Due to cancellations, there are several seats now available.

Act quickly to add your name to the waitlist if you wish to attend. 

Registration is limited to active nonprofit board members only. 
If you fit this criteria, you may register for the seminar.

You must have your registration confirmation with you 
or appear on the confirmed attendee list at check-in.

IF YOU ARE A NONPROFIT BOARD MEMBER,
PLEASE JOIN US FOR THIS FREE SEMINAR

THURSDAY | SEPTEMBER 23, 2010

<< NEW VENUE >>

12:00 PM LUNCHEON AT UCLA FACULTY CENTER

480 Charles Young Dr. East, Los Angeles, 90095

Parking: Enter the UCLA campus and go to the parking and information kiosk to your right
and ask for parking directions ($10 fee). Click here for a detailed map.

ABOUT THE PROGRAM

Please join us as we discuss various issues and topics that apply to nonprofit board members such as new rules, legislations and communication obligations that affect your board and stakeholders.  We will review fiduciary obligations as they pertain to board members and issues that will assist and inform you to best serve and represent your nonprofit organization.

• Communicating with your stakeholders through your 990 and your Audit
• Understanding the new legal and accounting rules
• Investing charitable funds - philanthropy without liability
• From a board member’s perspective, the real world application of the rules

(CPE is available for this event)

g  PANELISTS

RALPH WALTER, PhD, CFA 
Senior Managing Director
Kayne Anderson Capital Advisors, L.P.
Knox Trustee, Vice Chair for Finance

Ralph Walter currently serves on the boards of several nonprofit institutions providing guidance on financial, investments, compliance, and strategic matters. He is on the board of his undergraduate college where serves as vice chair for finance. Since the 2007 merger of Kayne Eras non-public school into the Exceptional Children’s Foundation, he has been a member of the executive committee of the surviving organization, ECF. Prior to the merger he was the interim headmaster at Kayne Era, where he conceived, led, and managed the merger. Other board memberships include Zócalo Public Square, a Los Angeles based forum for civil discourse, where he chairs the audit committee; Friends of CASA Los Angeles, where is treasurer; and American Friends of Wycliffe Hall Oxford University. He has just joined the board of the Fulfillment Fund and continues to serve on its audit committee.

LEAH BISHOP, Partner
Loeb & Loeb LLP

Leah Bishop focuses her practice on estate and gift tax planning for high net worth individuals and closely held businesses, and in the administration of estates and trusts. Ms. Bishop also has extensive experience in the areas of charitable giving and tax exempt organizations. Ms. Bishop's estate planning experience includes substantially all aspects of legal matters pertaining to high net worth individuals, including probate court procedures, living trusts, gift and insurance trusts, and sophisticated transfer tax techniques. Her charitable giving and exempt organizations representation involves all aspects of tax and corporate nonprofit law. Ms. Bishop represents many leading private foundations and public charities.  

LEWIS SHARPSTONE, Partner, Assurance & Advisory
SingerLewak

Lewis Sharpstone is a partner with SingerLewak’s Los Angeles Assurance & Advisory practice, and directs the firm-wide Nonprofit business sector. Lewis began his career with Price Waterhouse in London in 1982, joined SingerLewak in 1989 and has been a partner since 1993. To date, Lewis has conducted over 1,000 audits and currently specializes in auditing entities operating in the highly regulated audit environment of nonprofit organizations. Lewis speaks on and has written about understanding financial statements, budgeting, business planning and avoiding business pitfalls, designing effective internal controls, fraud detection and prevention, and understanding FASB and OMB pronouncements.

g  MODERATOR 

DARYA ALLEN-ATTAR, Financial Advisor
Morgan Stanley Smith Barney LLC

Darya is a Financial Advisor at Morgan Stanley Smith Barney*, “MSSB”, where she has spent almost 15 years of her career. 

Darya focuses on Strategic Wealth Management for nonprofits, foundations, endowments and high net-worth families. In her work with nonprofit endowments, she focuses on the investment process and is knowledgeable about the fiduciary obligation of the nonprofit Board member, particularly as it relates to investments. In working with nonprofits, she draws on the significant resources of the Institutional Consulting Group and the Fiduciary Asset Management program at MSSB. Darya’s typical client is a nonprofit or family foundation with $5 million in net liquid investable assets, with an investment portfolio which is globally diversified across a broad range of assets ranging from conservative short term liquid investments to illiquid alternative investments.

After earning her CPA at KPMG Peat Marwick – Nonprofit Practice Group, she joined Morgan Stanley in New York, now MSSB. Darya earned her BA from Kalamazoo College, Certificate in Accounting from Northwestern University and her MBA in Finance from Fordham University. Darya and her family moved to Los Angeles from the New York area in 2002. She is still involved with her CPA professional associations, has taught as an adjunct professor at New York University, and is a regular speaker at seminars focused on the nonprofit sector.

*Includes predecessor firms.

The guest speakers are neither employees nor affiliated with Morgan Stanley Smith Barney, LLC. The opinions expressed by the guest speaker are solely his/her own and do not necessarily reflect those of Morgan Stanley Smith Barney, LLC. Individuals should consult their financial/tax/legal advisors before making financial/ tax/legal related investment decisions. Morgan Stanley Smith Barney, LLC and its Financial Advisors do not provide tax/legal advice.

Investments and services are offered through
Morgan Stanley Smith Barney, LLC member SIPC.
©2007 Morgan Stanley Rev. 04/07-SBD CSG-1