Thumbnail for 2024 AICPA & CIMA Not-for-Profit Industry Conference

2024 AICPA & CIMA Not-for-Profit Industry Conference



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This includes sessions from the conference: 2024 AICPA & CIMA Not-for-Profit Industry Conference

Sessions Included:

Don't Panic: Change is Inevitable. Strategies for Success, presented by Han Group (Jun 17, 2024 08:00 AM)

Welcome Remarks & Keynote: B.R.A.V.E. Human Leadership (Jun 17, 2024 09:05 AM)

Unlocking Profit Potential: Operational Best Practices in NFP, presented by Makosi (Jun 17, 2024 10:10 AM)

Advanced Automation Techniques Using RPA & AI (Jun 17, 2024 01:35 PM)

Single Audit Update (Jun 17, 2024 01:35 PM)

A Fireside Chat with the NCDI: Getting ahead of the curve (and staying ahead) with Diversity, Equity and Inclusion (Jun 17, 2024 01:35 PM)

Demystifying Artificial Intelligence: How Nonprofits Can Embrace AI to Increase Financial Transparency and Use Data to Demonstrate Impact, presented by Sylogist (Jun 17, 2024 02:55 PM)

Leases: Beyond the Basics (Jun 17, 2024 03:25 PM)

Overview of the changes to Uniform Guidance (Jun 17, 2024 03:25 PM)

Everything but 501(c)(3)s (Jun 17, 2024 03:25 PM)

Litigation Avoidance (Jun 17, 2024 03:25 PM)

Common Accounting and Reporting Errors and Reminders (Jun 17, 2024 04:55 PM)

Top 10 Common Compliance Findings and How to Avoid Them (Jun 17, 2024 04:55 PM)

Impact and ESG in NFPs (Jun 17, 2024 04:55 PM)

Hype or Help: Evaluating Emerging Industry Trends presented by Marcum LLP (Jun 18, 2024 08:00 AM)

Cash planning and investment management for non-profit organizations presented by CLA (Jun 18, 2024 08:00 AM)

Nonprofit Finance & Development: Better Visibility, Collaboration & Operations, presented by MIP Fund Accounting by Community Brands (Jun 18, 2024 08:00 AM)

NFP Risk Alert (Jun 18, 2024 09:05 AM)

What does the adoption of SAS 145 mean to Uniform Guidance Audits? (Jun 18, 2024 09:05 AM)

PACs, Super PACs, and Dark Money: Electioneering in a Presidential Election Year (Jun 18, 2024 09:05 AM)

FORE Challenges Facing NFPs Today (Jun 18, 2024 09:05 AM)

Post Award Restricted Grants Management, presented by KarmaSuite (Jun 18, 2024 10:25 AM)

Evolving Nonprofit Ratings: Implications for Your Organization (Jun 18, 2024 10:55 AM)

SEFA vs. GAAP: Why they may not be the same (Jun 18, 2024 10:55 AM)

International Digest: An Overview of Foreign Reporting, Global Employment Matters, and Disclosures for Exempt Organizations (Jun 18, 2024 10:55 AM)

Auditing Standards Update (Jun 18, 2024 01:00 PM)

Internal Controls over Compliance (Jun 18, 2024 01:00 PM)

Prominent Worker Issues (Jun 18, 2024 01:00 PM)

Above Board (Jun 18, 2024 01:00 PM)

Endowment Accounting, An Overview (Jun 18, 2024 02:50 PM)

Buy Now and Pay the Price Later – Compliance Challenges of UG Procurement (Jun 18, 2024 02:50 PM)

Public Support Strategies (Jun 18, 2024 02:50 PM)

Is your Company Worth Quitting For?  A Self-Assessment (Jun 18, 2024 10:55 AM)

Ask the Experts (Jun 18, 2024 03:55 PM)

Single Audit Lightning Round (Jun 18, 2024 03:55 PM)

A Session about Nothing (Jun 18, 2024 03:55 PM)

CFOH Game Show 2.0 (Jun 18, 2024 03:55 PM)

Contributing to Success: Mastering Accounting for Contributions (ONLINE ONLY) (Jun 20, 2024 11:00 AM)

Major program determination case study (ONLINE ONLY) (Jun 20, 2024 11:00 AM)

UBI Hard Hitters (ONLINE ONLY) (Jun 20, 2024 11:00 AM)

How to Gain Efficiencies in your Accounting processes and Program Operations (ONLINE ONLY) (Jun 20, 2024 11:00 AM)

CECL for NFPs (ONLINE ONLY) (Jun 20, 2024 12:30 PM)

Indirect Costs: What are they and how are they audited? (ONLINE ONLY) (Jun 20, 2024 12:30 PM)

Sculpting Tomorrow: Navigating the Ethical Labyrinth of Privacy Laws and AI (ONLINE ONLY) (Jun 20, 2024 12:30 PM)

SOC Reports - What are they and why you should review them for all of your service organizations (ONLINE ONLY) (Jun 20, 2024 02:15 PM)

The Updated Data Collection Form - Same but Different (ONLINE ONLY) (Jun 20, 2024 02:15 PM)

Founder's Syndrome: How to Survive and Thrive (ONLINE ONLY) (Jun 20, 2024 02:15 PM)

Audit Findings and the Internal Control Issues that Cause Them (ONLINE ONLY) (Jun 20, 2024 03:20 PM)

With Great Funding Comes Great Responsibility (ONLINE ONLY) (Jun 20, 2024 03:20 PM)

Tax and Technology – Beauty and the Beast (ONLINE ONLY) (Jun 20, 2024 03:20 PM)

$45900
Standard Price
  • Thumbnail for Don't Panic: Change is Inevitable. Strategies for Success, presented by Han Group
    Identification
    NOT24SS02
    Date
    June 17, 2024
    In this session, we'll address the challenges and considerations involved in transitioning the controller role in not-for-profit organizations, catering to both executives facing a controller's departure and incoming controllers stepping into the role. We'll provide guidance and practical strategies for executives to facilitate smooth transitions and for incoming controllers to navigate the handover process effectively. Topics covered include essential questions to ask, key information and documents to request, risk identification and mitigation, and best practices for managing transitions in not-for-profit finance.

    Objectives

    • Identify practical strategies to facilitate smooth transitions in the accounting department.
    • Detemine how to mitigate risks when managing transitions.

    Speakers

    Speaker Image for Heather Johnson
    Partner, Han Group
    Speaker Image for Nancy Johnson
    Partner, Han Group
    $4900
    Standard Price
  • Thumbnail for Welcome Remarks & Keynote: B.R.A.V.E. Human Leadership
    Identification
    NOT2401
    Date
    June 17, 2024
    In today’s fast-paced and ever-changing work environment, leaders face the critical challenge of fostering resilience, well-being, and adaptability among their teams. Burnout, exacerbated by constant change and stress, threatens both individual health and organizational success. How can leaders navigate this treacherous terrain while ensuring their teams thrive? These times call for leadership that isn’t just about strategy and results—it’s about people. Jen Croneberger’s B.R.A.V.E. Human Leadership places individuals at the heart of the organization. It’s a mindset and a set of behaviors and structures that prioritize empathy and connection. In this keynote, Croneberger will explore how leaders can create environments where people thrive, adapt, and contribute their best. B.R.A.V.E. Leaders know when to initiate courageous conversations and when to listen, when to challenge and when to support. By striking this balance, they create a safe space for growth. B.R.A.V.E. Human Leadership isn’t just about buzzwords; it’s about action. Leaders demonstrate genuine care for their teams, fostering a sense of value and belonging. These leaders equip their teams with tools to navigate uncertainty. Croneberger will discuss practical strategies for building the resilience muscle and employing empathy. B.R.A.V.E. Human Leadership isn’t just a nice-to-have; it’s a strategic imperative. By prioritizing empathy, connection, and adaptability, leaders can steer their organizations away from burnout and toward sustainable growth. Join Jen Croneberger as she delves into the heart of leadership—where people thrive, organizations evolve, and positive impact flourishes.

    Objectives

    • Recognize how your mindset, behaviors, and structures prioritizes empathy and connection.
    • Identify how leaders create environments where people thrive, adapt, and contribute their best.
    • Select practical strategies for building the resilience muscle and employing empathy.

    Speaker

    Speaker Image for Jen Croneberger
    JLynne Consulting Group
    $4900
    Standard Price
  • Thumbnail for Unlocking Profit Potential: Operational Best Practices in NFP, presented by Makosi
    Identification
    NOT24EL01
    Date
    June 17, 2024

    Optimizing how your firm performs NFP audits can make a significant impact on your firm’s bottom line. Is your NFP practice strategically positioned to maximize profitability, efficiency, and growth? Join #1 best-selling author and resource management industry thought leader, Christine Robinson, as she shares insights on how to maximize the business impact NFP practices can drive within your firm.

    Objectives

    • Identify key variables that are often overlooked in NFP practice operations
    • Analyze the downstream effects of failing to optimize NFP resources
    • Identify industry best practices to maximize profitability and drive operational excellence in your NFP practice

    Speaker

    Speaker Image for Christine Robinson
    Advisory Board Member, Makosi
    $4900
    Standard Price
  • Thumbnail for Advanced Automation Techniques Using RPA & AI
    Identification
    NOT2404
    Date
    June 17, 2024
    We will explore best governance practices over emerging automation techniques and various practical examples of how nonprofit accounting departments use robotic process information (RPA) and AI to automate common accounting tasks.

    Objectives

    • Identify the existence, capabilities, and risks of emerging automation tools, such as the Microsoft Power Platform and ChatGPT.
    • Recognize the importance and role of proper governance and monitoring controls over emerging automation techniques.

    Speakers

    Speaker Image for Karl Spanbauer
    Controller, Capital Area Food Bank
    Speaker Image for Alyssa Cerretti
    Alyssa Cerretti, CPA, CGMA
    Accounting Manager, World Vision
    $4900
    Standard Price
  • Thumbnail for Single Audit Update
    Identification
    NOT2405
    Date
    June 17, 2024

    Single Audits continue to be a hot topic for not-for-profit organizations. This session will cover: 1) Key information in the 2024 Compliance Supplement 2) Specific program updates of relevance to not-for-profit organizations 3) Other Single Audit updates and reminders 4) GAQC/AICPA Resources

    Objectives

    • Identify new elements of the 2024 Compliance Supplement.
    • Apply what you’ve learned to your 2024 audits.

    Speakers

    Speaker Image for Mary Foelster
    Mary Foelster, CPA, CGMA
    Senior Director, Governmental Auditing and Accounting, AICPA
    Speaker Image for Lindsey Oakley
    Partner, Forvis Mazars
    $4900
    Standard Price
  • Thumbnail for A Fireside Chat with the NCDI: Getting ahead of the curve (and staying ahead) with Diversity, Equity and Inclusion
    Identification
    NOT2407
    Date
    June 17, 2024
    Presented by National Commission on Diversity and Inclusion (NCDI) Members, this session will explore how to keep DEI relevant and a foundational priority throughout your organization.

    Objectives

    • Identify strategies for navigating the current DEI landscape.
    • Choose a plan for ensuring that DEI accountability is applied throughout the organization.
    • Determine ways to help support the DEI pipeline at all stages, from entry level to within your workplaces.

    Speakers

    Speaker Image for Crystal Cooke
    Director - Diversity & Inslusion, AICPA & CIMA
    Speaker Image for Bernadette Pieters-Harilal
    Chief Diversity, Equity and Inclusion Officer; People & Culture Principal, BDO
    $4900
    Standard Price
  • Thumbnail for Demystifying Artificial Intelligence: How Nonprofits Can Embrace AI to Increase Financial Transparency and Use Data to Demonstrate Impact, presented by Sylogist
    Identification
    NOT24EL02
    Date
    June 17, 2024

    AI is everywhere and it seems like a real “game changer” across businesses of all types. In this session we will explore real-world applications of AI tools that can truly transform your nonprofit financial management best practices. We will discuss AI’s power to help users understand complex data and translate these insights into greater financial transparency and powerful demonstrations of the impact donors’ funds have on your mission. And best of all, we’ll share how users of all skill levels can use natural language chat features to create financial dashboards, automate tasks, and so much more.  

    Objectives

    • Identify of the power of AI tools, specifically for nonprofits and financial management.
    • Analyze real-world applications of AI to increase transparency and utilize data in storytelling and to demonstrate impact to donors.
    • Identify how AI tools built to understand natural language inputs make using AI tools easier with minimal training.

    Speaker

    Speaker Image for Chris Stevenson
    Director, Sales - SylogistMission ERP, SylogistMission
    $4900
    Standard Price
  • Thumbnail for Leases: Beyond the Basics
    Identification
    NOT2408
    Date
    June 17, 2024
    This session covers some of the more complex aspects of applying the lease accounting guidance in ASC 842, including lease modifications, terminations, subleases, and impairment considerations. The session will use a series of case studies to introduce the topics and to explore how each topic should be considered.

    Objectives

    • Identify complexities that might arise in the application of ASC 842 to existing lease contracts.
    • Recall how to account for modifications or terminations of lease contracts.
    • Recognize how to assess lease assets for impairment.
    • Determine how to account for in-kind contributions that impact lease accounting.

    Speakers

    Speaker Image for Paul Preziotti
    Partner, Johnson Lambert LLP
    Speaker Image for Sean Prince
    Partner, National Office, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Overview of the changes to Uniform Guidance
    Identification
    NOT2409
    Date
    June 17, 2024
    This session will explore in depth the proposed changes to 2 CFR 200 (Uniform Guidance) for the benefit of both award recipients and auditors performing single audits.

    Objectives

    • Identify the proposed changes to Uniform Guidance and the implications to auditors and auditees.
    • Determine strategies for addressing the likely changes impacting Uniform Guidance.

    Speakers

    Speaker Image for Amanda Ward
    Partner, Plante Moran
    Speaker Image for Thomas Sneeringer
    Partner, RSM US LLP
    $4900
    Standard Price
  • Thumbnail for Everything but 501(c)(3)s
    Identification
    NOT2410
    Date
    June 17, 2024
    There's a whole world of tax-exempt organizations that are non-charitable in purpose. This session will look at common non-charitable organization types, including social welfare organizations, business associations, social clubs, and 527 political organizations. We will explore their benefits, drawbacks and special reporting requirements.

    Objectives

    • Distinguish between 501(c)(3) and non-(c)(3) exempt entities.
    • Identify the special reporting requirements for certain entities like Section 501(c)(4), 501(c)(6), and 527.
    • Determine the issues involved when non-charitable entities are related to or deal with Section 501(c)(3) entities.

    Speakers

    Speaker Image for Lisa Heller
    Principal, GRF CPAs & Advisors
    Speaker Image for Kimberly Eney
    Partner, Loeb & Loeb LLP
    $4900
    Standard Price
  • Thumbnail for Litigation Avoidance
    Identification
    NOT2411
    Date
    June 17, 2024
    This session will explore the ever-growing risks facing not-for-profits today. Experts will discuss how to mitigate these risks and avoid litigation.

    Objectives

    • Identify the importance of a risk assessment.
    • Determine how to develop an actionable plan designed to mitigate risks including the use of insurance.
    • Identify how to avoid insurance litigation.

    Speakers

    Speaker Image for John McKeon
    Hardin, Kundla, Mckeon & Poletto
    Speaker Image for Howard Siegel
    CEO, Irwin Siegel Agency
    Speaker Image for Panagiota Mahendru
    EVP & CFO, Low Income Investment Fund
    $4900
    Standard Price
  • Thumbnail for Common Accounting and Reporting Errors and Reminders
    Identification
    NOT2412
    Date
    June 17, 2024
    This session will discuss common errors identified during discussions with controller offices and reviews of financial statements. It will also provide key reminders for commonly asked questions.

    Objectives

    • Identify common errors in financial reporting.
    • Identify answers to commonly asked questions.

    Speakers

    Speaker Image for Richard Cole
    Richard Cole, CPA, CGMA
    Partner / Nonprofit and Education, Forvis Mazars
    Speaker Image for Tamara Vineyard
    Partner, Regional Industry Leader, Forvis Mazars
    $4900
    Standard Price
  • Thumbnail for Top 10 Common Compliance Findings and How to Avoid Them
    Identification
    NOT2413
    Date
    June 17, 2024
    Auditors routinely cite similar findings year in and year out. This session will shine a light on the areas that give award recipients the most trouble and discuss strategies to design internal controls to avoid such findings.

    Objectives

    • Identify common compliance issues with managing federal awards
    • Identify appropriate controls to avoid such common findings

    Speakers

    Speaker Image for Angelica Roiz
    Partner, Grant Thornton LLP
    Speaker Image for Craig Wories
    Partner, RSM US LLP
    $4900
    Standard Price
  • Thumbnail for Impact and ESG in NFPs
    Identification
    NOT2415
    Date
    June 17, 2024
    This session will provide foundational learning about environmental, social, and governance (ESG) for not-for-profit organizations (NFPs) by discussing how ESG reporting connects to impact reporting, the regulatory environment, the role of accounting and finance, issues and opportunities around reporting, and the potential benefits of assurance.

    Objectives

    • Identify why ESG is important for NFPs and how much of what they are already doing connects to ESG risks and activities.
    • Identify how accountants can change the world by supporting and validating risks and reporting.
    • Analyze how the regulatory reporting environment is evolving and its potential impact on NFPs.
    • Differentiate the risks and rewards of impact reporting.
    • Distinguish the potential benefits of independent assurance, as well as how to prepare accordingly.

    Speakers

    Speaker Image for Corinne Dougherty
    Sustainability Audit Leader, KPMG
    Speaker Image for David Gagnon
    Partner, KPMG LLP
    $4900
    Standard Price
  • Thumbnail for Hype or Help: Evaluating Emerging Industry Trends presented by Marcum LLP
    Identification
    NOT24SS03
    Date
    June 18, 2024
    While buzzworthy innovations such as AI, crypto assets, and joint ventures captivate our attention, it's crucial to approach these trends with a strategic mindset. This session will guide you through a comprehensive evaluation process, considering the impact on various stakeholders, weighing the benefits against potential risks, and uncovering the deeper implications of adaptation. Our panelists, encompassing operational, compliance, and technology perspectives, will offer valuable insights using real-world case studies, equipping you with the knowledge to make informed decisions about the latest industry trends.

    Objectives

    • Identify the process for vetting new trends.
    • Recognize how to examine key factors and identify what considerations are needed for adoption of new trends.

    Speakers

    Speaker Image for Julie Jones
    National Leader, Nonprofit and Social Sector, Marcum LLP
    Speaker Image for Mary Antonetti
    Mary Antonetti, CPA, MST
    Partner, Marcum LLP
    Speaker Image for Waqqas Mahmood
    Director of Strategic Consulting, Marcum Technology
    $4900
    Standard Price
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