Chaminade University of Honolulu
Nonprofit Financial Seminar
Please join us for the 21st Annual Nonprofit Financial Seminar
August 8, 2024 at Chaminade University of Honolulu
Registration Open: Around April 2024
Early Registration: Until June 3, 2024 @ 4 PM $225
Regular Registration: June 3, 2024 to July 3, 2024 @ 4 PM $275
Deadline for Cancellation with Refund: July 3 , 2024
CPE Credit: $50 Additional Charge
Stay tuned here for updates and details.
A hui hou!
A limited number of scholarships (discounted rate) will be available for qualifying candidates.
If you have questions, please contact [email protected].
Registration coming soon!
GOLD SPONSORS
DRAFT Schedule – Subject to Change; Please continue to check here for updates
7:00-8:00 AM | Check In |
8:00–8:05 AM 8:05-8:55 AM | Welcome IRS Federal Tax Update Speaker: Trever Asam, Cades Schutte |
8:55–9:05 AM | Break |
9:05–9:55 AM | State Tax Update |
9:55-10:05 AM | Break |
10:05–10:55 AM | Artificial Intelligence Speakers: Clyde Shiigi, Data House and Kaleokalani Kuroda, HawaiiUSA FCU |
10:55-11:05 AM | Break |
11:05–11:55 AM | Panel Discussion: Attracting and Developing the Next Generation of Nonprofit Leaders Panelists: Including Big Brothers Big Sisters Hawai`i, Make-A-Wish Hawaii |
11:55 AM-1:10 PM | Networking Lunch and Business |
1:10–1:20 PM | Break |
1:20-4:10 PM 1:20-2:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (1:20-4:10 PM) Speakers: Aaron Williamson and Richard Kido, Chaminade University of Honolulu Financial Track Session #1: Form 990 Preparation Speaker: Richard Kido, Chaminade University of Honolulu Operational Track Session #1: Cybersecurity Speaker: Eduard “Eddie” Merc, Chaminade University of Honolulu |
2:10-2:20 PM | Break |
2:20-3:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (1:20-4:10 PM) Financial Track Session #2: General Excise Tax Speaker: Wayne Tanna, Chaminade University of Honolulu Operational Track Session #2: Nonprofit Strategic Planning Speaker: Scott Schroeder, Sacred Hearts Academy |
3:10-3:20 PM | Break |
3:20-4:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (1:20-4:10 PM) Financial Track Session #3: Impact of Recent Events: Fundraising/Funding Challenges Speaker: Hawai`i Community Foundation Operational Track Session #3: The Future of Nonprofits Speakers: Micah Kane, Hawai`i Community Foundation |
Trever K. Asam
Partner, Cades Schutte LLP
Presentation: IRS Federal Tax Update
Trever is a partner at the Cades Schutte law firm, specializing in tax and nonprofit organizations. Prior to joining Cades Schutte, Trever was in private practice at Miller & Chevalier in Washington, D.C. and clerked for Judge Susan Oki Mollway at the U.S. District Court for the District of Hawai‘i. Before beginning his legal career, Trever was a teacher in the District of Columbia Public Schools. He currently serves on the boards of directors for Volunteer Legal Services Hawai‘i, Teach For America Hawai‘i, and Hawai‘i Contemporary (formerly known as the Honolulu Biennial).
Micah Kane
Chief Executive Officer & President, Hawai`i Community Foundation
Presentation: The Future of Nonprofits
Micah A. Kāne is CEO and president of the Hawai‘i Community Foundation (HCF), the state’s largest and oldest Foundation that works with individuals, families, foundations, government agencies, and organizations to transform lives and improve our communities. Before becoming HCF’s third CEO and president in July 2017, Micah served as its president and chief operating officer. He was responsible for leading the executive team and day-to-day operations. He also served on the HCF Board of Governors for eight years before joining HCF.
His previous work experience includes serving as chief operating officer of Pacific Links International, responsible for operations and acquisitions of all residential and resort development in Hawai‘i. He was also the chairman of the Hawaiian Homes Commission and the Department of Hawaiian Home Lands, a 200,000-acre native Hawaiian land trust. Micah recently served as a trustee for Kamehameha Schools. He also served as the government affairs liaison for the Building Industry Association of Hawai‘i. He was raised in Hawai‘i and is a graduate of the Kamehameha Schools, Menlo College, and Shidler College of Business at the University of Hawai‘i at Mānoa where he received his MBA.
In the December of 2020 issue of Hawai‘i Business Magazine, Micah was named and recognized as CEO of the Year. Over the years, Micah has been recognized with various awards including the 2019 University of Hawai‘i at Mānoa Shidler College of Business Hall of Honors award, the Koa Anvil Award of Excellence, the Salvation Army Partners in the Community Service Award, the Hawaiian Leader of the Year Award from the Ko‘olaupoko Hawaiian Civic Club, Ho‘oulu Leadership Award for Government, Menlo College Hall of Fame- Football Inductee, Environmental Council Award, Spirit of the Year Award from the Aloha United Way and the Housing Advocate of the Year Award from the Building Industry Association of Hawai‘i.
Micah currently serves as a corporate Board of Director with Hawaiian Electric Industries, and on the Boards of Directors for the Hawaiʻi Executive Collaborative and the Hawaiʻi Data Collaborative.
Richard Kido, MBA
Associate Professor of Accounting, School of Business and Communication, Chaminade University
Presentation: Financial Clinic, Form 990 Preparation, and Facilitator for Main Session
An Associate Professor of Accounting at Chaminade University of Honolulu, Professor Kido teaches a wide range of courses in accounting, both at the undergraduate and graduate levels and his research interests include nonprofit accounting, service learning and experiential learning, and accounting education pedagogies. Richard has served as a member of the Board of Regents for Chaminade University in an ex-officio capacity as part of his role as faculty senate president (2009) and was again elected to serve during the academic year 2018-2019. Richard serves as the academic advisor to accounting majors. An inspiration to his students, he was instrumental in Chaminade University’s receiving the Presidential Award for its service-learning program. In April 2017, he was awarded the International Excellence in Teaching Award by the International Assembly for Collegiate Business Education. In June 2015, Richard was honored as the Michael E. Fassiotto Scholar-In-Residence at New York University’s Faculty Resource Network.
Prior to his entering academia in 2002, he was involved in several management positions in the private industry, including chief financial officer positions in the savings and loan, real estate development and hospitality industries for over 25 years. Richard has also operated his own firm for several years specializing in accounting and financial consulting. A graduate of Saint Louis High School in Honolulu, he received his Bachelor of Arts degree from Michigan State University and his Masters in Business Administration degree from the University of Hawaii at Manoa.
Kaleokalani Kuroda
Chief Operation Officer, HawaiiUSA Federal Credit Union
Co-Presenting: Artificial Intelligence
Kaleokalani Kuroda joined HawaiiUSA Federal Credit Union in 2006 and has served as Chief Operating Officer since 2023. He manages overall operations such as payment operations, administration, enterprise project and portfolio management, and organizational transformation. A key aspect of his role involves utilizing member feedback to enhance efficiency and processes. Additionally, Kaleo leads HawaiiUSA’s Leadership Accelerator Program, an intensive leadership development cohort tailored for HawaiiUSA employees. He is co-presenting with Clyde Shiigi.
Eduard “Eddie” Merc
MBA Program Director, Assistant Professor, Chaminade University
Presentation: Cybersecurity
Scott Schroeder
President, Sacred Hearts Academy
Presentation: Nonprofit Strategic Planning
Clyde Shiigi
Chief Innovation Officer, DataHouse
Co-Presenting: Artificial Intelligence
Clyde Shiigi’s career at DataHouse began in 1980 as a student intern, culminating in his current role as Chief Innovation Officer after 43 years of dedicated service. During his tenure, Clyde has held various positions within the company, including President/CEO from 2002 to 2013, contributing significantly to DataHouse’s recognition through local and international awards, strategic partnerships, and a diverse client portfolio.
With over 43 years of experience in information technology consulting, Clyde has overseen the expansion of DataHouse’s services to encompass technology consulting, software product development, managed services, mobile application development, cloud-based solutions, and artificial intelligence. His leadership has been instrumental in establishing and nurturing relationships with government agencies and commercial businesses in Hawaii, the U.S. Mainland, and Asia, while also facilitating the company’s expansion into new markets.
Additionally, he continues to serve as a Business Advisory Board member at Chaminade University, School of Business and Communication.
Wayne M. Tanna, JD, LL.M
Adjunct Professor, Chaminade University
Presentation: General Excise Tax, and Facilitator for Financial Track
Wayne M. Tanna is a current adjunct professor and former full-time professor at Chaminade University in Honolulu, Hawaii. He has also taught at University of Hawaii and Literacy Projects on the mainland. Wayne earned his BA in Social Science from University of Hawaii, his JD from Northwestern School of Law, Lewis & Clark College, and his LLM from McGeorge School of Law, University of the Pacific. He was admitted to the Hawaii State Bar, United States Tax Court, and United States Supreme Court.
Wayne has served as an appointed member of the Taxpayer Advocacy Panel (TAP), the Hawai‘i Advisory Committee to the U.S. Commission on Civil Rights, and the Hawaii State Asset Building and Financial Education Task Force. He has provided pro bono services as a private practice Attorney and Consultant concentrating in nonprofits, tax, and civil rights law, and for over 28 years has volunteered with Volunteer Legal Services Hawaii. He has also volunteered as a coach with Hawaii Special Olympics and as an Instructor, Site Coordinator, and Tax Preparer with the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) Program. Wayne has won numerous awards including the national President’s Volunteer Service Award, 2008, presented by the President’s Council on Service and Civic Participation in recognition of exemplary volunteer service to the community and country.
His professional affiliations include the American Bar Association, Hawaii State Bar Association, Member of Sections on Tax, Estate Planning & Probate, Bankruptcy, Natural Resource and Elder Law.
Aaron Williamson
Assistant Professor of Accounting, Chaminade University
Presentation: Financial Clinic
Aaron M. Williamson Jr. is a distinguished graduate of Florida A & M University, where he received his Bachelors of Science in Economics with a minor in Mathematics. Aaron obtained his Masters in Accounting and Business Advisory from The University of Baltimore in Baltimore, Maryland. In Baltimore, he worked for a regional accounting firm led by former partners at Arthur Anderson. After graduating from U of B, he went on to pursue a 6-year career with KPMG LLP during which Aaron earned his CPA. Aaron is licensed by both the Hawaii and Florida State Boards of Accountancy.
Since 2015, Aaron has run an accounting firm, T-SOA, Certified Public Accounting Services, which is registered with the DCCA and focuses on Small Business and Nonprofits in the State of Hawaii. As an auditor, Aaron has specialized in servicing financial, insurance, governmental, not-for-profit and healthcare organizations, and he has extensive experience in and knowledge of GAAP & Control Process Development, SOX, FASB and GASB. He has continued to expand his understanding of the needs of small businesses and not-for-profits annually through AICPA-approved continuing professional education and national and international conferences on accounting and business. Aaron has taught at Chaminade University of Honolulu since 2012 and enjoys teaching, mentoring, and sharing his experience and knowledge with his students, clients and employees.
2023 Nonprofit Financial Seminar
MAIN SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
BRONZE SPONSORS
ASSOCIATE SPONSORS
Asoke Datta, EdD
Assistant Dean, School of Business and Communication, Chaminade University
With nearly 20 years of experience, Dr. Datta most recently served as Assistant Dean of the College of Business at Hawai‘i Pacific University (HPU). Prior to that, he held a number of other positions at HPU, including Assistant Dean of Distance Education, Off Campus Programs and Assistant Dean of Academics, Military Campus Programs. Asoke began his career in education at Chaminade University of Honolulu, where he served as Records Specialist in the Office of the Registrar and as Program Coordinator & Academic Advisor for the Accelerated Undergraduate Program.
Asoke received his bachelor’s degree in History from the College of Charleston in South Carolina, his master’s degree in Criminal Justice Administration from Chaminade University, and his education doctoral degree in Educational Leadership from the University of Southern California.
Richard Kido, MBA
Associate Professor of Accounting, School of Business and Communication, Chaminade University
An Associate Professor of Accounting at Chaminade University of Honolulu, Professor Kido teaches a wide range of courses in accounting, both at the undergraduate and graduate levels and his research interests include nonprofit accounting, service learning and experiential learning, and accounting education pedagogies. Richard has served as a member of the Board of Regents for Chaminade University in an ex-officio capacity as part of his role as faculty senate president (2009) and was again elected to serve during the academic year 2018-2019. Richard serves as the academic advisor to accounting majors. An inspiration to his students, he was instrumental in Chaminade University’s receiving the Presidential Award for its service-learning program. In April 2017, he was awarded the International Excellence in Teaching Award by the International Assembly for Collegiate Business Education. In June 2015, Richard was honored as the Michael E. Fassiotto Scholar-In-Residence at New York University’s Faculty Resource Network.
Prior to his entering academia in 2002, he was involved in several management positions in the private industry, including chief financial officer positions in the savings and loan, real estate development and hospitality industries for over 25 years. Richard has also operated his own firm for several years specializing in accounting and financial consulting. A graduate of Saint Louis High School in Honolulu, he received his Bachelor of Arts degree from Michigan State University and his Masters in Business Administration degree from the University of Hawaii at Manoa.
Deborah W.L.M.Q. Ng-Furuhashi
Vice President, Personal Trust Division, First Hawaiian Bank
Deborah has over 29 years of experience in trust and estate planning. For the past 21 years, she has served as a First Hawaiian Bank Personal Trust Officer. Prior to that she worked as a trust officer for Bank of Hawaii for 2 years, as an attorney for Peter P. J. Ng for 5 years, and as a law clerk for a year.
Deborah earned a Bachelor of Arts degree in History and Political Science from Lewis and Clark College and received her Juris Doctor from Creighton University School of Law. She earned her Masters in International Development at American University School of International Service in Washington D.C.
Deborah is a licensed attorney in the State of Hawaii and a member of the Hawaii State Bar Association. She also graduated from the ABA Trust School. Her Professional Affiliations include Hawaii Bar Association, Hawaii Estate Planning Council, Probate and Estate Section HSBA, and Elder Law Section HSBA.
Deborah is a corporate board member of People Attentive to Children (PATCH), where she is the past board President, Vice President Secretary and Treasurer. She is President Elect and a current board member of the Hawaii Gift Planning Council. She is a board member of Make Lemonade Project. She is a past board member of Catholic Charities Hawaii, and currently volunteers on their Parish and Community relations committee. Deborah is also a past board member of the Make‐A‐Wish Foundation Hawaii, where she now serves as a member of the Wish Granting committee as well as a wish granter. Other community service has included volunteering at various Punahou and Mid Pacific School functions as a parent, past board member of the Friends of the Judiciary History Center; past board member and secretary of the Punahou Alumni Board Association; former director of the Kiwanis Executive Club; former director of Soroptimist International of Honolulu; past committee member and volunteer for the Ronald McDonald House Honolulu. She also volunteers as a lector at Mary, Star of the Sea Parish and has volunteered for the Justice Access room for Legal Aid, Meals on Wheels and Aloha United Way.
(Dick) Isoo Oshima, CPA
Founder & Co-Manager of OCCPA LLC
(Dick) Isoo Oshima is the founder & Co-Manager of OCCPA LLC, a Certified Public Accounting firm in Honolulu, Hawaii and has operated under other various company names as a principal since July 1975. He was formerly employed with Coopers (now known as PriceWaterhouseCoopers) in San Francisco and Honolulu from 1970 to 1975, prior to starting his own CPA firm on July 1, 1975.
Dick is a current member of the American Institute of Certified Public Accountants, a current Board Member for the Hawaii Estate Planning Council, the current Treasurer for the Hawaii International Film Festival, the current Treasurer, Finance Committee Chair, and Board Member of Palolo Chinese Home, and an Advisory Board Member for the Hawaii Tax Institute. Dick was the Past President of the Oahu Chapter of the Hawaii Association of Public Accountants and the Hawaii Society of CPAs. He has been a Board Member for the Chaminade Nonprofit Seminar Committee for over 15 years.
Annette Taijeron Santos, D.B.A.
Interim Dean, School of Business and Communication, Chaminade University
Joining Chaminade in June 2023, Dr. Annette Santos has more than 25 years of combined faculty and administrator experience in higher education. She is recognized for her expertise in strategic management, a focus on student success, research in entrepreneurial innovations and positive engagement with business, government, community and not-for-profit sectors.
Scott Schroeder, PhD
President, Sacred Hearts Academy
Scott Schroeder, Ph.D. was the Dean of the School of Business and Communication from 2001-2008 and 2010-2019. He is currently President of Sacred Hearts Academy. He is also a professor of management in residence at Chaminade University of Honolulu and Chair of the Board of Commissioners for the International Accreditation Council for Business Education (IACBE). Scott’s career has been lived as a management activist, dedicated to putting into practice management systems and approaches that bring out employees’ best work and eradicate employee abuse and exploitation in organizations.
His research focuses on individuals’ personal power and social influence at work, with a special interest in getting people the power they need to have personal and professional success in their careers. He is currently co-authoring an article titled “What most managers don’t know about empowerment” with legendary Organization Development researcher Samuel Culbert. He has done extensive clinical work in executive psychotherapy and coaching and consults on issues of executive development and team effectiveness.
Formerly a principal of The Laundis Group, an executive advisory firm in Newport Beach, California, his clients have included individuals and organizations from industries including entertainment, professional sports, health care, advertising, education, government services, the U.S. military, high tech, not-for-profits, and faith communities. Scott has held administrative, research, faculty, or staff positions at several universities, including Arizona State University, UCLA, and Antioch University, where he was responsible for developing a graduate program in organization development. The program was consistently ranked among the top ten programs nationally during his tenure. Before returning to Chaminade, Scott was most recently the Dean of Academic Affairs at the Bainbridge Graduate Institute, the nation’s top-ranked business school for sustainability education. He previously taught at Claremont Graduate University since 1996, where he was recognized in 2005 for outstanding teaching. Scott completed doctoral specializations in management and psychology at UCLA and post-doctoral work in leadership and organization development at Harvard University.
Wayne M. Tanna, JD, LL.M.
Adjunct Professor, Chaminade University
Wayne M. Tanna is a current adjunct professor and former full-time professor at Chaminade University in Honolulu, Hawaii. He has also taught at University of Hawaii and Literacy Projects on the mainland. Wayne earned his BA in Social Science from University of Hawaii, his JD from Northwestern School of Law, Lewis & Clark College, and his LLM from McGeorge School of Law, University of the Pacific. He was admitted to the Hawaii State Bar, United States Tax Court, and United States Supreme Court.
Wayne has served as an appointed member of the Taxpayer Advocacy Panel (TAP), the Hawai‘i Advisory Committee to the U.S. Commission on Civil Rights, and the Hawai`i State Asset Building and Financial Education Task Force. He has provided pro bono services as a private practice Attorney and Consultant concentrating in nonprofits, tax, and civil rights law, and for over 28 years has volunteered with Volunteer Legal Services Hawaii. He has also volunteered as a coach with Hawaii Special Olympics and as an Instructor, Site Coordinator, and Tax Preparer with the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) Program. Wayne has won numerous awards including the national President’s Volunteer Service Award, 2008, presented by the President’s Council on Service and Civic Participation in recognition of exemplary volunteer service to the community and country.
His professional affiliations include the American Bar Association, Hawaii State Bar Association, Member of Sections on Tax, Estate Planning & Probate, Bankruptcy, Natural Resource and Elder Law.
Wendy Lam, Ph.D.
Associate Professor, Business Administration, and Sport and Event Management, Chaminade University
Dr. Wendy Lam is an Associate Professor of Business at Chaminade University of Honolulu. Currently, she is the coordinator of the Sport and Event Management program and the internship coordinator for the School of Business and Communication. Dr. Lam has been teaching since 1986 and has over twenty years of professional experience in food manufacturing and retailing business with clients from major airlines and hotels. She also conducts training programs and prepares marketing plans for major corporations in the United States.
Teaching is more than a career to her. It is her life passion. Before coming to Chaminade, Dr. Lam has received the Teacher of the Year award in 2018 and the Golden Apple Award of Distinguished Undergraduate Teaching in 2016 from her former university. Dr. Lam has presented at various domestic and international conferences and published in the field of tourism, marketing, and education. She is active in the business community and serves as a board member of several nonprofit organizations in Honolulu.