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Within any organization, the consideration of a merger or acquisition can be very stressful. Are you making the right decision? Have you executed all options? Where do you begin? Without the proper advisory team, you may be left in the dark on many of these deliberations and oftentimes overlook key aspects to the transaction.

Join VonLehman CPA & Advisory Firm, The National Bank of Indianapolis, and Charitable Allies on Tuesday, January 18th for an in-depth discussion on the world of mergers and acquisitions as it pertains to nonprofits. We will hear from a panel of experts from each organization on topics including; why organizations should consider a merger, different kinds of mergers/collaborations, considerations for your employees and culture, legal strategies, tax concerns and more! We will explore real-life examples and best practices to ensure your organization is protected.

If you have questions ahead of time, please submit them in your registration.

*Please note, this is a hybrid event (virtual or in-person)

Panelists include:

  • Bryan Orander, President – Charitable Advisors (Moderator)
  • Zac Kester, CEO & Managing Attorney – Charitable Allies
  • Jill Robisch, Vice President & Senior Business Development Officer – The National Bank of Indianapolis
  • Deirdre Bird, Director of HR Consulting – VonLehman CPA & Advisory Firm
  • Bryan Pautsch, Principal/Nonprofit Tax Expert – VonLehman CPA & Advisory Firm

Agenda:

  • 8:00 – Registration/Networking
  • 8:30 – Welcome
  • 8:35 – Panel discussion begins
  • 9:30 – Event concludes

Event Details

Date & Time

01/18/2022, 8:00 am - 9:30 am

Venue

Charitable Allies Inc.
9100 Purdue Road
#115
Indianapolis, IN 46268

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