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Sunday, June 16, 2024

4:00 PM – 6:00 PM EDT

Bubbles & Badges Pre-Registration Reception

4:00 PM – 6:00 PM EDT

Pre-Registration

Monday, June 17, 2024

7:00 AM – 9:00 AM EDT

Breakfast

7:00 AM – 6:00 PM EDT

Registration

8:00 AM – 8:50 AM EDT

NOT24SS01. Effective Onboarding and Communication of Key Financial Information for Boards, presented by YPTC

Speakers: Denzel Blount, Eleanor Hume
8:00 AM – 8:50 AM EDT

NOT24SS02. Don't Panic: Change is Inevitable. Strategies for Success, presented by Han Group

Speakers: Nancy Johnson, Heather Johnson
9:05 AM – 10:05 AM EDT

NOT2401. Welcome Remarks & Keynote: B.R.A.V.E. Human Leadership

Speakers: Jen Croneberger
10:05 AM – 10:40 AM EDT

Networking Break

10:10 AM – 10:35 AM EDT

NOT24EL01. Education Lab

10:40 AM – 12:20 PM EDT

NOT2402. GAAP Update

Speakers: Christine Botosan, Jeffrey Mechanick, Jeffrey Gabello
10:40 AM – 12:20 PM EDT

NOT2403. Roundtable: Treasury, Congress and the Hottest Topics for Exempt Orgs

Speakers: Kimberly Eney, Rachel Levy, Brian Yacker, Edward Killen, Alexander Reid
12:20 PM – 1:05 PM EDT

Lunch

1:05 PM – 1:35 PM EDT

Culinary Inspired Networking

1:35 PM – 2:50 PM EDT

NOT2404. Advanced Automation Techniques Using RPA & AI

Speakers: Karl Spanbauer, Alyssa Cerretti
1:35 PM – 2:50 PM EDT

NOT2405. Single Audit Update

Speakers: Kim McCormick, Mary Foelster, Lindsey Oakley
1:35 PM – 2:50 PM EDT

NOT2406. The 990-PF and Private Foundation Excise Taxes

1:35 PM – 2:50 PM EDT

NOT2407. A Fireside Chat with the NCDI: Getting ahead of the curve (and staying ahead) with Diversity, Equity and Inclusion

Speakers: Bernadette Pieters-Harilal, Crystal Cooke, Kimberly Ellison-Taylor
2:50 PM – 3:25 PM EDT

Networking Break

2:55 PM – 3:20 PM EDT

NOT24EL02. Education Lab

3:25 PM – 4:40 PM EDT

NOT2408. Leases: Beyond the Basics

Speakers: Sean Prince, Paul Preziotti
3:25 PM – 4:40 PM EDT

NOT2409. Overview of the changes to Uniform Guidance

Speakers: Thomas Sneeringer, Amanda Ward
3:25 PM – 4:40 PM EDT

NOT2410. Everything but 501(c)(3)s

Speakers: Kimberly Eney, Lisa Heller
3:25 PM – 4:40 PM EDT

NOT2411. Litigation Avoidance

Speakers: Panagiota Mahendru, Howard Siegel, John McKeon
4:55 PM – 5:45 PM EDT

NOT2412. Common Accounting and Reporting Errors and Reminders

Speakers: Tamara Vineyard, Richard Cole
4:55 PM – 5:45 PM EDT

NOT2413. Top 10 Common Compliance Findings and How to Avoid Them

Speakers: Craig Wories, angelica roiz
4:55 PM – 5:45 PM EDT

NOT2414. Form 990 Gameshow

Speakers: Christopher Anderson, Richard Locastro, Jane Searing
4:55 PM – 5:45 PM EDT

NOT2415. Impact and ESG in NFPs

Speakers: Corinne Dougherty, David Gagnon
6:00 PM – 7:00 PM EDT

Opening Reception

Tuesday, June 18, 2024

6:00 AM – 7:00 AM EDT

Wellness Activity: Yoga

7:30 AM – 9:00 AM EDT

Continental Breakfast

7:30 AM – 5:00 PM EDT

Registration

8:00 AM – 8:50 AM EDT

NOT24SS03. Hype or Help: Evaluating Emerging Industry Trends presented by Marcum LLP

Speakers: Waqqas Mahmood, Mary Antonetti, Julie Jones
8:00 AM – 8:50 AM EDT

NOT24SS04. Cash planning and investment management for non-profit organizations presented by CLA

Speakers: Taylor Powell, Rebecca Moore, Jim Mari
8:00 AM – 8:50 AM EDT

NOT24SS05. Solution Session

8:00 AM – 8:50 AM EDT

NOT24SS06. Solution Session

9:05 AM – 10:20 AM EDT

NOT2416. NFP Risk Alert

Speakers: Sarah Griger, Kelly Frank, J. Calvin Marks
9:05 AM – 10:20 AM EDT

NOT2417. What does the adoption of SAS 145 mean to Uniform Guidance Audits?

Speakers: Blaine Jasper, Monique Booker
9:05 AM – 10:20 AM EDT

NOT2418. PACs, Super PACs, and Dark Money: Electioneering in a Presidential Election Year

Speakers: John Pomeranz, Richard Locastro
9:05 AM – 10:20 AM EDT

NOT2419. FORE Challenges Facing NFPs Today

Speakers: Ted Phillips, Divya Gadre, Amy West
10:20 AM – 10:55 AM EDT

Networking Break

10:25 AM – 10:50 AM EDT

NOT24EL03. Post Award Restricted Grants Management, presented by KarmaSuite

Speakers: Srikar Chinam
10:55 AM – 11:45 AM EDT

NOT2420. Evolving Nonprofit Ratings: Implications for Your Organization

Speakers: Michael Thatcher, Brian Slusarz
10:55 AM – 11:45 AM EDT

NOT2421. SEFA vs. GAAP: Why they may not be the same

Speakers: Craig Wories, Sadie Mayle
10:55 AM – 11:45 AM EDT

NOT2422. International Digest: An Overview of Foreign Reporting, Global Employment Matters, and Disclosures for Exempt Organizations

Speakers: Stephanie Mendoza, Jennifer Harris
10:55 AM – 11:45 AM EDT

NOT2423. Is your Company Worth Quitting For? A Self-Assessment

Speakers: Ed Barrow, Brittney Gordon
11:45 AM – 12:30 PM EDT

Lunch

12:30 PM – 1:00 PM EDT

Culinary Inspired Networking

1:00 PM – 2:15 PM EDT

NOT2424. Auditing Standards Update

Speakers: Andrew Prather, William Donahue
1:00 PM – 2:15 PM EDT

NOT2425. Internal Controls over Compliance

Speakers: Sadie Mayle, Monique Booker
1:00 PM – 2:15 PM EDT

NOT2426. Prominent Worker Issues

Speakers: Brian Yacker, Lauren Haverlock
1:00 PM – 2:15 PM EDT

NOT2427. Above Board

Speakers: David Rottkamp, Peter Porrino
2:15 PM – 2:50 PM EDT

Networking Break

2:20 PM – 2:45 PM EDT

NOT24EL04. Education Lab

2:50 PM – 3:40 PM EDT

NOT2428. Endowment Accounting, An Overview

Speakers: Tamara Vineyard, Richard Cole
2:50 PM – 3:40 PM EDT

NOT2429. Buy Now and Pay the Price Later – Compliance Challenges of UG Procurement

Speakers: Blaine Jasper, Thomas Sneeringer
2:50 PM – 3:40 PM EDT

NOT2430. Public Support Strategies

Speakers: Lori Yokobosky, Elizabeth Krisher
2:50 PM – 3:40 PM EDT

NOT2431. Impact and ESG in NFPs, Part 2: Current Practice

Speakers: Michael Thatcher, Tawana Thomas-Johnson, Jeffrey Mechanick, John Alfonso
3:55 PM – 5:10 PM EDT

NOT2432. Ask the Experts

Speakers: Andrew Prather, Kelly Frank, Richard Cole, Pete Ugo
3:55 PM – 5:10 PM EDT

NOT2433. Single Audit Lightning Round

Speakers: Amanda Ward, Lindsey Oakley
3:55 PM – 5:10 PM EDT

NOT2434. A Session about Nothing

Speakers: Christopher Anderson, Richard Locastro, Brian Yacker, Lauren Haverlock
3:55 PM – 5:10 PM EDT

NOT2435. CFOH Game Show 2.0

Speakers: Nancy Marc-Thrasybule, Joseph Arnone, Ted Phillips, Divya Gadre, Amy West

Thursday, June 20, 2024

11:00 AM – 12:15 PM EDT

NOT2436. Contributing to Success: Mastering Accounting for Contributions (ONLINE ONLY)

Speakers: Michaela Kay, Alyssa Cerretti
11:00 AM – 12:15 PM EDT

NOT2437. Major program determination case study (ONLINE ONLY)

Speakers: Lindsey Kennimer, angelica roiz
11:00 AM – 12:15 PM EDT

NOT2438. UBI Hard Hitters (ONLINE ONLY)

Speakers: Lisa Heller, Dave Moja
11:00 AM – 12:15 PM EDT

NOT2439. How to Gain Efficiencies in your Accounting processes and Program Operations (ONLINE ONLY)

Speakers: Aaron Filene, Allison Guttenplan
12:30 PM – 1:45 PM EDT

NOT2440. CECL for NFPs (ONLINE ONLY)

Speakers: Jeff Zeleji, Kris Ray
12:30 PM – 1:45 PM EDT

NOT2441. Indirect Costs: What are they and how are they audited? (ONLINE ONLY)

Speakers: Alex Weekes, Troy Rector
12:30 PM – 1:45 PM EDT

NOT2442. Transactions with Insiders (ONLINE ONLY)

Speakers: Jeffrey Frank, Meghan Biss
12:30 PM – 1:45 PM EDT

NOT2443. Sculpting Tomorrow: Navigating the Ethical Labyrinth of Privacy Laws and AI (ONLINE ONLY)

Speakers: Lindsay (Theresa Fantasia) Timcke, Taryn Crane, Ben Aase
2:15 PM – 3:05 PM EDT

NOT2444. SOC Reports - What are they and why you should review them for all of your service organizations (ONLINE ONLY)

Speakers: Danielle Haiden, Kristin Hogan
2:15 PM – 3:05 PM EDT

NOT2445. The Updated Data Collection Form - Same but Different (ONLINE ONLY)

Speakers: Rachel Flanders, Kelly Rancourt
2:15 PM – 3:05 PM EDT

NOT2446. Monetizing Clean Energy Tax Credits for NFP Organizations (ONLINE ONLY)

Speakers: David Camerucci, Eva Nitta
2:15 PM – 3:05 PM EDT

NOT2447. Founder's Syndrome: How to Survive and Thrive (ONLINE ONLY)

Speakers: Corinna Creedon, Carolyn Mollen
3:20 PM – 4:35 PM EDT

NOT2448. Audit Findings and the Internal Control Issues that Cause Them (ONLINE ONLY)

Speakers: Melissa Harman, Douglas Boedeker
3:20 PM – 4:35 PM EDT

NOT2449. With Great Funding Comes Great Responsibility (ONLINE ONLY)

Speakers: Kelly Metz, Nakia Bell
3:20 PM – 4:35 PM EDT

NOT2450. Tax and Technology – Beauty and the Beast (ONLINE ONLY)

Speakers: Maggie Elliott, Katelyn Miller, Christopher Anderson, Dave Moja
3:20 PM – 4:35 PM EDT

NOT2451. “Me Want Cookie” - Balancing the User Website Experience and Data Privacy (ONLINE ONLY)

Speakers: Mark Melnychenko, Taryn Crane