SOURCE: Accounting Management Solutions

Accounting Management Solutions

September 15, 2010 09:59 ET

Free Breakfast Seminar for Executive Directors and Board Members Addresses Nonprofit Risk Management

NEW YORK, NY--(Marketwire - September 15, 2010) -  Accounting Management Solutions, Inc. (AMS) and Morgan Stanley Smith Barney today announced a free joint breakfast seminar for nonprofit executive directors, finance executives and board members on risk management for nonprofit organizations. 

"What's your Nonprofit's Risk IQ?"
Tuesday, September 21, 2010
8:00 a.m. - 10:00 a.m.
IBM Wall Street Center of Excellence
590 Madison Avenue, 12th Floor
New York, NY 10022
Register online at

The event will address risk management from both the operational and financial point of view. Attendees will learn:

  • Where their organizations might have risk management issues
  • Where they are personally directly responsibility for risk mitigation
  • What questions they need to be asking their investment committee members
  • How they can avoid "Madoff-like" scenarios

The leaders of the seminar, Eve Ellis and Jim Forbes, are both experts in risk management and have extensive experience working with large nonprofits. 

  • Eve Ellis, Certified Financial Planner® and Certified Investment Management Analyst is one of fewer than 200 Chartered Advisors in Philanthropy in the nation. Ellis is a Financial Advisor at Morgan Stanley Smith Barney LLC in NYC and a member of the Association of Professional Investment Consultants (APIC), an independent organization dedicated towards professionalism in the consulting industry.
  • James Forbes, Jr. (Jim) is senior consultant at Accounting Management Solutions, Inc. specializing in nonprofits, healthcare and human services. Most recently, Forbes was a partner at Tatum LLC where he served as an interim CFO for nonprofit clients in research, advocacy, healthcare and education. Forbes is a member of the New York State Society of Certified Public Accountants (NYSSCPA), serving on the Not-for-Profit Organizations committee. Forbes is also the Secretary-Treasurer of AARP, a role that he holds alongside his position at AMS. 

Register online at

About Accounting Management Solutions
Accounting Management Solutions, Inc. (AMS) is a leading supplier of outsourced accounting and financial management services for the Northeast. AMS supports public, private and nonprofit organizations of all sizes with experienced industry-specific consultants. As a long-term partner or a short-term solution, AMS provides senior level support including chief financial officers, vice presidents of finance, controllers, directors of finance and senior accountants for part-time, interim, or project-based assignments. Exclusive providers of the AMS Rapid Diagnostic™, a unique service designed to assess an organization's financial health and provide a roadmap to best practices, other engagements include broad-based financial assessments, managing the entire finance function, fulfilling specific technical or event-driven needs and much more. For additional information, visit For finance news and information, sign up for The AMS Report, the company's free finance industry newsletter or visit The AMS Online Resource Center.

About Morgan Stanley Smith Barney LLC
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 36 countries. For further information about Morgan Stanley, please visit

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