In This Section:

The 2011 West Coast Institute

The 2011 West Coast Institute

The Second Biennial Program: December 4-5, 2011
San Diego, CA

The 2011 West Coast Institute Group Photo


The Sessions

GOVERNANCE . . .

What is proper governance? What are the basic legal governance issues Boards must understand? What are the Board’s legal responsibilities? What procedures should be in place and how do you maintain them?

Hear excerpts of the audio of the presentation and view some of the materials.

FINANCE . . .

What is GAAP and Non-profit accounting? What accounting procedures should be in place? How do you create checks and balances with a limited staff? Best practices for gift tracking, stewardship and transparency.

Hear excerpts of the audio of the presentation and view some of the materials.

HUMAN RESOURCES . . .

How do you create performance enhancement through a culture of learning, support, goal setting, and appreciation? Best practices for little to no cost.

Hear excerpts of the audio of the presentation and view some of the materials.

ENDOWMENT . . .

What is an endowment? How does a synagogue establish one? How do you fund it? What are generally accepted practices for investment and distribution?

Hear excerpts of the audio of the presentation and view some of the materials.

The framework of this unique and intensive series of sessions has been to answer the direct and individualized question: What can I take back with me that will make a difference? Hear an excerpt of the audio of the Sunday evening keynote presentation.


The Speakers

Keynote Speaker . . .

        Jerome Turk, CPA
Featured Speakers . . .
        Marjory Kaplan
        Robert Lazarus, CPA
        Gail Littman
        Paul Van Dolah

Learn more about our exceptional 2011 West Coast Institute panel of speakers.


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We thank our colleague Eric Levine, Chairman of the 2011 West Coast Institute,
for making the arrangements for this conference, and to Congregation Beth El
for their gracious hospitality in hosting it. Our gratitude, as well, goes out to all
of the terrific speakers and presenters whose passion and expertise have
spread their "contagion" to the 2011 West Coast Insitute attendees.

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Looking Back at the Inaugural Program (2009)

If you missed the exciting and successful Inaugural West Coast Institute, you may wish to take a look at the program and materials from that week, so that you can plan to be with us this year and in future years.