y technology tips program proves …far-roundtable.org/resources/documents/farsight may-jun...

May-June 2009

Issue ThreeVolume Ten

MARK YOUR

CALENDAR(and read in advance)

Over 100 people registered for the April program, “Sixty Tech-nology Tips.” Loretta DeLuca

of DelCor Technology Solutions and Chris Shue of Reinsurance Association of America teamed up for a rapid-fire presentation that includes tips in several categories. The full presentation is avail-able on the FAR website: http://www.far-roundta-ble.org – look under the Programs tab at the top.

Tips included such things as how to make free international telephone calls (using Skype’s free VOIP service, which also allows for video con-ferencing for up to 25 people), how to change an unwieldy link into a Tiny URL, and tips and tools for managing your Microsoft Outlook email account (color coding cal-

TEChNOLOgY Tips pROgRAM pROvEs vERY pOpULAR

endar entries by category; turn an email into contents of an appointment in your calendar, etc.).

DeLuca and Shue also presented tips on more than one way to send large files over the web – whether it is a large business file or videos you want to send to relatives. Pando allows you to send up to 1GB, and YouSendIt allows large email attachments up to 100MB.

Tips to assist with travel included Seat Guru – air-craft seating plans showing you the prime seats, pos-sible annoyances and seats

you should avoid – and AirPower Wiki that helps locate free wifi areas and elec-trical outlets at various airports. Google also allows you to check flight status by typing airline name and flight number in search box.

Did you know that in a pinch you

(continued on page 14, technology tips)

June 17, 2009BREAKFAsT pROgRAM, Home

Safety Council, 1250 Eye Street, NW, 10th Floor, Washington, DC from 8:15 – 9:30 a.m. “How are Associations and

Nonprofits Weathering the Current Economic Challenges?”

June 24, 2009REgULAR MONThLY MEETiNg,

“Help! My Investment Account Was Hit by a Black Swan – Will It Ever Recover?” Speaker, Greg Kutrow –

Vigilant Financial Partners; Sponsored by West, Lane & Schlager

Realty Advisors.

september 23, 2009REgULAR MONThLY MEETiNg,

“Revisiting Form 990 – Did You Survive the First Year”.

iN This issUE

Member profile – David Diedrich 4Member profile – Dan O’shea 6Table Talk 7Controlling health Care Costs Through Wellness 9Member profile – Michael graham 11June Breakfast program 12June Luncheon program 14Member profile – Kimberly Robinson 13Trade Association settles FTC Charges 16May Breakfast Recap 18

Presenters Chris Shue, left, and Loretta DeLuca, right, covered all 60 Tips or Ideas in the allotted program time. The word is already spreading among members that ideas learned are being applied back at the office.

The packed house took a lot of notes on their handouts to take back to share at their offices.

http://www.far-roundtable.org


2

ChAiR’s COLUMN

LEFTOvERs...

“I can assure you that his appointment to Chief Financial Officer came as a complete surprise to him”

2008 - 2009 Board of DirectorsFinance & Administration Roundtable Craig silverio, iOM, CAE, ChairPackaging Machinery Manufacturers Institute 4350 N Fairfax Drive, Suite 600 Arlington, VA 22203-1619 Phone: 703-243-8555 Email: [email protected]

Lou Novick, past Chair The Novick Group, Inc. One Church Street, Suite 400 Rockville, MD 20850 Phone: 301-917-6558Email: [email protected]

Thomas Nordby, CAE, vice Chair National Defense Industrial Association 2111 Wilson Blvd., Suite 400 Arlington, VA 22201-3061 Phone: 703-247-9461 Email: [email protected]

Wes Tomer, CpA, secretary Veris 11710 Plaza America Drive, Suite 300 Reston, VA 20190 Phone: 703-654-1450 x1457 Email: [email protected]

Barbara studenmund, Treasurer Association of American Law Schools 1201 Connecticut Avenue, NW, Suite 800 Washington, DC 20036 Phone: 202-296-6474Email: [email protected]

patricia Adkins, Director Home Safety Council 1250 I Street, NW, Suite 1000 Washington, DC 20005 Phone: 202-330-4905 Email: [email protected]

Kristen L. Conte, Director Eugene & Agnes E. Meyer Foundation 1400 16th Street, NW, Suite 360 Washington, DC 20036 Phone: 202-552-7450Email: [email protected]

peter Frank, CpA, Director Association of Home Appliance Manufacturers 1111 19th Street, NW, Suite 402 Washington, DC 20036 Phone: 202-872-5955 x312 Email: [email protected]

James N. May, CpA, Director National Association of Student Financial Aid Administrators 1101 Connecticut Avenue, NW, Suite 1100 Washington, DC 20036 Phone: 202-785-6941 Email: [email protected]

Robyn L. Morriss, CAE, Director Reinsurance Association of America 1301 Pennsylvania Avenue, NW, Suite 900 Washington, DC 20004-1701 Phone: 202-638-3690Email: [email protected]

susan staton, CpA, Director Association of American Universities 1200 New York Avenue, NW, Suite 550 Washington, DC 20005-3928 Phone: 202-408-7500 Email: [email protected]

Michael Tryon, Director Tate & Tryon 805 15th St., NW, 9th Floor Washington, DC 20005 Phone: 202-293-2200 x 305 Email: [email protected]

FAR Roundtablec/o JMP Productions

6277 Franconia RoadAlexandria, VA 22310-2510Phone: 703-971-1116Fax: 703-971-7772E-mail: [email protected]: www.FAR-Roundtable.org

Editor—Jack Pitzer/Assoc. Editor—Dixie Kennett

It is hard to believe a year has passed since FAR’s 25th Anniversary Celebration last May. It seems like just yesterday that we were admir-ing the “youthful prowess” of many

of our active FAR members. My, how time flies!

We do still have another 3+ months left in the FAR fiscal year, and there are still more opportunities for FAR members to participate in our programs over the late Spring and early Summer.

Coming off excellent programs in March (wellness) and April (technology tips), we have two more luncheons remaining, start-ing with May’s “Tax and Legal Update”.

March saw our successful launch of the FAR Breakfast Program, hosted by Peter Frank of the Association of Home Appliance Manufacturers. Watch the FAR listserv for news about the next Breakfast event coming soon.

And the Special Events Committee is working on plans for a networking event over the summer, to keep FAR folks “net-worked and engaged” until our luncheon program resumes in September.

As my tenure as Chair winds down, I wanted to thank the FAR Board of Direc-tors and FAR committee members for all of their hard work over the past year.

Special thanks goes out to Robyn Mor-riss, FAR Program Committee Chair, Mike Tryon, Membership Committee Chair, and Barbara Studenmund, FAR Treasurer. These positions all require a fair amount of time and expertise, and all of us who have benefitted from FAR programming over the past year owe these folks a big thank you.

I also want to thank the FAR members for entrusting the role of Chair to me over the past year. I have been most fortunate to be on the Board over the past few years and witness the leadership of my Chair prede-cessors Chris Busky and Lou Novick. From them, I learned a lot.

And finally, I wanted to thank Thomas Nordby, FAR Vice Chair this year and FAR Chair for the fiscal year beginning Septem-ber 2009. Thomas brings a very logical, common sense approach to decision-mak-ing, and I weighed in with Thomas to get his opinion many times on issues that FAR faced over the past year. Not surprisingly, his inputs and insight were always right on target, and I see nothing but good days ahead for FAR under his leadership.

Like me, I hope you are enjoying the traditional Spring activities………..winding down your audits, planning summer vaca-tions, watching the Penguins stop in DC on their way to another Stanley Cup, etc.

I look forward to seeing you over the coming months!

Craig Silverio

mailto:[email protected]












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3 —Bringing Not-for-profit professionals Together—

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(continued on page 17, Deidrich)

David Diedrich came to DC from Detroit with a stop in Mali, West Africa. As a Peace Corps Vol-

unteer from 2001-2003, he helped Soro Yiriwaso, a rural microfinance institu-tion, expand its client base from 5000 to 12,000 in two years. Soro’s mission is “to increase economic opportunities of disad-vantaged Malian entrepreneurs, particu-larly women, in offering them enduring access to financial service.” Bonding with the Malian people was an experience as rich and rewarding as working in microfi-nance. Mali is one of the world’s poorest countries and most residents lack access to the many conveniences which we take for granted. Working in financial services for a growing Malian bank was a good match for his business skills and entrepre-neurial leaning. Today, you can find Soro Yiriwaso on kiva.org if you’d like to make a loan to an appreciative entrepreneur. The clients pay back the loans over 95 percent of the time despite their lack of collateral and formal financial systems.

David graduated from Western Michi-gan University with a degree in finance but had already started a small painting business to earn money during the sum-mers. He brought in a business partner and within three years they expanded to 16 franchises in Michigan and Ohio. Sales were good but profits didn’t keep pace, so they shifted to high-end work in the Detroit suburb of Grosse Pointe. David took night classes and completed his MBA from Wayne State University. After ten years building a business, he joined the Peace Corps and then relocated to DC.

In 2006 David came to DC for a job at The International Ecotourism Society. As Director of Finance and Administration he provided much needed financial and oper-ational expertise and gained insights into the challenges facing a small nonprofit with an outsized mission. This experience provided a good introduction to both DC and the nonprofit sector.

As Director of Operations and Finance at N Street Village, David handles HR, IT

and facility issues along with financials. A wide variety of responsibilities tests his ability to juggle multiple priorities. Growing a business on a shoestring and working in Mali—a country with few resources—proved to be appropriate training for a senior position at a growing social service agency. N Street is a lead-ing provider of services to homeless and

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5

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Regardless of your size, location or mission, Bank of America is dedicated to understanding and serving your organization like no one else can. We offer a unique national platform of experienced not-for-profit banking specialists. Working together, they provide you with the technology, experience and financial strength to help you achieve your strategic objectives.

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6

(continued on page 17, O’Shea)

Dan O’Shea is a partner at Wat-kins, Meegan, Drury and Co., L.L.C., where he is also the Not-

For-Profit Practice Group Leader. Dan is a long-time member and supporter of FAR, and traces his involvement in FAR back to 1992, when a client first invited him to a WAFMR meeting (the previous name of FAR).

Originally from Milwaukee, Dan moved to Northern Virginia in 1972. He attended Virginia Tech and graduated with a degree in accounting. Dan lives in Clifton, Virginia with his wife and four children, where the whole family is actively involved in youth soccer. Dan has been a youth soccer coach for 10 years, and three of his four children play travel soccer. (The fourth is anxiously waiting to meet the Club’s minimum age requirement!). His oldest son plays Junior Varsity for Thomas Jefferson High School in Alexandria.

Although Dan has achieved many ac-complishments in his professional career, one of the achievements he is most proud

of came from a season of coaching soccer on a team with several children who had developmental disorders. The team had a losing record for the regular season, and Dan resisted the suggestions of several parents to apply for permission to play an extra player on the field at all times. The team continued to progress through-out the season, and ultimately won the end-of-season tournament. For Dan, the achievement was not in winning the tournament, but rather in teaching the children on the team to accept, trust, and respect all of their teammates, regardless of their abilities. That year, Dan was a recipient of Southwestern Youth Associa-tion’s Character Counts Award, as well as one of the recipients of Fairfax County’s Champions of Character Awards.

Dan’s professional career started in 1987, when he worked for Pannell Kerr Forster, an accounting firm in Alexandria. Dan’s family owned a restaurant equip-ment company, and this firm specialized in the hospitality industry. Dan’s clients

included hotels, restaurants, and country/city clubs. At that same time, Alexandria was becoming a haven for associations, and the firm accumulated a number of association clients. Dan worked on these engagements and soon developed exper-

MEMBER pROFiLE – DAN O’shEA

Dan O’Shea

Watkins, Meegan, Drury & Company, L.L.C. Proudly Serving the Not-For-Profit Community Since 1975

7700 Wisconsin Avenue Suite 500Bethesda, MD 20814

Dan O’Shea (301) 664-8165

[email protected]

www.WatkinsMeegan.com

7

TABLE TALKLinda p. BezaAccountant and Benefits AdministratorNational Association of College & University AttorneysOne Dupont PlazaWashington, DC [email protected]

Lane BrooksChief Operating OfficerFood & Water Watch1616 P Street, NW, Suite 300Washington, DC 20036202-683-2447Fax [email protected]

Colleen ClancyDirector of Finance & AdministrationCouncil for Higher Education AccreditationOne Dupont Circle, NW, Suite 510Washington, DC 20036202-955-6126 x16Fax [email protected]

Angie Farinas Doyle1134 N. Utah StreetArlington, VA [email protected]

syed FaisalAssistant Dir. Of Membership & Fin. ServicesUnited American Nurses, AFL-CIO8515 Georgia Avenue, NW, Suite 625Silver Spring, MD 20910240-821-1813Fax [email protected]

Carmen FordDirector of AdministrationNational Alcohol Beverage Control Association4401 Ford Avenue, Suite 700Alexandria, VA [email protected]

Tracy harrisVice President of Administration and CFOThe American Institute of Architects1333 Hemlock Street, NWWashington, DC [email protected]

Fernanda howardSenior Vice President BB&T2200 Wilson Blvd., Suite 299Arlington, VA 22201703-841-5004Fax [email protected]

Adrienne JonesDirector of Finance and AdministrationMDRI1156 15th Street, NW, Suite 1001Washington, DC 20005202-296-0800Fax [email protected]

Marilynn schreibsteinChief Financial OfficerInterstitial Cystitis Association100 Park Avenue, Suite 108ARockville, MD [email protected]

Lisa stewartFinance DirectorIHEP1320 19th Street, NW, Suite 400Washington, DC 20036202-861-9240Fax [email protected]

denotes patron member

(continued on page 18, Table Talk)













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(continued on page 13, wellness)

Steven Heger, Raffa Financial Services, Inc. and Stuart Sutley, Innovative Wellness Solutions were the present-

ers for the May luncheon program. Heger did a brief introduction to the topic and then Sutley went into details.

Sutley said that 125 million Americans suffer one or more chronic conditions – expected to reach 157 million by 2020. According to the Centers for Disease Control and Prevention, obesity/poor diet, inactivity and smoking account for

80 percent of heart disease and stroke; 80 percent of type 2 diabetes and 40 percent of all cancers.

He reported that absence and pre-senteeism (working when you are sick) accounts for 75 percent of lost productiv-ity. Personal illness only accounts for 35 percent of unscheduled absences. The bal-ance is made up of family issues, personal needs, stress and entitlement.

The United States is number one in the world in health care costs but its popula-

tion is the 37th least healthy in the world. Sutley presented the determinants of health status as reported by the Institute for the Future, Center for Disease Control and Prevention. Access to care accounts for but 10 percent of one’s health care status, genetics and environment each account for 20 percent, and behavior is responsible for 50 percent of one’s health

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Program committee member, Debra Schwartz, intro-duced this month’s topic and the presenter team.

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Michael H. Graham, CIMA is a First Vice President, a Wealth Management Advisor and an

Institutional Consultant at Merrill Lynch. His practice is primarily dedicated to providing quality investment consulting services to associations, endowments and foundations.

Michael graduated from the University of Virginia’s McIntire School of Com-merce (BS Commerce) and went on to get his MBA from the University of Virginia’s Darden School where he was selected as the Samuel Forrest Hyde Memorial Fellow. Between his undergraduate and graduate studies, Michael spent a year travelling across the country.

Currently Michael, along with his wife Susan, co-chairs the Eckerd College Parent Council. His older daughter is a gradu-ate from Eckerd College, and his younger daughter is currently a junior there.

He is also a member of the Investment Management Consultants Association

and serves on the Certification Com-mittees and is an associate member of the American Society of Association Executives (ASAE) and the Finance and Administration Roundtable (FAR). He is a frequent speaker on the topic of manag-ing the investments of nonprofit orga-nizations. Groups he has spoken before include American Society of Association Executives (ASAE), Greater Washing-ton Society of Association Executives (GWSAE), Finance and Administration Roundtable (FAR), National Associa-tion of Treasurers of Religious Institutes (NATRI) and Executive Offices Council of the National Association of Home Build-ers of the US (NAHB).

In addition to coaching other Financial Advisors on the process required to suc-cessfully manage investments of nonprofit organizations, Michael has found time to coach youth lacrosse and soccer teams for over fifteen years. When the weather cooperates, he tries to squeeze in a few

rounds of golf into his hectic schedule. He has an avid interest in art, particu-

larly in Luc Leestemaker. He has been collecting works done by contemporary American artists since 1973.

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Are you considering strategic alliances? Have you changed how you’re communicating with your mem-bership or volunteers? How are you diversifying your

revenue stream? Are you revamping your strategic plan and governance structure? Are you asking staff for input on how to reduce expenses?

Sharing what you are doing (and the early successes) will help your colleagues come out on top when the recession ends.

Since seating is limited, it will be offered on a first-come, first-served basis. In addition, only one regular member per organization is allowed to attend unless space is available. The registration fee is $15 per person and will include a continental breakfast. Patricia Adkins of the Home Safety Council is the host.

Please email Patricia any items you would like to have dis-cussed at the meeting. She can be reached at [email protected] or you can email Dixie Kennett at FAR headquarters at [email protected].

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13

Kimberly Robinson is a native Washingtonian and alumni of North Carolina State University.

Kimberly holds BA Degrees in Business Management and Economics. She has a professional background in account-ing and financial management. She has twenty years of experience in non-profit financial management.

Kimberly is currently the Director of Finance and Administration for the International Women’s Media Founda-tion. In her director capacity at the IWMF, Kimberly oversees the areas of accounting, budgeting, human resources, office opera-tions, and information technology. The International Women’s Media Foundation is a vibrant global network dedicated to strengthening the role of women in the news media worldwide as a means to further freedom of the press. The IWMF uses four strategies in its work: Building a Vibrant Network, Cultivating Effective Leaders, Pioneering Change, and Honor-

ing Courage.Prior to joining the IWMF, Kimberly

served ten years at the National Business Group on Health as Vice President of Finance and Administration. The National Business Group on Health is the nation’s only non-profit organization devoted exclusively to representing large employ-ers’ perspective on national health policy issues and providing practical solutions to its members’ most important health care problems.

While working at the NBGH, Kimberly was involved in two exciting projects. The first was a relocation of the office. The relocation of the office allowed her to use her skills in decorating. She assisted with the design and layout of the new office space. Continuing in her design mode she assisted with streamlining and integrating the IT infrastructure.

Giving back to the community is im-portant to Kimberly. She volunteers as mentor with her church’s youth group and

assists with Brownie Troop 6305, where her daughter is a member. Kimberly also serves as trustee and treasurer at her church. She is a member of the Microsoft NFP Customer Advisory Board.

MEET KiMBERLY ROBiNsON - MEMBER pROFiLE

Kimberly Robinson

status.Obesity, defined as a Body Mass Index

(BMI) of over 30 (30 pounds overweight for someone 5’4” tall) is increasing. In 1993 only two states, Massachusetts and New Jersey, have obesity rates of less than 10 percent and none had higher than 19 percent. By 2005, only Colorado, Con-necticut, and New Hampshire had an obesity rate in the 15-19 percent range. Twenty-eight states were in the 20-24 per-cent range; 15 states in the 24-29 percent range; and three (Louisiana, Mississippi, and West Virginia) were over 30 percent.

Sutley acknowledged that today we have an aging workforce with baby boomers making up the largest segment. He said that employers have a need to retain these people as employees.

The price of health care plans and administrative costs is increasing. One option is to give each employee $300 per month to do their own health care. However, many employees would not be in favor of this.

Personal health care costs represent 25 percent of costs – the remaining 75 percent

is in lost productivity (absenteeism and presenteeism).

Sutley said that integrating all the com-ponents (health benefits, life insurance, worker’s comp, long-term disability, 401K, employee assistance plan, etc.) is critical to the success of a program.

He listed the “next generation wellness programs”: Population Risk Manage-ment™ strategy, focus on behavior man-agement, combination of evidenced-based behavior change and education, connect disparate pieces of employee benefits un-der one umbrella, develop access through multiple avenues to engage healthy to high-risk employees, utilize technology to access and analyze data, engage on a peer-to-peer basis, engage with Corporate Health Advocates. He said that unhealthy people began healthy. There are online tools used by healthy people to moni-tor or improve their health; intervention is needed to get unhealthy people to use online tools.

Sutley said the four steps to build a suc-cessful wellness program form a continu-um – promote, prepare, predict, prevent.

He discussed Health & Productivity

Management (HPM) programs that ad-dress many problems associated with con-temporary “wellness” programs. He said “You can’t give an employee only half the tools they need to truly change behaviors and improve health.” HPM programs are comprehensive and address a company’s unique health and behavioral risks – as well as its culture. An HPM program must also be appealing to low-risk employees and bridge gaps and fill in holes with other benefits/vendors, thereby creating synergis-tic, cost-effective solutions.

Benefits of an HPM program include better health, reduced absenteeism, increased productivity, decreased “pre-senteeism,” improved retention, improved employee morale, enhanced recruitment, improved culture/environment and a safer work environment.

Sutley went through the keys to Innova-tive Wellness Solutions’ HPM program – the basis of which is the account manager. If you are interested in the details of such a program, please look at the slides from this program on the FAR website: http://www.far-roundtable.org – under the Pro-gram tab at the top.

wellness, continued from page 9)

. . .

. . .



14

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(technology tips, continued from page 1)

can connect your laptop to the Internet via your cell phone either by USB cable or Bluetooth – it’s slow but better than nothing. In fact, DeLuca used it at SunTrust prior to the presentation.

There were plenty of systems tools presented. One was EasyClean – removes Internet and Windows temporary files and unnecessary programs during Windows startup. No more having to do this chore manually!

Don’t have access to a full version of Adobe Acrobat but need to turn a document into a PDF file? Download Cute PDF. (This is one that FAR staff actually knew about and uses!)

If you don’t have a full MS Office Suite at home, there is Open Office, a free MS Office compatible suite. DeLuca also provided a list of Win-dows Logo Key commands as shortcuts for commonly used tasks. Did you know by hitting the Windows Logo Key (next to Control key) and E at the same time opens “My Computer”? Check out the slide presentation for several more.

The full slide presentation contained 75 slides worth of cool tips – more than were presented on April 22nd. The slides also contain URLs on each slide so that you can get the software or applica-tion easily.

The presenters had fun with the audience and kept the “show” rolling with some fun discoveries of new tools on the Internet.

As usual president Craig Silverio welcomed members to the lun-

cheon and thanked the program speakers for helping FAR.

. . .

JUNE pROgRAM UpDATE

FAR’s HOT TOPIC program will be held on June 24th. Greg Kutrow of Vigilant Financial Partners will present “Help! Our investment account was wrecked by a Black

Swan! What do we do now?”

Forty years worth of economic data and investment models didn’t prepare anyone for the devastating and unexpected market conditions of 2007 and 2008. Can we afford to rely on the traditional buy and hold investment strategies to re-cover your losses? Should we rely on investment models that dismissed planning for market events such as we saw in 2008 as completely improbable?

What steps can be taken now to help your investments recover and prepare for the next rare and unexpected event. These concepts are equally applicable to an organiza-tion’s reserve account as they are to an individual’s retire-ment plan.

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If your non-profit has a retirement plan, an endowment or reserve funds, you have fiduciary responsibility. And liability.

Managing non-profit funds is more than achieving attractive returns, it’s about managing risk. And for more than 25 years the Olcott Consulting Group has been helping staff and leadership of non-profit organizations fulfill their fiduciary responsibilities.

As an independent, employee-owned firm we can provide objective and proactive advice which is not tied to the sale of investment products or services.

Our proven track record of investment results, innovative thinking and exceptional customer service has led to our recognition both within the non-profit community and the investment community as well.

Give us a call. There’s no cost or obligation. Find out why more and more nonprofits are hiring independent advisors to help with their fiduciary responsibilities.

703-720-5980 (main) 866-OLCOTT9 (toll-free)[email protected]

Investment products and services are offered through Wachovia Securities Financial Network, LLC, (WSFN), Member FINRA/SIPC, a registered broker-dealer and separate nonbank affiliate of Wachovia Corporation. The Olcott Consulting Group is a separate entity from WSFN. ©2007 Wachovia Securities Financial Network, LLC. OCG and WSFN are not tax or legal advisors. 0108-73767

They’re Watching You.Who’s Watching Out For You?

NOT INSURED BY FDIC OR ANYFEDERAL GOVERNMENT AGENCY

NOT A DEPOSIT OF OR GUARANTEEDBY A BANK OR ANY BANK AFFILIATE

MAYLOSE VALUE

Securities and Insurance Products:

TRADE AssOCiATiON sETTLEs FTC ChARgEs OF iLLEgALLY REsTRAiNiNg COMpETiTiON

by Jennifer T. Mallon, Esq. Venable LLP, Washington, D.C.

Once again, trade associations are reminded that they are not immune from scrutiny and liability under the antitrust laws. On March 4, 2009, the Federal Trade

Commission (“FTC”) announced that it had entered into a vol-untary settlement with the National Association of Music Mer-chants, Inc. (“NAMM”) over allegations that NAMM enabled and encouraged the exchange of competitively-sensitive pricing information among its members. According to the FTC, sharing this information enabled NAMM members to coordinate price increases for musical instruments and establish unfair minimum advertised prices.

NAMM is a nonprofit trade association comprised of more than 9,000 member companies, including most U.S. manufac-turers, distributors, and dealers of musical instruments. Among other activities, NAMM promotes the musical instrument indus-try by lobbying the government, offering seminars, promoting music educations, and organizing trade shows. In addition, NAMM holds various meetings throughout the year.

According to the FTC, between 2005 and 2007, NAMM organized and sponsored meetings where “members were encouraged to discuss strategies for implementing manufactur-ers’ minimum advertised pricing policies, restricting retail price

competition, and securing higher retail prices,” in violation of Section 5 of the Federal Trade Commission Act. The FTC al-leged that NAMM played an active role in facilitating this illegal conduct by determining the scope of the discussions, selecting moderators for the discussions, steering the discussions, and setting the agendas for the programs. According to the FTC, NAMM’s actions crossed the line of legitimate trade as-sociation activities when it engaged in conduct that had the “principal tendency or likely effect of harming competition and consumers.”

Under the terms of the proposed consent order, NAMM is barred from coordinating the exchange of price information among members, coordinating discussions about the terms under which manufacturers will buy or sell products, and fa-cilitating anticompetitive agreements among members related to price, minimum advertised pricing, and terms of dealing. NAMM is also required to implement an antitrust compliance program and have antitrust counsel provide written review of association materials and guidance to NAMM on complying with the competition laws. The FTC noted that the settlement

(continued on page 17, ftc)

. . .

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(O’Shea, continued from page 6)

(ftc, continued from page 16) Deidrich, continued from page 4)

will not limit NAMM’s ability to engage in legitimate trade association activities. The proposed consent order will expire in 20 years.

This settlement reemphasizes the need for associations to be well educated in the antitrust laws to ensure that they do not cross the bounds of legitimate association activities. It is also important for associations to be cognizant of the potential antitrust risks inherent in bringing members together and to work to minimize those risks by implementing safeguards such as providing members with written agendas of all meet-ings, ensuring the presence of antitrust counsel when competitively-sensitive topics are discussed, and educating association staff and members on the antitrust laws. Key to this last point is working with counsel to implement an effective antitrust compliance program that addresses the specific antitrust risks faced by the association.

For more information, please contact the author at [email protected], or at 202-344-4353.

This article is not intended to provide legal advice or opinion and should not be relied on as such. Legal advice can only be provided in response to specific fact situations.

low income women. Clients suffer from addiction, mental illness, poverty and abuse, to name only a few issues. N Street is a one stop shop where women can get a meal, wash their clothes, and enroll in case management. They get assessed by a case manager, participate in activities, find supportive housing and they become members of a community while rebuilding their lives. At N Street, David has taken an interest in the complex issue of measuring mission fulfillment in the nonprofit sector. Last year he attended Harvard’s seminar on Performance Measurement for Effec-tive Nonprofits.

Just married in 2008, David and Kara participate in DC’s rich cultural offerings. David is an avid cyclist and can be seen riding on Beach Drive in Rock Creek Park. They enjoy seeing live music—especially jazz concerts—taking hikes and traveling to exotic locales such as Peru in 2007. David successfully convinced Kara that a trip to Mali would be an ideal honeymoon so they went in January.

tise in the not-for-profit industry. In 1992, Dan joined Watkins Meegan as an audit supervisor in the not-for-profit practice. He took over as the Not-For-Profit Practice Group Leader in 2002, and became a partner in 2003.

As the Not-For-Profit Practice Group Leader, Dan is responsible for engagement administration, team management, and practice development. He is also involved in the Firm’s campus recruiting program.

Dan is a member of ASAE, GWSCPA, AICPA, and serves on George Mason University’s Accounting Advisory Coun-cil. He has been a presenter at industry trade meetings, and authored numerous industry articles. His most recent article, A Look at Nonprofits and the Economic Downturn, was featured in FAR’s March-April newsletter.

When not coaching or watching his kids play soccer, Dan enjoys watching Virginia Tech sports and playing golf.


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Other FAR members have moved or been replaced as a patron representative:

Beverly Chin and gregory Martinez of the District of Columbia Bar will have a new office address as of May 26th: 1101 K Street, NW, Suite 200, Washington, DC 20005.

Brian Barrett has been named as the second patron representative (replacing Lizz Durante) atPayroll Network, Inc.4940 Nicholson CourtKensington, MD 20895301-770-4200Fax [email protected]

srilatha saikrishnan has been named second patron representative (replacing Darda Duncan) atLarsonAllen, LLP2900 South Quincy StreetArlington, VA 22206703-825-2196

One of FAR’s founding members, Laura M. Fitch, has retired from Employee Relo-cation Council. We wish her well.

Julie Nicholson Burke with Mental Health America recently was married. Her new email is: [email protected]. The rest of her contact information is the same.

News from the Heart Rhythm Society (submitted by Chris Busky): In November 2007, the Heart Rhythm Society embarked on a volunteer part-nership with the Children’s Law Center (CLC) in Washington, DC. The CLC provides legal services to at-risk children and their families, using the knowl-edge gained to advocate for legal changes. Society staff have contributed valu-able time and financial resources towards the following projects: * Annual Adopt-a-Family Holiday Drive - Staff teams provided new clothing

and educational toys to the children, striving to make their holidays more memorable for deserving families.

* Annual “Helping Children Soar” Benefit - Staff volunteered their time for first half of the evening and then enjoyed the party, getting to know CLC staff and supporters, for the other half. Society employees helped staff the regis-tration tables, provided directional assistance in getting attendees through the Kennedy Center and distributed “goodie bags” as guests departed. A number of staff also volunteered in the days prior to the Benefit, sorting and wrapping hundreds of items for the guest goodie bags.

* Back-to-School Backpack Drive - Generous contributions from employees afforded 22 children in the DC area the opportunity to start school on the right foot with the school supplies needed for a productive school year!

* Personal Donation Drive - Staff donated many personal donations (clothing, DVDs, board games, puzzles, stuffed animals, etc.) for children in need.

For more information, http://www.hrsonline.org/About/Careers/society_clc.cfm

Marilyn D. Stearn Scholarship Fund Established:

The Capital Chapter IAAP Professional Development Committee has imple-mented the first-ever Professional Development Assistance Program (PDAP) Scholarship Fund. This program is designed to assist qualified Capital Chap-ter Members who are unable to afford the cost of IAAP-sponsored workshops, seminars, and/or conferences.

(Table Talk, continued from page 7)

iNAUgURAL BREAKFAsT pROgRAM A sUCCEss

Peter Frank, Association of Home Appliance Manufacturers was a gracious host for FAR’s first breakfast program. It was a very enthusiastic and sharing group that attended.

The discussions encompassed areas of payroll, HR, and benefits. Ideas were shared about payroll services and software -- what works and what challenges exist – all in a frank and open environ-ment. Time was spent on various health care options, including HRAs.

If this write-up seems brief and somewhat lacking in details, it is because discussions at the breakfast meeting remain confidential. This allows attendees to offer their ideas freely.

See the write-up on page 12 for a description of the June 17th breakfast program.




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