Join this extensive workshop to learn about enhancing and synchronizing your not-for-profit financial and tax reporting. This session will include a critique and examples of various audited not-for-profit financial statements, Form 990 and other tax/legal disclosures.

It’s no longer business as usual for nonprofit leaders, local and state governments, and those that advise them. The COVID-19 pandemic, protests and unrest around racial justice, and a fluid political and economic climate have upended all facets of the nonprofit landscape.

Add to this evolving technology, shifting donor behaviors, and changing demographics as even more factors disrupting the way nonprofits fundraise and communicate with supporters. How can organizations of all sizes and structures keep up with the breakneck pace of change? Don’t despair - there is hope!

In this talk, author and nonprofit communications expert Julia Campbell details the steps necessary to future-proof your organization so that you can confidently adapt, evolve, and thrive (not just survive) in the next decade and beyond.

Audiences will walk away inspired and motivated with an understanding of the following:

• The dramatically changing fundraising landscape and the implications for nonprofits;

• The 7 steps to thrive and not just survive in the new normal;

• How to manage through these changes and get buy-in from the Board, supervisors, and staff;

• How to pivot your marketing and fundraising strategy to be more proactive and not just reactive.

• Exactly what tax practitioners/auditors need to care about and pay attention to when advising clients through these changes.

Anticipated outcomes for participants:
They will walk away with:

• Actionable strategies and real-world examples of ways that even small nonprofits can get results with digital storytelling;

• Ideas and inspiration to start building their own storytelling plan.

This session will introduce attendees to the current activities of the Auditing Standards Board, including a discussion on recently issued standards and how they will impact planned audit procedures and reporting practices.

This session will focus on the internal control requirements of the Uniform Guidance. From AICPA, Green Book, and the Uniform Guidance come the standards to be followed related to Internal Control in a Single Audit. In this session, we will explore all of the available guidance and discuss how it applies to the audit of Federal programs.

Building on the concepts learned in the previous Internal Controls in a Single Audit session, this session will focus on the process of identifying effective internal control over compliance and how the auditor decides whether a control is designed and implemented effectively.

With complex rules and auditor judgment, determining your Major Programs is no easy feat. This session will discuss how to apply the Uniform Guidance risk-based approach to major program determination. We will go over using this approach to select major programs, including the impact of the new COVID-19 related federal programs, SEFA reporting, and other factors that impact major program determination.

The pandemic has brought with it a pandemic of new fraud schemes. In this session, we'll look at the largest frauds of the year, the COVID-19-related fraud schemes, and what you can do to protect yourself and your organization.

Federal agencies are busier than ever due to the historic federal funding distributed in response to the COVID-19 pandemic. Activities include administration and oversight of the funding. Hear from 2 federal agency representatives on related federal activities and views on single audits. Among the topics to be covered are: (1) the impact of the COVID-19 pandemic on single audits, (2) tips to auditors based on quality control and desk reviews of single audits, and (3) federal oversight activities of COVID-19 funding.

This session will provide an overview of how recent GASB pronouncements are expected to impact financial reporting for Tribal governments and their businesses.  We will also discuss several of the Federal programs provided to Tribes in response to the COVID-19 pandemic and review significant audit risks around each of these programs.