Thumbnail for 2023 AICPA & CIMA Governmental and Not-for-Profit Training Program

2023 AICPA & CIMA Governmental and Not-for-Profit Training Program



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This includes sessions from the conference: 2023 AICPA & CIMA Governmental and Not-for-Profit Training Program

Sessions Included:

Should You Be Concerned? - a Discussion about Going Concern (Oct 18, 2023 09:35 AM)

Nonprofit Tax and Legal Update: The Year in Review (Oct 18, 2023 09:35 AM)

Single Audit Update - Current Changes and Upcoming (Oct 18, 2023 09:35 AM)

Great Disconnect (Oct 18, 2023 11:10 AM)

What's New with the 2023 Compliance Supplement and Compliance Supplement Basics (Oct 18, 2023 11:10 AM)

Who's in My Financial Reporting Entity? (Oct 18, 2023 01:25 PM)

Update from the Auditing Standards Board (Oct 18, 2023 01:25 PM)

Single Audit: Common Findings and the Finding Life Cycle (Oct 18, 2023 01:25 PM)

Lessons Learned from GASB 87 (Oct 18, 2023 02:55 PM)

Understanding SAS 145: Updates to Audit Risk Assessment (Oct 18, 2023 02:55 PM)

Tips for Conducting an Efficient Single Audit (Oct 18, 2023 02:55 PM)

Federal Grants 101 - Uncle SAM Wants You! Presented by Your Part-Time Controller, LLC (Oct 19, 2023 07:00 AM)

Comparing Your Audited Financials to Form 990 (Oct 19, 2023 08:00 AM)

Clearing the Quality Bar – Avoiding Quality Problems Noted by Federal Agencies in Single Audit QCRs (Oct 19, 2023 08:00 AM)

Let’s perform a program-specific audit! Wait….can I perform a program-specific audit? (Oct 19, 2023 10:00 AM)

NFP Industry Update (Oct 19, 2023 11:25 AM)

Sampling: How Many Do I test and case studies? (Oct 19, 2023 11:25 AM)

SLG Lightning Round (Oct 19, 2023 01:15 PM)

Prominent Worker Issues (Oct 19, 2023 01:15 PM)

Sampling Case Studies: How do I apply the facts, decisions and judgments? (Oct 19, 2023 01:15 PM)

Board Governance; State Attorney General Investigations (Oct 19, 2023 02:50 PM)

Back to Basics: Case Studies in Major Program Determination (Oct 19, 2023 02:50 PM)

Mississippi Welfare: The Fraud and the Fallout (Oct 19, 2023 04:15 PM)

Accounting & Auditing Update for Tribes (Oct 20, 2023 07:00 AM)

Semi-Advanced UBIT Topics and Unrelated Business Tax Update (Oct 20, 2023 07:00 AM)

The New FAC at GSA: New Platform and Old Tricks (Oct 20, 2023 07:00 AM)

Complex, Odd and Strange NFP Accounting Issues; Common Errors and Deficiencies in NFP Reporting (Oct 20, 2023 08:00 AM)

Internal Control Over Compliance Testing: Avoiding Common Mistakes (Oct 20, 2023 08:00 AM)

Digital Asset Considerations for All Entities (Oct 20, 2023 09:55 AM)

Donor Advised Funds - 3 IRS Projects (Oct 20, 2023 09:55 AM)

Understanding the 12 Compliance Requirements (Oct 20, 2023 09:55 AM)

The Experts Have Spoken: Did You Catch It? (Oct 20, 2023 11:20 AM)

$37900
Standard Price
  • Thumbnail for Should You Be Concerned? - a Discussion about Going Concern
    Identification
    GOV2302
    Date
    October 18, 2023

    Going concern assessments continue to be a complex and often misunderstood topic for exempt organizations. More organizations than ever had to complete more robust going concern assessments as a result of the pandemic, and auditors faced numerous challenges in auditing management's estimates and reporting conclusions. Join this session to learn about the requirements surrounding going concern and to learn from case studies of going concern assessments.

    Objectives

    • Identify the requirements for financial reporting and auditing related to going concern
    • Recognize the type of information necessary to evaluate management's plans
    • Identify the financial statement and audit report implications of going concern

    Speakers

    Speaker Image for Amish Mehta
    Partner and New York Metro Leader - Nonprofit Assurance, Marcum LLP
    Speaker Image for Amy West
    Executive Vice President and Chief Financial Officer, AHRC New York City
    Speaker Image for Jennifer Richards
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Nonprofit Tax and Legal Update: The Year in Review
    Identification
    GOV2303
    Date
    October 18, 2023

    This session will feature a quick-paced summary of the past twelve months in the nonprofit tax arena including a COVID governmental relief update (PPP / ERC21), effectively communicating with the Internal Revenue Service in the new normal, recently issued guidance, recent court cases relevant to nonprofits, communications from IRS TE/GE, hot topics, and nonprofits in the news.

    Objectives

    • Analyze important new nonprofit tax and legal developments within the past couple of years
    • Identify how nonprofits and governmental regulators have navigated operating in the post-pandemic world
    • Recognize how government pronouncements may affect your organization or those you work with

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Single Audit Update - Current Changes and Upcoming
    Identification
    GOV2304
    Date
    October 18, 2023

    Join us to review the 2023 Compliance Supplement changes, status of Uniform Guidance and the pending changes to the Data Collection Form submission process.

    Objectives

    • Identify key changes in the 2023 Compliance Supplement
    • Recognize unique attributes of higher risk programs

    Speakers

    Speaker Image for Lindsey Oakley
    Partner, Forvis Mazars
    $4900
    Standard Price
  • Thumbnail for Great Disconnect
    Identification
    GOV2306
    Date
    October 18, 2023

    It has been said that when it comes to communication and financial reporting, the finance, fundraising, and program teams are from different planets if not from different universes. Within no-for-profits, these teams often communicate distinct financial outcomes and produce very dissimilar reports from the same data and information. These communication gaps can be identified and resolved to ensure that financial information and reports are aligned throughout the teams. Join two industry experts to discuss why these teams are often misaligned and how to develop strategies to make desirable collaboration possible.

    Objectives

    • Distinguish reporting differences
    • Identify and overcome communication gaps
    • Identify ways to integrate software solutions

    Speakers

    Speaker Image for Amy West
    Executive Vice President and Chief Financial Officer, AHRC New York City
    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for What's New with the 2023 Compliance Supplement and Compliance Supplement Basics
    Identification
    GOV2307
    Date
    October 18, 2023

    Come learn about the OMB Compliance Supplement and key changes included in the 2023 OMB Compliance Supplement. Whether you’re a seasoned auditor or new to Single Audits, understanding how the OMB Compliance Supplement is required to be used and understanding changes made is a critical element of performing quality Single Audit engagements.

    Objectives

    • Recognize components of OMB Compliance Supplement and how the various Parts and Appendices are used when performing Single Audits
    • Distinguish key changes included in the 2023 OMB Compliance Supplement
    • Identify changes made to key Federal programs included in Part 4

    Speakers

    Speaker Image for Troy Rector
    Shareholder, Clark Nuber P.S.
    Speaker Image for Kerri Hunter
    Kerri Hunter, CPA, CFE
    Colorado State Auditor, CO Office of the State Auditor
    $4900
    Standard Price
  • Thumbnail for Who's in My Financial Reporting Entity?
    Identification
    GOV2308
    Date
    October 18, 2023

    A fundamental aspect of governmental financial reporting is establishing the boundaries of a government's financial reporting entity. This session describes the financial reporting entity and delves into the numerous criteria that determine whether legally separate entities should be included and how they should be presented. In addition to discussing the provisions of GASB Statements 14, 61, 80, 84, and 90, this session will highlight guidance in GASB Statement 97 and recent Implementation Guides.

    Objectives

    • Identify the components of a government's financial reporting entity
    • Apply the criteria for inclusion as a component unit
    • Analyze and apply the criteria for reporting as a fiduciary activity
    • Identify the provisions of GASB Statement 97 related to defined contribution pension and OPEB plans

    Speakers

    Speaker Image for Dean Mead
    Partner, Government & Public Sector Sub-Line Leader, Carr, Riggs & Ingram CPAs and Advisors
    Speaker Image for Tony Boras
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Update from the Auditing Standards Board
    Identification
    GOV2309
    Date
    October 18, 2023

    This session will update attendees on the current activities of the Auditing Standards Board, including a discussion on the recently effectuated standards and how they will impact planned audit procedures and reporting practices.

    Objectives

    • Identify the current activities of the Auditing Standards Board.
    • Determine how the new standards will impact current audit procedures and reporting practices.

    Speakers

    Speaker Image for Andrew Prather
    Shareholder, Clark Nuber P.S.
    Speaker Image for Maria Manasses
    Deputy Chief Auditor, Audit & Assurance Services, Grant Thornton LLP
    $4900
    Standard Price
  • Thumbnail for Single Audit: Common Findings and the Finding Life Cycle
    Identification
    GOV2310
    Date
    October 18, 2023

    Come learn the life cycle of a finding, including the auditor and auditee responsibilities and common errors in a Single Audit.

    Objectives

    • Indicate the connection between Single Audit results and Data Collection Forms from the past several years.
    • Recognize the key elements of Single Audit findings
    • Recall Management’s Corrective Action Plan, audit resolution, and dealing with disagreements

    Speakers

    Speaker Image for Troy Rector
    Shareholder, Clark Nuber P.S.
    Speaker Image for Kerri Hunter
    Kerri Hunter, CPA, CFE
    Colorado State Auditor, CO Office of the State Auditor
    $4900
    Standard Price
  • Thumbnail for Lessons Learned from GASB 87
    Identification
    GOV2311
    Date
    October 18, 2023

    In this session will discuss some of the most common accounting and implementation considerations related to GASB Statement No. 87, Leases, as well as considerations for year 2 of the standard.

    Objectives

    • Identify common accounting and implementation issues related to GASB Statement No. 87
    • Determine subsequent accounting considerations after implementation

    Speakers

    Speaker Image for Chris Pembrook
    Chris Pembrook, CPA, CGAP
    Shareholder, Crawford & Associates, P.C.
    $4900
    Standard Price
  • Thumbnail for Understanding SAS 145: Updates to Audit Risk Assessment
    Identification
    GOV2312
    Date
    October 18, 2023

    Join this session to hear about SAS 145 and the updates to audit risk assessment. Includes key changes in requirements for auditors to be aware of along with practical considerations for your firm's audit methodology for risk assessment.

    Objectives

    • Identify changes to requirements for risk assessment in audits.
    • Analzye how to apply key changes to the audits you perform.

    Speakers

    Speaker Image for Maria Manasses
    Deputy Chief Auditor, Audit & Assurance Services, Grant Thornton LLP
    Speaker Image for Andrew Prather
    Shareholder, Clark Nuber P.S.
    $4900
    Standard Price
  • Thumbnail for Tips for Conducting an Efficient Single Audit
    Identification
    GOV2313
    Date
    October 18, 2023

    Each phase of the audit is an opportunity to re-assess efficiency. Join us to discuss best practices.

    Objectives

    • Recognize link between audit planning and audit efficiency
    • Identify tips for engagement management
    $4900
    Standard Price
  • Thumbnail for Federal Grants 101 - Uncle SAM Wants You! Presented by Your Part-Time Controller, LLC
    Identification
    GOV23SS01
    Date
    October 19, 2023

    In fiscal year 2022 alone, 26 different federal agencies awarded over 56,000 grants to charitable organizations and state and local governments. Does your organization know how to take advantage of these funding opportunities? Join us for this introductory session on federal grants, where we will share how to search for federal funding sources and review best practices in federal grants management.

    Objectives

    • Recognize how to search for and identify sources of federal awards through the grants.gov website
    • Indicate the steps needed to apply for federal awards through the grants.gov and related websites
    • Identify Uniform Guidance that governs federal grants policies, and common pitfalls to avoid
    • Distinguish grants management policies and procedures that your nonprofit will need to have in place in order to effectively implement, report, and closeout a federal award

    Speakers

    Speaker Image for Harriet Cutshall
    Director, Your Part-Time Controller, LLC
    Speaker Image for Derick Dreher
    Government Funding Dept. Leader, Your Part-Time Controller, LLC
    $4900
    Standard Price
  • Thumbnail for Comparing Your Audited Financials to Form 990
    Identification
    GOV2316
    Date
    October 19, 2023

    Take a tour through the NFP Section's Save Our Little Charities example audit report and example Form 990 to highlight tips, tricks, and traps with respect to Form 990 preparation. Interactive format will cover all parts of the Form and survey the schedules.

    Objectives

    • Identify oft-overlooked differences between GAAP and Form 990 reporting
    • Recognize how you can ensure that your organization is compliant with both auditing and tax standards

    Speakers

    Speaker Image for Brian Yacker
    Partner, Baker Tilly
    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Clearing the Quality Bar – Avoiding Quality Problems Noted by Federal Agencies in Single Audit QCRs
    Identification
    GOV2317
    Date
    October 19, 2023

    Single audit practitioners are seeing an uptick in federal quality control reviews (QCRs), and we expect the numbers to rise for single audits of pandemic-related funding. During this session, practitioners will provide insights so you’re prepared for increasing volume and increasing scrutiny.

    Objectives

    • Identify the most common quality findings identified in quality control reviews of single audits performed by federal agencies.
    • Determine single audit quality best practices and improvement opportunities for your practice.
    • Analyze the QCR process and what to expect if your engagement is selected.

    Speakers

    Speaker Image for Erica Forhan
    Partner, Moss Adams LLP
    Speaker Image for Lindsey Oakley
    Partner, Forvis Mazars
    $4900
    Standard Price
  • Thumbnail for Let’s perform a program-specific audit! Wait….can I perform a program-specific audit?
    Identification
    GOV2320
    Date
    October 19, 2023

    This session will allow participants to gain an understanding of a program-specific audit, including what it is, when it can be elected, and what are the requirements. The presenters will provide an overview of program-specific audit requirements, compare and contrast the requirements against single audit requirements, and apply the guidance to case studies.

    Objectives

    • Apply program specific audit requirements
    • Differentiate when a program-specific audit can be elected instead of a single audit

    Speakers

    Speaker Image for Amanda Ward
    Partner, Plante Moran
    Speaker Image for Erica Forhan
    Partner, Moss Adams LLP
    $4900
    Standard Price

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