Thumbnail for AICPA Not-for-Profit Industry Conference 2021

AICPA Not-for-Profit Industry Conference 2021

$45900
Standard Price

This includes sessions from the conference: AICPA Not-for-Profit Industry Conference 2021

Products

  • Thumbnail for Chair Welcome and Introductions | Leading & Managing in an Era of Disruptive Demographics and "Certain-Uncertainty"
    Identification
    NOT2101
    Date
    June 7, 2021
    Disruptive demographics are dramatically transforming all of nation’s social, economic, and political institutions. At the same time, the COVID-19 pandemic and the nation-wide protests spawned by the recent spate of senseless killing of unarmed Blacks have illuminated what executive development professionals have been telling private and public sector leaders and /managers for quite some time. We are living in an era of increasing volatility, uncertainty, complexity, and ambiguity—a VUCA World. “Certain-uncertainty” is the new normal in today’s society and economy, which requires new leadership capabilities and managerial competencies to properly respond to our nation’s changing demographics and weather the current and future crises we almost sure to face. Join us for an illuminating discussion of the six disruptive demographic trends that will change America forever and the “new” leadership toolkit required to manage turbulence and uncertainty.

    Keynote

    $4900
    Standard Price
  • Thumbnail for Elevating Your Story with Data and Metrics - Education Lab Session by Sage Intacct (No CPE)
    Identification
    NOT21NS01
    Date
    June 7, 2021

    Join us as we look at 5 things you can do right now to ramp up faster and at what recent giving data tells us matters most - for growing your non-profit’s funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission?

    We’ll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.

    No CPE offered.

    Speaker

    $4900
    Standard Price
  • Thumbnail for Introduction to UBIT: Do You Owe Tax as a Tax-Exempt Organization?
    Identification
    NOT2106
    Date
    June 7, 2021
    Tax-exempt organizations are generally aware that they may be subject to the unrelated business income tax (UBIT) on income derived from certain types of activities, despite being recognized by the IRS as organizations that are otherwise exempt from income tax under Section 501(c)(3) or under other provisions of U.S. Internal Revenue Code Section 501(c). Whether the UBIT applies in a particular instance or to a particular activity, however, may not always be clear.

    In this session, we will cover the various elements that affect UBIT. This topic usually generates many questions and will assist attendees with identifying the following:


    • Three factors when determining if an unrelated trade or business


    • Exclusions from unrelated trade or business income


    • Common unrelated trade or business activities


    • Expenses


    • Form 990-T

    Speakers

    $4900
    Standard Price
  • Thumbnail for 7 Months Later: Investing for Safety & Growth in the Post-Election Reality
    Identification
    NOT2108
    Date
    June 7, 2021
    With a completely new political climate comes uncertainties and opportunities that manifest themselves in a variety of spheres of life. Wall Street and Main Street are two prominent places to witness this impact. Will Wall Street continue its defiance and the raging bull will keep fighting? Will Main Street see the economic certainty that has been snatched away from so many due to the devastating impact of COVID-19? What was considered safe before may no longer offer that security as economic policies clash with the political realities. Learn how to navigate this tricky environment, the right questions to ask, and how to equip your investment committee for prudent monitoring of the organization's portfolio.

    Speakers

    $4900
    Standard Price
  • Thumbnail for Common Financial Statement Errors
    Identification
    NOT2104
    Date
    June 7, 2021
    Learn how, with a little extra planning and preparation, you can avoid common errors that not-for-profits make in their financial statements. 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.

    Speakers

    $4900
    Standard Price
  • Thumbnail for Single Audit Update
    Identification
    NOT2105
    Date
    June 7, 2021

    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.

    Speakers

    $4900
    Standard Price
  • Thumbnail for Trust But Verify: Assessing Church Risk in the 21st Century
    Identification
    NOT2113
    Date
    June 7, 2021
    Churches are places where employees are trusted and forgiveness easily given. Unfortunately, those admirable characteristics also create environments ripe for fraud. In this session, we will explore how fraud is committed, the profile of fraudsters, case studies of actual cases of church fraud, and how to prevent fraud in the church. 

    Speakers

    $4900
    Standard Price
  • Thumbnail for UBI Silo-ing: Lessons Learned, Implementation Challenges and Opportunities
    Identification
    NOT2111
    Date
    June 7, 2021
    We'll provide an overview of the final UBI silo-ing regulations and discuss significant changes from the proposed regulations and the impact of those changes. We will also explore some case studies and examples illustrating the challenges and opportunities that practitioners are facing in implementing the regulations, such as grouping activities by type and by relationship, determining and gathering information on qualifying partnership investments, and navigating net operating loss challenges that have surfaced.

    Speakers

    $4900
    Standard Price
  • Thumbnail for Single Audit Planning Case Study
    Identification
    NOT2110
    Date
    June 7, 2021
    "By failing to prepare, you are preparing to fail." ~ Benjamin Franklin

    Planning a Single Audit engagement is not an easy task. Navigating several risk assessments to evaluating the composition of federal awards to selecting major programs to selecting the proper compliance requirements for testing can be lead to many missteps if not performed with knowledge and discipline. This session will utilize a case study approach to planning a typical not-for-profit entity Single Audit highlighting best practices as well as common pitfalls to avoid.

    Speakers

    $4900
    Standard Price
  • Thumbnail for COVID-19 Accounting Challenges and Practical Solutions
    Identification
    NOT2109
    Date
    June 7, 2021
    This session will address the common accounting and financial issues arising from COVID-19, such as PPP loans, payroll credits and deferrals, lease concessions and modifications, donors' changing restrictions on donations, going concern analysis, internal control considerations in a virtual environment, and other accounting topics that could result from the pandemic.

    Speakers

    $4900
    Standard Price
  • Thumbnail for What if? Scenario Planning in an Age of Disruption
    Identification
    NOT2112
    Date
    June 7, 2021
    This session will focus on scenario planning, which is a process financial leaders can use to support decision making and help navigate the uncertainty of the future in the short and long-term. This session will also explore ways to provide real time reporting to key constituents in a disruptive environment.  We will discuss different methods for scenario planning, ways that analyzing scenarios can facilitate informed decision making, and tips and tools to help create a scenario planning process for your organization.

    Speakers

    $4900
    Standard Price
  • Thumbnail for The Revised Uniform Guidance: Understanding and Applying the Key Changes
    Identification
    NOT2115
    Date
    June 7, 2021
    The most significant changes to the Uniform Guidance since its inception became effective this past Fall. Understanding and applying these changes is key to maintaining compliance with Federal grant requirements and, just as much, auditing those requirements. Grantees and auditors alike will find this session useful in ensuring a complete understanding of the revisions.

    Speakers

    $4900
    Standard Price
  • Thumbnail for How Do I Record This? Practical Case Studies Recording Complicated Funding
    Identification
    NOT2118
    Date
    June 7, 2021
    This session will walk through several case studies in applying GAAP to complicated funding arrangements.  The session 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.

    Speakers

    $4900
    Standard Price
  • Thumbnail for Keeping Pace with the Industry 4.0 Revolution: Rethinking Assurance Service
    Identification
    NOT2114
    Date
    June 7, 2021
    Join this session as we explore how leveraging technology in audits allows the right professionals to reduce inefficiencies and work on what matters most. Approaches include focusing on foundational technology, assurance technology, and automation, to deliver services that are highly valued by users and are performed by people doing evaluative, insight driven, and meaningful work.

    Speakers

    $4900
    Standard Price
  • Thumbnail for What? My Bonds Are No Longer "Safe" ?
    Identification
    NOT2117
    Date
    June 7, 2021
    We are living in an unprecedented historic time that hardly any economist would have predicted even 3-5 years ago - one of near zero interest rates. This poses a double-edged challenge to investors, especially to those non-profit organizations that have always banked on the safety of bonds as their armor against market declines. Even those who depended on bonds for generating income to support operating budgets or simply for earning yield are scratching their heads. There's nowhere to go without the added risks of a new direction. How can the investors navigate this treacherous "safe" investment? What options are available to avoid the drag of bonds that are producing almost zero income? Perhaps what one needs is a different lens.

    Speakers

    $4900
    Standard Price

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