Finance Symposium JULY 27, 2017

8:00AM-5:00PM

LAKEWOOD, A LIFESPIRE COMMUNITY 1900 LAUDERDALE DRIVE, RICHMOND, VA

FINANCE PROFESSIONALS

Plan to Attend! This year promises to be interactive

with more attendee participation than

ever. If you are a community member

or business sponsor for the event, be

sure to arrive in time for dinner the

night before.

Earn Professional Credit: 8 CPE Credits or 7 NHA Hours

Fee: $150 first person $100 2nd + person (s) $225 Non-Members Includes dinner the night before and lunch the day of the symposium.

LeadingAge North Carolina 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may

be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org. A total of 5.5 hours of continuing

education credit for Nursing Home Administrators can be earned. Each educational session will be applied for separately. For every session you attend you will be credited with

CEUs. Credit applied for through the North Carolina Board of Examiners for Nursing Home Administrators and CHSR for adult Care Licensure. LeadingAge North Carolina is a

Registered Sponsor of continuing education with the NC State Board of Examiners for Nursing Home Administrators. Comments regarding the Registered Sponsor Course may be

addressed to 3733 National Drive, Suite 110, Raleigh, NC 27612. This workshop will provide an update on current issues for CFOs and accounting professionals in nonprofit long

term care organizations in North Carolina, and is in the field of “Specialized Knowledge” as defined by the NASBA. The difficulty level of this course is intermediate. There are no

prerequisites and/or advance preparation required. Delivery method is Group Live. Complaints/grievances should be sent to the attention of Leslie Roseboro at LeadingAge North

Carolina within 10 days following the workshop.

TOPICS FOR DISCUSSION

• Crisis Response Planning• Financial Risk Management• Developing a Financial Model as

part of Strategic Expansion• Compensation, Retention, and

Incentive Compensation• Financing Moderately Priced

Housing• Mergers and Affiliations

LODGING

Please contact your state association for information on hotels within a 5-mile radius of Lakewood. There are lots of options. We look forward to seeing you!

FINANCESYMPOSIUM/RegistrationForm LakewoodinRichmond,VA/July27/8:00am-5:00pm

Card Number:

Registeronlineatwww.leadingagenc.organdlogintoreceivethememberrate.Orcompletethisformandmail/faxwithpaymentnolaterthanJuly21,2017.WrittenrequestforcancellationmustbereceivedattheLeadingAgeNorthCarolinaofficenolaterthanJuly21,2017.Allcancellationsreceivedpriortothisdatewillberefundedlessa$25administrativefee.AllcancellationsreceivedafterJuly21,2017willbenon-refundable.Pleasedonotemailforms.

Name Circle Card Type: American Express

Title VISA Master Card Discover

Community

Security Code:

Street Address Expiration Date:

Card Holder Name: City

State Zip Signature of Card Holder: Phone

Billing Address: Email

Checks should be made payable to: LeadingAge North Carolina 222 N. Person Street, Suite 205 Raleigh, NC 27601 Fax: 919-869-1811

LeadingAge North Carolina

222 N. Person Street, Suite 205

Raleigh, NC 27601

Ph. 919-571-8333

Fax: 919-869-1811

Reminder:

Networking dinner will be provided to community members and business member dinner sponsors who arrive the night before!

I am a community member or business member dinner sponsor and plan to attend dinner: ___ YES ___ NO