To serve the non-profit community, we have developed the Wegner Non-Profit Roundtable.
This bi-monthly seminar provides non-profit executive directors, finance directors and other administrative staff the
opportunity to learn about new regulations, ideas and systems to better manage their organizations. Additionally,
the Roundtable provides opportunities to network with colleagues from similar organizations and share success stories.
If you would like to be added to our e-mail list to receive Roundtable invitations, please contact
Christin Biermeier at (608) 274-4020 or christin.biermeier@wegnercpas.com
February 2007: Rules and Procedures for a Great Meeting
Speaker: Robert Schuck, President of the Wisconsin Association of Parliamentarians
December 2006: Directors & Officers Insurance for Non-Profit Organizations
Speaker: John Gibson and Ryan Ploessl from TRICOR Insurance, and Brad Temple from West Bend Insurance
October 2006: A Capital Idea: Creating a Successful Fundraising Strategy
Speaker: Jodi Bender Sweeney, President of The Sweeney Group
August 2006: Recognizing and Reporting Contributions of Non-Profit Organizations
Speaker: David Odahl, CPA, Manager with Wegner LLP's Assurance Department
June 2006: Sales Tax Exemption For Non-Profits
Speaker: Janet Abrams with the Department of Revenue
April 2006: Investment Policies For Non-Profits
Speaker: Meg Prestigiacomo with Citigroup
Feb 2006: Governance Matters For Non-Profits
Speaker: Ronald Kral with Candela Solutions LLC
Dec 2005: Complying With Allowable Cost Policy Standards
Speaker: Scott R. Haumersen with Wegner LLP, CPAs and Consultants
Oct 2005: Navigating The Alphabet Soup of FMLA and WFMLA
Speaker: JoAnn Hart with Stafford Rosenbaum, LLP
Aug 2005: Understanding Your Accounting Software
Speaker: Pamela Close with Wegner Consulting, Inc.
June 2005: Understanding Health Savings Accounts (HSA's)
Speaker: Dave Massey with Massey Employee Benefit Planning
April 2005: Understanding Retirement Plans
Speaker: Tom Haunty with North Star Resource Group
Feb 2005: Basics of Employment Law Every Not-for-Profit Employer Needs To
Know
Speaker: Jennifer Mirus with Boardman Law Firm
