James L’Estrange – Former CEO at Cancer Council NSW: Challenges for a CEO within a Not-For-Profit

Working for an NFP can be both challenging and rewarding. Jim will translate the risks when moving from a corporate to an NFP:

  • Governance and management
  • Communication (getting the word out about the organisation)
  • Raising revenue to accomplish the mission

Jim holds a Bachelor of Arts, a Diploma of Education and a Masters of Arts (History). Over the last 25 years, Jim has held a number of executive leadership roles across a diverse range of industries, including finance, entertainment and sports. Most recently, he has been in the position of CEO cancer council, NSW for 3 years. After spending more than 15 years in senior management roles in banking, including as General Manager of Private Bank at Westpac, Jim moved to Star City as Managing Director, where he focused on creating a customer service culture and fostering employee engagement and performance. Jim has also held the position of CEO at NSW Rugby Union and the NSW Waratahs, where he drove an increase in community engagement and participation, and developed strong partnerships and sponsorships.

Connect with James on Linkedin

Aaron Dahl – Senior Associate at McCullough Robertson: Consolidation in the Not-For-Profit sector – key legal considerations in merger transactions

In this session Aaron will discuss the key legal issues faced by NFPs in pursuing consolidation or merger transactions:

  • Ensuring consistency with mission and charitable objects
  • Structuring the transaction and organisational governance
  • Stakeholder engagement and decision making

Aaron has over ten years’ experience as a corporate lawyer with McCullough Robertson. In that time, he has acted as lead advisor to not-for-profit entities on a broad range of matters and has a deep understanding of issues facing the not-for-profit sector.  In particular, Aaron is often engaged by non-profit clients to provide guidance on their most complex legal matters such as mergers, corporate governance issues and advice regarding directors’ duties.  In providing advice on these matters, Aaron often draws on his experience advising ASX listed companies and significant private enterprises.

Connect with Aaron on Linkedin

Andrew Lam – Director of Taxation, Hill Rogers: Not-For-Profit Tax Concessions

There are a number of NFP tax concessions available depending on the type of NFP organisation. Have you got your concessions right? This session will cover:

  • What concessions are available – State and Federal
  • Review of your entitlements

Andrew is both a chartered tax adviser and a solicitor, having worked within leading taxation advisory teams in chartered accounting firms (both big 4 and mid-tier) and a top-tier law firm.

He has deep experience in taxation advisory matters and has a particular focus and interest in not-for-profits. His practice includes tax advice in connection with business purchase and sales transactions, undertaking tax due diligence assignments, structuring investments, international tax, general tax planning and tax reviews of not-for-profit entities.

Andrew has a Bachelor of Commerce/Bachelor of Laws, Master of Laws (Taxation) and is a Chartered Tax Advisor.

Connect with Andrew on Linkedin

Vishal Modi – Director of Audit and Assurance, Hill Rogers: Avoiding Fraud

With fraud becoming more common, it is important that Boards and CEOs place a strong emphasis on fraud prevention and fraud deterrence. This session will cover:

  • What the Board and CEO can do to protect their organisation
  • Importance of effective internal controls

Vishal’s expertise is in providing membership based organisations, commercial entities and not-for-profits with expert advice and guidance with their assurance requirements. Vishal has been with Hill Rogers for over 10 years and has more than 18 years’ experience as a professional in the audit area.

He is focused on building strong partnerships with his clients. He is passionate about advising and implementing efficient risk management controls and effecting long term sustainable improvements in business outcomes.

Vishal has a Bachelor of Commerce and is a member of Chartered Accountants Australia and New Zealand, and is a Registered Company Auditor.

Connect with Vishal on Linkedin.

Hill Rogers Twilight Seminars are free to attend, you can find out more about the event and register to attend here.