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Please join us for our 2019 Not-For-Profit Symposium



Tuesday, June 4th

YHB Richmond Office 
11:30 a.m. – 4:00 p.m.


Wednesday, June 5th

Millwood Station
8:30 a.m. -12:30 p.m.

RSVP By May 31st

Register Here

Featured Topics Include: 

Board Governance

This presentation will focus on the role of a not-for-profit board, including responsibilities, policies and procedures, committees, and diversity. We will also dive into how to efficiently review the financial statements and Form 990 at a board level. As your board faces challenges, you will be able to take away some strategies for managing these risks. This topic is purposefully first in the symposium so board members can attend this session and then continue with their day; please consider sharing this invitation with your board.

presented by: Olivia A. Hutton, CPA | YHB Principal

Breaking the Costly Cycle of Perpetual Rework – Winchester Only

You set a strategic plan and designate a budget to achieve it. Awesome stuff. But you don’t understand the true costs of your operations, specifically the impact of the complexity and waste within the core function of your organization. Hence, negative budget variance becomes an accepted and expected inevitability. You attempt to manage the budget itself along with strategic programs and projects, but you’re unsuccessful, in fact, you may even become progressively worse. The plans, programs, and projects aren’t causing the negative budget variance you experience. It’s your processes.

We’ll pull the green curtain back during this session to reveal the connected, perpetual operational and administrative hidden factories popping up in your organization. We’ll also discuss how to tear them down for the good of your mission and the good of your organization.

presented by: Jim Bowie | President, Roxtar, Inc.

Making Strategic Planning Worth the Effort- Richmond Only

A good strategic planning process identifies strategies that will best enable a nonprofit to advance its mission. In this session we will cover the follow topics:

  • Why a nonprofit should do strategic planning,
  • A framework for the strategic planning process, and
  • What should happen after the strategic plan is approved


presented by: Katherine Whitney | Director, Warren Whitney

Recession 2020?

There’s a growing consensus we have a very real risk the national economy could slide into a recession in 2020, ending the current economic expansion that began a decade ago. A recession has a significantly negative impact on the investment markets, and also dampens individual and business plans for future giving through donations and bequests. What are the signs to watch for indications a recession is coming, and what steps should you take to prepare? This presentation will discuss these important topics.

presented by: Randy Beeman | Director, YHB Wealth


If you have any questions, please do not hesitate to reach out to us at 540.662.3417 or