Thumbnail for 2022 AICPA & CIMA Not-for-Profit Industry Conference

2022 AICPA & CIMA Not-for-Profit Industry Conference

$459
Standard Price

This includes sessions from the conference: 2022 AICPA & CIMA Not-for-Profit Industry Conference

Products

  • Thumbnail for Common Financial Statement Errors
    Date
    June 13, 2022

    Learn how, with a little extra planning and preparation, you can avoid common errors that not-for-profits make in their financial statements. In this session, 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

    Speaker Image for Nicholas Rivera
    Nicholas C. Rivera, CPA, FHFMA, CHFP
    Senior Manager, FORVIS
    Speaker Image for Kristin Hogan
    Principal, Johnson Lambert LLP
    $49
    Standard Price
  • Thumbnail for Single Audit Update
    Date
    June 13, 2022

    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

    Speaker Image for Mary Foelster
    Senior Director, Governmental Auditing and Accounting, AICPA
    Speaker Image for Amanda Nelson
    Partner, KPMG
    $49
    Standard Price
  • Thumbnail for Legal Updates/Reaction from Treasury & Hill Update
    Date
    June 13, 2022

    This session will provide an update and insights on legal developments during the past year that impact tax-exempt organizations. Presenters’ will react and comment on information covered in the previous session (by IRS and Treasury representatives) in order to help attendees understand and assess how IRS and Treasury priorities and initiatives may affect the tax-exempt sector.

    Speakers

    Speaker Image for Meghan Biss
    Partner, Loeb & Loeb LLP
    Speaker Image for Alexander Reid
    Alexander L. Reid, J.D., LL.M. (Taxation)
    Partner, BakerHostetler LLP
    Speaker Image for Ruth Madrigal
    Principal, KPMG
    $49
    Standard Price
  • Thumbnail for Building Culture Intentionally and Leading in a Hybrid World
    Date
    June 13, 2022

    Our lives were upended due to the global pandemic that shut down businesses and rocked our worlds in ways we’d never have been able to anticipate. Millions of people lost their jobs and women exited the workforce in droves. The accounting, finance and not-for-profit industries were not spared - in fact, it’s harder than ever to attract and retain talent. Yet, some companies thrived beyond their wildest dreams. What was the reason that some companies were able to thrive and grow, while others languished? And, during the unprecedented “Great Resignation” of 2021, why are some employers able to attract and retain talent?

    In this engaging and interactive discussion, join Shaara Roman, entrepreneur, board member, former CHRO and founder of boutique consultancy, The Silverene Group to learn about building culture intentionally in a hybrid world.

    Speaker

    Speaker Image for Shaara Roman
    Founder & CEO, The Silverene Group
    $49
    Standard Price
  • Thumbnail for Automate, then Celebrate!
    Date
    June 13, 2022



    Technology impacts us in so many ways. When integrated correctly into our work, it can create greater efficiency and enhance the quality of service we provide. Join two not-for-profit financial professionals to understand how technology and automation can support your organization’s work.

    Speakers

    Speaker Image for Alyssa Federico
    Senior Vice President, Finance, Foundation For The Carolinas
    Speaker Image for Gina McDonald
    Managing Director, BDO FMA
    $49
    Standard Price
  • Thumbnail for Leases (FASB ASU 2016-02) Overview
    Date
    June 13, 2022

    This session will provide an overview of the new lease accounting standard. It will describe the new requirements of the standard as well as practical expedients that exist. A deeper dive into lease accounting will be available in a second session, Leases deep dive.

    Speakers

    Speaker Image for Richard Cole
    Partner / Nonprofit and Education, Forvis Mazars
    Speaker Image for Paul Preziotti
    Partner, Johnson Lambert LLP
    $49
    Standard Price
  • Thumbnail for Indirect Expenses for Auditees
    Date
    June 13, 2022

    Many institutions must engage in the process of negotiating federal indirect cost rates and non-profits face unique challenges in preparing and negotiating indirect rates. As we go through this process, many of us often wonder if we've done everything within the constraints of the Uniform Guidance (2 CFR Part 200) to maximize our institution's negotiated rate and resulting indirect cost reimbursement. In this session we will present numerous strategies which may be employed to maximize indirect cost recovery, both in the preparation of your indirect cost rate filing, as well as during the subsequent rate negotiation. This will be an interactive session and we will discuss the types of indirect costs that are sometimes overlooked and discuss recent government trends in rate negotiations.

    Speakers

    Speaker Image for Alex Weekes
    Principal, ML Weekes & Company, PC
    Speaker Image for Lewis Weitzman
    Manager, BDO
    $49
    Standard Price
  • Thumbnail for COVID-19 Relief Update / ERC
    Date
    June 13, 2022

    It's not too late for taxpayers, including not-for-profit entities, to claim the Employee Retention Tax Credit (ERTC) for 2020 and 2021. Potential refunds of up to $5,000 per eligible employee for 2020 and $7,000 per quarter per eligible employee for 2021 could be achieved. We will also look at other COVID-19 relief programs that can be beneficial to your organization or clients.

    Speakers

    Speaker Image for Richard Locastro
    Partner, Director Non-Profit Tax, GRF CPAs & Advisors
    Speaker Image for Christopher Anderson
    Shareholder, Maloney + Novotny LLC
    $49
    Standard Price
  • Thumbnail for Good Data!
    Date
    June 13, 2022

    Data is an organizational asset whose value and health should be optimized. If data is of poor quality, why bother using it? Join two not-for-profit financial professionals for this interactive discussion regarding the importance of data quality and governance.

    Speakers

    Speaker Image for Alyssa Federico
    Senior Vice President, Finance, Foundation For The Carolinas
    Speaker Image for Amy West
    Executive Vice President and Chief Financial Officer, AHRC New York City
    $49
    Standard Price
  • Thumbnail for Education Lab: Driving Nonprofit Financial Efficiency with Paperless Automation (Sponsored by Sage Intacct)
    Date
    June 13, 2022

    As good stewards of donor dollars, nonprofit finance leaders are always looking for ways to streamline operations so resources can be used to achieve mission success. In many cases old technology and inefficient, manual and paper-based process become barriers to this success.

    Automating financials with modern technology and making the move to a paperless office has enabled the Atlanta Convention & Visitors Bureau to reduced AP and payroll workloads by 70% and 90%, respectively.

    What would be the impact to your mission if you dramatically improved financial efficiency and visibility with paperless automation?

    Speaker

    Speaker Image for Joan Benson
    Director, Nonprofit Industry, Sage Intacct
    $49
    Standard Price
  • Thumbnail for Education Lab: Leveraging Diversity & Inclusion to Improve Financial Wellness Programs in Retirement Plans (Sponsored by Bank of America Merrill)
    Date
    June 13, 2022

    Financial Wellness is a life journey and we are now seeing the impact of Financial Wellness play out along ethnicity, race, sexual orientation and geography, as well as where the person falls on the financial spectrum. By incorporating Diversity & Inclusion data into your Financial Wellness programs for employees you can be sure to provide a more holistic benefit that meets the needs of more employees and helping you attract and retain better talent (the better your benefits, the more you care for your employees), allowing all to meet their definition of Financial Independence!

    Speaker

    Speaker Image for Cynthia Hutchins
    Cynthia Hutchins, ChSNC, CRPC
    Director of Financial Gerontology, Dir Retirement Services, Bank of America Merrill
    $49
    Standard Price
  • Thumbnail for In-Kind Contributions: A Refresher on Accounting
    Date
    June 13, 2022

    With the issuance of FASB ASU 2020-07, there is an increased focus on the reporting of in-kind contributions. This session will focus on the accounting and valuation concepts surrounding in-kind contributions, so you can ensure that your organization has properly reported these sometimes complicated contributions properly.

    Speakers

    Speaker Image for Benjamin Menenberg
    Executive Pastor, Highlands Community Church
    Speaker Image for Melissa Harman
    Partner and Higher Education National Practice Leader, Moss Adams
    $49
    Standard Price
  • Thumbnail for Post-Federal Award Requirements of Uniform Guidance: How to be Prepared (and Compliant) to Administer Federal Funding
    Date
    June 13, 2022

    Due to the trillions of dollars flowing into the economy from COVID-19 related legislation, many NFPs are now facing a challenge of having to administer federal grants in accordance with applicable regulations. This session will discuss the post-federal award requirements of 2 CFR 200 (Uniform Guidance) as to systems and controls that should be in place to avoid non-compliance with the applicable regulations.

    Speakers

    Speaker Image for Thomas Sneeringer
    Partner, RSM US LLP
    Speaker Image for Rachel Flanders
    Principal, CliftonLarsonAllen LLP
    $49
    Standard Price
  • Thumbnail for Unraveling the Mysteries of the Schedule A Public Support Tests
    Date
    June 13, 2022

    Deep dive into the various Schedule A public support tests, focusing on the first four Parts of Schedule A,; more specifically covering some of the "per se" publicly supported entity types referenced in Part I, the calculation of the Part II and III public support ratios, the different Types of supporting organizations referenced in Part IV, and tips and tricks for maintaining public charity status.

    Speakers

    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    Speaker Image for Brian Yacker
    Principal, Nonprofit Tax, Baker Tilly Advisory Group
    $49
    Standard Price
  • Thumbnail for Mitigate Don't Litigate
    Date
    June 13, 2022

    Three risk experts lead a discussion on how risk mitigation strategies can protect your not-for-profit organization.

    Speakers

    Speaker Image for Sanjay Godhwani
    EVP, Head of North America Underwriting, Berkshire Hathaway Specialty Insurance
    Speaker Image for Scott Konrad
    North American Nonprofit Practice Leader, HUB International Limited
    Speaker Image for Howard Siegel
    CEO, Irwin Siegel Agency
    $49
    Standard Price

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