In this session you will review of the 7 steps of evaluating internal control over compliance, documentation examples and tips/traps to keep top of mind.

• Understand opportunities for improvement
• Apply the process; all seven steps
• Analyze examples of good and bad documentation

A panel of experts will provide information on recent and pending tax issues and areas of interest for this Religious Organizations arena including the Ministers Housing Allowance, Form 990 filing by Churches, recent rulings and court cases, and effects of the 'Tax Cuts and Jobs Act.'

• Identify areas new rulings and law changes that may affect your organization
• Distinguish between issues that are pending and have been defined as law
• Differentiate planning opportunities for your organization based upon recent rulings

Tax reform resulted in compliance changes and challenges for many not-for-profit organizations. Some organizations are filing the Form 990-T for the first time ever, to report unrelated business income resulting from employee benefit expenses; other organizations are no longer able to net income and losses from different ancillary business activities associated with operating their exempt activities but generate net UBTI; and still others will be filing a Form 4720 paying an excise tax on endowment income or excess executive compensation or parachute payments. So, it is back to the Primer for the Tax Accountants like Dick and Jane to re-learn how to calculate unrelated business income and the new excise taxes. This session will provide an update on the Form 990-T, new Schedule M; Form 4720, new Schedules N and O; compliance issues related to tax reform - what's left, what was repealed, guidance (or lack thereof) exempt organizations face in the post-TCJA era.

• Understand the TCJA impact on unrelated business income tax reporting
• Identify when qualified transportation benefits trigger additional unrelated taxable income for tax-exempt employers and how to report the income
• Evaluate how the IRS guidance (notices and proposed regulations, where applicable) impact current compliance requirements

Determine ways in which ERM can influence your organization's day to day activities Formulate a practical approach to present organizational risks to your governing body. Use ERM to effectively coordinate regulatory and compliance matters.

• Understanding the quality control and compliance value that ERM
• Practical Implications generates excellent takeaways - We often hear - We thought we were running a tight ship until ERM came into the picture

Responsibility without authority is a recipe for frustration. Yet every day you are placed in situations where you are expected to make change happen with limited resources and limited support. Your ability to get opinionated people to accept your opinion depends as much on how people feel about you as it does on the facts and data you present. Join Mary Legakis Engel as she helps you master your influence with three powerful questioning skills that have been proven to create behavior change within organizations and individuals alike. You'll also learn about new discoveries in science and personality theory that affect your ability to influence others with whom you work. Practice improving the quality of your conversations so you have a bigger impact in your role. Get your job done better and faster with the art of asking powerful questions. Experience the transformational power of powerful listening, and be coached live.

You will:

• Improve the quality of your conversations at the office and at home
  
• Increase your influence with your team and colleagues (and maybe even your family)
  
• Get all your questions about management answered, with live coaching on the spot
• (Available Onsite Only)

• Identify ways to get opinionated people to accept your opinion
• Use 3 questions proven to create behavior change
• Apply the transformational power of effective listening
• Determine ways to improve the quality of your conversations

This session will provide an overview of the accounting and disclosures required for mergers and acquisitions in the not-for-profit sector. We will also discuss synthetic mergers and if those might be a viable option for your organization. Challenges that arise during a merger or acquisition will also be discussed.

• Determine disclosures required for accounting for mergers and acquisitions
• Identify synthetic mergers
• Distinguish challenges that arise during such a transaction

Session for new CFO's and controllers in the NFP space. Learn from a new CFO and COO about transitioning into the NFP sector and what they wish they had known to avoid potential pitfalls. Working with boards, banks and NFP Staff.

• Identify potential challenges and pitfalls that may arise for someone transitioning into a financial leadership role in the nonprofit sector
• Identify techniques to improve your engagement with third parties including banks, lawyers and investment advisors

The Federal Audit Clearinghouse is a valuable tool to check the quality of your single audits. This session will provide tips and techniques for using the database to monitor and improve your single audit quality.

• Identify ways to use the Federal Audit Clearinghouse system to gather information about your single audit practice
• Determine use of the information available in the Federal Audit Clearinghouse to improve firm audit quality
• Apply best practices for completion and submission of the Data Collection Form to avoid errors

In this interactive, trivia style game, the presenter will take attendees through topics such as compliance, tax, governance, and internal controls and connect them to the most commonly asked questions or issues that nonprofits are dealing with when working internationally. The questions will span from topics such as paying an international vendor to in-country compliance issues.

• Identify common issues when completing international engagements
• Compare best practices when encountering global activity

Based on industry studies, 80 percent of nonprofit finance professionals say their organization plans to grow in the next 12-18 months. But how do you plan for growth? How are your peers planning for growth? Knowing that nonprofit growth presents its own unique set of challenges, and, if not managed properly, can actually hurt your organization, you need a solid strategy to go forward. In this session, we've taken feedback from hundreds of organizations facing growth challenges and consolidated best practices into a step-by-step guide to evaluate growth opportunities and prepare your organization to dive in.

• Determine which growth opportunities to pursue
• Formulate a comprehensive growth plan while applying a risk management framework
• Identify technology requirements for accommodating growth
• Use effective people management techniques to maintain morale throughout the transition