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Events Posted - Fiduciary Obligations of Nonprofit Board Members: 06/28/10 : 01:20 p.m.

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ALL NONPROFIT BOARD MEMBERS:
PLEASE JOIN US FOR THIS FREE SEMINAR


THURSDAY | SEPTEMBER 23, 2010
12:00PM LUNCHEON AT LUXE SUMMIT HOTEL
11461 Sunset Boulevard, Los Angeles, 90049

ABOUT THE PROGRAM
 
     
 

Please join us as we discuss various issues and topics that apply to Nonprofit board members such as new rules, legislations and communication obligations that affect your board and stakeholders. We will review fiduciary obligations as they pertain to board members and issues that will assist and inform you to best serve and represent your Nonprofit organization.

 



Communicating with your stakeholders through your 990 and your Audit

Understanding the new legal and accounting rules

Investing charitable funds - philanthropy with out liability

From a board member’s perspective, the real world application of the rules
 


 
     

  PANELISTSdivider

 

RALPH WALTER, PhD, CFA
Senior Managing Director
Kayne Anderson Capital Advisors, L.P.
 

Knox Trustee, Vice Chair for Finance

 

Ralph Walter currently serves on the boards of several Nonprofit institutions providing guidance on financial, investments, compliance, and strategic matters. He is on the board of his undergraduate college where serves as vice chair for finance. Since the 2007 merger of Kayne Eras non-public school into the Exceptional Children’s Foundation, he has been a member of the executive committee of the surviving organization, ECF. Prior to the merger he was the interim headmaster at Kayne Era, where he conceived, led, and managed the merger.

Other board memberships include Zócalo Public Square, a Los Angeles based forum for civil discourse, where he chairs the audit committee; Friends of CASA Los Angeles, where is treasurer; and American Friends of Wycliffe Hall Oxford University. He has just joined the board of the Fulfilment Fund and continues to serve on its audit committee.

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LEAH BISHOP
Partner
Loeb & Loeb LLP

Leah Bishop focuses her practice on estate and gift tax planning for high net worth individuals and closely held businesses, and in the administration of estates and trusts. Ms. Bishop also has extensive experience in the areas of charitable giving and tax exempt organizations.

Ms. Bishop's estate planning experience includes substantially all aspects of legal matters pertaining to high net worth individuals, including probate court procedures, living trusts, gift and insurance trusts, and sophisticated transfer tax techniques. Her charitable giving and exempt organizations representation involves all aspects of tax and corporate nonprofit law. Ms. Bishop represents many leading private foundations and public charities.

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LEWIS SHARPSTONE, CPA
Partner - Assurance & Advisory

SingerLewak LLP


Lewis Sharpstone is a partner with SingerLewak’s Los Angeles Assurance & Advisory practice, and directs the firm-wide Nonprofit business sector. Lewis began his career with Price Waterhouse in London in 1982, joined SingerLewak in 1989 and has been a partner since 1993. To date, Lewis has conducted over 1,000 audits and currently specializes in auditing entities operating in the highly regulated audit environment of nonprofit organizations.

Lewis speaks on and has written about understanding financial statements, budgeting, business planning and avoiding business pitfalls, designing effective internal controls, fraud detection and prevention, and understanding FASB and OMB pronouncements.

  MODERATOR:
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DARYA ALLEN-ATTAR
Financial Advisor Morgan Stanley Smith Barney LLP

Darya is a Financial Advisor at Morgan Stanley Smith Barney, “MSSB”, where she has spent almost 15 years of her career. An active member of the American Institute of CPAs and the California CPA Society, Darya has taught as an adjunct professor at New York University and regularly speaks and authors articles on financial planning topics.

Darya focuses on Strategic Wealth Management for families, foundation and endowments. Her investment process draws on her experience in asset allocation, investment management, and income and estate tax issues and structures. Darya’s typical family client is a family with $5 million in net liquid investable assets, with a complex set of entities, and an investment portfolio which is globally diversified across a broad range of assets ranging from conservative short term liquid investments to illiquid alternative investments. As a Financial Advisor to family wealth and/or foundation and endowment clients, Darya brings a wealth of knowledge and draws on the significant institutional consulting resources of MSSB.

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The guest speakers are neither employees nor affiliated with Morgan Stanley Smith Barney, LLC. The opinions expressed by the guest speaker are solely his/her own and do not necessarily reflect those of Morgan Stanley Smith Barney, LLC. Individuals should consult their financial/tax/legal advisors before making financial/ tax/legal related investment decisions. Morgan Stanley Smith Barney, LLC and its Financial Advisors do not provide tax/legal advice.
 


Morgan Stanley Smith Barney LLC. Member SIPC.