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FAR New  
FAR Flash Newsletter June 2013
In This Issue
:: June Luncheon Recap
:: Non-profit Member Breakfast Discussion
:: Membership Update

June Luncheon Recap 

     

FAR ended its luncheon program year with a full room!



Mark Edward, CPA, CGMA, FCA, Principal, Hertzbach & Company, P.A. and FAR member, moderated the panel discussion,"Banking for Success: How Banking Relationships Evolve and Support the Mission of Nonprofits."  The discussion focused on today's essential services featuring CEO and CFO panelists who shared their insights and experiences on utilizing banking services for strategic advantage and improved performance.

 

 

Panelist (L to R): Don Blanchon, Executive Director, Whitman-Walker, Jacqueline Gosby, Chief Financial Officer, Henry L. Stimson Center, Bill Potts, Executive Director of Operations, The Metropolitan Church, Tammy Webster, Assistant Vice President, National Committee for Quality Assurance 

 

June Luncheon Sponsor Bank of America Merrill Lynch represented by Matt Agresti, Senior VP (far left) and Frank Williams, Senior VP Global Commercial Banking (second from left), as well as, Paul Juergensen, II, Managing Director, Merrill Lynch Global Wealth Management (far right) with (from L to R) Mark Edward, Tammy Gosby, Don Blanchon, Tammy Webster, and Bill Potts. 

Thank you to our
June Luncheon Sponsor!

  Bank of America Merrill Lynch  
Non-profit Member Breakfast Discussion - Friday, June 28
Register today!




Topic:  Overview of the following:
 
* Estate tax legislation and new portability issues
* The pros and cons of establishing trusts
* Retirement planning
* Durable powers of attorney
* How to develop an effective financial plan

Facilitators:
Adrienne Nelson, Trust Advisor, SunTrust
Tony Wykes, Client Advisor, SunTrust

Additional:

*Light breakfast refreshments will be served.

*This program is free to FAR non-profit members, but there is limited seating.

Register today so you don't miss out on this special event!
FAR Membership Update

As a special incentive for non-profit organizations, join now and your membership will be active through August 2014!

We have great luncheon programs being developed for the 2013-2014 membership year, so don't delay, join today so you can attend at the discounted member registration rate and keep up on FAR activities!




Current FAR members, renewals for the 2013-2014 membership year will begin in July.

Please make sure your mailing address and email are current in your member profile so you don't miss any important renewal information!

For more information, visit the FAR website or contact hq@far-roundtable.org.
 
Venue Survey
Your input requested! Please read below.

FAR is seeking information on venue options for our monthly luncheons. While we probably won't be meeting at the beach below, if you have information to share on a location almost as perfect, please click here and complete this short form.

Thank you to our Resource Members!


Platinum  

AH&T 

Bank of America Merrill Lynch 

Capital One 

Cresa 

Novick Group, Inc. 

SunTrust 

Tate & Tryon  

Veris Consulting Inc.  

Wells Fargo 

West Lane & Schlager Realty Advisors  

 

Gold
BDO USA, LLP
Gelman Rosenberg and Freedman
Olcott Consulting Group

Silver
Calibre CPA Group, PLLC
CliftonLarsonAllen LLP
Johnson Lambert & Co. LLP
Bronze
AMHIC, BDO USA, LLP, Cohn Reznick, Councilor Buchanan & Mitchell, P.C., DelCor Technology Solutions, Inc., designDATA, Early, Cassidy, & Schilling, Inc., Hertzbach & Company, P.A., McGladrey LLP, Merrill Lynch Global Wealth Management, mindSHIFT Technologies, Payroll Network, PNC, Renner and Company, CPA, P.C., Stokes & Company PC, Studley, Inc., TD Bank, The J.K. Meek Group at Graystone Consulting, Vigilant Financial, Xenith Bank
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