Calendar

Clifton Gunderson will present the seminar “Alternative Investment Strategies for Not-for-Profits” on Thursday, Oct. 28 at 1 p.m.

Key points to be presented during this free webinar include:

  • The definition of alternative investments and how they are valued.
  • Management’s responsibility when investing in alternative investment vehicles.
  • The auditor’s role when an organization has invested in alternative investments.
  • Tax implications of investing in alternative investments.

Registration is required at http://www.cliftoncpa.com/Resources/Events/Details/Not-for-Profits_Investments_Webinar_Oct_2010. For questions about the event, please contact Nicole Meeks at (715) 295-5418 or Nicole.Meeks@cliftoncpa.com. One CPE credit is available.

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RitzHolman CPAs will present the seminar “Nonprofit Financial Management Update,” on Tuesday, Nov. 16 from 8:30 to 10:30 a.m. at IndependenceFirst, 540 S. 1st St., Milwaukee. The event will focus on topics such as the health care reform tax credit, an update on 403(b) plans and the best practices for financial information in annual reports. The seminar is free and a continental breakfast will be provided. To register, please contact Missy Barkelar at missy@ritzholman.com or call 414-390-1182 by Wednesday, November 10.

Scheibel Halska and Mertz Associates Inc. will present the webinar “Winning Communications for M&A” today at 11 a.m. Register for the free event at https://www2.gotomeeting.com/register/524001034.

 

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The Financial Planning Association of Southeastern Wisconsin will present its “Financial Planning Symposium” on Thursday, Oct. 28 from 7:30 a.m. to 5 p.m. at the Country Springs Hotel, 2810 Golf Rd., Waukesha. Cost is $328 for FPA members, $388 for non-members. For information or to register, visit http://www.cvent.com/EVENTS/Info/Invitation.aspx?i=3aae6b63-b671-4dd3-8e2a-c587c5404222.

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