Preparing for a Successful Capital Campaign


Capital campaigns are often transformational for many organizations. However, many accounting and tax issues arise during a capital campaign that you should be prepared to look out for.

During this session, we will explore key issues during each of the important phases of a capital campaign, including the planning phase, silent phase, campaign launch, construction period and after construction is complete. We’ll cover a variety of common issues for capital campaigns to help you get prepared and know what to look out for.

About Our Speakers:

Melodie OlsonMelodie Olson, CPA
Senior Manager, Assurance, BPM
Melodie has over ten years of professional experience in public accounting. As a part of BPM's nonprofit industry group, she has consulted with various organizations with their capital campaigns. She recently co-authored Preparing Nonprofit Finance Teams for a Successful Capital Campaign, a BPM white paper.

Daniel Figueredo Daniel Figueredo, CPA, CGMA
Partner, Assurance, Nonprofit Industry Group Leader, BPM
Daniel has been with BPM since 2003 and works extensively with Uniform Guidance, significant endowments, UPMIFA, planned giving and capital campaigns. He is deeply involved in serving nonprofit organizations as part of his commitment to contributing to the betterment of society.

This event is part of the BPM Nonprofit Education Series. For more information on the series and individual sessions, please visit our website.

CPE credit available.

Date and Time:
Thursday, March 7, 2019
9:00 AM – 10:40 PM PDT

This event will be presented live at BPM San Francisco, with video to other BPM offices.