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The Business of Nonprofits - Executive Series: Cultivating New Funding Avenues
Come hear what the experts have to say from the strategy, accounting, legal, financial and corporate perspective that will help you gain the advantage in your efforts to cultivate new funding avenues.
In this panel discussion, you will learn about:
- Corporations - how nonprofits may engage them
- Strategic partnerships
- New organizational structures and how you can use them
- Unrelated Business Income and IRS Audit Concerns
- Investment Options
10:00am to 10:15am: Registration
10:15am to 12:00pm: Panel discussion, followed by Q&A
12:00pm to 1:00pm: Lunch
Optional: Right after lunch, those who are interested can join us for a guided tour of the Wrigley Mansion (also known as the Tournament House).
The event is located in the Tournament of Roses Headquarters in the Rose Room.
Parking: Street parking is available near the venue.
Additional Event Information:
Admission for the event is $15. The net proceeds from the event will be donated to Leadership Pasadena.
We advise that you rsvp asap, as seating is limited.
Erin Kuhlman - Corporate Philanthropy
Erin Kuhlman is the Vice President of Corporate Relations for Parsons. Parsons is an engineering, construction, technical and management services firm headquartered in Pasadena, California with over 11,500 employees and revenues of $3 Billion in 2012.
Mary Archibald, CPA - Accounting and Reporting
Mary Archibald, CPA has been a senior partner in the accounting firm Frith-Smith and Archibald LLP. She specializes innon-profit sector performing audits, Al33 compliance audits, Yellow Book audits and tax consulting and preparation services. She has served as past President of the California Entrepreneur Women, Inc. Mary is currently a member of the California Society of CPA's, American Institute of CPA, Vistage, and Provisor.
Mitch Dorger - Nonprofit Strategy
Mitch Dorger is the principal of Dorger Consulting. He is a nonprofit board effectiveness specialist and has special expertise in nonprofit corporate governance, volunteer management, financial planning and management, government relations and event management. Mitch's prior experiences include serving as Chief Executive Officer of the Pasadena Tournament of Roses and as Executive Vice President of the Claremont University Center.
Kevin Farrell - Investments
Kevin Farrell is a registered investment advisor and Certified Financial Planner with FarrellFinancial Inc. With over 20 years of experience, Kevin consults with non-profits to bettermanage their money as well as their retirement plans such as the 403b, 457 and 401k.Kevin is a member of the Financial Planning Association, the FPA of Ventura County andProvisors. Kevin lives in Thousand Oaks CA and enjoys coaching his children’s sports.
Cian S. Mitsunaga, Esq. - Legal Issues
Cian Mitsunaga is a partner at M.E.T.A.L. Law Group. She represents nonprofits in the areas of nonprofit law, contracts and employment law matters. She also serves on the Board of Directors for the UCLA Internship Alulmni Network. She is a recipient of the Outstanding Case Award - Honorable Mention from the County of Los Angeles and the Distinguished Service Award from Kiwanis.
Leadership Pasadena is a community leadership training program that galvanizes personal and professional growth while increasing civic engagement. Leadership Pasadena helps both emerging and accomplished leaders achieve their individual goals while also building their knowledge and skills to help them enhance the greater Pasadena community. As part of a growing, active network of alumni that represent a diverse cross-section of the community, Leadership Pasadena graduates continue their service long after their program has ended.
Event Sponsor Information:
Bolton & Company provides clients worldwide with insurance and risk management services, employee benefits and financial products. Headquartered in Pasadena, California, for over 75 years, Bolton has been recognized for its professionalism, integrity and commitment to excellence in customer service and risk management.
When & Where
Leadership Pasadena is a 501(c)(3) nonpnrofit organization whose mission is to help emerging and accomplished leaders to reach their full leadership potential.