501(c) Agencies Trust Workshop in Tacoma

Date: May 18, 2018
Time: 8:30 AM – 2:00 PM
Location: Courtyard Tacoma Downtown
Address: 1515 Commerce St., Tacoma
Registration Deadline: Monday, May 14th

REGISTER HERE

501(c) Agencies Trust is going to be in Tacoma, Washington on Friday, May 18th at the Courtyard Tacoma Downtown across the street from the United Way of Pierce County. We will be joined by our friends at RSM, Littler Mendelson and Integrated Claims Management.

Please submit your RSVP by Monday, May 14th. Seating is limited. This is a member-only event. 

Session Descriptions

New Financial Reporting Standards Affecting Nonprofits

This session will highlight the new accounting standards impacting revenue recognition and financial reporting and disclosures for not-for-profit organizations.

Speakers: Lisa Wilson, Northwest Offices Managing Partner, Assurance Services, RSM US LLP; Liane K Williams, CPA, Senior Manager, Assurance Services, RSM US LLP

Nonprofits and Sexual Harassment in the Age of #METOO

Sexual harassment is a significant workplace problem that has garnered widespread and ongoing media coverage. While the extent of the problem may be shocking to some, the publicity has helped re-focus many employers on the importance of taking the steps necessary to eradicate this unlawful practice. James will present an overview of the legal framework of sexual harassment and, equally important, will share best practices nonprofit employers can and should take to: (1) prevent harassment; and (2) respond appropriately and swiftly when allegations do arise.

Speaker: James Zissler, Shareholder, Littler Mendelson P.C.

Return to Work/Light Duty Solutions for On-the-Job Injuries

Is your return to work toolkit ready to go once you have an injury? If not, learn what you want to have in place “before” the injury occurs so you will be ready to spring into action if your injured worker can’t return to their regular job. Whether you need to start the informal or formal return to work process, it all begins with light duty. Learn what you can have prepped and ready to go to make the transition easy for you and your employee. We’ll also discuss the benefit of light duty and how to get L&I to send YOU a check.

Speaker: Janee Cantu, COO, Integrated Claims Management

Biographies

Janee Cantu, COO, Integrated Claims Management

Janee Cantu is the COO of Integrated Claims Management. With 20 plus years’ experience in the industrial insurance field, Janee has been instrumental in developing ICM’s core quality standards and helping employers across Washington State navigate the complex WA State workers’ compensation law. With Janee’s extensive background in claims management and customer service, she relishes the opportunity to teach and educate employers so that they can make informed decision in the ever-changing workers’ compensation realm.

Liane K Williams, CPA, Senior Manager, Assurance Services, RSM US LLP

Liane has over nine years of public accounting experience which includes performing audits for clients in various industries, including nonprofit organizations, employee benefit plans, government entities, ports and real estate organizations.

As manager, Liane assists in the planning, development and implementation of the overall audit approach and supervises the audit staff. Her experience enables her to provide timely client feedback and best practice recommendations relating to various accounting practices and internal control improvements. Liane also trains staff who serve on audit engagements.

Lisa Wilson, Northwest Offices Managing Partner, Assurance Services, RSM US LLP

With more than 27 years of public accounting experience, Lisa functions as the leader for the nonprofit practice and co-leader for RSM’s real estate group and oversees the hospitality services group. Her audit experience includes performing audit, review and consulting engagement services to clients in various industries including private schools, colleges and universities, foundations, associations, retirement communities, port districts and government entities, hospitality, real estate, developers and real estate joint ventures.

James Zissler, Shareholder, Littler

James G. Zissler is a graduate of the Georgetown University Law Center and is experienced in all aspects of employment law. James has practiced law for over 25 years, and is a skilled litigator, having tried cases before juries, judges and arbitrators. Although James is familiar with the courtroom, he particularly enjoys helping clients proactively avoid litigation and the courtroom, by providing workplace advice, consultation and training.