Go beyond the fundamentals to address the accounting, audit, tax, and compliance challenges facing not-for-profit organizations. Learn from experienced professionals who understand the difficult decisions you face and gain guidance you can apply within your organization or when advising clients.
Join us virtually on Tuesday, Dec. 1, for advanced accounting and internal control sessions in the morning, followed by your choice of specialized afternoon sessions covering single audits, control testing, group exemptions, Form 990, and private foundations.
Earn 8 CPE credits and save when you register by Nov. 10. Use code EARLYBIRD_ANFP.
Register for the Full Day
Prefer a half day? Use the morning or afternoon only options to register.
8:25 a.m. – 8:30 a.m. | Welcome Remarks
8:30 a.m. – 9:45 a.m. | Complex Reoccurring Issues in Not-for-Profit Accounting
Session description coming soon.
Richard Cole, Partner | Forvis Mazars LLP
9:55 a.m. – 10:45 a.m. | Finding and Applying Guidance: The NFP Audit and Accounting Guide
Explore how the AICPA's Audit and Accounting Guide for not-for-profit entities helps you apply FASB and AICPA standards to situations commonly encountered in practice. Drawing on more than 30 years of experience developing and updating the guide, Sue will explain how to find relevant guidance and identify other reliable resources when the guide doesn’t address your question.
Sue Budak, CPA, Consultant and Author
10:55 a.m. – 12:10 p.m. | Advanced Internal Controls: Cyber Risks, Automation, and Third Parties
Explore how cyber risks, automation, and third-party service providers affect financial controls in not-for-profit organizations. Go beyond basic segregation of duties to examine risks to sensitive donor and member data. Through practical examples, consider these challenges from the auditor’s perspective, including expectations for documentation, audit trails, and review controls.
Caitlin Lake, CPA, Senior Manager | Johnson Lambert LLC
Choose one session in each time slot.
12:50 p.m. – 1:40 p.m. | Session A
2026 Single Audit Update: Compliance Supplement and Planning Considerations
Examine changes in the 2026 Compliance Supplement, significant Uniform Guidance revisions affecting audits and grant administration, and developments at the Federal Audit Clearinghouse. Explore their implications for audit planning, major program determination, and current-year engagements, with practical considerations for both auditors and auditees.
Kelly Chamberlin, CPA, Audit Managing Director| Deloitte & Touche LLP
12:50 p.m. – 1:40 p.m. | Session B
Group Exemptions: Updated IRS Procedures and Transition Requirements
Understand the IRS’s updated group exemption procedures and their implications for central and subordinate organizations. Distinguish between group exemptions, group returns, and Supplemental Group Ruling Information (SGRI), then review the new Form 15644 filing process, annual reporting window, and changes to subordinate organizations. Practical scenarios will help you identify applicable transition requirements and actions to complete before Jan. 22, 2027.
Mallory Fairless, CPA, Partner | Crowe
Jan Smith, JD, CPA, Managing Partner | Crowe
1:50 p.m. – 3:05 p.m. | Session A
Rethinking Control Testing: Precision and Persuasive Audit Evidence
Explore practical approaches to applying the Risk Assessment and Walkthrough of Controls process, evaluating the precision of key controls, and determining whether audit evidence is sufficiently appropriate and persuasive.
James Holt, CPA, Assurance Senior Manager | Forvis Mazars LLP
Ciara Leahy, CPA, Senior Manager | Forvis Mazars LLP
Kimberly Marshall, CPA, Managing Director | Forvis Mazars LLP
1:50 p.m. – 3:05 p.m. | Session B
Form 990: Reporting Blind Spots and Red Flags
Examine common blind spots in Form 990 preparation and review, including reporting issues related to organizational changes and mission-related activities. Learn where preparers and reviewers should focus their attention to identify potential red flags.
Brian Yacker, JD, CPA, Principal, Nonprofit Tax | Baker Tilly
3:15 p.m. – 4:30 p.m. | Session A
Single Audit Sampling Reimagined: Populations, Dual Purpose Tests, and Compliance Exceptions
Apply updated compliance testing guidance from the 2026 AICPA Government Auditing Standards and Single Audits Guide. Learn how to identify and validate compliance populations, properly design and evaluate dual-purpose tests, and distinguish control deviations from compliance exceptions. Practical examples will address documenting conclusions and issues that may draw scrutiny during peer review and engagement quality reviews.
Megan Angle, CPA, Partner | Porte Brown LLC
Joshua Bream, CPA, Director of Audit Quality | Porte Brown LLC
3:15 p.m. – 4:30 p.m. | Session B
Private Foundations: Tax Rules and Compliance Risks
Examine key private foundation tax and compliance rules, including distribution requirements, PRIs, excise taxes under IRC §§ 4940–4945, and Form 990-PF reporting. Use real-world examples to identify common compliance issues and learn how to avoid costly tax penalties.
Bernadette Zita, CPA, Nonprofit CFO & Strategic Financial Advisor
Conference Details & Registration
Date: Tuesday, Dec. 1, 2026
Format: Virtual
