During this session we will discuss the complexities and pros and cons of socially responsible investing.

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.

Technology limits access for internal employees to protect who can access your client’s data, and having strong internal controls deters data theft caused by cyberattacks and fraud. Your firm can set rules and monitor user permissions to access applications or specific files. Safeguarding your data is the biggest thing you can do to fight fraud at your organization.

Be a Fraud Fighter and achieve gains for your organization like no one else can.

Topics discussed:

Best practices around internal controls

The benefits of technological solutions in fighting fraud

Strategies to prevent fraud on an organizational level

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. Join PNC Institutional Asset Management® to learn more about a digital platform that brings you the solutions you need to effectively manage assets, risks and fundraising, so you can allot more of your resources to the critical work required to achieve your mission.

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.

This session is designed to provide a deep understanding of the many steps involved in major program determination (MPD) for a single audit. There are specific steps that an auditor must perform in a specific order to identify major programs and if these steps are not performed correctly, your entire audit could fail.

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. We will explore their benefits, drawbacks and special reporting requirements.

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. In this session you will learn what DEIB means, gain insight on how to ensure that DEIB influences your organization's key processes, explore ways to be more transparent, and implement more equitable practices.

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.

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. Breach statistics indicate that as much as one third of institutions will be breached in the coming year. With that knowledge, management should take every opportunity to strengthen internal controls and validate that strength through GLBA required control testing as well as penetration testing. This session will also address the importance of breach detection and response and how the speed of response can save millions.

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. Hear from a panel of experts as they discuss the intricacies of fund stewardship, including - lessons learned, best practices, technology advantages, and how to create solid stewardship.