Not-for-Profit Industry Conference 2019

Jun 9, 2019 ‐ Jun 11, 2019


It’s all too easy to get distracted by ambiguity in these disruptive times. The AICPA Not-for-Profit Industry Conference will provide the clarity you need to optimize your core strategies and refine your planning — reinforced by accounting, audit, tax, and regulatory and compliance updates from standard setters — so that the organization you serve can navigate with confidence.


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: Not-for-Profit Industry Conference 2019

Sessions Included:

Welcome and Introductions & Keynote: "Not Some Dusty Attic" - The Smithsonian's Bold Plan to Adapt to a Rapidly Changing World (Jun 10, 2019 11:45 AM)

Best Practices in Documenting Internal Controls for Risk Assessments (Jun 10, 2019 01:05 PM)

Effective Internal and External Financial Reporting at Nonprofits (Jun 10, 2019 01:05 PM)

Single Audit Update (Jun 10, 2019 01:05 PM)

Tax Confidential: Issues Under the Radar (Jun 10, 2019 01:05 PM)

Future Finance: Strategic Skills for the 21st Century (Jun 10, 2019 01:05 PM)

How Do I Implement That? (Jun 11, 2019 06:00 AM)

New Data Collection Form and FAC Update (Jun 11, 2019 06:00 AM)

Supporting Organizations (Jun 11, 2019 06:00 AM)

IRS Audits of Nonprofits from A to Z (Jun 11, 2019 06:00 AM)

Metrics for Mission Impact (Jun 11, 2019 06:00 AM)

Modeling Your NFP's Financial Future (Jun 11, 2019 06:00 AM)

Auditing Standards Board Update (Jun 11, 2019 07:10 AM)

Leases Standard Implementation - Time to Get Prepared (Jun 11, 2019 07:10 AM)

OMB Guidance on Procurement (Jun 11, 2019 07:10 AM)

Be Aware: How to Prepare for and Avoid the Pitfalls of State Charitable Solicitation Regulation (Jun 11, 2019 07:10 AM)

Moving Beyond Performance Management (Jun 11, 2019 07:10 AM)

Decoding the World of Risks (Jun 11, 2019 07:10 AM)

Unplugged: Tax Issues for Small NFPs (Jun 11, 2019 07:10 AM)

Unplugged: Best Practices in Diversity (Jun 11, 2019 07:10 AM)

Risky Business: Properly Assessing and Responding to Risk (Jun 11, 2019 08:20 AM)

The "New" Yellow Book: A Detailed Review of the Changes From the "Old" Yellow Book (Jun 11, 2019 08:20 AM)

Navigating Your Nonprofit Board (Jun 11, 2019 08:20 AM)

Sharpening Your Competitive Edge Through Total Rewards (Jun 11, 2019 08:20 AM)

Unplugged: Charitable Solicitation Q&A (Jun 11, 2019 08:20 AM)

Alternative Investments (Jun 11, 2019 10:10 AM)

Not-for-Profit Industry Developments (Jun 11, 2019 10:10 AM)

Auditing Procurement Under Uniform Guidance (Jun 11, 2019 10:10 AM)

Wayfair Case & State Issues (Jun 11, 2019 10:10 AM)

Trends in 'Form of Entity' Choices for Philanthropic Ventures (Jun 11, 2019 10:10 AM)

Disruption Doesn't Need to Be Disruptive (Jun 11, 2019 10:10 AM)

Unplugged: Revenue Recognition: Grants and Similar Contracts (ASU 2018-08) (Jun 11, 2019 10:10 AM)

Unplugged: Creating a Respectful Culture (Jun 11, 2019 10:10 AM)

I Have to Disclose What? (Jun 11, 2019 12:25 PM)

Fair Value: Auditing & Use of Specialists (Jun 11, 2019 12:25 PM)

Common Single Audit Findings & Exceptions (Jun 11, 2019 12:25 PM)

Tax and Legal Issues with Complex Gifts (Jun 11, 2019 12:25 PM)

Creating an Engaged Workforce (Jun 11, 2019 12:25 PM)

9.5 Things That Get CFOs Up Early In the Morning (Jun 11, 2019 12:25 PM)

Unplugged: Wayfair Case & State Issues (Jun 11, 2019 12:25 PM)

Effective and Efficient Financial Statement Audit Sampling (Jun 11, 2019 02:15 PM)

Explaining Finance Information to Non-Financial Board Members (Jun 11, 2019 02:15 PM)

Internal Controls in Single Audits: Focus on Quality (Jun 11, 2019 02:15 PM)

Religious Organizations Update (Jun 11, 2019 02:15 PM)

Tax Reform Fun With Dick and Jane (Jun 11, 2019 02:15 PM)

Practical Implications of ERM (Jun 11, 2019 02:15 PM)

Unplugged: The Art of Asking Powerful Questions (Jun 11, 2019 02:15 PM)

Accounting and Auditing for Mergers & Acquisitions (Jun 11, 2019 03:50 PM)

Things I Wish Someone Would Have Told Me (for CFOs/Controllers) (Jun 11, 2019 03:50 PM)

Using the FAC to Monitor Audit Quality (Jun 11, 2019 03:50 PM)

Global Trivia: Most Common Pitfalls of Working Internationally (Jun 11, 2019 03:50 PM)

Creating a Blueprint for Growth (Jun 11, 2019 03:50 PM)

3 Essential Ingredients to Efficient and Engaging Change Efforts (Jun 11, 2019 03:50 PM)

Unplugged: UBI and Form 990-T (Jun 11, 2019 03:50 PM)

Unplugged: Revenue Recognition: Cultural Arts (Jun 11, 2019 03:50 PM)

Capital Campaigns: Key Issues & Risks (Jun 12, 2019 06:30 AM)

Audit Data Analytics: Using Data Analytics Tools in Auditing (Jun 12, 2019 06:30 AM)

Independence for Single Audits (Jun 12, 2019 06:30 AM)

Top 10 Form 990-PF Reporting Errors (Jun 12, 2019 06:30 AM)

Common Tax Errors in Employee Compensation and Benefits (Jun 12, 2019 06:30 AM)

Stay Ahead of Cybersecurity Breaches & Off the Media's Radar (Jun 12, 2019 06:30 AM)

Unplugged: Speak Your Mind: Finance (Jun 12, 2019 06:30 AM)

Fraud: How it Happens and How to Protect Your Organization (Jun 12, 2019 08:05 AM)

Document, Document, Document! (Jun 12, 2019 08:05 AM)

Tax Exempt Bonds (Jun 12, 2019 08:05 AM)

Lobbying Issues: Tax and Lobbying Disclosure Compliance (Jun 12, 2019 08:05 AM)

Doing Well & Doing Good: Myths & Realities of Impact Investing (Jun 12, 2019 08:05 AM)

Unplugged: Revenue Recognition: Membership (Jun 12, 2019 08:05 AM)

Blockchain Regulatory Update (Jun 12, 2019 09:55 AM)

Contributions: Accounting Dos and Don'ts (Jun 12, 2019 09:55 AM)

Peer Review Update - Governmental Must-Select Training Requirement (Part 1) (Jun 12, 2019 09:55 AM)

Quality is Never an Accident - Focusing Efforts in Single Audits (Jun 12, 2019 09:55 AM)

International Tax Compliance for Nonprofits (Jun 12, 2019 09:55 AM)

Making Good Decisions Faster With Data Tools (Jun 12, 2019 09:55 AM)

Unplugged: 990 Review From a Variety of Perspectives (Jun 12, 2019 09:55 AM)

A&A Ask the Experts (Jun 12, 2019 12:10 PM)

Advanced Single Audit Questions (Jun 12, 2019 12:10 PM)

Association Tax Issues and Updates (Jun 12, 2019 12:10 PM)

What DO You Do? Selling Yourself Internally (Jun 12, 2019 12:10 PM)

Financial Sustainability & Reserves Revisited (Jun 12, 2019 12:10 PM)

How to Produce a Sound Benefit Strategy that Delivers Positive Cost Containment Outcomes (Jun 12, 2019 12:10 PM)

Unplugged: Peer Review Update - Governmental Must-Select Training Requirement (Part 2) (Jun 12, 2019 12:10 PM)

Unplugged: Governance Policies, Potential Conflicts of Interest (Jun 12, 2019 12:10 PM)

Continue the Conversation: Looking Back, Moving Forward! (Jun 12, 2019 01:40 PM)

Standard: $459.00

Sessions

Introduction to Not-for-Profit Accounting

Jun 10, 2019 7:00am ‐ Jun 10, 2019 8:40am

Identification: NOT19101

This workshop provides an overview of the major differences between nonprofit entities and commercial entities. We will do a deep dive into proper accounting for net asset classes, endowments, agency transactions, and financial statement formats. This workshop will not cover differences related to contributions which is covered in a separate offering. We'll close with a fun game to test your knowledge!

  • Identify the unique aspects of nonprofit accounting
  • Describe net assets and proper classification
  • Identify the differences in nonprofit financial statement presentation

Speaker(s):
Tags: AA
Standard: $79.00

Deep Dive on Sampling in a Single Audit Environment

Jun 10, 2019 7:00am ‐ Jun 10, 2019 8:40am

Identification: NOT19102b

Sampling in a single audit environment is complicated and reviews of single audit engagements have shown there to be problems in this area. 

This workshop will cover the following:

  • Important sampling concepts;
  • Decisions and judgments affecting the auditor's sampling approach;
  • Tips and techniques for planning and performing sampling procedures; and
  • The importance of audit documentation in this area.

Learning Objectives:

  • Be able to apply important sampling concepts.
  • Understand how to make decisions and judgments affecting sampling approach.
  • Identify and implement tips and techniques for performing and documenting sampling procedures.

Speaker(s):
Tags: YB
Standard: $79.00

Making Connections That Last: Networking with a Purpose

Jun 10, 2019 7:00am ‐ Jun 10, 2019 8:40am

Identification: NOT19104

The ability to develop a strong network outside of your organization can make or break your career. But for many finance professionals, making a lasting impression can be daunting. How do you break through the noise? How do you stay connected? Join us and learn the secrets of effective networking and personal branding in an interactive and fun-filled session.

  • Develop an understanding of purpose of and strategy behind networking
  • Learn tips and tactics on how to utilize social media and digital communication to reach your audience where they’re consuming content
  • Learn how to present yourself to make an impression
  • Discover techniques to start and follow-up on conversations

Speaker(s):
Tags: CGMA
Standard: $79.00

Single Audit: What Needs to be Reported and How

Jun 10, 2019 8:50am ‐ Jun 10, 2019 10:30am

Identification: NOT19105

This workshop will help participants review the single audit and yellow book reporting requirements.

  • Identify the most common nonprofit revenue streams
  • Distinguish between the unique accounting requirements applicable to nonprofit revenue streams

Speaker(s):
Tags: YB
Standard: $79.00

Form 990-T: Rolling Up Your Sleeves

Jun 10, 2019 8:50am ‐ Jun 10, 2019 10:30am

Identification: NOT19106

Identifying and analyzing unrelated business income and completing Form 990-T continues to be a challenge, especially in light of changes brought about by TCJA. This session will use real life case studies to analyze revenue streams, identify possible exceptions available under the IRC, evaluate expense allocations to minimize an organization’s tax liability, and discuss how the income and expenses are reported on Form 990-T.

  • Identify common errors in NFP financial statements
  • Apply strategies, tips and tricks for preventing these common errors

Speaker(s):
Tags: TAX
Standard: $79.00

Succession Planning for Nonprofit Organizations

Jun 10, 2019 8:50am ‐ Jun 10, 2019 10:30am

Identification: NOT19107

Succession planning consistently ranks top on Nonprofit Board and executive lists of concerns. Learn from a top human capital recruiting firm, best practices for preparing for an executive's impending retirement and developing a succession plan.

  • Geared both to public and private, how to develop the next generation of leaders and pass along knowledge and client relationships effectively.

Speaker(s):
Tags: CGMA
Standard: $79.00

Introduction to Contributions & Revenue Streams

Jun 10, 2019 8:50am ‐ Jun 10, 2019 9:40am

Identification: NOT19108

This session will provide a high level introduction to the various revenue streams common to NFPs.

  1. Contributions/donations
  2. Grants
  3. Exchange transactions
  4. Program service fees
  5. Agency transactions
  6. In-Kind contributions
  • Identify the most common nonprofit revenue streams
  • Distinguish between the unique accounting requirements applicable to nonprofit revenue streams

Speaker(s):
  • Pete Ugo, CPA, Partner, Crowe LLP
  • Kris Ray, CPA, NFP Industry Technical Leader, Plante Moran, PLLC
Tags: AA
Standard: $79.00

Common Financial Statement Errors in NFP Entities

Jun 10, 2019 9:50am ‐ Jun 10, 2019 10:40am

Identification: NOT19109

An introduction to common errors that NFPs make in their financial statements and how to avoid them.

  • Identify common errors in NFP financial statements
  • Apply strategies, tips and tricks for preventing these common errors

Speaker(s):
  • Kris Ray, CPA, NFP Industry Technical Leader, Plante Moran, PLLC
  • Jeff Zeleji, CPA, Audit Manager, Plante Moran
Tags: AA
Standard: $79.00

Welcome and Introductions & Keynote: "Not Some Dusty Attic" - The Smithsonian's Bold Plan to Adapt to a Rapidly Changing World

Jun 10, 2019 11:45am ‐ Jun 10, 2019 12:50pm

Identification: NOT1901

In this session, attendees will hear the engaging story of how the Smithsonian’s leadership has embarked on this strategic approach, the success and a few lessons learned from a bold capital campaign, and takeaways for how attendees might apply the lessons learned to address their own organization’s challenges.

  • Determine how to engage stakeholders, including expanding generational connections,
  • Overcoming challenges with the organization’s brand and changing perceptions including lack of understanding how the institution is funded,
  • Embracing technology and new platforms to reach a broader audience,
  • Lessons from a vast capital campaign, and Considerations of a global footprint (brand, logistics and risks).

Speaker(s):
  • Andrew Prather, CPA, CGMA, Shareholder, Clark Nuber P.S.
  • Michael McCarthy, Acting Chief Operating Officer and Under Secretary for Finance and Administration , Smithsonian Institution
Tags: CGMA
Standard: $49.00

Best Practices in Documenting Internal Controls for Risk Assessments

Jun 10, 2019 1:05pm ‐ Jun 10, 2019 2:20pm

Identification: NOT1902

A study by the AICPA's Peer Review Program found that more than one in 10 firms are not properly assessing risk or linking their assessments to their audit procedures. Of these deficiencies, 40% related to failure to gain an understanding of internal control when identifying the client's risks. Without understanding the nature of the client's controls, auditors can't identify related risks or design appropriate responses. This course will review the best practices in proper documentation of control risks for risk assessment.

  • Recognize factors that should be considered when conducting your audit risk assessment
  • Identify best practices in documenting control risks as part of the audit risk assessment

Speaker(s):
Tags: AA
Standard: $49.00