What to Consider in a Nonprofit Merger (Virtual)
Online Webinar via Zoom
Event Details
What to consider in a Nonprofit Merger
In these turbulent, ever-challenging times, should your organization be considering a merger? Are funders asking if you have considered working with like-kind organizations? Do you have partnerships with organizations, and are you considering shared services? Working together? We will talk through some considerations and legal issues during this presentation. Objective: How to discuss these questions with your board, staff, funders, and partner organizations
Thank you to NAM Business Partner, Creative Planning, for leading this session.
Details
Location:
- Virtual training via Zoom Webinar
- Attendee list will not be visible to other attendees
Tuition:
- Free for NAM Members
- $15 for not yet NAM Members
Meet Your Trainers
David Michael Hahn - Tax Attorney | Creative Planning
David serves as a Tax Attorney, working directly with his clients to advise them on — and assist them with — the complexities and complications of general business and personal tax law, tax-exempt organizations, and tax resolution.
David offers his clients a truly comprehensive, consultative and supportive experience. Prior to joining Creative Planning, David served as the Head Tax Attorney and Director of Qualifications for an accounting firm focusing on tax credits and tax resolution. He also spent several years in private practice handling various tax, business, and estate planning cases.
David received his Bachelor of Science degree in Hotel and Restaurant Administration with a minor in Accounting from Oklahoma State University and his Juris Doctor and Master of Business Administration degree from Syracuse University.
David and his wife, Emily, enjoy spending time creating art through both visual and auditory mediums, he is a self-proclaimed master BBQ chef, and he enjoys spending time with his three children – Clementine, Rosemary, and Theodore.
Catherine Demes Maydew, CPA - Director of Public Services | Creative Planning
Catherine serves as the Director of Public Services, providing business structure and management advice by assisting with internal control assessments and restructuring, strategic planning, budgeting assistance, and serving as an outsourced CFO/Controller specializing in Public Service Organizations.
Catherine began her career in public accounting and then moved to the private sector. Before joining Creative Planning Business Services, she ran her own consulting firm for over 17 years, working with public service clients such as nonprofits, governments, governmental entities, schools, healthcare, and foundations. A graduate of DePaul University with a bachelor’s degree in accounting, Catherine also holds an MBA from Creighton University with an emphasis in IT. Recognized for her leadership skills, Catherine was awarded a Leadership Fellow while at Creighton.
Catherine is a member of the American Institute of Certified Public Accountants and Government Finance Officers Association and serves as the nonprofit committee chair for the Nebraska Society of CPAs. Active in her community, Catherine is the past president of the Omaha Academy of Ballet, past board treasurer for Fontenelle Forest, and past parish council treasurer at St. John’s Greek Orthodox Church. Catherine most recently was an Adjunct Professor at the University of Nebraska-Omaha, teaching the Governmental & Non-Profit Accounting