FULL DAY OPTION:Credits: 8 CPE, 3.25 CLECode: C53362Cost: $390 M | $480 NM
REGISTER FOR FULL-DAY OPTION
AFTERNOON OPTION:Credits: 4 CPE, 3.25 CLECode: C53364Cost: $245 M | $295 NM
MORNING OPTION:Credits: 4 CPECode: C53363Cost: $245 M | $295 NM
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REGISTER FOR MORNING OPTION
Review the latest not-for-profit accounting concerns and developments, including changes impacting leases and contributed non-financial asset disclosures. Hear how these changes will bring increased transparency to financial statements.
Speaker:Erik De Vries, CPA | Grant Thornton LLP
Identify red flags in charity financial reporting and common accounting tricks poorly performing charities will use. Understand the legal and resource limits of government regulators and the critical role independent charity watchdog organizations play in maintaining a level playing field for not-for-profits and protecting donors.
Speaker:Laurie Styron | CharityWatch
Gain a comprehensive understanding of Environmental, Social, and Governance investing (ESG) and review the leading frameworks. Plus, discuss the tools needed to build a successful ESG program.
Speaker:David Clauson, CHMM®, CSP® - Director, BKD National Enterprise Risk Solutions Practice
Understand risks related to limited segregation of duties. Assess internal controls for significant transaction types and identify opportunities to strengthen these internal controls.
Speakers:Nancy Gonsiorek, CPA | Nancy L. Gonsiorek, CPAJennifer Casacchia, CPA | Sikich LLP
Many organizations are required to have a Single Audit for the first time due to new COVID-related grant funding. Understand when a Single Audit would be required and when a Program Specific Audit would be an option. Plus, dissect the similarities and the differences between these two audit types.
Speaker:Ray Krouse, CPA | Sikich LLP
Discuss what constitutes lobbying and political campaign activity for purposes of the Form 990. Review how to track and report these activities and the expenses resulting from them on Schedule C.
Speakers:Jodi Patt, JD | Quarles & Brady LLPMegan Angle, CPA | Porte Brown
Hear about recent developments, common pitfalls, and best practices related to GATA filings. Discuss how new federal and state funding are impacting grantees.
Speakers:Lori Beeler, CPA, CGMS | Illinois Governor’s Office of Management and BudgetBrandon Reed, CPA | Crowe LLP
Identify and understand the different types of alternative investments. Hear about the tax treatment and reporting requirements of UBTI on Schedule K-1 for 990-T preparation. Plus, discuss key challenges and best practices to manage risk at your organization.
Speakers:Jennifer Burke, CPA | Crowe LLPNatalie Noland, CPA | Crowe LLP
Session information coming soon.
Speaker:Ciara Leahy, CPA | Wipfli LLP
Evaluate international tax consequences of structuring alternative investments and recognize common international tax forms and when they apply. Learn to identify when foreign income items are taxable to an exempt organization.
Speaker:Scott Wilcox, CPA, MAcc | RSM US LLP
Special Thanks to Our Not-for-Profit Content Advisory Group:
Special Thanks to the Advanced Not-for-Profit Conference Sponsor