CPAs Nonprofit Committee. Marti also volunteers at a wide variety of nonprofits throughout the community. She has been honored with the 2014 Alamance Community College Alumnae of the Year Award and the 2015 Triad Business Journal Women in Business Award.

Marti specializes in auditing and consulting. She works closely with clients to provide information and assistance throughout the year. She is a manager in the audit team at GCM and strives to orchestrate the most efficient and timely audit.

Marti earned a Bachelor of Science degree from Purdue University and an Associate in Accounting from Alamance Community College. She is a member of the AICPA and North Carolina Association of CPAs. When away from the office, Marti likes to hike, volunteer, read, travel and spend time with family and friends.

Gilliam Coble & Moser, L.L.P. is a CPA and business advisory firm that has shared technical skills and creative solutions with clients in North Carolina and beyond for more than 70 years. The firm’s key areas of industry expertise include manufacturing, privately held businesses and not-for-profit organizations, serving these clients with a deep understanding of their specific industry challenges. The firm offers its clients exactly what they need to succeed including extensive assurance, tax and business advisory services, along with specific expertise in international taxation, business valuation, retirement plan administration services, and family wealth planning.

www.gcmllp.com