Complimentary

May 20, 2025


In-Person

Rochester Museum & Science Center
657 East Ave, Rochester, New York 14607


NYCPA Rochester Non-Profit Insights 2025: Navigating the Future- SOLD OUT

May 20, 2025
In-Person

Learning Objectives

  • **Event Schedule** 8:00 – 8:25 AM | Arrival and Get Settled
  • Refreshments and light continental breakfast 8:25 – 8:30 AM | Opening Remarks – Haley Henning 8:30 – 9:00 AM | General Nonprofit Topic Overview – Haley Henning & Caitlin Langmead 9:00 – 9:45 AM | Duties, Do's and Don'ts
  • Sandra Kobel 9:45 – 10:15 AM | Brunch & Break 10:15 – 11:15 AM | Legislative Update
  • Jess LeDonne 11:15 – 11:45 AM | Employee Benefits
  • Jeff Nagel 11:45 – 12:00 PM | Break 12:00 – 1:00 PM | Succession Planning
  • Stephanie Reh **Register Now** Whether you’re attending in person or virtually, don’t miss out on this valuable opportunity to enhance your nonprofit knowledge and connect with professionals in the industry! **This is a NON-CPE event. Participants will not earn Continuing Professional Education (CPE) credits for attending.**

Major Topics

  • **Welcome to the NYCPA Rochester Non-Profit Insights 2025 event!** Join us for an insightful and engaging day designed to provide key takeaways for professionals in the nonprofit sector. Whether you’re attending in person or via Zoom, this event will equip you with the tools and knowledge needed to navigate the future of nonprofit organizations. **Speakers**
  • **Haley Henning, CPA** – Audit Supervisor at 1RDG the financial center & Chair of the NYCPA Rochester Chapter’s Nonprofit Committee
  • **Caitlin Langmead, CPA**
  • Principal at MMB + CO & member of the NYCPA Rochester Chapter’s Nonprofit Committee
  • **Sandra Kobel, CFP®, CLU®, ChFC®** – Kobel Financial Planning
  • **Jess LeDonne, JD** – Director at the Bonadio Group
  • **Jeff Nagel, MBA, RHU, REBC** – Senior Director of Benefits at 1RDG the financial center
  • **Stephanie Reh** – Director of HR at Durst Image Technology US, LLC

Rochester Museum & Science Center

657 East Ave, Rochester, New York 14607

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Non-CPE Event

Intended Audience

**Nonprofit management professionals and others interested in gaining insight** **Why Attend?** This is your opportunity to hear from industry leaders on crucial nonprofit topics, including fiduciary duty, legislative updates, employee benefits, and succession planning. You'll leave with a deeper understanding of the financial landscape and practical strategies you can apply within your organization.

Provider

New York State Society of CPAs

This event has ended.