Incivility is at an all time high in our workforce. What are you doing to build a respectful culture that is inclusive and puts a stop to bullying and harassing behaviors? Could these behaviors lead to a #MeToo claim from your employees? Join this session to learn about how you can build a respectful culture on your team and across your organization. (Available Onsite Only)

• Inform leaders of the critical role they play in role modeling and building a workplace culture that is engaging, respectful and inclusive.
• Identify bullying and harassing behaviors.
• Discuss strategies on building a respectful culture.

This session will provide an overview of not-for-profit accounting and disclosure requirements that are often missing or contain errors.

• Identify disclosure requirements that may be missing from not-for-profit financial statements
• Analyze financial statement disclosure areas that are prone to error

This session will provide attendees with an overview of the various types of valuation methodologies employed by specialists to price non-exchange traded assets. The session will also include a discussion on the disclosure requirements included in ASU 2018-13, Disclosure Framework's Changes to the Disclosure Requirements for Fair Value Measurement, relative to such instruments and the types of auditing procedures necessary to assess the reasonableness of the pricing inputs and methodologies employed. Through the sharing and discussion of examples, the session is designed to assist financial statement prepares and auditors understand their responsibilities relative to the valuation and reporting of such assets in entities' financial statements.

• Identify circumstances where it may be appropriate to involve valuation specialists when pricing certain types of assets
• Identify the modified disclosure requirements relative to fair value measurements under ASU 2018-13
• Identify auditors' responsibilities relative to assessing the reasonableness of pricing inputs and valuation methodologies employed

Detailed review of the steps necessary once an exception or deviation has been identified in testing. The proper classification, reporting and communication as possibly a finding in accordance with professional standards and Uniform Guidance will be discussed. Updates to the planned audit strategy and other possible audit implications will be considered.

• Identify and review common single audit findings
• Determine how to evaluate, classify, document and report single audit findings
• Assess how to avoid common reporting errors when encountering single audit findings

Complex gifts can be a blessing or a curse. It's worth it for organizations to think ahead of the potential pitfalls before being approached by a donor to take one of these gifts. This session with bring up tax and legal issues associated with these gifts, such as partial gifts of real estate, ownership of a business interest, or gifts with contingencies

• Analyze and evaluate issues that arise in receiving, maintaining and/or disposing of complex gifts
• Apply the information in advising clients or board members regarding these tax and legal complexities

Only 15% of the workforce is engaged. Shocking, but true. And, we've all heard that while people join companies, they leave managers. How do you manage the gig worker in the gig economy? What impact does it have on your team and organization?

• Identify reasons why a low percentage of the workforce is engaged
• Indicate how a gig economy impacts your organization
• Determine how to best manage gig employees
• Share ways in which to create an engaged workforce

Today's CFOs are worried about much more than their profit and loss results and getting their audit done in a timely manner. Join three financial executives to discuss what issues get CFOs up early in the morning and share some tips on how CFOs can get a better night's sleep.

• Identify the top issues facing CFOs today
• Determine how these matters are impacting your organization
• Select ways to best manage these concerns within your organization
• Apply techniques used by your peers to convert these challenges into opportunities

Interactive follow-up to previous session on the U.S. Supreme Court's Wayfair decision, sales taxes, and other state filing requirements for nonprofit organizations. (Available Onsite Only)

• Apply Wayfair decision to your organization's tax responsibility

This session will focus on key aspects of sampling in the context of a financial statement audit. The session will cover the audit sampling process and discuss different approaches to audit sampling and the related techniques.

• Analyze the audit sampling process and the various approaches to audit sampling
• Differentiate between the use of non-statistical and statistical audit sampling
• Analyze different sampling techniques

This session will discuss how to transform the financial statements into practical, decision useful reports to help the board govern the organization.

• Identify opportunities to improve the information communicated in nonprofit financial statements
• Identify techniques aimed at educating board members on unique NFP financial reporting issues