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, CPA
Jennifer 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 LLP
Megan 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 Budget
Brandon 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 LLP
Natalie 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