NYSAE Finance & Management Institute

When:  Oct 16, 2013 from 08:00 AM to 11:50 PM (ET)
October 16, 2013

October 16, 2013

8:30 AM
Continental Breakfast

9:00 AM - 12:00 PM

12:00 PM - 12:30 PM

12:30 PM - 2:00 PM

Luncheon Presentation
"Associations & Intellectual Property Rights: Building Assets & Avoiding Battles"

Register Now for the Financial & Marketing Institute

Ken Kwartler, Esq.
Ken Kwartler Law Office

Registration Fee:
Members: $145
Addl Members: $99
(from same organization)

Non-Members: $195
Addl Non-Members: $125
(from same organization)

NY Society of Security Analysts
1540 Broadway
New York, NY
(entrance on 45th St)

Register Now for the Financial & Marketing Institute

9:00 AM - 9:50 AM

New York’s Non-Profit Revitalization Act:
Comprehensive, Significant Changes to New York
Not-for-Profit Corporation Law

Opening remarks by:
Amish Mehta, CPA
Partner and Director of Not-for-Profit Services
Friedman LLP

The New York Nonprofit Revitalization Act, a bill that makes comprehensive updates to the New York Not-for-Profit Corporation Law, as well as several other statutes related to nonprofits, recently passed both houses of New York’s legislature unanimously and is awaiting delivery to the Governor’s office. The Act would be the first major revision to New York’s nonprofit laws in over 40 years. Its provisions apply to nonprofits that are incorporated in New York. In addition, one significant section – related to financial audits and financial reporting to the state – applies to all nonprofits that are registered in New York for charitable solicitation purposes.

If signed into law, most provisions of the new Act would become effective on July 1, 2014. Many nonprofits will find that they need to amend their governance documents, policies, and procedures – and, in some cases, significantly overhaul their governance structure – to comply with some of the detailed requirements of the Act.

Key Discussions will include:

  • New technology options for holding meetings and taking action
  • Enhanced governance processes
  • New audit provisions
  • Limitations and prohibitions on certain governance structures and practices

Presented by:

Susan E. Golden
Venable LLP

Lisa M. Hix
Venable LLP

Kristalyn J. Loson
Venable LLP

10:00 AM - 10:50 AM

Frozen in the Headlines: An Equity Market Perspective

Why are investors staying away from the markets? Could it be that they are simply Frozen in the Headlines? Once again, many people are missing investment opportunities that appear crystal clear when looked at in hindsight. Who can blame them? World headlines can be frightening. Come join us at an interactive discussion that will be both entertaining and educational. Discover why it is difficult to be a successful investor and how you can overcome your investment mistakes by following some simple guidelines.

Presented by:

Moderated by:

Larry Sinsimer
Senior Vice President – Investments
Fidelity Investments Institutional
Services Company

David P. Murphy, MBA, CPA
Senior Vice President – Investments
UBS Financial Services Inc.

11:00 AM - 11:50 AM

Innovative Solutions for Building Revenue Streams

Few associations and charitable organizations these days can continue to fulfill their mission exclusive on income from membership dues and donations. Increasingly not-for-profits are feeling the pressure to develop revenue streams through non-traditional channels. In this session, Brian Saber will guide a panel discussion on ways that organizations are tapping new revenue streams that not only maintain and enhance financial stability, but do so in a way that is consistent with organizational values and purpose. The panelists will offer case study experiences and lessons-learned about their innovative revenue generating efforts that will inspire participants to find new income potential in their own organizations.

Presented by:

Marsha S. Block,

Lisa Klein

Dean D’Ambrosi

Chief Executive Officer
American Group Psychotherapy Association

Senior Vice President
Cosmetic Executive Women

Vice President of Member Services
National Association of Print Leadership

Moderated by:
Brian Saber
President & Cofounder
Asking Matters


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NY Society of Security Analysts
1540 Broadway
New York, NY 10036