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Not-for-Profit Industry Conference 2018


The 2018 AICPA Not-for-Profit Industry Conference is your opportunity to refine your planning — reinforced by accounting, audit, tax, and regulatory and compliance updates from standard setters — so that the organization you serve will be better positioned for the mission ahead.


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: Not-for-Profit Industry Conference 2018

Sessions Included:

Welcome and Introductions & Keynote Presentation: Purpose - Personal Journey and Professional Career (Jun 18, 2018 11:45 AM)

The New Yellow Book (Jun 18, 2018 01:00 PM)

Board Governance (Jun 18, 2018 01:00 PM)

Accounting for Endowments and Annuity and Life Income Gifts (Jun 18, 2018 01:00 PM)

Technology Update: Understanding the Latest Buzzwords and Changes That Impact Our Industry (Jun 18, 2018 01:00 PM)

Tax Law Update (Jun 18, 2018 01:00 PM)

Update on the IRS, Treasury & the Hill (Jun 18, 2018 02:45 PM)

Single Audit Resources and Certificate (Jun 19, 2018 06:00 AM)

The Way Forward: Governance and Investment Policy for Endowed Nonprofits (Jun 19, 2018 06:00 AM)

Containing Costs in Healthcare: What Can Employers Do? (Jun 19, 2018 06:00 AM)

Managing the Complexities of Nonprofit Growth (Jun 19, 2018 06:00 AM)

How to Build Trust with Internal Controls (Jun 19, 2018 06:00 AM)

Accounting Liabilities of State Reporting Forms: Regulatory Enforcement Issues (Jun 19, 2018 06:00 AM)

Latest Trends: Indirect Costs (Jun 19, 2018 07:00 AM)

ERM: A Practical Approach (Jun 19, 2018 07:00 AM)

Navigating the Rough Waters Ahead: Implementation of New Standards (Jun 19, 2018 07:00 AM)

Peer Review Update - Governmental Must-Select Training Requirement (Part 1) (Jun 19, 2018 07:00 AM)

The Impact of Blockchain to Nonprofits (Jun 19, 2018 07:00 AM)

Accounting Liabilities of State Reporting Forms: Q&A (Jun 19, 2018 07:00 AM)

Single Audit Update (Jun 19, 2018 08:00 AM)

How to Increase Diversity in Not-for-Profits (Jun 19, 2018 08:00 AM)

Technology and Mission: An Essential Pairing (Jun 19, 2018 08:00 AM)

Breaking Down Alternative Investments (Jun 19, 2018 08:00 AM)

Private Foundation Case Studies: 10 Myths of Private Foundations (Jun 19, 2018 08:00 AM)

Top 3 Unrelated Business Income Tax (UBIT) Things (Jun 19, 2018 08:00 AM)

It All Starts Here: SEFA Chronicles (Jun 19, 2018 09:45 AM)

The Evolving Role of the CFO: The Sequel (Jun 19, 2018 09:45 AM)

Understanding SOC 101 Reports - Auditors and NFP Management (Jun 19, 2018 09:45 AM)

Tax Exempt Bonds: Schedule K (Jun 19, 2018 09:45 AM)

Schedule A: A Deep Dive (Jun 19, 2018 09:45 AM)

Peer Review Update - Governmental Must-Select Training Requirement (Part 2) (Jun 19, 2018 09:45 AM)

Getting it Right! Major Programs Determination (Jun 19, 2018 12:00 PM)

Cybersecurity: What to Do (Jun 19, 2018 12:00 PM)

Not-for-Profit Industry Developments (Jun 19, 2018 12:00 PM)

Not-for-Profit Financial Sustainability (Jun 19, 2018 12:00 PM)

Tax Topics BINGO (Jun 19, 2018 12:00 PM)

Political Activities (Jun 19, 2018 12:00 PM)

CFOs Cookbook: Recipes For Success (Jun 19, 2018 12:00 PM)

Internal Controls in Single Audits: Focus on Quality (Jun 19, 2018 01:45 PM)

Tame Your To-Do List: Top Strategies: Overcome Your Overwhelm & Make Time for What Matters Most (Jun 19, 2018 01:45 PM)

Just Say 'No' to Funding (Jun 19, 2018 01:45 PM)

Split Interest Agreements (Jun 19, 2018 01:45 PM)

NFP Accounting Game Show (Jun 19, 2018 01:45 PM)

Legal Update (Jun 19, 2018 01:45 PM)

Single Audit Sampling (Jun 19, 2018 03:15 PM)

Implementing Change: 3 Essential Ingredients to Efficient and Engaging Change Efforts (Jun 19, 2018 03:15 PM)

Communication in the Age of Transparency (Jun 19, 2018 03:15 PM)

Mergers & Acquisitions (Jun 19, 2018 03:15 PM)

Audit of the Future (Jun 19, 2018 03:15 PM)

UBI Case Study (Jun 19, 2018 03:15 PM)

990 Public Relations Review (Jun 19, 2018 03:15 PM)

Common Findings and Exceptions (Jun 20, 2018 06:30 AM)

Attributes of High Performing Organizations (Jun 20, 2018 06:30 AM)

What You Don't Know CAN Hurt You (Jun 20, 2018 06:30 AM)

Internal Controls: Ten Things You Should Know About Internal Controls (Jun 20, 2018 06:30 AM)

Proactive & Practical Application of the FASB Standards (Jun 20, 2018 06:30 AM)

Operating Abroad - Risks and Reporting (Jun 20, 2018 06:30 AM)

Telling a Story: Single Audit Reporting (Jun 20, 2018 08:00 AM)

Common NFP Financial Statement Mistakes (Jun 20, 2018 08:00 AM)

Auditing Standards Board Update (Jun 20, 2018 08:00 AM)

Tax Reform Impact on 990 and 990-T Reporting (Jun 20, 2018 08:00 AM)

990 Issues for Small Organizations/Practices (Jun 20, 2018 08:00 AM)

Advanced Single Audit Issues (Jun 20, 2018 09:45 AM)

Preparing for a Successful Audit (Jun 20, 2018 09:45 AM)

Accounting and Auditing for Estimates (Jun 20, 2018 09:45 AM)

Audit/Tax: Maximizing a Symbiotic Relationship (Jun 20, 2018 09:45 AM)

Executive Compensation Issues: Form 990, Schedule J, Deferred Compensation, and More (Jun 20, 2018 09:45 AM)

Single Audit Failures: Lessons From Quality Reviews (Jun 20, 2018 12:00 PM)

Winning the Talent Game (Jun 20, 2018 12:00 PM)

A&A Ask the Experts (Jun 20, 2018 12:00 PM)

Tax Issues for Religious Organizations (Jun 20, 2018 12:00 PM)

Transforming Ideas Into Action: Best Takeaways for Real-Life Results (Jun 20, 2018 01:30 PM)

$45900
Standard Price
  • Thumbnail for Fundamentals of Not-for-Profit Accounting
    Identification
    NOT18101
    Date
    June 18, 2018
    Not-for-profit organizations have to abide by several accounting and reporting requirements that are unique to their industry. This workshop will take a fresh look at NFP accounting and reporting requirements, provide a few simple "tricks of the trade" and give participants an overview of several basic/fundamental accounting and financial reporting items that are prevalent within the not-for-profit industry. Topics covered will include accounting for contributions, endowments, net assets, and various other accounting and financial reporting topics. This workshop is ideal for those who are new to the not-for-profit industry, as well as a refresher for more experienced individuals.
    • Attendees will learn about several fundamental accounting items that are unique to not-for-profit organizations
    • Workshop will provide an overview, including examples, of financial reporting for not-for-profit organizations

    Speakers

    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
    $7900
    Standard Price
  • Thumbnail for Practical Implementation of Procurement
    Identification
    NOT18102
    Date
    June 18, 2018
    Given the changes in the Uniform Guidance, particularly related to procurement, this workshop is geared to helping participants with practical implementation strategies in understanding adoption (and survival) techniques in both implementing and auditing the new standards.
    • Design procurement policies in compliance with the Uniform Guidance.
    • Gain insight into practical implementation of the Uniform Guidance as it relates to procurement.

    Speakers

    Speaker Image for Diane Fraber
    Director,Financial Reporting and Control, USO Inc.
    Speaker Image for Andrea Wilson
    National Co-Leader, BDO USA
    $7900
    Standard Price
  • Thumbnail for Uncover the Mystery: What it Takes to Become an Excel Analyst
    Identification
    NOT18104
    Date
    June 18, 2018
    Do you find yourself sleuthing around Microsoft Excel, wanting to uncover the analytics features it provides and wishing you knew more? Attendees will learn about new and existing analytics features within Excel. Excel features can make even the most rote daily tasks more efficient. Other features, such as Excel charts and reports, can assist you in becoming more strategic in your role.

    Attendees will leave with practical examples of how to use these features as well as resources for future, self-guided learning. The workshop is recommended for those with at least a foundational level of competency related to Excel and its capabilities. Attendees will:
    • Identify uses for Office 365, Office’s subscription service that provides ongoing new value and high impact for your work and business.
    • Apply data to examples of Excel analytics fundamentals, including lookup formulas and PivotTables.
    • Compare chart types to help visualize data.
    • Use the one-click forecasting feature to make predictions on data.
    • Use Power Query, a tool used for automated, repeatable importing and cleaning up substantial amounts of data in Excel. Data can come from a wide variety of sources including SQL, CSV, and web pages.
    • Use Power Pivot, a tool used when working with large (1M+ rows) data sets within Excel.

    • Identify and apply new and existing analytics features within Excel.
    • Obtain practical examples of how to use these features as well as resources for future, self-guided learning.

    Speakers

    Speaker Image for Carey Mitchell
    Senior Manager - Portfolio Development & Management, AICPA
    Speaker Image for Johnnie Thomas
    Senior Program Manager, Microsoft
    $7900
    Standard Price
  • Thumbnail for Indirect Cost Proposals
    Identification
    NOT18105
    Date
    June 18, 2018

    Many institution's must engage in the process of negotiating federal indirect rates. Non-profits face unique challenges in preparing, submitting and negotiating indirect rates. As we go through this process, many of us often wonder if we've done everything we can do within the constraints of federal regulations in order to maximize our institution's negotiated indirect rate and resulting indirect cost recovery. In this workshop, we will discuss strategies that may be employed to maximize indirect cost recovery, both in the preparation of your indirect rate proposal as well as during the subsequent rate negotiation and budgeting of indirect costs on grants and contracts.

    • Identify what an indirect cost rate is, its importance and the various types of costs recovered through the indirect rate.
    • Explore different types of rates and how they impact recovery and understand the process for preparing, submitting and negotiating the rate under the Uniform Guidance.

    Speakers

    Speaker Image for Alex Weekes
    Principal, ML Weekes & Company, PC
    Speaker Image for Troy Rector
    Shareholder, Clark Nuber P.S.
    $7900
    Standard Price
  • Thumbnail for From Hard Work to Operational Excellence
    Identification
    NOT18107
    Date
    June 18, 2018
    Focusing on the three foundational components of Operational Excellence, "effective teams, integrated technology systems, and efficient workflow”this session will leave participants with a renewed vision of what it means to operate at the highest levels to support the achievement of outcomes. Key concepts will include:
    -Maximizing staff capacity in the finance function
    -Leveraging technology to increase efficiency,
    -Automating workflow each step of the way.
    • Analyze practical applications to improve operating efficiency
    • Determine how to effectively use resources and automation to achieve operating excellence

    Speakers

    Speaker Image for Amy West
    Executive Vice President and Chief Financial Officer, AHRC New York City
    Speaker Image for Hilda Polanco
    Hilda Polanco, CPA, CGMA, CCSA®
    Founder & CEO, Fiscal Management Associates
    $7900
    Standard Price
  • Thumbnail for Introduction to Accounting for Endowments
    Identification
    NOT18108
    Date
    June 18, 2018

    This workshop provides a deep dive on this accounting topic for those that are new to NFPS or experienced CPAs that need a refresher. The workshop will focus on:

    - Overview of UPMIFA, including key concepts in the uniform act and common differences as implemented in state law

    - GAAP requirements for accounting and financial reporting for endowments, including what will change and what will not under ASU 2016-14

    - Examples of options for reporting endowment balances and activity in the financials

    - Examples of footnote disclosures

    - Introductory level Deep dive session on this accounting topic, including UPMIFA and what changes and what doesn't under the new NFP Financial Reporting ASU

    • Apply the basics for accounting for endowments to your client situations
    • Determine how the new financial reporting ASU will change current accounting for endowments

    Speaker

    Speaker Image for Jennifer Richards
    Partner, Crowe LLP
    $7900
    Standard Price
  • Thumbnail for Introduction to Split Interest Agreements
    Identification
    NOT18109
    Date
    June 18, 2018
    Many not-for-profit organizations rely on split-interest agreements, also known as planned giving, to support their long-term missions. Would you know a split interest agreement if you saw it? Would you know how to account for it? This workshop will cover accounting for the various types of split interest agreements, including charitable lead trusts, charitable gift annuities, pooled income funds, and gifts of real estate with a retained interest. Through various examples of these types of gifts, we will cover the GAAP requirements for initial recognition (including what assumptions and estimates to use), subsequent re-measurement, and financial statement presentation and disclosure. We will explore best practices for controls surrounding identifying, tracking, and recording such agreements.
    • Record the various types of split-interest agreements, including initial entries
    • Learn when and how to re-measure split-interest agreements and how to report them.

    Speakers

    Speaker Image for Rick Wentzel
    NFP Audit Partner, Grant Thornton LLP
    Speaker Image for Jennifer Hoffman
    National Not-for-Profit Audit Leader, Grant Thornton LLP
    $7900
    Standard Price
  • Thumbnail for Welcome and Introductions & Keynote Presentation: Purpose - Personal Journey and Professional Career
    Identification
    NOT1801
    Date
    June 18, 2018
    Purpose can be powerful, palatable, and transformative if we understand its true meaning on a multitude of levels -- individual, collective, systemic -- and how to activate it in a unified manner. Hear from PwC’s Chief Purpose Officer about how a purpose mindset transcends generations, supports talent development and workplace engagement while creating shared value.
    • Recognize how your organization can create a culture that attracts and cultivates more engaged employees
    • Learn why being purpose-driven can lead to better business performance

    Speaker

    Speaker Image for Shannon Schuyler
    Chief Purpose Officer, PwC
    $4900
    Standard Price
  • Thumbnail for The New Yellow Book
    Identification
    NOT1802
    Date
    June 18, 2018

    This session will provide the status of the GAO's update to Government Auditing Standards.

    • Recall the status of the updates to the Yellow Book and effective date for auditors and organizations.
    • Indicate the plan for CPE requirements related to the Yellow Book

    Speakers

    Speaker Image for Amanda Nelson
    Partner, KPMG
    $4900
    Standard Price
  • Thumbnail for Board Governance
    Identification
    NOT1803
    Date
    June 18, 2018

    Given increased accountability to constituents, donors and regulators for accuracy and integrity of business operations, heightened expectations of boards for transparency and effectiveness, and greater media coverage of lapses in good governance, strong board performance is essential. When done right, governance activities of boards can not only provide needed oversight, but can contribute in meaningful ways to organizational success - and mission achievement. In this presentation, we will address key governance principles for Boards in the not-for-profit sector, focusing on modes of governance, responsibilities of the board and of individual trustees, characteristics of high performing boards and current governance issues and associated best practices.

    The presentation will be based on Grant Thornton's "Not-for-Profit Board Guidebook", which covers governance best practices, as well as the issues trustees face as they do their work.

    • To clarify the key roles and responsibilities of NFP boards as an integral part of an organizaton's governance structure. To define what makes boards successful.
    • To address issues regarding accountability, integrity, fiscal stewardship and board operating procedures.
    • To identify key governance issues that trustees need to address to perform their responsibilities effectively.

    Speaker

    Speaker Image for Mark Oster
    National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP
    $4900
    Standard Price
  • Thumbnail for Accounting for Endowments and Annuity and Life Income Gifts
    Identification
    NOT1804
    Date
    June 18, 2018
    Not all endowments are the same, and they often times create complexity and confusion within not-for-profit organizations and lead to potential financial reporting misstatements. This session will provide an overview on accounting for endowments, and explore advanced topics related endowment accounting and financial reporting with specific gift examples, practical guidance on donor relations, and a case study on investment pool accounting. This session will also provide an overview of accounting and financial reporting for annuity and life income gifts along with specific accounting examples, including:
    - Endowment accounting basics refresher
    - Changes to endowment accounting related to ASU 2016-14
    - A variety of gift examples, including an investment pool case study
    - Practical guidance on donor relations
    - Overview of annuity and life income accounting
    • To clarify the key roles and responsibilities of NFP boards as an integral part of an organizaton's governance structure. To define what makes boards successful.
    • Learn common errors in accounting and reporting endowments and take away ideas on what to watch out for to avoid making these mistakes

    Speakers

    Speaker Image for Jennifer Richards
    Partner, Crowe LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
    $4900
    Standard Price
  • Thumbnail for Technology Update:  Understanding the Latest Buzzwords and Changes That Impact Our Industry
    Identification
    NOT1805
    Date
    June 18, 2018

    Join this session for an update on the latest technology buzzwords. Cryptocurrency, Blockchain, A.I., EU GDPR, and more. Learn the details behind these buzzwords and how they are relevant to your organization.

    • 1. Learn simplified definitions of some key technical terms
    • 2. Get updated on new technologies impacting the NFP space
    • 3. Learn some of the pros and cons of new emerging technologies

    Speaker

    Speaker Image for Anthony Hargreaves
    Principal, IT Audit & Assurance, Clark Nuber PS
    $4900
    Standard Price
  • Thumbnail for Tax Law Update
    Identification
    NOT1806
    Date
    June 18, 2018

    This session will review current developments in the federal tax law, including tax regulations, IRS rulings, court opinions, and pending legislation (including U.S. Tax Reform bills/law). The focus will be on the TE/GE fiscal year 2018 work plan, qualification for exemption, application for recognition processes and litigation, public charity status, supporting organizations, donor-advised funds, the commerciality doctrine, the private foundation rules, governance, the private inurement and private benefit doctrines, legislative and political campaign activity, unrelated business, joint ventures, use of subsidiaries, fundraising, and charitable giving law.

    • 1. Identify the import of TE/GE FY 2018 work plan. 
    • 2. Analyze IRS private letter ruling policies.
    • 3. Apply recent court decisions to applicable tax scenarios. 
    • 4. Identify contents of tax reform legislation/law.

    Speaker

    Speaker Image for Bruce Hopkins
    Bruce R. Hopkins, J.D., LL.M. (Taxation)
    Principal, Bruce R. Hopkins Law Firm, LLC
    $4900
    Standard Price
  • Thumbnail for Update on the IRS, Treasury & the Hill
    Identification
    NOT1808
    Date
    June 18, 2018

    Come to this important session to gain insights into current EO-related developments, including:

    • IRS and Treasury EO tax reform guidance

    • Current IRS EO initiatives

    • Current EO-related guidance projects

    • Legislative changes and updates for EOs

    After this session, you will be able to:
    - Identify legislative developments in the tax-exempt organizations area
    - Identify regulatory developments in the tax-exempt organizations area.

    Speakers

    Speaker Image for Gordon Clay
    Senior Legislation Counsel, Joint Committee on Taxation, U.S. Congress
    Speaker Image for Elinor Ramey
    Partner, Steptoe & Johnson LLP
    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Margaret Von Lienen
    Director, Exempt Organizations/Government Entities, Internal Revenue Service
    $4900
    Standard Price
  • Thumbnail for Single Audit Resources and Certificate
    Identification
    NOT1809
    Date
    June 19, 2018

    The focus will be the benefits to single audit quality when auditors have the single audit certificate and use the tools available via the AICPA and GAQC. This will not be a selling session but a presentation of tools to improve audit quality.

    After participation in this session, you will be able to:
    1. Identify how the single audit resources and certificates can help you improve audit quality.
    2. Obtain single audit resources for use on your engagements.

    Speakers

    Speaker Image for Carey Mitchell
    Senior Manager - Portfolio Development & Management, AICPA
    Speaker Image for Rafael Roman
    Rafael Roman, CPA, CGMA
    Senior Manager, Association Of International Certified Professional Accountants
    $4900
    Standard Price
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