Not-for-Profit Conference - A Virtual Event
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 15
General Session
- The State of NFPs
Christopher LunnChristopher Lunn
CEO | Alliance for Nonprofit Resources
Zachary Carlino
Director of Development | Alliance for Nonprofit Resources, Inc.
Credits: 1.5 - Accounting - Technical
This session is available to registrants only.
General Session
- Driving Excellence in Audit Quality:Challenges and Solutions
David RottkampDavid Rottkamp
David M. Rottkamp, CPA, is an Audit Partner, Not-for-Profit Practice Leader, at Grassi. David has over 35 years of experience providing audit and advisory services to the not-for-profit and health care industries. David focuses on organizations serving individuals with special needs, religious organizations, educational institutions, membership associations, social service providers, healthcare providers, foundations, and the arts and culture world. David's technical knowledge allows him to provide specific services, including Single Audits/Uniform Guidance compliance audits and retirement plan audits.
Since beginning his career, David has advised some of the area's most successful not-for-profit and health care organizations in areas such as: financial reporting systems, implementation of new FASB accounting standard updates, IRS Form 990 guidelines, sustainability and succession planning, internal control reviews, developing financial forecasts, and providing quality board education and governance advice. Through his focus on education and board awareness, he has improved the internal structure for many of his clients, demonstrating his industry leadership.
David is an active member of the New York State Society of CPAs (NYSSCPA), where he is a previous Chair of the Not-for-Profit Committee and several of its subcommittees, including government funding sources and cost reporting updates. David also chaired the statewide Not-for-Profit Conference for the NYSSCPA for four years. David is the chair of a NYSSCPA subcommittee, working with the New York State Consolidated Fiscal Reporting Interagency Committee, collaborating with NYS officials on possible revisions to Appendix AA, "Audit Guidelines" of the CFR instructional manual and the instruction manual itself.
An authority in the industry, David has presented on a variety of topics relating to organizations funded by Federal and New York State governments, including government grants and contracts, Medicaid, Medicare and other third-party insurance, and others funded with private funding and contributions. David has conducted educational seminars for clients, accounting industry groups, and Not-for-Profit member organizations.
He has presented to the Financial Managers Association (FMA) for over 25 years, Interagency Council of Developmental Disabilities Agencies, Inc. (IAC), the New York State Society of CPAs Foundation for Accounting Education (FAE), the American Institute of Certified Public Accountant (AICPA) and the New York Council of Nonprofits (NYCON) at their annual Camp Finance. David is also an adjunct professor at New York University (NYU) in Manhattan. Within Grassi, David leads internal education sessions, webinars and writes articles in the firm's external newsletter relating to the not-for-profit and health care industries.
To give back to the industry in which he serves, David is on the board and serves as Chair of the National Multiple Sclerosis Society -- Greater New York City/Long Island Chapter, and serves on several of its committees. Beyond his local work, David is a member of the National Board of Directors of the National Multiple Sclerosis Society, is a member of the finance committee and is immediate past chair of National's audit committee, having a unique and even broader impact on the organization's well-being. David is a member of the board of directors of NYCON, a membership organization that services over 3,100 NFP members throughout New York State. David is also on the board of BoardStrong, Inc. He is also a member of the AICPA.
David is a graduate from Pace University, with a BBA in Accounting.
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Non-Income Tax Liabilities
Jessica SaylesJessica Sayles
Managing Principal, Houldsworth, Russo & Company, P.C.
Jessica joined the firm in 2007. As the Managing Principal of the Southern Nevada office from 2016 through 2020, she oversaw operations, marketing, and community relations of the firm. In 2021 Jessica expanded the operations of HRC to Northern Nevada, where she now resides. Jessica loves that she gets to work with many nonprofit clients in an advisory capacity, lending her audit and tax expertise to help them establish good governance and sort out issues related to unrelated business income. Raised in Hawaii, Jessica is actively involved in the Pacific Islander community and continues to dance hula with a local group. She is the Vice Chair of the Douglas County Audit Committee, founder of a private foundation that provides accounting scholarships, and avid kitten foster. She has lived in Nevada since she graduated from high school and loves it for its diversity. She and her husband, George, have two young children, Bodhi and Asha, two dogs, and two cats. Together, the whole family (pets included!) enjoy exploring national parks and local campgrounds in their travel trailer.
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Strategic Financial Planning for NFPs
Sam Mansour, Mansour Advisory Group JM Solutions LLCSam Mansour
Mansour Advisory Group
As a business owner, serial entrepreneur and financial strategist with over 15 years of experience Sam works with businesses to optimize profitability and reduce financial waste. He has focused his career on working with businesses of varying sizes, ranging from start-ups and midsize organizations to those generating hundreds of millions of dollars in revenue per year.
Sam's approach is candidly direct, honest, and to the point. Using his extensive audit background he is able to quickly assess a company's financial model and identify key areas that need to be addressed. Working with management, he then develops a plan and assists those entities with implementing change that addresses both short and long-term profitability goals.
This session is available to registrants only.
General Session
- Cybersecurity for NFPs
Stephanie McKeeStephanie McKee
Chief Technology Thought Partner | Apparo
Todd Reavis
Technical Lead | Apparo
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Not-for-Profit GAAP Update
Melisa Galasso, Galasso Learning SolutionsMelisa Galasso
Melisa F. Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with over 15 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not for profit and governmental accounting.
Her passion is providing high-quality CPE that is meaningful, creates efficiencies and improves quality, and positively impacts ROI. She also supports essential professional development, audit level training, and train the trainer efforts.
Melisa is a Certified Professional in Talent Development (CPTD) and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers.
She also serves on the FASB's Not-for-Profit Advisory Committee (NAC), the AICPA's Technical Issues Committee (TIC), has had leadership roles on various A&A committees, and serves on the VSCPA's Board of Directors.
Melisa is a 2020 Enterprising Women of the Year Award recipient and was honored as a "40 under 40" by CPA Practice Advisor in 2017 and 2018. She was also named the 2019 Rising Star by her regional NAWBO chapter, received the Don Farmer award for achievement in technical content instruction, and earned several other awards for public speaking and technical training.
This session is available to registrants only.
Non-Member Price $370.00
Member Price $300.00
