AICPA Not-for-Profit Industry Conference 2021


This includes sessions from the conference: AICPA Not-for-Profit Industry Conference 2021

Standard: $459.00

Products

Chair Welcome and Introductions | Leading & Managing in an Era of Disruptive Demographics and "Certain-Uncertainty"

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Chair Welcome and Introductions | Leading & Managing in an Era of Disruptive Demographics and "Certain-Uncertainty"


Identification: NOT2101

Disruptive demographics are dramatically transforming all of nation’s social, economic, and political institutions. At the same time, the COVID-19 pandemic and the nation-wide protests spawned by the recent spate of senseless killing of unarmed Blacks have illuminated what executive development professionals have been telling private and public sector leaders and /managers for quite some time. We are living in an era of increasing volatility, uncertainty, complexity, and ambiguity—a VUCA World. “Certain-uncertainty” is the new normal in today’s society and economy, which requires new leadership capabilities and managerial competencies to properly respond to our nation’s changing demographics and weather the current and future crises we almost sure to face. Join us for an illuminating discussion of the six disruptive demographic trends that will change America forever and the “new” leadership toolkit required to manage turbulence and uncertainty.

Keynote(s):
  • James H. Johnson, Ph.D, William Rand Kenan, Jr. Distinguished Professor, UNC Kenan Flagler - Whole Community Health
Standard: $49.00

Elevating Your Story with Data and Metrics - Education Lab Session by Sage Intacct (No CPE)

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Elevating Your Story with Data and Metrics - Education Lab Session by Sage Intacct (No CPE)


Identification: NOT21NS01

Join us as we look at 5 things you can do right now to ramp up faster and at what recent giving data tells us matters most - for growing your non-profit’s funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission?

We’ll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.

No CPE offered.

Speaker(s):
Standard: $49.00

7 Months Later: Investing for Safety & Growth in the Post-Election Reality

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7 Months Later: Investing for Safety & Growth in the Post-Election Reality


Identification: NOT2108

With a completely new political climate comes uncertainties and opportunities that manifest themselves in a variety of spheres of life. Wall Street and Main Street are two prominent places to witness this impact. Will Wall Street continue its defiance and the raging bull will keep fighting? Will Main Street see the economic certainty that has been snatched away from so many due to the devastating impact of COVID-19? What was considered safe before may no longer offer that security as economic policies clash with the political realities. Learn how to navigate this tricky environment, the right questions to ask, and how to equip your investment committee for prudent monitoring of the organization's portfolio.

Speaker(s):
  • Arun Sardana, CIMA, MBA, Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
  • Adam Proger, VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James
Standard: $49.00

Introduction to UBIT: Do You Owe Tax as a Tax-Exempt Organization?

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Introduction to UBIT: Do You Owe Tax as a Tax-Exempt Organization?


Identification: NOT2106

Tax-exempt organizations are generally aware that they may be subject to the unrelated business income tax (UBIT) on income derived from certain types of activities, despite being recognized by the IRS as organizations that are otherwise exempt from income tax under Section 501(c)(3) or under other provisions of U.S. Internal Revenue Code Section 501(c). Whether the UBIT applies in a particular instance or to a particular activity, however, may not always be clear.

In this session, we will cover the various elements that affect UBIT. This topic usually generates many questions and will assist attendees with identifying the following:


• Three factors when determining if an unrelated trade or business


• Exclusions from unrelated trade or business income


• Common unrelated trade or business activities


• Expenses


• Form 990-T

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

Common Financial Statement Errors

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Common Financial Statement Errors


Identification: NOT2104

Learn how, with a little extra planning and preparation, you can avoid common errors that not-for-profits make in their financial statements. We will explore some of the most common, material errors encountered in not-for-profit financial statements and what you can do to avoid those common errors.

Speaker(s):
Tags: A and A
Standard: $49.00

Trust But Verify: Assessing Church Risk in the 21st Century

Preview Available

Trust But Verify: Assessing Church Risk in the 21st Century


Identification: NOT2113

Churches are places where employees are trusted and forgiveness easily given. Unfortunately, those admirable characteristics also create environments ripe for fraud. In this session, we will explore how fraud is committed, the profile of fraudsters, case studies of actual cases of church fraud, and how to prevent fraud in the church. 

Speaker(s):
Tags: A and A
Standard: $49.00

UBI Silo-ing: Lessons Learned, Implementation Challenges and Opportunities

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UBI Silo-ing: Lessons Learned, Implementation Challenges and Opportunities


Identification: NOT2111

We'll provide an overview of the final UBI silo-ing regulations and discuss significant changes from the proposed regulations and the impact of those changes. We will also explore some case studies and examples illustrating the challenges and opportunities that practitioners are facing in implementing the regulations, such as grouping activities by type and by relationship, determining and gathering information on qualifying partnership investments, and navigating net operating loss challenges that have surfaced.

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

COVID-19 Accounting Challenges and Practical Solutions

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COVID-19 Accounting Challenges and Practical Solutions


Identification: NOT2109

This session will address the common accounting and financial issues arising from COVID-19, such as PPP loans, payroll credits and deferrals, lease concessions and modifications, donors' changing restrictions on donations, going concern analysis, internal control considerations in a virtual environment, and other accounting topics that could result from the pandemic.

Speaker(s):
Tags: A and A
Standard: $49.00

Single Audit Planning Case Study

Preview Available

Single Audit Planning Case Study


Identification: NOT2110

"By failing to prepare, you are preparing to fail." ~ Benjamin Franklin

Planning a Single Audit engagement is not an easy task. Navigating several risk assessments to evaluating the composition of federal awards to selecting major programs to selecting the proper compliance requirements for testing can be lead to many missteps if not performed with knowledge and discipline. This session will utilize a case study approach to planning a typical not-for-profit entity Single Audit highlighting best practices as well as common pitfalls to avoid.

Speaker(s):
Tags: Yellow Book
Standard: $49.00

What if? Scenario Planning in an Age of Disruption

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What if? Scenario Planning in an Age of Disruption


Identification: NOT2112

This session will focus on scenario planning, which is a process financial leaders can use to support decision making and help navigate the uncertainty of the future in the short and long-term. This session will also explore ways to provide real time reporting to key constituents in a disruptive environment.  We will discuss different methods for scenario planning, ways that analyzing scenarios can facilitate informed decision making, and tips and tools to help create a scenario planning process for your organization.

Speaker(s):
Standard: $49.00
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