Thumbnail for Not-for-Profit Industry Conference 2019

Not-for-Profit Industry Conference 2019

$45900
Standard Price

This includes sessions from the conference: Not-for-Profit Industry Conference 2019

Products

  • Thumbnail for Welcome and Introductions & Keynote: "Not Some Dusty Attic" - The Smithsonian's Bold Plan to Adapt to a Rapidly Changing World
    Identification
    NOT1901
    Date
    June 10, 2019

    In this session, attendees will hear the engaging story of how the Smithsonian’s leadership has embarked on this strategic approach, the success and a few lessons learned from a bold capital campaign, and takeaways for how attendees might apply the lessons learned to address their own organization’s challenges.

    • Determine how to engage stakeholders, including expanding generational connections,
    • Overcoming challenges with the organization’s brand and changing perceptions including lack of understanding how the institution is funded,
    • Embracing technology and new platforms to reach a broader audience,
    • Lessons from a vast capital campaign, and Considerations of a global footprint (brand, logistics and risks).

    Speakers

    Speaker Image for Andrew Prather
    Andrew Prather, CPA, CGMA
    Shareholder, Clark Nuber P.S.
    Speaker Image for Michael McCarthy
    Acting Chief Operating Officer and Under Secretary for Finance and Administration , Smithsonian Institution
    $4900
    Standard Price
  • Thumbnail for Best Practices in Documenting Internal Controls for Risk Assessments
    Identification
    NOT1902
    Date
    June 10, 2019

    A study by the AICPA's Peer Review Program found that more than one in 10 firms are not properly assessing risk or linking their assessments to their audit procedures. Of these deficiencies, 40% related to failure to gain an understanding of internal control when identifying the client's risks. Without understanding the nature of the client's controls, auditors can't identify related risks or design appropriate responses. This course will review the best practices in proper documentation of control risks for risk assessment.

    • Recognize factors that should be considered when conducting your audit risk assessment
    • Identify best practices in documenting control risks as part of the audit risk assessment

    Speakers

    Speaker Image for Kris Ray
    NFP Industry Technical Leader, Plante Moran, PLLC
    Speaker Image for Melisa Galasso
    Melisa F. Galasso, CPA, CGMA, CPTD
    CEO, Galasso Learning Solutions
    $4900
    Standard Price
  • Thumbnail for Effective Internal and External Financial Reporting at Nonprofits
    Identification
    NOT1903
    Date
    June 10, 2019

    This session will examine methods of effective internal and external financial reporting at nonprofits, with a focus on the content and methods of financial reporting to the board, senior management and outside stakeholders. We will cover topics on ratio analysis, board reporting, cash and liquidity information and profit and loss by program. In addition, we will discuss what is relevant financial information to analyze the financial condition for effective decision making.

    • Identify methods for effective external financial reporting and how to apply effective internal financial reporting tools for the board of directors and senior management.
    • Evaluate key elements of analysis and reporting using ratio analysis, bench marking and profit and loss analysis for effective financial reporting.
    • Select sources of relevant financial data.

    Speaker

    Speaker Image for Fran Brown
    Managing Partner, CapinCrouse LLP
    $4900
    Standard Price
  • Thumbnail for Single Audit Update
    Identification
    NOT1904
    Date
    June 10, 2019

    This session will provide an overview of what is happening in the single audit arena. You will learn about the: 2019 OMB Compliance Supplement; latest Uniform Guidance and single audit developments, news from the Governmental Audit Quality Center; and the single audit landscape looking forward.

    • Evaluate the 2019 Compliance Supplement
    • Analyze the latest single audit developments
    • Determine expected future single audit activities

    Speakers

    Speaker Image for Mary Foelster
    Mary Foelster, CPA, CGMA
    Senior Director, Governmental Auditing and Accounting, AICPA
    Speaker Image for Erica Forhan
    Partner, Moss Adams LLP
    Speaker Image for Amanda Nelson
    Partner, KPMG
    $4900
    Standard Price
  • Thumbnail for Tax Confidential:  Issues Under the Radar
    Identification
    NOT1905
    Date
    June 10, 2019

    Over the last 1.5 years, we've all been focused on the TCJA, but there have been other developments impacting Non-Profits. This session will discuss them.

    • Determine change of law risks
    • Analyze trends in tax policy
    • Distinguish new laws other than TCJA

    Speakers

    Speaker Image for Ruth Madrigal
    Principal, KPMG
    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Eve Borenstein
    Principal (ERB LLC) / Of Counsel (Harmon Curran), Eve Rose Borenstein LLC (training/speaking) / Harmon Curran Spielberg & Eisenberg LLP (legal practice)
    $4900
    Standard Price
  • Thumbnail for Future Finance: Strategic Skills for the 21st Century
    Identification
    NOT1906
    Date
    June 10, 2019

    The rate of change will never be slower than it is today! Unfortunately, what got you here won't keep you here. It isn't enough to be a technical expert. The future of finance is strategic - becoming a value-added partner to your organization, your constituents, and your donors. Successful organizations need a forward-thinking finance team to strategically navigate the future. Do you have what it takes to guide your organization into the future? Learn the top ten skills to be strategic, successful, and future-ready now! Become distinct or become extinct!

    • Recognize that the role of finance is undergoing historic transformation
    • Identify the top 10 skills to be strategic, successful and future ready
    • Determine how to become a value added partner to key constituents

    Speaker

    Speaker Image for Jennifer Elder
    President, CEO/Owner, The Sustainable CFO
    $4900
    Standard Price
  • Thumbnail for How Do I Implement That?
    Identification
    NOT1909
    Date
    June 11, 2019

    Are you aware of the FASB standards that will impact nonprofit financial statements in the next year? Do you or your clients have an implementation plan? Join this session as industry experts walk you through the standards that will be effective in the next year. To set you up for success, we will discuss tips on how to plan for implementation.

    • Identify FASB standards that will be effective in the next year
    • Formulate strategies regarding the efficient and effective implementation of upcoming standards

    Speakers

    Speaker Image for Susan Budak
    Consultant and Author, Susan E. Budak, CPA
    Speaker Image for Ashley Whitaker
    Associate Director - NFP, AICPA
    $4900
    Standard Price
  • Thumbnail for New Data Collection Form and FAC Update
    Identification
    NOT1910
    Date
    June 11, 2019

    The Federal Audit Clearinghouse has released the new 2019 Data Collection Form. This session will provide what has changed on the form and the FAC system.

    • Identify changes to the Data Collection Form and FAC (IDES) collection system
    • Determine the common issues related to the recent changes

    Speakers

    Speaker Image for Mark Dixon
    Branch Chief, US Census Bureau - Federal Audit Clearinghouse
    Speaker Image for John Good
    Managing Director, Ernst & Young
    Speaker Image for Hannah Puisto
    Survey Statistician, U.S.Census Bureau
    $4900
    Standard Price
  • Thumbnail for Supporting Organizations
    Identification
    NOT1911
    Date
    June 11, 2019

    Normally relegated to the final 5 minutes of a public support discussion, supporting organizations finally have their moment in the sun. This session is deep dive into the four types of 509(a)(3) supporting organizations. In this session, we will learn about what makes each type of supporting organization unique and learn how to spot a supporting org. We will separate fact from fiction related to restrictions of supporting organization funding and operations. Finally, we will walk through the organization and operations test, and understand how these fit into reporting on Schedule A. We will walk through Schedule A to analyze its reporting quirks, trick questions and most common pitfalls.

    • Evaluate the different structures of supporting organizations (Type I, II, III-FI and III-NFI)
    • Understand the limitations that supporting organizations face when it comes to funding and operations
    • Apply the structures to Schedule A to properly address supporting organization questions

    Speakers

    Speaker Image for Lauren Haverlock
    Partner, Moss Adams
    Speaker Image for Jennifer Harris
    Tax Shareholder, Clark Nuber
    $4900
    Standard Price
  • Thumbnail for IRS Audits of Nonprofits from A to Z
    Identification
    NOT1912
    Date
    June 11, 2019

    Many in not-for-profit accounting leadership are concerned with the potential for an IRS examination or audit. All this talk about "data-driven decision making" and numerous tax law changes has us on edge. What are your organization's chances of getting selected for an IRS audit? What happens if you are selected? How will the IRS contact and communicate with your organization? What is a "correspondence audit?" What if they find errors or problems? What "taxpayer rights" do we have? All this and more will be covered in this session.

    • Distinguish between the different types of audits/examinations the IRS performs
    • Recognize criteria and procedures the IRS utilizes in their "case selection model" including data-driven decision making
    • Identify potential issues on Form 990 that may cause "issues" upon IRS exam

    Speakers

    Speaker Image for Marc Berger
    Marc Berger, CPA, JD, LL.M. (Taxation)
    Director, Nonprofit Tax Services, BDO USA LLP
    Speaker Image for Brian Yacker
    Brian Yacker, CPA/JD
    Principal, Baker Tilly
    $4900
    Standard Price
  • Thumbnail for Metrics for Mission Impact
    Identification
    NOT1913
    Date
    June 11, 2019

    Does your not-for-profit measure progress against your mission? Quantifying and reporting this information to constituents can be tricky. During this session, you will learn trade secrets of high performing not-for-profits using Charity Navigator's recommended governance metrics.

    • Identify the principles and mechanics of building meaningful metrics
    • Select metrics that measure financial health and show that resources are being used effectively
    • Choose indicators that measure mission impact
    • Determine ways to present the information so it is easily understood by your organizations stakeholders

    Speakers

    Speaker Image for Rob Kuderka
    Solution Consultant, Oracle NetSuite Social Impact
    Speaker Image for Matthew Van Cleave
    VP, Social Impact Partnerships, NetSuite
    $4900
    Standard Price
  • Thumbnail for Modeling Your NFP's Financial Future
    Identification
    NOT1914
    Date
    June 11, 2019

    Does your organization have a tool or set of tools to project what your organization's finances might look like down the road? Is your only answer to this question "A Budget"? Financial modeling is a practice that can help you look beyond your one-year budget horizon and to play out scenarios that will help you plan for the longer-term. In this session learn about how to think about, build, and use these tools within your organization.

    • Identify a set of tools that can help your organization project its financial position beyond the annual budget process
    • Analyze possible outcomes through scenario analysis
    • Use tools that will effectively allow you to forecast your revenue and expenses enabling long term decision making
    • Determine how you can effectively use financial modeling to predict your organization's future financial health
    $4900
    Standard Price
  • Thumbnail for Auditing Standards Board Update
    Identification
    NOT1915
    Date
    June 11, 2019

    This session will provide an update on the latest auditing standards board standard-setting activities including the proposed new auditor's report model, new projects on risk assessment and estimates, and audit evidence with a particular focus on the impact of new technologies such as blockchain, and data analytic techniques.

    • Identify the main provisions of the proposed model for the auditor's report
    • Analyze ASB's projects on risk assessment and estimates
    • Identify the impact of new technologies on audit evidence, including Blockchain and Data analytic techniques

    Speakers

    Speaker Image for Cathy Clarke
    Chief Quality Officer, CLA
    Speaker Image for Amanda Nelson
    Partner, KPMG
    $4900
    Standard Price
  • Thumbnail for Leases Standard Implementation - Time to Get Prepared
    Identification
    NOT1916
    Date
    June 11, 2019

    With a focus on nonprofits, this session will cover key considerations related to the implementation of the new Leases standard with a focus on the practical application of the standard. In addition considerations to prepare for implementation of the standard as well as related audit considerations will be covered, specifically from a nonprofit perspective.

    • Determine how to efficiently and effectively prepare for implementation of the new lease accounting standards
    • Identify key audit and accounting considerations related to the new Leases standard

    Speakers

    Speaker Image for Karen Miessner
    Lead Partner Not-for-Profit Assurance and Advisory, SingerLewak LLP
    Speaker Image for Paul Preziotti
    Partner, Johnson Lambert LLP
    $4900
    Standard Price
  • Thumbnail for OMB Guidance on Procurement
    Identification
    NOT1917
    Date
    June 11, 2019

    The Uniform Guidance provides requirements over direct procurements under federal awards. Now in effect, we will discuss how organizations are adapting, best practices for implementation and compliance and common audit findings.

    • Identify the new procurement requirements and thresholds
    • Apply best practices in implementing these new procurement requirements
    • Learn how the new requirements are being audited and common findings

    Speakers

    Speaker Image for Elizabeth Folsom
    Elizabeth J. Folsom, CPA, CFF, CIA, CFE
    Population Services International, Chief Audit Executive
    Speaker Image for Andrea Wilson
    National Co-Leader, BDO USA
    $4900
    Standard Price

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