Not-for-Profit Industry Conference 2018


This includes sessions from the conference: Not-for-Profit Industry Conference 2018

Standard: $459.00

Products

Welcome and Introductions & Keynote Presentation: Purpose - Personal Journey and Professional Career

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Welcome and Introductions & Keynote Presentation: Purpose - Personal Journey and Professional Career


Identification: NOT1801

Purpose can be powerful, palatable, and transformative if we understand its true meaning on a multitude of levels -- individual, collective, systemic -- and how to activate it in a unified manner. Hear from PwC’s Chief Purpose Officer about how a purpose mindset transcends generations, supports talent development and workplace engagement while creating shared value.

  • Recognize how your organization can create a culture that attracts and cultivates more engaged employees
  • Learn why being purpose-driven can lead to better business performance

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

The New Yellow Book

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The New Yellow Book


Identification: NOT1802

This session will provide the status of the GAO's update to Government Auditing Standards.

  • Recall the status of the updates to the Yellow Book and effective date for auditors and organizations.
  • Indicate the plan for CPE requirements related to the Yellow Book

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

Board Governance

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Board Governance


Identification: NOT1803

Given increased accountability to constituents, donors and regulators for accuracy and integrity of business operations, heightened expectations of boards for transparency and effectiveness, and greater media coverage of lapses in good governance, strong board performance is essential. When done right, governance activities of boards can not only provide needed oversight, but can contribute in meaningful ways to organizational success - and mission achievement. In this presentation, we will address key governance principles for Boards in the not-for-profit sector, focusing on modes of governance, responsibilities of the board and of individual trustees, characteristics of high performing boards and current governance issues and associated best practices.

The presentation will be based on Grant Thornton's "Not-for-Profit Board Guidebook", which covers governance best practices, as well as the issues trustees face as they do their work.

  • To clarify the key roles and responsibilities of NFP boards as an integral part of an organizaton's governance structure. To define what makes boards successful.
  • To address issues regarding accountability, integrity, fiscal stewardship and board operating procedures.
  • To identify key governance issues that trustees need to address to perform their responsibilities effectively.

Speaker(s):
  • Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP
Tags: SK
Standard: $49.00

Accounting for Endowments and Annuity and Life Income Gifts

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Accounting for Endowments and Annuity and Life Income Gifts


Identification: NOT1804

Not all endowments are the same, and they often times create complexity and confusion within not-for-profit organizations and lead to potential financial reporting misstatements. This session will provide an overview on accounting for endowments, and explore advanced topics related endowment accounting and financial reporting with specific gift examples, practical guidance on donor relations, and a case study on investment pool accounting. This session will also provide an overview of accounting and financial reporting for annuity and life income gifts along with specific accounting examples, including:
- Endowment accounting basics refresher
- Changes to endowment accounting related to ASU 2016-14
- A variety of gift examples, including an investment pool case study
- Practical guidance on donor relations
- Overview of annuity and life income accounting

  • To clarify the key roles and responsibilities of NFP boards as an integral part of an organizaton's governance structure. To define what makes boards successful.
  • Learn common errors in accounting and reporting endowments and take away ideas on what to watch out for to avoid making these mistakes

Speaker(s):
  • John R. Kroll, CPA, Associate Vice President for Finance and Administration, University of Chicago
  • Jennifer Richards, CPA, Senior Manager, Crowe Horwath LLP
Tags: AA
Standard: $49.00

Technology Update:  Understanding the Latest Buzzwords and Changes That Impact Our Industry

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Technology Update: Understanding the Latest Buzzwords and Changes That Impact Our Industry


Identification: NOT1805

Join this session for an update on the latest technology buzzwords. Cryptocurrency, Blockchain, A.I., EU GDPR, and more. Learn the details behind these buzzwords and how they are relevant to your organization.

  • 1. Learn simplified definitions of some key technical terms
  • 2. Get updated on new technologies impacting the NFP space
  • 3. Learn some of the pros and cons of new emerging technologies

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

Tax Law Update

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Tax Law Update


Identification: NOT1806

This session will review current developments in the federal tax law, including tax regulations, IRS rulings, court opinions, and pending legislation (including U.S. Tax Reform bills/law). The focus will be on the TE/GE fiscal year 2018 work plan, qualification for exemption, application for recognition processes and litigation, public charity status, supporting organizations, donor-advised funds, the commerciality doctrine, the private foundation rules, governance, the private inurement and private benefit doctrines, legislative and political campaign activity, unrelated business, joint ventures, use of subsidiaries, fundraising, and charitable giving law.

  • 1. Identify the import of TE/GE FY 2018 work plan. 
  • 2. Analyze IRS private letter ruling policies.
  • 3. Apply recent court decisions to applicable tax scenarios. 
  • 4. Identify contents of tax reform legislation/law.

Speaker(s):
  • Bruce R. Hopkins, J.D., LL.M. (Taxation), Principal, Bruce R. Hopkins Law Firm, LLC
Tags: TAX
Standard: $49.00

Update on the IRS, Treasury & the Hill

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Update on the IRS, Treasury & the Hill


Identification: NOT1808

Come to this important session to gain insights into current EO-related developments, including:

• IRS and Treasury EO tax reform guidance

• Current IRS EO initiatives

• Current EO-related guidance projects

• Legislative changes and updates for EOs

After this session, you will be able to:
- Identify legislative developments in the tax-exempt organizations area
- Identify regulatory developments in the tax-exempt organizations area.

    Speaker(s):
    • Gordon Clay, J.D., Senior Legislation Counsel, United States Congress
    • Alexander L. Reid, J.D., LL.M. (Taxation), Partner, Morgan Lewis & Bockius LLP
    • Margaret Von Lienen, CPA, Director, Exempt Organizations , Internal Revenue Service
    • Elinor Ramey, J.D., Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury
    Tags: TAX
    Standard: $49.00

    Single Audit Resources and Certificate

    Preview Available

    Single Audit Resources and Certificate


    Identification: NOT1809

    The focus will be the benefits to single audit quality when auditors have the single audit certificate and use the tools available via the AICPA and GAQC. This will not be a selling session but a presentation of tools to improve audit quality.

    After participation in this session, you will be able to:
    1. Identify how the single audit resources and certificates can help you improve audit quality.
    2. Obtain single audit resources for use on your engagements.

      Speaker(s):
      • Rafael Roman, CPA, CGMA, Senior Manager, Association Of International Certified Professional Accountants
      • Carey S. Mitchell, CPA, Senior Manager - Portfolio Development & Management, AICPA
      Tags: YB
      Standard: $49.00

      The Way Forward: Governance and Investment Policy for Endowed Nonprofits

      Preview Available

      The Way Forward: Governance and Investment Policy for Endowed Nonprofits


      Identification: NOT1810

      As we mark the tenth anniversary of the global financial crisis, what does the future hold for endowed nonprofit institutions? This session will outline the often-conflicting forces that are shaping the world of nonprofit investing, and will lead a discussion among attendees about how these institutions are meeting challenges to their governance structures.

      Attendees will learn:
      -The forces shaping the investment environment for endowed nonprofit institutions
      - The governance challenges that are being faced by these institutions

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

        Containing Costs in Healthcare: What Can Employers Do?

        Preview Available

        Containing Costs in Healthcare: What Can Employers Do?


        Identification: NOT1811

        Healthcare premiums have spiraled out of control - continually rising with no relief in sight. During this challenging period, employers have needed to shift all or part of these costs to employees. The fact that wages are stagnant or rising slowly, puts great pressure on the company's workforce. The Dilemma Companies Face: How to Address this Imbalance. This is where CFOs, Controllers, and Finance can play a major role - by helping to cut back costs and thus narrow the gap between employee premiums and compensation. This session will discuss the benchmarks, levers employers can pull, and demonstrate various case studies to illustrate the impact of some of the techniques.

        • Understand the state of the market and benchmarks
        • Learn the cost containment strategies available to the marketplace
        • Talk through real life case studies of several strategies

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