GPNP and Schneider Downs Present a Special Session on Cash Management

Event Date: 

Tuesday, March 21, 2017 - 9:00am to 11:00am

Event Location: 

The Forbes Funds and GPNP Office
5 PPG Place
Second Floor
Pittsburgh, PA 15222

Join Schneider Downs and GPNP for a special member education event on

Cash Management

Michael Von Lehman and John Bellardini of Schneider Downs Meridian will present various tools and analysis use by financial statement advisors and users to track, manage and evaluate cash flow considerations utilizing basic financial statements of an organization.   Additionally, an expert panel will speak to their experience on cash flow issues and turnarounds in the not-for-profit industry and the lessons learned from those experiences. 

John Bellardini, CTP- Managing Director, Schneider Downs Meridian

As Managing Director of Schneider Downs Meridian, John Bellardini has over 30 years of global experience as a senior leader with expertise in management, finance, accounting, sales, information systems and human resources. With dynamic leadership and organizational skills, he has experience in building robust organizations and shaping business strategy to support growth, profitability, sustainability and revitalization of under-performing operations. Throughout his career, he has utilized his unique ability to unite people toward a common purpose and influence change.

 

Jack Owen, Esq.- Owens & Conley

Jack Owen, founding Member of Owen & Conley, LLC is a tax lawyer with extensive expertise representing a broad range of clients, including tax-exempt charities, businesses and individuals in tax, business law, nonprofit, and estates – trusts matters. The Executive Service Corps of Western Pennsylvania named Mr. Owen the “Outstanding Volunteer Attorney for 2004” for pro bono legal services.  He also received the “Allied Professional of the Year” award in 2005 from the Pittsburgh Planned Giving Council.

 

Karen Rath- VP, Senior Relationship Manager; Not for Profit & University Specialist, Huntington Bank

A true advocate for nonprofits, Karen Rath has an extensive history of providing financial services that surpass banking industry standards in order to further develop substantial, long-lasting relationships with her clients. She consistently exceeds expectations for the nonprofits she serves, just as those nonprofits do for the causes they support. As a nonprofit specialist, she stays abreast of the industry’s constant evolution in order to educate nonprofits on the best resources and tools available to help them achieve financial success and sustainability. Armed with her broad resource network and extensive industry knowledge, she takes a consultative approach to provide the forthright, community-focused service that only Huntington Bank can deliver.

 

Robert Stape- Chief Operating Officer & Corporate Compliance Officer, Goodwill of Southwestern Pennsylvania

Bob Stape is responsible for the overall operations of the organization including the Donated Goods Division, Human Resources, Risk Management, Loss Prevention, Facility Management, E-Recycling, Distribution and Logistics, Mission Logistics, LLC and SourceAmerica. In this role, he ensures that the retail system meets its budgeted sales expectations for generating unrestricted net revenue to support the mission of Goodwill through its donated goods programs. He is in charge of donations acquisition, purchasing, production, distribution, merchandising, transportation, sales in retail thrift stores, vehicle donation program and E-Commerce, real estate acquisition and development, recruiting, retention, training and development of talent.

 

Michael Von Lehman, CTP- Senior Manager, Schneider Downs Meridian

Michael is a Senior Manager with Schneider Downs Meridian, joining the firm in 2015 with its acquisition of The Meridian Group. During his career, he has worked with dozens of companies from many industries, providing each client with in-depth analyses and consultation in order to become more efficient and profitable. Key industries where Michael's guidance has led to financial rejuvenation are manufacturing, distribution, construction and real estate.