Vulnerabilities and opportunities of risk are topics that worry most organizations. Understanding the risks your nonprofit faces also means understanding the necessary measures needed to prevent those risks from happening. From insurance coverage to internal controls, there are effective steps to put in place to ensure you are protecting your organization as much as possible.
Join VonLehman CPA & Advisory Firm and Covington Business Council on Tuesday, November 16th for this half day symposium to discuss how to alleviate risk within your organization. This event will take place at The Grand in Covington, KY from 8:00 am-12:00 pm:
8:00 am – Registration
8:30 am – Stephanie Allgeyer – Internal Controls
9:30 am – Bill Brancovsky – Risk Insurance Coverage Options
10:30 am – Anne Maxfield – Mitigating Risk in a Nonprofit Setting
11:30 am – Conclusion of event
The Covington Business Council will be following CDC and NKY Health Department guidelines in order to ensure the safest event possible.
Anne M. Maxfield, life-long resident of Northern Kentucky, has parlayed her years of
experience in business development, fund development, communications, and executive
leadership to help nonprofit organizations grow their mission. Her work with teams
(strategic and tactical) will better position any organization to meet their respective goals.
Ms. Maxfield has a unique blend of business experience, problem-solving skills, and an effective leadership style integrating collaboration with consensus building, yet she is never fearful of being candid with her clients. This has served her well throughout her career in supporting companies, organizations, and their leaders in the greater Cincinnati and Northern Kentucky area. She has a proven track record of measurable results in philanthropy and fundraising throughout her career. In her consulting practice, she works with C-Suite executives (staff, volunteers, and board members) in support of effective governance, strategic planning, retreats, philanthropic strategies, proper revenue streams for sustainability and more.
Understanding the complexity of today’s nonprofit environment has occupied Ms. Maxfield’s life for
many years. She has extended her education beyond university (BA from Northern Kentucky University) to include nonprofit executive leadership training at University of Notre Dame in South Bend, Indiana, as well as coaching and training for professional image enhancement, advanced consultative selling training (SalesAbility) and numerous workshops to strengthen her skills and knowledge in various business disciplines.
Maxfield launched her nonprofit consulting business in July of 2013 and has worked with 80 nonprofit organizations in five states. She has boundless energy and a drive to solve business challenges. In addition, her vast network of contacts and service to the community (boards, tasks forces, and committees in the Greater
Cincinnati area for over 25 years) positions her well to help nonprofit organizations advance their mission.
Maxfield is a voracious reader, a prolific traveler, loves gardening, walking, crocheting, cooking, and being with family and friends.
Stephanie is a shareholder and career-long member of the VonLehman team. She serves as VonLehman’s Director of Assurance Services and leads the firm’s Nonprofit and Governmental Industry Groups. While Stephanie is an experienced professional auditor by trade, it’s her passion for building relationships within the community that allows her to serve clients as a true partner and trusted advisor. Organization management can expect Stephanie to be on top of changes in industry regulations and practices, to lead a quality and timely engagement, and to provide an overall exceptional client service experience.
Stephanie is a member of the firm’s Quality Control Committee, she is the firm’s representative of the AICPA Governmental Audit Quality Center, and serves as one of VonLehman’s peer reviewers. As a Certified Fraud Examiner (CFE), she utilizes her expertise in fraud detection and loss prevention to provide additional value to organizations. She is a graduate of the NKY Chamber’s Leadership Northern Kentucky program. Through her years specializing in nonprofit and governmental accounting, Stephanie is frequently asked to appear on expert panels, subcommittees and speak at various training conferences.
Stephanie appreciates time spent with her family. She enjoys playing and watching basketball and has an eclectic taste in music from 90’s grunge to bluegrass.
Bill Brancovsky, Executive Vice President at Oswald Companies, will discuss insurance coverage options for cyber, sexual abuse as well as volunteer risk. He will walk you through the steps you need to take to ensure your organization is protected. We will explore market trends, legal issues and coverage pitfalls
“The CBC has provided me the opportunity to network with other local business leaders. Being new to the area this has become a valuable resource.”