Topic: Grant Writing and Gift Acceptance Policies
Oct 26, 2017
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Speakers:
Helen Twomey – Catholic Community Foundation
Sheryl Morrison – Gray Plant Mooty
 
 


Topic: Financial Statements and changes to FASBA
Nov 9, 2017
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Speaker: Michelle Anderson – WIPFLi
 
 


Topic: Making the Most of Your Advocacy and Lobbying Efforts
Nov 16, 2017
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Speaker: Sarah Walker – MZA+Co
 
 


Special Program
Jan 18, 2018
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Speaker: Dan Stoltz, President and CEO of SPIRE Credit Union

Breakfast is provided at this meeting.
 
 


Topic: ACA and Cyber Insurance
Feb 8, 2018
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Speaker: Chad Roberg – Hays Insurance
 
 


Topic: Cybersecurity
Feb 22, 2018
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Speaker: Scott Schue – Protocol 46

 


Topic: Hiring and Retaining Staff in a Competitive Marketplace
March 22, 2018
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Topic: COBRA and HSA/FSA
April 12, 2018
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Speaker: David Pollard – Johnson Insurance
 
 


Topic: Best Practices Around Investment Policies
April 26, 2018
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Speaker: Fay DeBellis – Northern Lights Group at Morgan Stanley

 


Topic: Merger Experiences
May 17, 2018
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Speaker: Kate Barr