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Not-for-Profit Conference - A Virtual Event

Thursday, October 20, 2022 8:30am - 4:30pm

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8.00 Credits

Member Price $295.00

Non-Member Price $365.00

Overview

Whether you have not-for-profit clients or work within an organization, you will find practical advice, insights and technical guidance at this year's Not-for-Profit Conference. Hear from experts who understand how to deal with the challenges facing nonprofit practitioners and financial executives today. Bring a colleague or client along and hear fellow industry professionals to learn about current developments, trends, best practices and more.

• Determine the latest standards and technical requirements facing not-for-profit organizations
• Identify answers to key tax and accounting questions related to not-for-profits
• Recognize issues that could affect operations and profitability

Designed For

CPAs, nonprofit leaders, finance staff and accounting professionals working for nonprofit organizations or serving nonprofit clients.

Notice

Sponsored by:

                  

Thursday, October 20

General Session

8:30am - 8:35am Opening Remarks

This session is available to registrants and their guests

General Session

8:35am - 9:50am Quality Management

Ahava Goldman

Ahava Goldman

Ahava Goldman, CPA, is an associate director with the Association of International Certified Professional Accountants Audit and Attest Standards team. She is the staff liaison for the AICPA Auditing Standards Board and supports their standard-setting activities. She is also serving as a Technical Advisor on the International Audit and Assurance Standards Board (IAASB). Previously, Ms. Goldman was a senior manager on the AICPA Examinations Team where she was responsible for the content and development of all sections of the Uniform CPA Examination. Before joining the AICPA, she worked in public accounting at both local and national firms. She graduated magna cum laude from Stern College of Yeshiva University with a Bachelor of Science in Accounting.

During this session, Ahava Goldman will analyze the new requirements of the quality management standards. Firms will learn how to apply the new, proactive, risk-based approach to quality management systems and how to tailor their systems to the nature and circumstances of the firm and its engagements.



 

This session is available to registrants and their guests

General Session

9:50am - 10:40am Cybersecurity for Nonprofits

Ryan Peasley

Ryan Peasley

Ryan is an experienced consultant, advocate, and technology enabler.  He has over 15 years of experience working with and planning for technology in regulated industries helping organizations manage, implement and utilize technology to engage constituents, and customers and achieve organizational goals.

His experience includes all aspects of IT service delivery and planning including scoping, design, migration, configuration, training, documentation, report writing, and user adoption.

Ryan takes tremendous pride in the work he does and creates personal lasting relationships with his clients.  He believes these relationships establish shared goals that lead to better and lasting outcomes.

Certifications
Microsoft Certified Solutions Expert

Professional memberships and activities
Voices for Innovation
Eagle Scout - Boy Scouts of America

This session is available to registrants and their guests

General Session

10:40am - 10:50am Break

This session is available to registrants and their guests

General Session

10:50am - 12:05pm Form 990

Eve Borenstein

Eve Borenstein

Eve Borenstein has served the nonprofit sector for more than 30 years as an exempt organizations tax lawyer, sector advocate, and instructor to those who serve the sector.

Eve practiced law from late 1988 until joining Harmon Curran in 2019 through her own firms (Tax Exempt Law Office of Eve Rose Borenstein, LLC and BAM Law Office LLC), serving tax-exempt organizations and taxable nonprofits on their federal tax compliance needs as well as the unique compliance mandates they are subject to under state and federal laws. Eve frequently helps organizations with tax controversies and has represented more than 1000 tax-exempt organizations from all parts of the country before the IRS on field audit examinations, private letter ruling requests, exemption applications, status updates, Form 990 guidance and review, and sub-classification determination requests. She enjoys helping clients implement practical approaches to tax planning, structural and/or relationship issues, and internal governance needs.

In addition to her client work, Eve is committed to expanding exempt organizations’ access to quality legal and accounting assistance, improving the IRS’ procedural intersections with the sector, and increasing the availability of pro bono assistance to charitable organizations. Her efforts in these directions are undertaken via two platforms:

Eve has, for more than twenty years, been an active participant in the Exempt Organizations Committee of the ABA Tax Section, as well as in many other professional committees, including the TEGE Exempt Organizations Council and the AICPA’s Exempt Organizations Technical Resource Panel.
Eve is a frequent course instructor and speaker on exempt organization mandates, instructing on the Form 990 since 1990 (two of her full-day Form 990 courses, co-authored with CPA Jane Searing, are offered through the AICPA) and utilizing her vast catalog of presentation materials developed in her teaching consultancy, Eve Rose Borenstein, LLC (https://www.taxexemptlaw.org).
 

Due to her career-long interest and authorship of courses on the Form 990, Eve was formally introduced as the “Queen of the 990” when testifying on the form’s efficacy before Congress in July 2012.

Eve is based in Minnesota and is licensed to practice law in Minnesota.

This session is available to registrants and their guests

General Session

12:05pm - 12:45pm Lunch Break

This session is available to registrants and their guests

General Session

12:45pm - 1:35pm Auditing Standards Update

Mary Kay Lofgren Partner, RubinBrown LLP

Mary Kay Lofgren

Mary Kay Lofgren is a Partner in RubinBrown’s Assurance Services Group. She also serves as a Vice Chair of the Not-For-Profit Services Group. She primarily serves clients in the nonprofit and public sector industries. Mary Kay has more than 20 years of experience working on assurance engagements in these industries, as well as Uniform Guidance (A-133) single audits.

Mary Kay also chairs the Not-For-Profit Services Group Private Schools segment.

Mary Kay teaches the Financial Issues in Managing NPOs course of the Nonprofit Management Leadership Program at the University of Missouri – St. Louis. She also speaks about a variety of not-for-profit organization topics.

This session is available to registrants and their guests

General Session

1:35pm - 2:25pm FASB Update

Jenifer Wyss Supervising Project Manager, Financial Accounting Standards Board

Jenifer Wyss

Jenifer Wyss is a Supervising Project Manager at the Financial Accounting Standards Board (FASB). She serves as the coordinator for the FASB’s Not-for-Profit Advisory Committee (NAC) and the Private Company Council (PCC). She’s currently working on a pre-agenda research project on profits, interests and their interrelationship with partnership accounting and on the Disclosure Review’s Income Taxes project. She previously worked on FASB projects on simplifying the balance sheet classification of debt, statement of cash flows, employee benefit plans, disclosure framework, and several income tax projects. Prior to joining the FASB, Jenifer spent 18 years in public accounting. She has a broad background that includes working with manufacturing, distribution, professional service, technology and construction companies, as well as not-for-profit organizations and employee benefit plans. She is a certified public accountant in Missouri and Illinois.
Vern is also a nationally recognized tax lecturer, being a regular speaker (averaging over 100 seminars a year) for CPAs, Enrolled Agents, Lawyers, and Realtors throughout the United States. In addition to have been an AICPA national instructor, the Illinois, Indiana, and Nebraska CPA Societies have all honored him with their "tax instructor of the year" award. In 1993, Vern's presentation skills earned him the coveted Certified Speaking Professional (CSP) from his fellow speaking professionals of the National Speakers Association. There are only 317 CSP's out of 4,900 NSA members.


He co-authored two Prentice-Hall books and has written articles on taxation for numerous national publications. The third edition of his highly-acclaimed newest book, The Real Estate Investors Tax Guide, published by Dearborn Financial Publishing, was released in the bookstores in October, 1998. The Chicago Tribune rated the book as one of the "top 10 real estate books" and the San Jose Mercury News called it "the most authoritative and understandable book explaining investment property taxation."


He has served on many national boards, including the National Association of Realtors Legislative Committee and Federal Tax Sub-committee, the Farm and Land Institutes Education Committee and Federal Tax Committee and served for two years as National Secretary and three years as National Director-at-Large for the National Real Estate Educators Association. He also has been active in his community, including serving as a publicly elected School Board Trustee for five years.

This session is available to registrants and their guests

General Session

2:25pm - 2:35pm Break

This session is available to registrants and their guests

General Session

2:35pm - 3:25pm Data and Technology Moving Forward

This session is available to registrants and their guests

General Session

3:25pm - 4:15pm Cryptocurrency Donations for Nonprofits

This session is available to registrants and their guests

Non-Member Price $365.00

Member Price $295.00