CLE | Lawyer on Board II: Non-Profit Accounting, Financial Literacy and Ethics for Lawyers

Friday, April 6, 2018 | Noon to 2:30 p.m. | CNY Philanthropy Center, 431 E. Fayette St., Syracuse, NY 13202 | CREDIT: 2.5 MCLE (2.0 Skills, 0.5 Ethics)  COST: $50 Member, $75 Non-Member, $25 Paralegal, FREE to the following: Agency/Lifetime/Student | Financial waiver information is available here | Under NYS rules this CLE has been APPROVED for Experienced and Newly Admitted Attorneys | Doors open at 11:30 a.m. so arrive early and grab a slice of pizza before the program begins!

Do you sit on a Non-Profit Board of Directors? Do Profit and Loss Statements or Balance Sheets make your head spin? This helpful CLE could be exactly what you need.

Brought to you by the OCBA Community Engagement Committee in conjunction with accountants from Dermody, Burke & Brown and Grossman St. Amour, this seminar delves into the financial documents that spell out the fiscal health of a variety of non-profit and charitable agencies and organizations. Cash flow statements that depict an organization’s financial position in good health — and in bad — are reviewed in a hypothetical case study.

Learn about Restricted and an Non-Restricted accounts, how to understand significant accounting policies and decipher the differece between revenue and expense recognition.

Hear from an Assistant State Attorney General Christopher Wiles on how the NFP you work with can avoid becoming a damaging headline during a discussion of Internal Controls and Financial Accountability for Not-For-Profit Boards.

Presenters:

Jill S.G. Palmeter, CPA, MS, has over 27 years of public accounting experience with Dermody, Burke & Brown and the not-for-profit sector. She is a graduate of State University of New York at Oswego and received a Master’s of Science from Oregon State University. Jill specializes in the audits of not-for-profit organizations and is currently one of the two Not-for-Profit Niche leaders within the Firm.

Jill frequently speaks on topics such as Financial Literacy, Board Governance and Mission-Based Management at seminars for our current and prospective clients.  She also speaks to community groups and was an annual speaker on financial literacy for nonprofit volunteer leadership at The Partnership for Nonprofit Enterprise Excellence, sponsored by Excellus in both Syracuse and Utica.  Jill is very involved in civic and community affairs and has served for many years on the finance and audit committees of Francis House, Inc., Samaritan Center, Inc., and The Syracuse Jewish Community Center, Inc.  She was also the Finance Committee Chair of the Women’s Fund of Central New York’s Advisory Council for six years. Jill is a past audit committee member of the Onondaga-Oswego Chapter of the American Red Cross, and served for six years as a board member and treasurer of The Children’s Consortium.  Jill is a member of the AICPA and NYSSCPA.

Mark Ciaralli, CPA, CFE, has been with Grossman St. Amour CPAs since September 2003. He is a Certified Public Accountant in the State of New York and a Certified Fraud Examiner.

Mark practices in the areas of audit and attest engagements, financial statement preparation and internal control review. His audit experience includes public school districts, government and municipalities, and not-for-profit organizations.

Christopher Wiles, Esq. is an Onondaga County native who began his schooling in the Marcellus Central School District, attended Princeton University where he graduated cum laude with a bachelor’s degree in history (1965), and received his Juris Doctorate in 1971 from Cornell Law School.

He was admitted to practice law in New York State in 1972 and in the Minnesota State Supreme Court in 1973. From 1971 to 1973, Mr. Wiles was a Latin American Teaching Fellow in Caracas, Venezuela where he was a visiting law school professor at the Universidad Catolica Andres Bello. While there he was an attorney with Ford Motor de Venezuela, S.A. as well as with the firm of Travieso, Evans, Ponte and Rosales.

Prior to his bar admittance, he was an elementary school teacher (1968-69) and a Peace Corps volunteer in Montevideo Uruguay (1965-67), where, as a basketball coach for the Uruguayan National Basketball team, he fostered community development.

From 1974-75, Mr. Wiles was general counsel with Data 100 Corporation, Minneapolis. Beginning in 1976, he became a partner in Wiles, Fahey & Lynch and then also in 1984 with Wiles & Fahey. From 1997 to 2001 he was a principal of Wiles & Wiles before becoming Assistant Attorney General in 2001.

Wiles’ areas of expertise include: Estate Planning and Probate, Real Estate, Corporate Law, Personal Injury, Commercial Litigation, and regulation of Not-for-Profits.

Patrick Blood is a 2015 graduate of the Syracuse University College of Law. While in school, he interned with the Satter Law Firm and served as Vice President for the Syracuse University Program for Refugee Assistance. He has worked closely with Syracuse’s refugee resettlement population, teaching English and citizenship classes, and volunteering on pro bono immigration cases. Mr. Blood also spent a summer teaching English with his wife in Guangzhou, China. Currently, Mr. Blood is an Associate Attorney with Satter Law Firm, where he focuses primarily on labor and employment law. He also serves on the board of the Workers’ Center of Central New York and is a member of the OCBA Community Engagement Committee.

Mr. Blood is originally from Valdez, Alaska. He attended the University of Alaska Anchorage while serving as an infantryman in the United States Marine Corps Reserve. His studies were postponed briefly by a deployment to Iraq in 2008-2009. After receiving his honorable discharge from active duty service, he completed his degree in Justice. Before law school, Mr. Blood began his career with the State of Alaska Department of Public Safety and the Department of Health and Social Services, working closely with the Alaska State Troopers, Alaska Therapeutic Courts (Wellness Court, Mental Health Court, Family Court) and related social and vocational rehabilitative services. Mr. Blood moved to Syracuse in 2012 to attend law school.



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