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NC/VA Finance Symposium
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Join your peers from Virginia over the course of two days, August 5 and August 12, for another great conversation about trends in finance. Topics include cessation of LIBOR, financial reporting, cybersecurity, employee benefits, asset allocation strategies and post COVID financing.

When: August 5, 2020
1:00pm - 4:00pm
Where: Virtual
United States
Contact: Leslie Roseboro

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LeadingAge NC and LeadingAge VA are excited to host our virtual Finance Symposium.  The symposium will be held on two days, August 5th and August 12th from 1:00pm-4:00pm.  3 sessions each day!

Registration Fee:  Members:   $75 and Non-Members: $125.  Fees include instruction on both days!
A maximum of 7.0 CPE may be earned by attending all sessions on both days.  Participants must stay for the entire session to receive credit.



1:00pm 2:00pm 3:00pm
August 5
Cessation of LIBOR
KPM Financial
Financial Reporting Update
Cybersecurity in a COVID World
Pinnacle Financial Partners
Bernard Robinson & Company

  August 12
Employee Benefits Budgeting
Scott Insurance
Using an Enterprise Management Approach to Align Asset Allocation Strategies &
Organizational Goals

Vanguard Institutional Investor Group 
Post COVID Financing
Markets and Trends
HJ Sims
Pinnacle Financial Partners


Cessation of LIBOR
Almost every community throughout the country has exposure to LIBOR and will have to deal with the consequences of it’s eventual demise. I would propose a panel that discusses the timing of LIBOR’s cessation, what communities will need to do over the next year to prepare, and what the new financing landscape – using SOFR – will look like going forward.
Bryan Kern, Principal, KPM Financial

Financial Reporting Update
COVID-19 has introduced a number of new funding sources with different accounting treatments that will impact financial presentation of these items. The goal of this presentation is to walk through potential accounting focused on the following areas:
• Receipt of funds and use of funds related to various COVID-19 funds
• Treatment of PPP Loan and Forgiveness
• Impact on financial covenants
Mario E. Mckenzie, CPA, Partner, Health Care, CLA (CliftonLarsonAllen LLP)

Employee Benefit Budgeting
Projecting the cost of COVID-19 on your employee benefits budget. What Senior Living employers need to know about how their health insurance renewals will be impacted by the pandemic.
Nick Kammeyer, Vice President, Scott Benefit Services; Pim Jager, Vice President, Scott Insurance

Using an Enterprise Risk Management Approach to Align Asset Allocation Strategies and Organizational Goals in a New Operating Environment
Now more than ever, it is important to ensure that strategic allocations across various asset pools and broader investment programs are holistically aligned with organizational goals and objectives, financial constraints and risk tolerance versus simply being optimized in isolation. And using an enterprise risk management framework to help identify and measure key components of enterprise risk, this holistic approach tightly links asset allocation decision-making with corporate finances and supports attainment of enterprise-wide goals and objectives.
Jerry Corrigan, CFA, Director, Nonprofit Solutions, Vanguard Institutional Investor Group



A total of 7.0 continuing professional education hours will be applied for through the National Association of State Boards of Accountancy. Certificates of Attendance and CEU Certificates will be mailed to attendees within 30 days post 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: All sessions are basic level, with no prerequisites and/or advance preparation required. All sessions are classified as specialized knowledge/applications field of study. Delivery method is Group-Live.

Written requests for cancellation must be received at LeadingAge North Carolina no later than August 3, 2020.  Substitutions are accepted.


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