Thumbnail for 2022 AICPA & CIMA Not-for-Profit Industry Conference

2022 AICPA & CIMA Not-for-Profit Industry Conference



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This includes sessions from the conference: 2022 AICPA & CIMA Not-for-Profit Industry Conference

Sessions Included:

Common Financial Statement Errors (Jun 13, 2022 12:40 PM)

Single Audit Update (Jun 13, 2022 12:40 PM)

Legal Updates/Reaction from Treasury & Hill Update (Jun 13, 2022 12:40 PM)

Building Culture Intentionally and Leading in a Hybrid World (Jun 13, 2022 12:40 PM)

Automate, then Celebrate! (Jun 13, 2022 12:40 PM)

In-Kind Contributions: A Refresher on Accounting (Jun 13, 2022 03:30 PM)

Post-Federal Award Requirements of Uniform Guidance: How to be Prepared (and Compliant) to Administer Federal Funding (Jun 13, 2022 03:30 PM)

Unraveling the Mysteries of the Schedule A Public Support Tests (Jun 13, 2022 03:30 PM)

Mitigate Don't Litigate (Jun 13, 2022 03:30 PM)

In The Know: Remote Workforce (Jun 15, 2022 09:45 AM)

Leases (FASB ASU 2016-02) Overview (Jun 13, 2022 02:10 PM)

Indirect Expenses for Auditees (Jun 13, 2022 02:10 PM)

COVID-19 Relief Update / ERC (Jun 13, 2022 02:10 PM)

Good Data! (Jun 13, 2022 02:10 PM)

When the Accounting is Good, the Audit is Easy (Sponsored by Your Part-Time Controller, LLC) (Jun 14, 2022 08:30 AM)

SOS for Software Solutions (Sponsored by CLA) (Jun 14, 2022 08:30 AM)

Does Google Think You’re Sexy? The Cost of Having a Bad Reputation (Sponsored by GRF CPAs & Advisors) (Jun 14, 2022 08:30 AM)

Attracting, Developing and Retaining Talent During the Turnover Tsunami (Jun 14, 2022 08:30 AM)

Turning the Corner on COVID: Leadership Strategies for Nonprofit Success (Sponsored by Marcum LLP) (Jun 14, 2022 08:30 AM)

Leases (FASB ASU 2016-02) Deep Dive with Case Studies (Jun 14, 2022 09:35 AM)

Cost Principles of Subpart E of Uniform Guidance: How to Avoid Questioned Costs (Jun 14, 2022 09:35 AM)

The Board Room (Jun 14, 2022 01:35 PM)

Getting it Right: Understanding the New Audit Reporting SAS and Common Reporting Issues (Jun 14, 2022 09:35 AM)

Auditing Standards Board Update (Jun 14, 2022 12:05 PM)

What is a Program Specific Audit and How is it Different From a Single Audit? (Jun 14, 2022 12:05 PM)

AI and Automation: How Non-Profits are Using Advanced Technology to Advance their Cause (Jun 14, 2022 12:05 PM)

Functional Expense Reporting for Nonprofits: GAAP + Tax (Jun 14, 2022 12:05 PM)

Not-for-Profit Industry Developments (Jun 14, 2022 01:35 PM)

Auditing Challenging SEFAs (Jun 14, 2022 01:35 PM)

501(c)(3) Not for Me? Exploring Noncharitable Tax-Exempt Entities (Jun 14, 2022 03:20 PM)

Not If But When (Cybersecurity) (Jun 15, 2022 08:30 AM)

Socially Responsible and ESG Compliant Investing (Jun 14, 2022 01:35 PM)

2018-08 Contribution and Contract Revenue Recognition: Lessons Learned, Items Missed & Common Issues (Jun 14, 2022 03:20 PM)

The Block & Tackle of Major Program Determination (Jun 14, 2022 03:20 PM)

Schedule B and Schedule M (Jun 14, 2022 01:35 PM)

DEIB in Everything We Do (Jun 14, 2022 03:20 PM)

Internal Controls for Small to Mid-Size NFPs (Jun 14, 2022 03:20 PM)

Raising Funds to Drive Impact: Reimagine the Journey of a Dollar in Your Organization (Sponsored by Blackbaud) (Jun 15, 2022 08:30 AM)

Navigating the Maze: A Road Map to Charitable Fundraising Compliance (Sponsored by Perlman & Perlman, LLP) (Jun 15, 2022 08:30 AM)

Revenue Enhancement and Cost Reduction Strategies in Inflationary Times (Sponsored by Protiviti) (Jun 15, 2022 08:30 AM)

Managing An Endowment Portfolio Through Challenging Times – Global Perspective on Economic and Capital Markets Going Forward (Sponsored by Bank of America Merrill) (Jun 14, 2022 09:35 AM)

Elevating Your Nonprofit's Story with Data and Performance Metrics (Sponsored by Sage Intacct) (Jun 15, 2022 08:30 AM)

Frauds We Have Known and Not Loved: An Examination of Frauds at Organizations That Thought They Were Too Small for it to Happen (Jun 15, 2022 09:45 AM)

Single Audit Sampling is Here to Stay: A Refresher (Jun 15, 2022 09:45 AM)

Form 990-T: Recent Lessons Learned (Jun 15, 2022 09:45 AM)

Healthcare Revenue and Provider Relief Funds Overview (Jun 15, 2022 09:45 AM)

Obtaining Audit Evidence in a Remote Environment (Jun 15, 2022 12:15 PM)

What are the Auditor and Auditee Responsibilities in a Single Audit? (Jun 15, 2022 12:15 PM)

Hospitals and the 501(r) (Jun 15, 2022 12:15 PM)

Top 6.5 Challenges Facing Not-For-Profit Organizations (Jun 15, 2022 12:15 PM)

Reviewing Form 990 (compare to FS) The Battle Royale: GAAP v. Form 990 Reporting (Jun 15, 2022 12:15 PM)

Does CECL (FASB ASU 2016-13) Apply to NFPs? (Jun 15, 2022 01:45 PM)

Auditing Programs Not in the Supplement Using Part 7 (Jun 15, 2022 01:45 PM)

Dealing with the IRS: Resolving Issues in the Post-Pandemic Environment (Jun 15, 2022 01:45 PM)

Which One Should I Choose? (Cost Allocation Methods) (Jun 15, 2022 02:50 PM)

Embracing the Power of AI in Your Assurance Engagements (Jun 15, 2022 01:45 PM)

A&A Ask the Experts (Jun 15, 2022 02:50 PM)

Single Audit Lightning Round (Jun 15, 2022 02:50 PM)

Form 990 Q&A (Jun 15, 2022 02:50 PM)

Sounds Like a Plan (Jun 15, 2022 01:45 PM)

Education Lab: Driving Nonprofit Financial Efficiency with Paperless Automation (Sponsored by Sage Intacct) (Jun 13, 2022 03:05 PM)

Education Lab: Fraud Fighters: Be a Superhero for Your Organization (Sponsored by Community Brands) (Jun 14, 2022 02:55 PM)

Education Lab: Leveraging Diversity & Inclusion to Improve Financial Wellness Programs in Retirement Plans (Sponsored by Bank of America Merrill) (Jun 13, 2022 03:05 PM)

TECH Demo: Donor-Advised Fund Platform: Invest in your Mission (Sponsored by PNC Institutional Asset Management) (Jun 14, 2022 02:55 PM)

$45900
Standard Price
  • Thumbnail for Introduction to NFP Revenue Recognition:  Case Studies - Which Standard Applies?
    Identification
    NOT22101
    Date
    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. This session will walk through multiple case studies in applying GAAP to various funding arrangements.

    Objectives

    • Identify the accounting treatment for various funding arrangements.
    • Recognize how to consider the type of contribution received.

    Chair

    Speaker Image for Kelly Frank
    Partner, Crowe, LLP

    Speaker

    Speaker Image for Kristin Hogan
    Principal, Johnson Lambert LLP
    $7900
    Standard Price
  • Thumbnail for What's the Score? (Effective Dashboard Reporting.)
    Identification
    NOT22102
    Date
    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. In this session, we will showcase sample dashboards used by organizations, as well as provide attendees with dashboard templates that can be customized.

    Objectives

    • Analyze steps to determining what to include in your organization's dashboard reporting.
    • Identify how to customize dashboards for different audiences and stakeholders.
    • Determine tools used to create effective dashboards.

    Speaker

    Speaker Image for Gina McDonald
    Managing Director, BDO FMA
    $7900
    Standard Price
  • Thumbnail for Advanced Giving Tools: Split Interest Agreements, Trusts, Donor Advised Funds, and More!
    Identification
    NOT22103
    Date
    June 2, 2022

    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.

    Objectives

    • Assess complex contribution situations
    • Evaluate how to account for complex donor agreements

    Speakers

    Speaker Image for Sarah Reichling
    Principal, CLA
    Speaker Image for Chris DuKate
    Partner, Capin Crouse
    $7900
    Standard Price
  • Thumbnail for Are You Addressing the Right Risks in Cybersecurity?
    Identification
    NOT22104
    Date
    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. This process will help ensure management is addressing the right risk with the correct controls. This workshop will be using real world examples provided by a current CIO in the Higher Education Community and a long time Information Security Officer turned IT Auditor. Users will leave the workshop with a greater knowledge of what to look for and a checklist of high risk items to evaluate their own organizations.

    Objectives

    • Determine IT risk and implementing establishing controls to remediate that risk, and submitting to stakeholders for their approval
    • Identify the process from risk detection through enforcing risk reducing controls in policy in accordance with the GLBA
    • Distinguish the importance of data classification to the risk assessment process.

    Speakers

    Speaker Image for Taylor Armstrong
    Taylor Armstrong, CISA, CTO, CAPM
    Managing Consultant | Forvis Cyber, IT Risk Services, FORVIS
    Speaker Image for Johnny Sanders
    Senior Managing Consultant, FORVIS
    $7900
    Standard Price
  • Thumbnail for Addressing Risk and Internal Control in a Single Audit
    Identification
    NOT22105
    Date
    June 2, 2022

    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. Finally, presenters will review the process of identifying effective internal control over compliance and how the auditor decides whether a control is designed and implemented effectively.

    Objectives

    • Identify the requirements of UG related to understanding and documenting internal controls over compliance;
    • Analyze the fundamental understanding with a step by step approach to documenting internal controls in a single audit;
    • Determine whether controls have been placed into operation and are operating effectively.

    Speakers

    Speaker Image for Lindsey Oakley
    Partner, Forvis Mazars
    $7900
    Standard Price
  • Thumbnail for Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.
    Identification
    NOT22106
    Date
    June 2, 2022

    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. In this workshop, learn about different charitable giving vehicles, including the use of program-related investments by private foundations, private operating foundations, donor-advised funds, and others, and the benefits and drawbacks of each. We will discuss nonprofit organizational structures and charitable giving trusts, and the types of assets that can (but sometimes shouldn't) be contributed to each.

    Objectives

    • Analyze the benefits and drawbacks of charitable giving vehicles, including charities, foundations, and charitable trusts
    • Compare alternatives to setting up your nonprofit organization such as donor advised funds and community foundations;
    • Determine charitable giving thresholds and limitations for cash as well as various types of assets

    Speakers

    Speaker Image for Ofer Lion
    Ofer Lion, Co-Chair of ABA Section of Taxation, Subcommittee on UBIT
    Partner, Seyfarth Shaw LLP
    Speaker Image for Chérie Williams
    Tax Manager, Moss Adams
    $7900
    Standard Price
  • Thumbnail for I Have Something to Report: Key Audit Finding Elements
    Identification
    NOT22107
    Date
    June 2, 2022

    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.

    Objectives

    • Identify how to report a finding under Uniform Guidance and Government Auditing Standards
    • Determine how to evaluate, classify, document and report single audit findings
    • Analyze how to avoid common reporting errors when encountering single audit findings

    Speakers

    Speaker Image for Thomas Sneeringer
    Partner, RSM US LLP
    Speaker Image for Craig Wories
    Partner, RSM US LLP
    $7900
    Standard Price
  • Thumbnail for Basic UBI & 990-T
    Identification
    NOT22108
    Date
    June 2, 2022

    This workshop will revisit unrelated business income in light of evolving TCJA guidance. We will walk through the assessment of UBI, exploring its rules, exclusions and exceptions, and dive into the most common types of UBI, including advertising/qualifying sponsorship, rental income, debt financed income and alternative investments. We will also review the recently updated Form 990-T and explore the basics of the reporting requirements for UBI silos.

    Objectives

    • Recall the definition of an unrelated business activity and the various exclusions and exceptions
    • Identify the updated Form 990-T
    • Recall the basics of reporting and tracking net operating losses
    • Analyze common unrelated business income activities reported by nonprofits, including rental, debt financed income and advertising

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Shelby Netz
    Shelby Netz, CPA, MST
    Senior Tax Manager, Baker Tilly US, LLP
    $7900
    Standard Price
  • Thumbnail for Common Financial Statement Errors
    Identification
    NOT2204
    Date
    June 13, 2022

    Learn how, with a little extra planning and preparation, you can avoid common errors that not-for-profits make in their financial statements. In this session, 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.

    Objectives

    • Identify the most common errors found in not-for-profit financial statements
    • Determine the impact errors could have on not-for-profit financial statements

    Speakers

    Speaker Image for Nicholas Rivera
    Nicholas C. Rivera, CPA, FHFMA, CHFP
    Senior Manager, FORVIS
    Speaker Image for Kristin Hogan
    Principal, Johnson Lambert LLP
    $4900
    Standard Price
  • Thumbnail for Single Audit Update
    Identification
    NOT2205
    Date
    June 13, 2022

    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. This session will provide an overview of what is happening in the single audit arena. You will learn about:

    COVID-19 funding nuances and related single audit implications;

    Key information in the OMB Compliance Supplement;

    The latest Uniform Guidance and single audit developments;

    News from the Governmental Audit Quality Center; and

    The single audit landscape looking forward.

    Objectives

    • Recognize the impact of COVID-19 funding on single audits
    • Determine the latest OMB Compliance Supplement includes
    • Apply the latest Uniform Guidance and other single audit developments.

    Speakers

    Speaker Image for Mary Foelster
    Senior Director, Governmental Auditing and Accounting, AICPA
    Speaker Image for Amanda Nelson
    Partner, KPMG
    $4900
    Standard Price
  • Thumbnail for Legal Updates/Reaction from Treasury & Hill Update
    Identification
    NOT2206
    Date
    June 13, 2022

    This session will provide an update and insights on legal developments during the past year that impact tax-exempt organizations. Presenters’ will react and comment on information covered in the previous session (by IRS and Treasury representatives) in order to help attendees understand and assess how IRS and Treasury priorities and initiatives may affect the tax-exempt sector.

    Objectives

    • Recognize the important legal and tax issues that impact a tax-exempt organization.
    • Identify questions and concerns that arise from recent EO-related developments
    • Analyze the IRS’s and Treasury initiatives on the tax-exempt sector and your organization.

    Speakers

    Speaker Image for Meghan Biss
    Partner, Loeb & Loeb LLP
    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Ruth Madrigal
    Principal, KPMG
    $4900
    Standard Price
  • Thumbnail for Building Culture Intentionally and Leading in a Hybrid World
    Identification
    NOT2207
    Date
    June 13, 2022

    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. The accounting, finance and not-for-profit industries were not spared - in fact, it’s harder than ever to attract and retain talent. Yet, some companies thrived beyond their wildest dreams. What was the reason that some companies were able to thrive and grow, while others languished? And, during the unprecedented “Great Resignation” of 2021, why are some employers able to attract and retain talent?

    In this engaging and interactive discussion, join Shaara Roman, entrepreneur, board member, former CHRO and founder of boutique consultancy, The Silverene Group to learn about building culture intentionally in a hybrid world.

    Objectives

    • Distinguish why you have to be intentional about building culture.
    • Identify what culture is – and what it isn’t.
    • Use specific strategies and tactics to build organizational culture in a hybrid world.

    Speaker

    Speaker Image for Shaara Roman
    Founder & CEO, The Silverene Group
    $4900
    Standard Price
  • Thumbnail for Automate, then Celebrate!
    Identification
    NOT2208
    Date
    June 13, 2022



    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.

    Objectives

    • Analyze methodologies and options that support the successful automation of critical processes.
    • Identify which technologies can enhance quality of service.
    • Determine where to begin automation and how to scale for the future.

    Speakers

    Speaker Image for Alyssa Federico
    Senior Vice President, Finance, Foundation For The Carolinas
    Speaker Image for Gina McDonald
    Managing Director, BDO FMA
    $4900
    Standard Price
  • Thumbnail for Leases (FASB ASU 2016-02) Overview
    Identification
    NOT2209
    Date
    June 13, 2022

    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.

    Objectives

    • Identify and discuss the key requirements of the new lease accounting standard.
    • Recognize the impact of the new lease accounting standard.

    Speakers

    Speaker Image for Richard Cole
    Partner / Nonprofit and Education, Forvis Mazars
    Speaker Image for Paul Preziotti
    Partner, Johnson Lambert LLP
    $4900
    Standard Price
  • Thumbnail for Indirect Expenses for Auditees
    Identification
    NOT2210
    Date
    June 13, 2022

    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. As we go through this process, many of us often wonder if we've done everything within the constraints of the Uniform Guidance (2 CFR Part 200) to maximize our institution's negotiated rate and resulting indirect cost reimbursement. In this session we will present numerous strategies which may be employed to maximize indirect cost recovery, both in the preparation of your indirect cost rate filing, as well as during the subsequent rate negotiation. This will be an interactive session and we will discuss the types of indirect costs that are sometimes overlooked and discuss recent government trends in rate negotiations.

    Objectives

    • Determine techniques which may assist in providing enhanced indirect cost recovery in preparing your proposals and negotiating with the government
    • Differentiate the types of rates and impact on recovery and risk
    • Identify some typical indirect costs that are often overlooked and treated incorrectly in the preparation of rate proposals

    Speakers

    Speaker Image for Alex Weekes
    Principal, ML Weekes & Company, PC
    Speaker Image for Lewis Weitzman
    Manager, BDO
    $4900
    Standard Price
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