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Not-for-Profit Conference - A Virtual Event

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8.00 Credits

Member Price $300.00

Non-Member Price $370.00

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.

• 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 

-Accounting Professionals for NPs

 

Thursday, October 16

General Session

- FASB Update

Ashley Allen, Financial Accounting Standards Board

Ashley Allen

Practice Fellow | FASB

This session is available to registrants only.

General Session

- Coming Soon

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- How NFPs Can Adapt to Changing Federal, State, and Private Funding

Donna Doty, Manager, CLA

Donna Doty

Donna is a signing director located in St. Louis, Missouri, specializing in auditing and accounting services for nonprofits. Her focus has emphasized leading audit and assurance engagements, including providing services for religious organizations, nonprofits, foundations, independent and public elementary/secondary schools, and social service organizations. She is a licensed Certified Public Accountant with more than 28 years of experience in public accounting.  

Daniel Kopshinsky, Principal, CLA

Daniel Kopshinsky

Principal | CLA Kansas City

 

Credits: 1 - Accounting - Technical

This session is available to registrants only.

General Session

- Lunch

This session is available to registrants only.

General Session

- AI for Nonprofits

Brenda Kahler, Armanino

Brenda Kahler

Brenda heads the Industry Strategy team for Armanino and is also a member of the Nonprofit Leadership team. She has over 25 years of experience in international taxation, and nonprofit
accounting and finance. She uses that experience to help nonprofits embrace technology and "do more with less". She has always been fascinated by automation and simplification.

Brenda is also a certified Sage Intacct Implementation Consultant and has been part of over 250 system conversions.

This session is available to registrants only.

General Session

- Internal Controls for Nonprofits: Building Trust, Safeguarding Resources, and Enabling Growth

Kingston Govati

Kingston Govati

Accounting Consultant | Blantyre Business Services

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Fundraising

Theresa Fleck

Theresa Fleck

President | Association of Fundraising Professionals

Theresa L. Fleck, MA, CFRE, CAE currently serves as the Vice President for Institutional Advancement at Logan University. In this position she oversees the development, marketing and communications, alumni relations, university events, corporate relations, and continuing education departments. A fund development professional since 2001, Ms. Fleck has extensive experience developing strategy and executing fundraising and marketing and communications plans for a wide range of nonprofit organizations, including; universities, independent schools, social service agencies, international non-governmental organizations (NGOs) and the arts. She has a proven track record of designing and implementing comprehensive strategic and tactical campaigns for all levels of fundraising, and considerable training in planned giving, major gifts, capital campaigns, event planning, annual fund execution, donor stewardship and board development. A seasoned fundraising professional, Ms. Fleck has managed, mentored and collaborated with boards, volunteers and staff to focus on the identification and long-term cultivation of donors. Her career experience also includes strategic planning, admissions, board development, executive-level leadership, marketing, special events, public relations and communications.

Ms. Fleck is a Certified Fund Raising Executive (CFRE), a Certified Association Executive (CAE), a Certified Nonprofit Professional (CNP), a member of the Association of Fundraising Professionals (AFP) and the St. Louis Council of Charitable Gift Planners. She has spoken regionally at professional development sessions for both the Rhode Island and Greater St. Louis Chapters of AFP and nationally for the National Association of Independent Schools (NAIS) and the Council for Advancement and Support of Education (CASE). She currently serves as the president of AFP St. Louis, and is a former board member of AFP Rhode Island. Ms. Fleck is presently working on her doctorate degree in Interdisciplinary Leadership at Creighton University, and holds a Master's Degree in Nonprofit Management from Washington University in St. Louis.

Tosha Anderson, Managing Partner, The Charity CFO, LLC

Tosha Anderson

Tosha Anderson, Founder & Managing Partner of The Charity CFO, has revolutionized the nonprofit sector by providing specialized financial expertise to organizations that serve the greater good. With a mission to empower nonprofits through robust financial management, Anderson’s work ensures that these organizations are equipped to maximize their impact. Anderson’s journey began with a deep desire to bridge the gap between financial proficiency and nonprofit leadership. Having started her career as an accountant, she noticed a glaring lack of resources available to nonprofit leaders who struggled with the complexities of financial management. This realization led her to launch The Charity CFO, a firm dedicated to providing tailored accounting solutions for nonprofits. Her goal was not only to address immediate challenges but also to create sustainable frameworks for long-term success.

This session is available to registrants only.

Non-Member Price $370.00

Member Price $300.00