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Previously Held FAR Programs
2020-2021 Program Year

Upcoming events

    • 15 Feb 2023
    • 8:30 AM - 9:30 AM
    • Virtual Meeting
    • 16
    Register


    “Change Management – It’s Part of Everything.”

    Organizations are continually adapting to changing needs and shifting priorities.  One of the most important components for widespread adoption of any “new way” is the ability to successfully manage the change. 

    • Share experiences with change initiatives
    • Learn from one another the “do’s and don’ts” of navigating transitions
    • Discuss best practices

    Join your non-profit colleagues for this interactive discussion, facilitated as a peer-to-peer sharing opportunity.

    Host: Carolyn C. Lanham, CAE, Chief Operating Officer, American Society of Addiction Medicine

    Location: A Virtual Conversation

    Date:  Wednesday, February 15, 2023

    Time: 8:30 am - 9:30 am

    *Please note:  Attendee contact information will be distributed after the meeting. If you have any objections to sharing your information with the other  attendees, please note it in your registration or notify Angelica Sullivan at hq@far-roundtable.org.

    **This event is for nonprofit members only. Contact hq@far-roundtable.org if:
    - Y
    ou are a nonprofit member and have staff you want to join
    - Y
    ou work for a nonprofit, but are not a FAR nonprofit member and would like to attend this event

    • 21 Feb 2023
    • 11:30 AM - 1:30 PM
    • SEIU | 1800 Massachusetts Ave NW, Washington, DC 20036
    Register


    Description:

    As we begin 2023, we leave behind one of the worst years in history in terms of performance for a combined stock and bond portfolio. With economic volatility expected to remain high in the immediate future as the Fed continue to raise rates, non-profits are looking at ways to diversify and rebalance their investment portfolios, manage risk, mitigate higher borrowing costs, and take advantage of potential opportunities. This session will focus on best practices for non-profits that are seeking long-term growth while mitigating short-term volatility and will explore both traditional and alternative investments.

    Presentation Takeaways

    At the end of this session, you will be able to:

    1.  Understand the dynamics that are driving capital market returns today.
    2. Discover what asset classes non-profits are using to diversify their investments.
    3. Identify strategies to explore for your operating/short term reserves, long term investments, and Pension/Defined Contribution Plans.

        Presenter: Bruce R. Wall, CIMA, Managing Director, Bank of America Global Institutional Consulting

        For 30 years, Bruce has worked to deliver proactive advice and customized investment solutions for the increasingly complex needs of institutional investors.

        Bruce has been named by Barron’s as one of the Nation’s Top 25 Institutional Consultants in their annual ranking since the inception of the ranking, most recently being ranked #17 in the 2022 rankings.  He and his Bethesda-based team advise more than 70 Non-Profit clients today with assets in excess of $5.5 Billion.

        He currently serves as the Chair of the Bank of America Institutional Advisory Council to Management representing more than 3000 Bank of America and Merrill advisors that work with institutional clients.

        Bruce holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania and is a member of the Investment Management Consultants AssociationSM. Bruce received his Bachelor of Arts degree in Economics from the University of Virginia. He enjoys competitive cycling and sailing and spending time with wife and four children.

        Knowledge Level: Overview

        Field of Study: Finance  

        Prerequisites: No prerequisite is required

        Advanced Preparation: No

        CPE Credit: 1

         

        When: Tuesday, February 21, 2023 | 11:30 a.m. - 1:30 p.m.
        Networking 11:30 am 
        Lunch  12:00 pm
        Presentation 12:30 - 1:30 pm

        Where: SEIU  | 1800 Massachusetts Ave NW, Washington, DC 20036

        SEIU Conference Center: Please note SEIU is a secured building, and you will need to present a valid photo ID upon entry. Security will direct you to the location where the session is being held.

        SEIU requires that masks must be worn entering and exiting the building. You may takeoff your mask when you arrive to your designated conference room. 

        Parking: Underground paid garage parking is available, but space is limited; entry into the garage is located on 18th Street. There are also other nearby parking garages as well as limited metered street parking.

        Metro: Closest stop is the Dupont Circle Station (south station exit) on the Red Line. Upon exit from the station walk towards 18th Street along Massachusetts Avenue; the SEIU Conference Center is located on the right-hand side almost immediately adjacent to Dupont Circle.

        FAR members, please make sure to log in to the FAR website to receive FAR member registration options. 

        This program is approved for CPE and CAE credit.

        FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after January 10, 2020. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395

        FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.

        • 14 Mar 2023
        • 11:30 AM - 1:30 PM
        • SEIU | 1800 Massachusetts Ave NW, Washington, DC 20036
        Register


        Description:

        Drawing on research from over 60 interviews with exceptional leaders, Joanne Irving will explore the key characteristics and strategies that leaders can use to foster a positive, resilient culture within their organization. Attendees will learn how to define their own signature strengths as a leader and use these to build capacity in themselves and others. They will also learn how to harness the power of curiosity and courage to navigate stress and make effective decisions in challenging situations.

        Throughout the talk, attendees will gain a deeper understanding of how turbulent times can be an opportunity to strengthen their organization and team. By focusing on inclusivity and fostering a dynamic culture, leaders can create a more resilient and adaptable organization that is better equipped to weather any storm. 

        Presentation Takeaways

        At the end of this session, you will be able to:

        1. Define the signature strengths essential for leadership today
        2. Recognize how champion leaders build capacity in themselves and others 
        3. Apply the alchemy of curiosity & courage to deal with stress and improve decision making
        4. Identify how turbulent times can be an opportunity to strengthen your organization and your team

          Presenter: Joanne Irving, Ph.D., Founder, Insight to Action Advisory

          Joanne Irving, Ph.D. works at the intersection of business and psychology, helping influential and accomplished leaders improve professional and business outcomes, organizational performance and the quality of life for themselves and those around them.

          She is a leadership expert who specializes in helping CEOs and other senior executives at large and mid-size companies and has advised executives at some of the world’s most successful organizations including the World Bank, the International Monetary Fund, the Federal Department of Defense, Johnson & Johnson, Microsoft, Pfizer, AARP, Atlantic Health Systems, and General Electric to name but a few.

          Joanne’s book, The C² Factor for Leadership focuses on the synergistic application of profound curiosity and relentless courage to help us thrive as leaders, team members, partners and individuals.

            Knowledge Level: Overview

            Field of Study: Business Psychology 

            Prerequisites: No prerequisite is required

            Advanced Preparation: No

            CPE Credit: 1

             

            When: Tuesday, March 14, 2023 | 11:30 a.m. - 1:30 p.m.
            Networking 11:30 am 
            Lunch 12:00 pm
            Presentation 12:30 - 1:30 pm

            Where: SEIU | 1800 Massachusetts Ave NW, Washington, DC 20036

            SEIU Conference Center: Please note SEIU is a secured building, and you will need to present a valid photo ID upon entry. Security will direct you to the location where the session is being held.

            SEIU requires that masks must be worn entering and exiting the building. You may take off your mask when you arrive to your designated conference room. 

            Parking: Underground paid garage parking is available, but space is limited; entry into the garage is located on 18th Street. There are also other nearby parking garages as well as limited metered street parking.

            Metro: Closest stop is the Dupont Circle Station (south station exit) on the Red Line. Upon exit from the station walk towards 18th Street along Massachusetts Avenue; the SEIU Conference Center is located on the right-hand side almost immediately adjacent to Dupont Circle.

            FAR members, please make sure to log in to the FAR website to receive FAR member registration options. 

            This program is approved for CPE and CAE credit.

            FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after January 10, 2020. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395

            FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.

            • 18 Apr 2023
            • 11:30 AM - 1:30 PM
            • SEIU | 1800 Massachusetts Ave NW, Washington, DC 20036
            Register


            Description:

            The presentation will provide an overview of the US economy, highlighting labor market and inflation dynamics, and the current stance of monetary policy. There will be a discussion of risks to the economy and what to expect in 2023.

            Presentation Takeaways

            At the end of this session, you will be able to:

            • Understand the current state of the US economy and the outlook for growth
            • Learn the dynamics behind the rise in inflation and where inflation is likely to trend in the near-term
            • Understand recent monetary policy decisions and the direction of policy going forward

                Presenter: Andy Bauer, Vice President and Regional Executive for the Baltimore Branch of the Federal Reserve, Reserve Bank of Richmond

                Andy serves as the lead external facing officer for the Richmond Fed in

                Maryland, the District of Columbia, and West Virginia. In this role Andy provides support to the Bank’s monetary policy responsibilities and leads the execution of Bank’s external engagement strategy. He regularly speaks about national and regional economic conditions and Federal Reserve policy to

                business, professional and trade associations, community groups, and the media. Prior to becoming Regional Executive, Andy worked as a Senior Regional Economist at the Richmond Fed. Before joining the Richmond Fed in 2006, he worked as an economic analyst in the macroeconomic

                policy group in the Research Department at the Federal Reserve Bank of Atlanta. Andy serves on the board of the Greater Baltimore Committee and the Maryland Council of Economic Education and is a former affiliate assistant professor at Loyola University. He received a Ph.D. in economics from Emory University and a B.A. from American University.

                  Knowledge Level: Overview

                  Field of Study: Economics 

                  Prerequisites: No prerequisite is required

                  Advanced Preparation: No

                  CPE Credit: 1

                   

                  When: Tuesday, April 18, 2023 | 11:30 a.m. - 1:30 p.m.
                  Networking 11:30 am 
                  Lunch  12:00 am
                  Presentation 12:30 - 1:30 pm

                  Where: SEIU  | 1800 Massachusetts Ave NW, Washington, DC 20036

                  SEIU Conference Center: Please note SEIU is a secured building, and you will need to present a valid photo ID upon entry. Security will direct you to the location where the session is being held.

                  SEIU requires that masks must be worn entering and exiting the building. You may takeoff your mask when you arrive to your designated conference room. 

                  Parking: Underground paid garage parking is available, but space is limited; entry into the garage is located on 18th Street. There are also other nearby parking garages as well as limited metered street parking.

                  Metro: Closest stop is the Dupont Circle Station (south station exit) on the Red Line. Upon exit from the station walk towards 18th Street along Massachusetts Avenue; the SEIU Conference Center is located on the right-hand side almost immediately adjacent to Dupont Circle.

                  FAR members, please make sure to log in to the FAR website to receive FAR member registration options. 

                  This program is approved for CPE and CAE credit.

                  FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after January 10, 2020. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395

                  FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.

                Past events

                18 Jan 2023 What is a PEO, and could it be right for your organization?
                10 Jan 2023 January Luncheon | Gems for a Winning Capital Campaign
                06 Dec 2022 Holiday Party (Members-Only)
                16 Nov 2022 HR Policies: Do your policies help or hinder retention? - Nonprofit Member Discussion
                09 Nov 2022 November Luncheon "Making What Matters to You Matter to Others "
                27 Oct 2022 View Recording of Webinar: The Top Five Operational Challenges Facing Nonprofits Today Hosted by Nonprofit Advisory Board and FAR
                25 Oct 2022 FAR Meet Up - Tommy Joe's
                20 Oct 2022 Outsourcing Operational Functions - Nonprofit Member Discussion
                11 Oct 2022 October Luncheon "Sizing & Investing Nonprofit Reserves""
                29 Sep 2022 Strategic Planning Process - Nonprofit Member Discussion
                27 Sep 2022 FAR In-Person Happy Hour - Fall 2022
                27 Sep 2022 September Program: Ask a Nonprofit Lawyer a Question!
                25 Aug 2022 “What’s on Your Mind?” - A Nonprofit Member Discussion
                29 Jun 2022 Peer Mentoring/Management - Nonprofit Member Discussion
                22 Jun 2022 June Program: US Economic Outlook: Looking for Certainty in Uncertain Times
                15 Jun 2022 June Webinar Health Update: Reducing burnout and supporting a psychologically healthy workforce
                24 May 2022 May Webinar: Cybersecurity Insurance Fundamentals for Associations and Non-profits
                19 May 2022 FAR May Virtual Nonprofit Member Breakfast: Workplace Wellness
                10 May 2022 FAR In-Person Spring Happy Hour
                10 May 2022 May Program: Work Flexibility, Technology and Office Space: Rethinking The Way We Work
                26 Apr 2022 April Webinar: LinkedIn Analyzes the World of Work
                07 Apr 2022 April Webinar: The Top Five HR Challenges Facing Nonprofit Employers Right Now Hosted by Nonprofit Advisory Board and FAR
                06 Apr 2022 FAR April Nonprofit Member Breakfast: Approaches to Legal Support
                05 Apr 2022 April Program: The State of ESG Investing
                16 Mar 2022 FAR March Nonprofit Member Breakfast: Dwindling In-Person Event
                09 Mar 2022 March Luncheon "Managing a Dispersed Workforce"
                22 Feb 2022 FAR February Webinar: Reassure your Organization’s Stakeholders with a Board Governance Health Check
                16 Feb 2022 FAR February Nonprofit Member Breakfast: One on One Meetings with Your Direct Report
                08 Feb 2022 February Webinar "Navigating the Marketing Supply Chain in 2022 and Beyond"
                28 Jan 2022 FAR January Nonprofit Member Breakfast: Inflation and Unemployment Rates
                25 Jan 2022 FAR January Webinar - A Shot in the Arm- Boosting Non-dues Revenue to Strengthen Your Organization
                19 Jan 2022 January Webinar "Top 10 List: What’s New in Risk Management for 2022?"
                14 Dec 2021 FAR Virtual Holiday Happy Hour
                09 Dec 2021 FAR December Webinar - Diversity Equity and Inclusion/Racial Equity: Theory to Practice
                07 Dec 2021 FAR December Nonprofit Member Breakfast: Year-end Recognitions: What Are You Doing?
                30 Nov 2021 FAR November Webinar - Timetables and Positioning for a Post-Pandemic World
                17 Nov 2021 FAR November Nonprofit Member Breakfast: Strengthen Your Relationship with Your CEO
                09 Nov 2021 FAR November Webinar - CFO Financial Communications and Interactions with Boards
                28 Oct 2021 FAR Happy Hour (Face to Face Fun!)
                27 Oct 2021 FAR October Nonprofit Member Breakfast: Culture Eats Strategy: How are you strengthening culture in your hybrid work environment?
                21 Oct 2021 FAR October Webinar - Building Culture in a Hybrid Work Environment
                19 Oct 2021 FAR October Webinar in Collaboration with the Nonprofit Advisory Board - Keeping Your Nonprofit's Budget Afloat and Adaptive in a Sea of Unknowns
                05 Oct 2021 FAR October Webinar - Leasing & Exit Strategies/Managing Staff Expectations
                21 Sep 2021 FAR Nonprofit Member Breakfast: The Strategic CFO's Communication Playbook
                14 Sep 2021 FAR September Webinar - Accounting Updates for 2022
                15 Jun 2021 FAR June Webinar - Business Ethics for Association Leaders: Everything You Wanted To Know But Were Afraid to Ask….
                08 Jun 2021 FAR Nonprofit Member Breakfast: Hardest lessons learned through COVID 19. What you now know for the future!
                01 Jun 2021 FAR June Webinar - Establishing an Integrated Culture of Diversity, Equity, Inclusion, and Belonging
                18 May 2021 FAR May Webinar - Executive Leadership During a Cyber Attack: The Most Important 24 Hours of Your Career
                11 May 2021 FAR Nonprofit Member Breakfast: Mental Health – Maintaining a Positive Mindset a Year Later
                04 May 2021 OOPS! Something has come up and we have to postpone our Virtual Happy Hour! Stay tuned and we will reschedule in the coming weeks.
                04 May 2021 FAR May Webinar - Replenishing Reserves
                27 Apr 2021 FAR April Webinar - Planning for Accounting Department Disruption: Lessons Learned from the Pandemic
                13 Apr 2021 FAR April Webinar - Coping with COVID: Supporting Staff Wellness During a Pandemic
                13 Apr 2021 FAR Nonprofit Member Breakfast: How to Stay Connected to the Office and Your Team, a Year Later
                16 Mar 2021 FAR March Webinar - Facilitating Collaboration in the New Normal
                09 Mar 2021 FAR Nonprofit Member Breakfast: How to Maximize Your Association Management System
                02 Mar 2021 FAR March Webinar - Analyzing your Organization’s Office Lease Amid COVID and Facilitating a Safe Re-Entry
                16 Feb 2021 FAR February Webinar - Leadership in Times of Change or Crisis: the 2020 Version
                09 Feb 2021 FAR Nonprofit Member Breakfast: Preventing and Detecting Fraud in your Nonprofit Organization
                02 Feb 2021 FAR Happy Hour
                02 Feb 2021 FAR February Webinar - 2021 Post-COVID Retirement Plan Landscape
                28 Jan 2021 FAR January Webinar - Paycheck Protection Program 2.0: Everything Associations & Nonprofits Need to Know
                19 Jan 2021 FAR January Webinar - 2021 Unmasked - Investment Themes for a New Year
                12 Jan 2021 FAR Nonprofit Member Breakfast: Scaling Growth: Is Outsourcing Your Accounting Function Right for You?
                05 Jan 2021 FAR January Webinar - Building Great Teams Through Play
                15 Dec 2020 FAR December Webinar - CEO Successions in a Time of COVID-19
                08 Dec 2020 FAR Nonprofit Member Breakfast: Preparing for a Virtual Audit
                01 Dec 2020 FAR Holiday Happy Hour
                17 Nov 2020 FAR November Webinar - Operationalizing Racial Equity in Your Organization: Early Steps
                10 Nov 2020 FAR November Webinar - Office Space Post COVID-19 - What Now?
                10 Nov 2020 FAR Nonprofit Member Breakfast: Vacation accruals, leave policies effects of FLMA, Short Term Disabilities, Long Term Disabilities, American with Disabilities Act, and other leaves. Employee leave policies!
                27 Oct 2020 FAR October Webinar - Nonprofit and Association Reserves: Lessons Learned from the Extreme Market Volatility of 2020
                13 Oct 2020 FAR Nonprofit Member Breakfast: Budgeting - How are we tackling the uncertainties?
                06 Oct 2020 FAR October Webinar - BACK TO THE NEW NORMAL: Questions to Ask About the New Workplace
                29 Sep 2020 FAR September Webinar - How to Successfully Pivot your In-person Event to an Inspiring Virtual Experience
                22 Sep 2020 FAR Nonprofit Member Breakfast: What are you doing to balance work, life, family? Your job expects you to perform even more now. How are you juggling it all?
                15 Sep 2020 FAR September Webinar - An Economic Outlook and the Impact of COVID 19
                04 Aug 2020 FAR August Webinar - 20/20 Vision: Political Activity for Associations, Nonprofits and PACs in the Upcoming Election Cycle
                22 Jul 2020 FAR July Webinar - Privacy Legislation for Association and Trade Groups
                07 Jul 2020 FAR July Webinar - Navigating the PPP Forgiveness Application
                23 Jun 2020 Becoming the Next Generation CFO
                16 Jun 2020 FAR June Webinar - Fundraising Compliance in the Digital Age
                03 Jun 2020 FAR June Webinar - Workplace Mental Health: You've Got to Have it
                27 May 2020 FAR May Webinar - Virtual Audits in a Time of Crisis
                13 May 2020 FAR May Webinar - Not Just 'Phoning It In': Ensuring Productivity in the New Reality
                12 May 2020 Nonprofit Member Discussion "How to keep your Board focused on the Big Picture"
                30 Apr 2020 Nonprofit Member Breakfast Discussion - Staying Connected with your Staff, Colleagues and Employer!
                21 Apr 2020 FAR April Webinar - Cyber and Personal Privacy Security
                31 Mar 2020 Nonprofit Member Breakfast Discussion: What are you doing about COVID-19?
                19 Mar 2020 March Webinar - COVID-19: Legal Strategies for Association Meetings
                27 Feb 2020 Nonprofit Member Breakfast Discussion "Young Professionals - Building Career Paths for Success"
                19 Feb 2020 February Luncheon "Managing Leadership Transitions"
                28 Jan 2020 Nonprofit Member Breakfast Discussion "“State of affairs” of the accounting tech ecosystem"
                16 Jan 2020 January Luncheon "Revenue Recognition: Impacts and Implementation"
                13 Dec 2019 Nonprofit Member Breakfast Discussion "Aligning Budgets with Strategic Plans Using Traditional and Agile Methodologies"
                10 Dec 2019 December Luncheon "2020 Economic Outlook"
                19 Nov 2019 November Luncheon "Unlocking Blockchain Value: What is it? How are enterprises using it? How do I get started?"
                29 Oct 2019 Nonprofit Member Breakfast Discussion "Investment Planning for 2020 - Strategies for policies, benchmarks, and options"
                15 Oct 2019 October Luncheon "Making Your Remote Employee Program a Success"
                26 Sep 2019 September Luncheon "Moving from Chaos: Overcoming Leadership Stress with Mindfulness"



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                1325 G Street – NW Suite 500

                Washington, DC 20005


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