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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. 



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Showing results 1 - 24 of 24
Thursday, June 2, 2022
The workshop will start with determining which GAAP to apply (exchange, contribution, other), timing and amounts of revenue recognition, and classification as unrestricted or donor-restricted for contributions and timing and amounts of release of restriction…
Credits Available100 minutes
Chair
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Kelly Frank, CPA, CGMA
Partner, Crowe, LLP
Speaker
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Kristin Hogan, CPA
Principal, Johnson Lambert LLP
A and A
Accounting & Audit
Pre-Conference Optional Workshops Additional Fee
NOT22102 - What's the Score? (Effective Dashboard Reporting.)
10:00 AM - 11:40 AM EDT
Thursday, June 2, 2022
Dashboard reports have gained popularity, as organizations strive to provide quick, easy to interpret information customized for different audiences. Effective use of dashboards and KPIs keeps your not-for-profit's key stakeholders informed and alerted to items requiring attention…
Credits Available100 minutes
Speaker
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Gina McDonald, CPA
Managing Director, BDO FMA
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Pre-Conference Optional Workshops Additional Fee
In this workshop we will explore complex contribution accounting topics including Split Interest Agreements, Trusts, and Donor Advised Funds. We will discuss the complexities and calculations required for these agreements and the accounting and ongoing tracking required…
Credits Available100 minutes
Speakers
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Sarah Reichling, CPA
Principal, CLA
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Chris DuKate, CPA
Partner, Capin Crouse
A and A
Accounting & Audit
Pre-Conference Optional Workshops Additional Fee
NOT22104 - Are You Addressing the Right Risks in Cybersecurity?
12:00 PM - 1:40 PM EDT
Thursday, June 2, 2022
A risk assessment is the foundation of an information security and cybersecurity program. Additionally, it is also a requirement of the Gramm-Leach-Bliley Act (GLBA). We will provide a risk assessment template to help participants identify risk and adequately evaluate their current controls…
Credits Available100 minutes
Speakers
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Taylor Armstrong, CISA, CTO, CAPM
Managing Consultant | Forvis Cyber, IT Risk Services, FORVIS
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Johnny Sanders
Senior Managing Consultant, FORVIS
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Pre-Conference Optional Workshops Additional Fee
In this workshop participants will learn about addressing risk and internal control in a single audit. Presenters will focus on the internal control requirements of the Uniform Guidance, AICPA, and Yellow  Book…
Credits Available100 minutes
Speakers
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Kimberly McCormick, CPA
CPA, N/A
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Lindsey Oakley, CPA
Partner, Forvis Mazars
Yellow Book
Yellow Book
Pre-Conference Optional Workshops Additional Fee
Charitable giving is a dynamic topic that impacts donors and nonprofit organizations alike. Everyone can benefit by creating charitable giving plans and finding ways to maximize the tax benefits…
Credits Available100 minutes
Speakers
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Ofer Lion, Co-Chair of ABA Section of Taxation, Subcommittee on UBIT
Partner, Seyfarth Shaw LLP
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Chérie Williams, CPA
Tax Manager, Moss Adams
TAX
Tax
Pre-Conference Optional Workshops Additional Fee
This workshop will identify the key audit finding elements once an exception or deviation has resulted in a reportable finding. We will explore how to properly classify, report, and communicate findings in accordance with requirements…
Credits Available100 minutes
Speakers
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Thomas Sneeringer, CPA
Partner, RSM US LLP
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Craig Wories, CPA
Partner, RSM US LLP
Yellow Book
Yellow Book
Pre-Conference Optional Workshops Additional Fee
NOT22108 - Basic UBI & 990-T
4:00 PM - 5:40 PM EDT
Thursday, June 2, 2022
This workshop will revisit unrelated business income in light of evolving TCJA guidance…
Credits Available100 minutes
Speakers
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Dave Moja
CPA, Moja & Company
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Shelby Netz, CPA, MST
Senior Tax Manager, Baker Tilly US, LLP
TAX
Tax
Pre-Conference Optional Workshops Additional Fee
Monday, June 13, 2022
Concurrent Sessions - Select One
10:45 AM - 12:25 PM EDT
Monday, June 13, 2022
NOT2203 - View of the IRS, the Treasury and the Hill
10:45 AM - 12:25 PM EDT
Monday, June 13, 2022Room: Potomac D
Come to this important session to gain insight into current EO-related developments including tax reform guidance, updates related to legislative guidance, the results of the election and EO-related guidance projects…
Credits Available100 minutes
Speakers
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Meghan Biss, J.D.
Partner, Loeb & Loeb LLP
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Alexander Reid, J.D., LL.M. (Taxation)
Partner, BakerHostetler LLP
Inviteds
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Lynne Camillo
Deputy Associate Chief Counsel (EEE), Exempt Organizations and Employment Taxes, Internal Revenue Service., IRS
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Nathanael DeJonge, J.D.
Senior Technician Reviewer, IRS Office of Chief Counsel, Internal Revenue Service
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Amber MacKenzie, J.D., LL.M. Taxation
Attorney Advisor, U.S. Department of the Treasury
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Christopher Arneson
Senior Tax Policy Advisor, U.S. Senate Finance Committee
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Gordon Clay, J.D.
Senior Legislation Counsel, Joint Committee on Taxation, U.S. Congress
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Andrew Grossman
Chief Tax Counsel, Committee on Ways & Means
TAX
Tax
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022
NOT2204 - Common Financial Statement Errors
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022Room: Potomac A
Learn how, with a little extra planning and preparation, you can avoid common errors that not-for-profits make in their financial statements…
Credits Available75 minutes
Speakers
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Nicholas Rivera, CPA, FHFMA, CHFP
Senior Manager, FORVIS
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Kristin Hogan, CPA
Principal, Johnson Lambert LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2205 - Single Audit Update
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022Room: Potomac B
The last year has been one of the more challenging ever for single audits due to the significant influx of federal funding resulting from the COVID-19 pandemic. There will be many of the same types of challenges to address in the coming year…
Credits Available75 minutes
Speakers
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Mary Foelster, CPA, CGMA
Senior Director, Governmental Auditing and Accounting, AICPA
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Kimberly McCormick, CPA
CPA, N/A
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Amanda Nelson, CPA
Partner, KPMG
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2206 - Legal Updates/Reaction from Treasury & Hill Update
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022Room: Potomac D
This session will provide an update and insights on legal developments during the past year that impact tax-exempt organizations…
Credits Available75 minutes
Speakers
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Meghan Biss, J.D.
Partner, Loeb & Loeb LLP
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Alexander Reid, J.D., LL.M. (Taxation)
Partner, BakerHostetler LLP
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Ruth Madrigal, J.D.
Principal, KPMG
TAX
Tax
Concurrent Session Onsite and Online
NOT2207 - Building Culture Intentionally and Leading in a Hybrid World
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022Room: National Harbor 4&5
Our lives were upended due to the global pandemic that shut down businesses and rocked our worlds in ways we’d never have been able to anticipate. Millions of people lost their jobs and women exited the workforce in droves…
Credits Available75 minutes
Speaker
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Shaara Roman, MBA
Founder & CEO, The Silverene Group
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2208 - Automate, then Celebrate!
1:40 PM - 2:55 PM EDT
Monday, June 13, 2022Room: National Harbor 2&3
Technology impacts us in so many ways. When integrated correctly into our work, it can create greater efficiency and enhance the quality of service we provide. Join two not-for-profit financial professionals to understand how technology and automation can support your organization’s work…
Credits Available75 minutes
Speakers
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Alyssa Federico
Senior Vice President, Finance, Foundation For The Carolinas
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Gina McDonald, CPA
Managing Director, BDO FMA
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
3:10 PM - 4:00 PM EDT
Monday, June 13, 2022
NOT2209 - Leases (FASB ASU 2016-02) Overview
3:10 PM - 4:00 PM EDT
Monday, June 13, 2022Room: Potomac A
This session will provide an overview of the new lease accounting standard. It will describe the new requirements of the standard as well as practical expedients that exist. A deeper dive into lease accounting will be available in a second session, Leases deep dive…
Credits Available50 minutes
Speakers
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Richard Cole, CPA, CGMA
Partner / Nonprofit and Education, Forvis Mazars
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Paul Preziotti, CPA
Partner, Johnson Lambert LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2210 - Indirect Expenses for Auditees
3:10 PM - 4:00 PM EDT
Monday, June 13, 2022Room: Potomac B
Many institutions must engage in the process of negotiating federal indirect cost rates and non-profits face unique challenges in preparing and negotiating indirect rates…
Credits Available50 minutes
Speakers
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Alex Weekes, CPA
Principal, ML Weekes & Company, PC
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Lewis Weitzman, CPA
Manager, BDO
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2211 - COVID-19 Relief Update / ERC
3:10 PM - 4:00 PM EDT
Monday, June 13, 2022Room: Potomac D
It's not too late for taxpayers, including not-for-profit entities, to claim the Employee Retention Tax Credit (ERTC) for 2020 and 2021. Potential refunds of up to $5,000 per eligible employee for 2020 and $7,000 per quarter per eligible employee for 2021 could be achieved…
Credits Available50 minutes
Speakers
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Richard Locastro, CPA, JD
Partner, Director Non-Profit Tax, GRF CPAs & Advisors
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Christopher Anderson, CPA
Shareholder, Maloney + Novotny LLC
TAX
Tax
Concurrent Session Onsite and Online
NOT2213 - Good Data!
3:10 PM - 4:00 PM EDT
Monday, June 13, 2022Room: National Harbor 2&3
Data is an organizational asset whose value and health should be optimized. If data is of poor quality, why bother using it? Join two not-for-profit financial professionals for this interactive discussion regarding the importance of data quality and governance…
Credits Available50 minutes
Speakers
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Alyssa Federico
Senior Vice President, Finance, Foundation For The Carolinas
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Amy West, CPA/CGMA
Executive Vice President and Chief Financial Officer, AHRC New York City
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
4:05 PM - 4:25 PM EDT
Monday, June 13, 2022
As good stewards of donor dollars, nonprofit finance leaders are always looking for ways to streamline operations so resources can be used to achieve mission success. In many cases old technology and inefficient, manual and paper-based process become barriers to this success…
Speaker
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Joan Benson
Director, Nonprofit Industry, Sage Intacct
Education Lab
Education Lab (Onsite and Online)
Financial Wellness is a life journey and we are now seeing the impact of Financial Wellness play out along ethnicity, race, sexual orientation and geography, as well as where the person falls on the financial spectrum…
Speaker
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Cynthia Hutchins, ChSNC, CRPC
Director of Financial Gerontology, Dir Retirement Services, Bank of America Merrill
Education Lab
Education Lab (Onsite and Online)
Concurrent Sessions - Select One
4:30 PM - 5:45 PM EDT
Monday, June 13, 2022
NOT2214 - In-Kind Contributions: A Refresher on Accounting
4:30 PM - 5:45 PM EDT
Monday, June 13, 2022Room: Potomac A
With the issuance of FASB ASU 2020-07, there is an increased focus on the reporting of in-kind contributions…
Credits Available75 minutes
Speakers
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Benjamin Menenberg, CPA
Executive Pastor, Highlands Community Church
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Melissa Harman, CPA
Partner and Higher Education National Practice Leader, Moss Adams
A and A
Accounting & Audit
Concurrent Session Onsite and Online
Due to the trillions of dollars flowing into the economy from COVID-19 related legislation, many NFPs are now facing a challenge of having to administer federal grants in accordance with applicable regulations…
Credits Available75 minutes
Speakers
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Thomas Sneeringer, CPA
Partner, RSM US LLP
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Rachel Flanders, CPA
Principal, CliftonLarsonAllen LLP
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2216 - Unraveling the Mysteries of the Schedule A Public Support Tests
4:30 PM - 5:45 PM EDT
Monday, June 13, 2022Room: Potomac D
Deep dive into the various Schedule A public support tests, focusing on the first four Parts of Schedule A,; more specifically covering some of the "per se" publicly supported entity types referenced in Part I, the calculation of the Part II and III public support ratios, the different Types of sup…
Credits Available75 minutes
Speakers
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Elizabeth Krisher, CPA
Chairman, MaherDuessel
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Brian Yacker, CPA/JD
Principal, Baker Tilly
TAX
Tax
Concurrent Session Onsite and Online
NOT2217 - Mitigate Don't Litigate
4:30 PM - 5:45 PM EDT
Monday, June 13, 2022Room: National Harbor 4&5
Three risk experts lead a discussion on how risk mitigation strategies can protect your not-for-profit organization…
Credits Available75 minutes
Speakers
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Sanjay Godhwani
EVP, Head of North America Underwriting, Berkshire Hathaway Specialty Insurance
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Scott Konrad
Senior Vice President & Not-for-Profit Practice Leader, HUB International Limited
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Howard Siegel
CEO, Irwin Siegel Agency
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Tuesday, June 14, 2022
Concurrent Sessions - Select One
9:30 AM - 10:20 AM EDT
Tuesday, June 14, 2022
What are this year's key considerations when preparing for your organization's annual financial statement audit? Carole and Jennifer will provide accounting and auditor perspectives to help ensure your organization has a smooth and painless audit…
Credits Available50 minutes
Speakers
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Jennifer Cruverkibi, CPA
Partner, Maher Duessel
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Carole Santilli, CPA
Manager, Your Part-Time Controller, LLC
A and A
Concurrent Session Onsite and Online
NOT22SS03 - SOS for Software Solutions (Sponsored by CLA)
9:30 AM - 10:20 AM EDT
Tuesday, June 14, 2022Room: Potomac D
Develop the know-how, tools and plans for system optimization and selection (SOS) related to your operational and financial management software needs…
Credits Available50 minutes
Speakers
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Judy Enders
Manager, CLA
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Bart Hawley, MBA
Director, Outsourced CFO, CliftonLarsonAllen LLP
Specialized Knowledge CGMA
Concurrent Session Onsite and Online
Has your website domain been blacklisted without your knowledge? Are visitors not coming to your site because it’s flagged as unsafe? Are your donor lists being shared on the dark web? Learn the best practices for monitoring and protecting your organization’s most valuable asset: your reputation. U…
Credits Available50 minutes
Speakers
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Darren Hulem
Supervisor, GRF CPAs & Advisors
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Mac Lillard, CFE, CPA, CISA, CITP, PCIP
Supervisor, GFR CPAs & Advisors
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Ricardo Trujillo, CPA, CITP, CISA
Partner, GRF CPAs and Advisors
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Melissa Musser, CPA, CITP, CISA
Principal, GRF CPAs & Advisors
Specialized Knowledge CGMA
Concurrent Session Onsite and Online
NOT2222 - Attracting, Developing and Retaining Talent During the Turnover Tsunami
9:30 AM - 10:20 AM EDT
Tuesday, June 14, 2022Room: Potomac A
The number one priority – talent! With the ‘great resignation’, new ways of working and a re-set of aspirations, the availability of skilled finance personnel is now a top priority for finance leaders…
Credits Available50 minutes
Speakers
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Carolyn Mollen, CPA
Vice President, Finance & Administration, Resources for the Future
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Barry Payne
Director - External Relations, Management Accounting, AICPA & CIMA
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Amy West, CPA/CGMA
Executive Vice President and Chief Financial Officer, AHRC New York City
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Change is constant and often comes at a rapid pace. An unpredictable crisis, such as COVID-19, can be looming just around the next corner…
Credits Available50 minutes
Speakers
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Jeffrey Horn
President & CEO, BOMI International
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Jean Gilbert
Partner, Marcum LLP
Specialized Knowledge CGMA
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
10:35 AM - 11:50 AM EDT
Tuesday, June 14, 2022
NOT2224 - Leases (FASB ASU 2016-02) Deep Dive with Case Studies
10:35 AM - 11:50 AM EDT
Tuesday, June 14, 2022Room: Potomac A
Leveraging off the Leases Overview session, this session will dive deeper into the new lease session going through examples of what does and doesn’t qualify under the new lease definition as well as learning how to record the journal entries and other implementation concerns…
Credits Available75 minutes
Speakers
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Richard Cole, CPA, CGMA
Partner / Nonprofit and Education, Forvis Mazars
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Paul Preziotti, CPA
Partner, Johnson Lambert LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2225 - Cost Principles of Subpart E of Uniform Guidance: How to Avoid Questioned Costs
10:35 AM - 11:50 AM EDT
Tuesday, June 14, 2022Room: Potomac B
Allowable activities/allowable costs is a compliance area that auditors frequently report audit findings and questioned costs. This session will discuss the cost principles of Uniform Guidance as it relates to general principles, direct vs…
Credits Available75 minutes
Speakers
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Thomas Sneeringer, CPA
Partner, RSM US LLP
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Alex Weekes, CPA
Principal, ML Weekes & Company, PC
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2228 - Getting it Right: Understanding the New Audit Reporting SAS and Common Reporting Issues
10:35 AM - 11:50 AM EDT
Tuesday, June 14, 2022Room: National Harbor 2&3
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…
Credits Available75 minutes
Speakers
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Kris Ray, CPA
NFP Industry Technical Leader, Plante Moran, PLLC
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Andrew Prather, CPA, CGMA
Shareholder, Clark Nuber P.S.
A and A
Accounting & Audit
Concurrent Session Onsite and Online
Join this panel discussion with leading Investment Management Professionals as they:  
Credits Available75 minutes
Speakers
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Niladri Mukherjee
Managing Director Head of Portfolio Strategy, Bank of America Merrill Lynch
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Philip Camporeale
Portfolio Manager Multi-Asset Strategy Team, JPMorgan Asset Management
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Jeff Rosenberg, CFA
Managing Director, BlackRock
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Jeff Schulze, CFA
Director, Head of Economic and Market Strategy, ClearBridge Investments
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John Amirante, CIMA®, CFP ®, CPFA®, CAP®
Senior Portfolio Advisor - Senior Financial Advisor, Merrill Lynch Wealth Management - The Beacon Group
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
1:05 PM - 2:20 PM EDT
Tuesday, June 14, 2022
NOT2229 - Auditing Standards Board Update
1:05 PM - 2:20 PM EDT
Tuesday, June 14, 2022Room: Potomac A
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…
Credits Available75 minutes
Speakers
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Dennis Morrone, CPA
National Managing Partner -Not-for-Profit Industry Practices, Grant Thornton LLP
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Andrew Prather, CPA, CGMA
Shareholder, Clark Nuber P.S.
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2230 - What is a Program Specific Audit and How is it Different From a Single Audit?
1:05 PM - 2:20 PM EDT
Tuesday, June 14, 2022Room: Potomac B
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…
Credits Available75 minutes
Speakers
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Mary Foelster, CPA, CGMA
Senior Director, Governmental Auditing and Accounting, AICPA
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Amanda Ward, CPA
Partner, Plante Moran
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2232 - AI and Automation: How Non-Profits are Using Advanced Technology to Advance their Cause
1:05 PM - 2:20 PM EDT
Tuesday, June 14, 2022Room: National Harbor 4&5
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…
Credits Available75 minutes
Speakers
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Kirstie Tiernan
Principal, BDO
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Benjamin Menenberg, CPA
Executive Pastor, Highlands Community Church
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2233 - Functional Expense Reporting for Nonprofits: GAAP + Tax
1:05 PM - 2:20 PM EDT
Tuesday, June 14, 2022Room: National Harbor 2&3
If you've ever struggled with what expenses go into what classification of functional expense, you're not alone…
Credits Available75 minutes
Speakers
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J. Calvin Marks, CPA
Principal, Johnson Lambert LLP
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Rachel Flanders, CPA
Principal, CliftonLarsonAllen LLP
TAX
A and A
Accounting & Audit, Tax
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022
NOT2237 - The Board Room
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022Room: National Harbor 4&5
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…
Credits Available75 minutes
Speakers
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Andy Davis
Associate Vice President of Member Education & Outreach, BoardSource
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David Rottkamp, CPA
Partner, Nonprofit Practice Leader, GRASSI & CO.
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2234 - Not-for-Profit Industry Developments
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022Room: Potomac A
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…
Credits Available75 minutes
Speakers
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Kelly Frank, CPA, CGMA
Partner, Crowe, LLP
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J. Calvin Marks, CPA
Principal, Johnson Lambert LLP
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Ksenia Popke, CPA, JD
Partner, Eide Bailly LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2235 - Auditing Challenging SEFAs
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022Room: Potomac B
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…
Credits Available75 minutes
Speakers
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Divya Gadre, CPA
Audit Partner, BDO
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Ellen Labita, CPA
Partner and Not-for-Profit Team Leader, Baker Tilly US, LLP
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2238 - Socially Responsible and ESG Compliant Investing
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022Room: National Harbor 2&3
During this session we will discuss the complexities and pros and cons of socially responsible investing…
Credits Available75 minutes
Speaker
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Paul Grambsch
Institutional Consultant, Raymond James
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2236 - Schedule B and Schedule M
2:35 PM - 3:50 PM EDT
Tuesday, June 14, 2022Room: Potomac D
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…
Credits Available75 minutes
Speakers
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Lauren Haverlock, CPA
Partner, Moss Adams
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Brian Yacker, CPA/JD
Principal, Baker Tilly
TAX
Tax
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
3:55 PM - 4:15 PM EDT
Tuesday, June 14, 2022
Become a Fraud Fighter and do the most for your organization to prevent fraud. Nonprofit organizations need to abide by strict internal control practices. While fraud can be discovered at the user level, using a technological solution increases the likelihood of catching fraud early…
Speakers
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Joe Gonzalez
Sales Manager, Community Brands
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Peter Warren
Account Executive, Community Brands
Education Lab
Education Lab (Onsite and Online)
Nonprofit organizations like yours face unpredictable markets, increased reliance on philanthropy and complex regulatory requirements. At the same time, you are increasingly being asked to do more with less…
Speaker
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Karl McTaggart
Vice President, Planned Giving Client Product Specialist, PNC Institutional Asset Management®
Tech Demo
Tech Demo (Online)
Concurrent Sessions - Select One
4:20 PM - 5:35 PM EDT
Tuesday, June 14, 2022
NOT2241 - 501(c)(3) Not for Me? Exploring Noncharitable Tax-Exempt Entities
4:20 PM - 5:35 PM EDT
Tuesday, June 14, 2022Room: National Harbor 2&3
Substantial attention is paid to charitable entities but what about other tax-exempt entities? This session will delve into common non-charitable entities including social welfare organizations, business associations, and social clubs…
Credits Available75 minutes
Speakers
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John Crawford, CPA, JD
Partner, Ernst & Young LLP
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Lisa Heller, CPA
Principal, GRF CPAs & Advisors
TAX
Tax
Concurrent Session Onsite and Online
This session will review the contribution and contract revenue recognition accounting standard for nonprofit organizations under ASU 2018-08. We will review lessons learned, common mistakes and items missed with various examples during the session…
Credits Available75 minutes
Speakers
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Kelly Rancourt, CPA
Principal, Clark Nuber
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Richard Cole, CPA, CGMA
Partner / Nonprofit and Education, Forvis Mazars
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2240 - The Block & Tackle of Major Program Determination
4:20 PM - 5:35 PM EDT
Tuesday, June 14, 2022Room: Potomac B
This session is designed to provide a deep understanding of the many steps involved in major program determination (MPD) for a single audit…
Credits Available75 minutes
Speakers
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Ellen Labita, CPA
Partner and Not-for-Profit Team Leader, Baker Tilly US, LLP
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Sadie Mayle, CPA
Principal, Plante Moran
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2242 - DEIB in Everything We Do
4:20 PM - 5:35 PM EDT
Tuesday, June 14, 2022Room: National Harbor 4&5
Diversity, equity, inclusion and belonging are different and equally important aspects of a healthy organization and they should be embedded throughout everything that we do…
Credits Available75 minutes
Speakers
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Crystal Cooke
Director - Diversity & Inslusion, AICPA & CIMA
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Carolyn Mollen, CPA
Vice President, Finance & Administration, Resources for the Future
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2243 - Internal Controls for Small to Mid-Size NFPs
4:20 PM - 5:35 PM EDT
Tuesday, June 14, 2022Room: Potomac D
How do you ensure your organization’s controls are solid? Join industry experts as they walkthrough typical internal controls for small and medium sized organizations, and learn takeaways you can implement in your NFP organization…
Credits Available75 minutes
Speakers
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Jennifer Casacchia, CPA
Director, Not-for-Profit and Higher Education Practices, SIKICH LLP
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Ashley Whitaker, CPA
Associate Director - NFP, AICPA
A and A
Accounting & Audit
Concurrent Session Onsite and Online
Wednesday, June 15, 2022
Concurrent Sessions - Select One
9:30 AM - 10:20 AM EDT
Wednesday, June 15, 2022
NOT2247 - Not If But When (Cybersecurity)
9:30 AM - 10:20 AM EDT
Wednesday, June 15, 2022Room: Potomac A
This session will focus on a wide range of information to include GLBA (Gramm-Leach-Bliley Act) and NIST (National Institute of Standards and Technology) compliance as well as the important role of management as it relates to data security…
Credits Available50 minutes
Speaker
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Johnny Sanders
Senior Managing Consultant, FORVIS
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
What does end-to-end financial stewardship look like in your organization? It is not uncommon to experience a disconnect between the various roles and responsibilities of fundraising to finance to utilization of monies…
Credits Available50 minutes
Speakers
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Heather LeVan
Principal Demand Generation Marketing Manager, FinTech, Blackbaud
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Scott Brown
Partner, PKF O'Connor Davies, LLP
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LaQuanda Prince
Finance Manager, Coca-Cola Scholars Foundation
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Julie Remmelts
Vice President of Operations and Finance, Headwaters Foundation for Just
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Mark Seebeck
Senior Director of Finance and Administration, Missouri Foundation for Health
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Forty-three states and the District of Columbia regulate the solicitation of charitable donations. The registration requirements vary widely from one state to the next and regulators within a state often interpret the law differently…
Credits Available50 minutes
Speaker
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Tracy Boak, J.D.
Attorney/Partner, Perlman & Perlman, LLP
Concurrent Session Onsite and Online
This session is designed to help Not-For-Profit organizations, during this period of inflation, improve their core business operations by identifying additional potential revenue streams and ways to more effectively manage and potentially reduce fixed and variable expenses…
Credits Available50 minutes
Speaker
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Frank Kurre, CPA
Managing Director - Global Account Management Leader and Global Not-for-Profit & Higher Education Industry Leader, Protiviti Inc.
Specialized Knowledge CGMA
Concurrent Session Onsite and Online
NOT22SS10 - Elevating Your Nonprofit's Story with Data and Performance Metrics (Sponsored by Sage Intacct)
9:30 AM - 10:20 AM EDT
Wednesday, June 15, 2022Room: National Harbor 2&3
As a nonprofit organization, it is critical to understand what matters to your donors and how Finance and Development can partner to meet today’s challenges head on -- focusing on what we can do today – to ensure the sustainability of our mission success…
Credits Available50 minutes
Speaker
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Joan Benson
Director, Nonprofit Industry, Sage Intacct
Specialized Knowledge CGMA
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
10:45 AM - 12:00 PM EDT
Wednesday, June 15, 2022
NOT2252 - In The Know: Remote Workforce
10:45 AM - 12:00 PM EDT
Wednesday, June 15, 2022Room: National Harbor 2&3
Join three experts in an interactive discussion about the practical implications of remote work. While a remote workforce has always presented compliance and other issues for employers, the global pandemic has permanently shifted how work with be done in the future…
Credits Available75 minutes
Speakers
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Daniel Romano
Partner, National Tax Leader Not-for-Profit & Higher Education Practice, CPA, Grant Thornton LLP
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Albert Arazi
Tax - Senior Manager, Grant Thornton LLP
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Ashley Edwards
Senior Manager- Human Capital Services, Grant Thornton
TAX
Specialized Knowledge CGMA
CGMA/Specialized Knowledge, Tax
Concurrent Session Onsite and Online
THIS SESSION NEEDS TO FOcUS ON WHAT NOT TO DO. WE HAVE A SEPARATE SESSION ON EFFECTIVE INTERNAL CONTROLS. THIS SESSION SHOULD BE WHAT/WHY WAS NOT EFFECTIVE…
Credits Available75 minutes
Speakers
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Catherine Pennington, CPA, CGMA, MBA
Principal, Catherine M. Pennington, CPA, LLC
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Joyce Terry, MBA, CPA, CGMA
Principal, Joyce E Terry, CPA, LLC
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2250 - Single Audit Sampling is Here to Stay: A Refresher
10:45 AM - 12:00 PM EDT
Wednesday, June 15, 2022Room: Potomac B
Sampling in a single audit can become complicated. This session will offer a review of single audit sampling and testing basics. Examples will demonstrate how the mixture of facts, decisions and auditor judgments all impact sampling techniques…
Credits Available75 minutes
Speaker
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Erica Forhan, CPA
Partner, Moss Adams LLP
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2251 - Form 990-T: Recent Lessons Learned
10:45 AM - 12:00 PM EDT
Wednesday, June 15, 2022Room: Potomac D
Parking tax refunds, siloing, electronic filing, and revised Form 990-T have presented a number of challenges for practitioners and organizations…
Credits Available75 minutes
Speakers
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Elizabeth Krisher, CPA
Chairman, MaherDuessel
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Tracy Paglia, CPA
Partner, Moss Adams
TAX
Tax
Concurrent Session Onsite and Online
NOT2253 - Healthcare Revenue and Provider Relief Funds Overview
10:45 AM - 12:00 PM EDT
Wednesday, June 15, 2022Room: National Harbor 4&5
This session will provide an overview of revenue recognition specific issues and provider relief specific issues for healthcare entities…
Credits Available75 minutes
Speakers
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Kelly Rancourt, CPA
Principal, Clark Nuber
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Nicholas Rivera, CPA, FHFMA, CHFP
Senior Manager, FORVIS
A and A
Accounting & Audit
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022
NOT2254 - Obtaining Audit Evidence in a Remote Environment
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022Room: Potomac A
Auditing remotely is quickly becoming the new normal. Join this session for practical considerations when conducting your audits remotely…
Credits Available75 minutes
Speakers
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Carl Mayes, CPA
Vice President - Audit & Accounting Quality, AICPA & CIMA
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Jennifer Hoffman, CPA
National Not-for-Profit Audit Leader, Grant Thornton LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2255 - What are the Auditor and Auditee Responsibilities in a Single Audit?
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022Room: Potomac B
With so many new audits, it is a good time to clearly define the responsibilities for auditees and auditors in a single audit. This session will identify the responsibilities and tasks expected of each party in a single audit…
Credits Available75 minutes
Speakers
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Sadie Mayle, CPA
Principal, Plante Moran
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Rachel Flanders, CPA
Principal, CliftonLarsonAllen LLP
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2256 - Hospitals and the 501(r)
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022Room: National Harbor 4&5
Hospitals are required to follow very specific rules of 501(r) and report compliance on the Form 990 Schedule H. And as part of this compliance, the IRS routinely reviews the returns of tax-exempt hospitals. In this session, we will dive into the rules and regulations of IRC 501(r)…
Credits Available75 minutes
Speakers
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John Crawford, CPA, JD
Partner, Ernst & Young LLP
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Lauren Haverlock, CPA
Partner, Moss Adams
TAX
Tax
Concurrent Session Onsite and Online
NOT2257 - Top 6.5 Challenges Facing Not-For-Profit Organizations
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022Room: Potomac D
Join three financial leaders for an interactive discussion of the top 6.5 challenges facing not-for-profits today accompanied by key strategies to address these challenges…
Credits Available75 minutes
Speakers
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Divya Gadre, CPA
Audit Partner, BDO
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Ted Phillips, MBA, CPA, CGMA
CFO, American Kennel Club
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Amy West, CPA/CGMA
Executive Vice President and Chief Financial Officer, AHRC New York City
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2258 - Reviewing Form 990 (compare to FS) The Battle Royale: GAAP v. Form 990 Reporting
1:15 PM - 2:30 PM EDT
Wednesday, June 15, 2022Room: National Harbor 2&3
While Form 990 generally follows financial statement reporting, Form 990, Part IX requires more detailed reporting . It is also an area that potential donors may look at to draw conclusions about how well the organization accomplishes its mission…
Credits Available75 minutes
Speakers
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Max Manley, CPA
Audit Partner, GRF CPAs & Advisors
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Brian Yacker, CPA/JD
Principal, Baker Tilly
TAX
A and A
Accounting & Audit, Tax
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022
NOT2259 - Does CECL (FASB ASU 2016-13) Apply to NFPs?
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022Room: Potomac A
The effective date of the Current Expected Credit Loss (CECL) FASB guidance is approaching. Join us for a session to discuss upcoming changes as a result of this standard, including considerations that nonprofit organizations should evaluate in advance of the adoption date…
Credits Available50 minutes
Speakers
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Jennifer Casacchia, CPA
Director, Not-for-Profit and Higher Education Practices, SIKICH LLP
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Jennifer Hoffman, CPA
National Not-for-Profit Audit Leader, Grant Thornton LLP
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2260 - Auditing Programs Not in the Supplement Using Part 7
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022Room: Potomac B
Not all programs our clients receive are listed in the OMB Compliance Supplement…
Credits Available50 minutes
Speaker
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Erica Forhan, CPA
Partner, Moss Adams LLP
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2261 - Dealing with the IRS: Resolving Issues in the Post-Pandemic Environment
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022Room: Potomac D
Pandemic shutdowns and lack of funding for the EO Division continue to challenge the IRS in processing returns and correspondence…
Credits Available50 minutes
Speakers
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Meghan Biss, J.D.
Partner, Loeb & Loeb LLP
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Eve Borenstein, JD
Principal (ERB LLC) / Of Counsel (Harmon Curran), Eve Rose Borenstein LLC (training/speaking) / Harmon Curran Spielberg & Eisenberg LLP (legal practice)
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Jennifer Harris, CPA
Tax Shareholder, Clark Nuber
TAX
Tax
Concurrent Session Onsite and Online
NOT2263 - Embracing the Power of AI in Your Assurance Engagements
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022Room: National Harbor 2&3
According to the 2018 ACFE Report to Nations, two out of the top three categories of occupational fraud are asset misappropriation and financial statement fraud…
Credits Available50 minutes
Speakers
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Kris Ray, CPA
NFP Industry Technical Leader, Plante Moran, PLLC
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Tricia Katebini, CPA, MBA
Partner, GRF CPAs & Advisors
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2262 - Sounds Like a Plan
2:45 PM - 3:35 PM EDT
Wednesday, June 15, 2022Room: National Harbor 4&5
This session will focus on the key components of the strategic and financial planning process and will include examples of strategic plans and how it relates to the financial planning process from not-for-profit organizations
Credits Available50 minutes
Speakers
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Robby Vanrijkel
Partner - Nonprofit & Education, BDO
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Ted Phillips, MBA, CPA, CGMA
CFO, American Kennel Club
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
Concurrent Sessions - Select One
3:50 PM - 5:05 PM EDT
Wednesday, June 15, 2022
NOT2267 - Which One Should I Choose? (Cost Allocation Methods)
3:50 PM - 5:05 PM EDT
Wednesday, June 15, 2022Room: National Harbor 2&3
For nonprofit organizations, accounting for and understanding the true cost of activities, including the cost of distinct programs as well as the true cost of overhead, is essential for informed decision making. An effective and efficient cost allocation methodology is a key tool in this process…
Credits Available75 minutes
Speaker
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Gina McDonald, CPA
Managing Director, BDO FMA
Specialized Knowledge CGMA
CGMA/Specialized Knowledge
Concurrent Session Onsite and Online
NOT2264 - A&A Ask the Experts
3:50 PM - 5:05 PM EDT
Wednesday, June 15, 2022Room: Potomac A
Ask questions to the A&A experts! Our experts will address any questions you may have and discuss technical issues that have surfaced over the past few years…
Credits Available75 minutes
Speakers
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Kris Ray, CPA
NFP Industry Technical Leader, Plante Moran, PLLC
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Richard Cole, CPA, CGMA
Partner / Nonprofit and Education, Forvis Mazars
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Melissa Harman, CPA
Partner and Higher Education National Practice Leader, Moss Adams
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Ksenia Popke, CPA, JD
Partner, Eide Bailly LLP
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Ashley Whitaker, CPA
Associate Director - NFP, AICPA
A and A
Accounting & Audit
Concurrent Session Onsite and Online
NOT2265 - Single Audit Lightning Round
3:50 PM - 5:05 PM EDT
Wednesday, June 15, 2022Room: Potomac B
There are often challenging issues in performing a single audit. These can be complex, infrequent, and/or subject to increased auditor judgment…
Credits Available75 minutes
Speakers
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Lindsey Oakley, CPA
Partner, Forvis Mazars
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Amanda Ward, CPA
Partner, Plante Moran
Yellow Book
Yellow Book
Concurrent Session Onsite and Online
NOT2266 - Form 990 Q&A
3:50 PM - 5:05 PM EDT
Wednesday, June 15, 2022Room: Potomac D
Our distinguished panel of speakers will answer your 990 questions and provide insight into the issues and challenges they are seeing in their practices. We will collect unanswered questions about 990 matters from previous sessions and answer as many queries as possible…
Credits Available75 minutes
Speakers
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Richard Locastro, CPA, JD
Partner, Director Non-Profit Tax, GRF CPAs & Advisors
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Christopher Anderson, CPA
Shareholder, Maloney + Novotny LLC
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Eve Borenstein, JD
Principal (ERB LLC) / Of Counsel (Harmon Curran), Eve Rose Borenstein LLC (training/speaking) / Harmon Curran Spielberg & Eisenberg LLP (legal practice)
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Lauren Haverlock, CPA
Partner, Moss Adams
TAX
Tax
Concurrent Session Onsite and Online

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