This session will address the recent audit report changes from SAS 134, including new concepts such as KAMs, and how to avoid common errors. We will also highlight challenges around when to modify the audit report or include emphasis or other matter paragraphs.

Join this panel discussion with leading Investment Management Professionals as they:  

• • Provide insight from market leaders on the outlook for Equity, Fixed Income and Alternatives / hedge funds / and real asset market.
  • Explore how the economic outlook domestically and globally affect your organizations’ long term investment dollars and investment policy.
  • Share critical insight into what the key economic indicators are telling us as well as unique investment perspective from our top industry panelists.

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

Attend this session to learn about a program specific audit, such as, what it is, when you are allowed to use it, and what are the requirements. The presenters will provide a clear overview of a program specific audit and how it relates to a single audit.

Panel including Kirstie Tiernan (BDO) and Ben Menenberg (World Vision) will discuss how organizations are using AI and Automation to streamline processes, improve effectiveness, and strengthen internal controls.

If you've ever struggled with what expenses go into what classification of functional expense, you're not alone. This session will breakdown the nuances of each functional expense category, discuss best practices for the Form 990 and financial statement reporting, and allow you to walk away with a more clear understanding of this schedule.

In this session the speakers will discuss current industry, regulatory and economic developments affecting not for profit organizations that will be important for both auditors and preparers for the upcoming year. We will discuss the latest not for profit accounting and auditing trends and developments and those that are on the horizon.

This session will provide detailed training for developing and auditing challenging SEFAs that include reporting of lost revenues and fiscal periods greater than 1 year. This is training that is beneficial to auditees and auditors.

Contribution are the backbone to many nonprofits, and behind those contributors are donors. Schedule B and Schedule M are designed to analyse the who and the what of charitable contributions to a nonprofit. While the schedules themself may seem like simple information reporting, the work behind what is reported on those schedules is full of nuance and analysis. We'll dive in to each section and break down the reporting, connecting the data with the details.

Today’s nonprofits need to adapt to a rapidly changing environment. This requires effective organizational governance that can contribute to increased accountability, the ability to navigate major disruptions and proactive and opportunistic responsive to key stakeholders. This interactive session will discuss also best practices in board management and education. Tools to help nonprofits boards successfully manage their fiduciary responsibilities will be introduced. Areas of discussion will include risk management, DEIB, ESG, strategic thinking and the importance of real time reporting.