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Thursday, June 2, 2022

10:00 AM – 11:40 AM EDT

NOT22101. Introduction to NFP Revenue Recognition: Case Studies - Which Standard Applies?

Speakers: Kristin Hogan, Kelly Frank
Pre-Conference Optional Workshop Additional Fee
10:00 AM – 11:40 AM EDT

NOT22102. What's the Score? (Effective Dashboard Reporting.)

Speakers: Gina McDonald
Pre-Conference Optional Workshop Additional Fee
12:00 PM – 1:40 PM EDT

NOT22103. Advanced Giving Tools: Split Interest Agreements, Trusts, Donor Advised Funds, and More!

Speakers: Sarah Reichling, Chris DuKate
Pre-Conference Optional Workshop Additional Fee
12:00 PM – 1:40 PM EDT

NOT22104. Are You Addressing the Right Risks in Cybersecurity?

Speakers: Taylor Armstrong, Johnny Sanders
Pre-Conference Optional Workshop Additional Fee
2:00 PM – 3:40 PM EDT

NOT22105. Addressing Risk and Internal Control in a Single Audit

Speakers: Kim McCormick, Lindsey Oakley
Pre-Conference Optional Workshop Additional Fee
2:00 PM – 3:40 PM EDT

NOT22106. Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.

Speakers: Chérie Williams, Ofer Lion
Pre-Conference Optional Workshop Additional Fee
4:00 PM – 5:40 PM EDT

NOT22107. I Have Something to Report: Key Audit Finding Elements

Speakers: Craig Wories, Thomas Sneeringer
Pre-Conference Optional Workshop Additional Fee
4:00 PM – 5:40 PM EDT

NOT22108. Basic UBI & 990-T

Speakers: Shelby Netz, Dave Moja
Pre-Conference Optional Workshop Additional Fee

Monday, June 13, 2022

9:00 AM – 9:30 AM EDT

Morning Exhibit Break

9:30 AM – 10:30 AM EDT

NOT2201. Welcome and Information | Keynote: Fearless Organizations

Speakers: Shawn Kanungo, Amy West
10:45 AM – 12:25 PM EDT

NOT2202. GAAP Update

Speakers: Christine Botosan, Jeffrey Mechanick
10:45 AM – 12:25 PM EDT

NOT2203. View of the IRS, the Treasury and the Hill

Speakers: Nathanael DeJonge, Lynne Camillo, Amber MacKenzie, Andrew Grossman, Christopher Arneson, Meghan Biss, Alexander Reid, Gordon Clay
12:25 PM – 1:25 PM EDT

Lunch & Exhibits

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Alternative Fundraising Strategies

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Challenges and Complexities of COVID-19 Funding: Are You Still Confused on What Needs to be Done?

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Form 990: Getting Your Message Out: Where Are We Going?

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: How are you Using Digital Assets?

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: I'm Now Subject to Single Audit: Now What?

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Interacting with the IRS During the Pandemic: Best Practices/Lessons Learned

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Internal Controls: Best Practices in a Remote Environment

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: Just for Fun!

12:50 PM – 1:30 PM EDT

Virtual Roundtable Discussion: The Changing Work Environment

1:40 PM – 2:55 PM EDT

NOT2204. Common Financial Statement Errors

Speakers: Kristin Hogan, Nicholas Rivera
1:40 PM – 2:55 PM EDT

NOT2205. Single Audit Update

Speakers: Kim McCormick, Mary Foelster, Amanda Nelson
1:40 PM – 2:55 PM EDT

NOT2206. Legal Updates/Reaction from Treasury & Hill Update

Speakers: Meghan Biss, Alexander Reid, Ruth Madrigal
1:40 PM – 2:55 PM EDT

NOT2207. Building Culture Intentionally and Leading in a Hybrid World

Speakers: Shaara Roman
1:40 PM – 2:55 PM EDT

NOT2208. Automate, then Celebrate!

Speakers: Gina McDonald, Alyssa Federico
3:10 PM – 4:00 PM EDT

NOT2209. Leases (FASB ASU 2016-02) Overview

Speakers: Paul Preziotti, Richard Cole
3:10 PM – 4:00 PM EDT

NOT2210. Indirect Expenses for Auditees

Speakers: Alexander Weekes, Lewis Weitzman
3:10 PM – 4:00 PM EDT

NOT2211. COVID-19 Relief Update / ERC

Speakers: Christopher Anderson, Richard Locastro
3:10 PM – 4:00 PM EDT

NOT2213. Good Data!

Speakers: Alyssa Federico, Amy West
4:05 PM – 4:25 PM EDT

NOT22EL01. Education Lab: Driving Nonprofit Financial Efficiency with Paperless Automation (Sponsored by Sage Intacct)

Speakers: Joan Benson
4:05 PM – 4:25 PM EDT

NOT22EL02. Education Lab: Leveraging Diversity & Inclusion to Improve Financial Wellness Programs in Retirement Plans (Sponsored by Bank of America Merrill)

Speakers: Cynthia Hutchins
4:10 PM – 4:40 PM EDT

Networking Break / Exhibits

4:30 PM – 5:45 PM EDT

NOT2214. In-Kind Contributions: A Refresher on Accounting

Speakers: Benjamin Menenberg, Melissa Harman
4:30 PM – 5:45 PM EDT

NOT2215. Post-Federal Award Requirements of Uniform Guidance: How to be Prepared (and Compliant) to Administer Federal Funding

Speakers: Thomas Sneeringer, Rachel Flanders
4:30 PM – 5:45 PM EDT

NOT2216. Unraveling the Mysteries of the Schedule A Public Support Tests

Speakers: Elizabeth Krisher, Brian Yacker
4:30 PM – 5:45 PM EDT

NOT2217. Mitigate Don't Litigate

Speakers: Sanjay Godhwani, Scott Konrad, Howard Siegel
4:30 PM – 5:45 PM EDT

NOT2218. Digital Transformation Success: The Strategy

Speakers: Bob Green
5:30 PM – 6:30 PM EDT

Welcome Reception

5:50 PM – 6:10 PM EDT

NOT22EL03. Education Lab: Navigating and Winning the War for Talent: Introducing the new CGMA Finance Business Partner Apprenticeship (Sponsored by AICPA CGMA) Onsite Only

Speakers: Barry Payne

Tuesday, June 14, 2022

9:00 AM – 9:30 AM EDT

Morning Exhibit Break

9:30 AM – 10:20 AM EDT

NOT2222. Attracting, Developing and Retaining Talent During the Turnover Tsunami

Speakers: Barry Payne, Carolyn Mollen, Amy West
9:30 AM – 10:20 AM EDT

NOT22SS02. When the Accounting is Good, the Audit is Easy (Sponsored by Your Part-Time Controller, LLC)

Speakers: Carole Santilli, Jennifer Cruverkibi
9:30 AM – 10:20 AM EDT

NOT22SS03. SOS for Software Solutions (Sponsored by CLA)

Speakers: Bart Hawley, Judy Enders
9:30 AM – 10:20 AM EDT

NOT22SS04. Does Google Think You’re Sexy? The Cost of Having a Bad Reputation (Sponsored by GRF CPAs & Advisors)

Speakers: Darren Hulem, Melissa Musser, Mac Lillard, Ricardo Trujillo
9:30 AM – 10:20 AM EDT

NOT22SS05. Turning the Corner on COVID: Leadership Strategies for Nonprofit Success (Sponsored by Marcum LLP)

Speakers: Jean Gilbert, Jeffrey Horn
10:35 AM – 11:50 AM EDT

NOT2224. Leases (FASB ASU 2016-02) Deep Dive with Case Studies

Speakers: Paul Preziotti, Richard Cole
10:35 AM – 11:50 AM EDT

NOT2225. Cost Principles of Subpart E of Uniform Guidance: How to Avoid Questioned Costs

Speakers: Alexander Weekes, Thomas Sneeringer
10:35 AM – 11:50 AM EDT

NOT2226. Form 990-PF - Understanding the authority behind the Instructions to prevent errors

Speakers: Jennifer Harris, Jane Searing
10:35 AM – 11:50 AM EDT

NOT2228. Getting it Right: Understanding the New Audit Reporting SAS and Common Reporting Issues

Speakers: Andrew Prather, Kris Ray
10:35 AM – 11:50 AM EDT

NOT22SS06. Managing An Endowment Portfolio Through Challenging Times – Global Perspective on Economic and Capital Markets Going Forward (Sponsored by Bank of America Merrill)

Speakers: John Amirante, Jeff Rosenberg, Philip Camporeale, Jeff Schulze, Niladri Mukherjee
11:50 AM – 12:50 PM EDT

Lunch & Exhibits

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Development and Management of Indirect Rates

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Digital Transformation

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Employee Retention & Talent Shortage Issues

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Just for Fun!

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Lease Implementation Best Practices

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: New 990 Form Preparation Process in a Post Pandemic World

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: NFP Acceptance of Crypto and NFTs as a Fundraising Tool

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: The SEFA: What Goes On and What Stays Off?

12:10 PM – 12:50 PM EDT

Virtual Roundtable Discussion: Valuing In-Kind Contributions: Judgments and Issues

1:05 PM – 2:20 PM EDT

NOT2229. Auditing Standards Board Update

Speakers: Andrew Prather, Dennis Morrone
1:05 PM – 2:20 PM EDT

NOT2230. What is a Program Specific Audit and How is it Different From a Single Audit?

Speakers: Amanda Ward, Mary Foelster
1:05 PM – 2:20 PM EDT

NOT2231. Form 990 Compensation Reporting

Speakers: Lisa Heller, Jeffrey Frank
1:05 PM – 2:20 PM EDT

NOT2232. AI and Automation: How Non-Profits are Using Advanced Technology to Advance their Cause

Speakers: Benjamin Menenberg, Kirstie Tiernan
1:05 PM – 2:20 PM EDT

NOT2233. Functional Expense Reporting for Nonprofits: GAAP + Tax

Speakers: Rachel Flanders, J. Calvin Marks
2:35 PM – 3:50 PM EDT

NOT2234. Not-for-Profit Industry Developments

Speakers: Ksenia Popke, Kelly Frank, J. Calvin Marks
2:35 PM – 3:50 PM EDT

NOT2235. Auditing Challenging SEFAs

Speakers: Divya Gadre, Ellen Labita
2:35 PM – 3:50 PM EDT

NOT2236. Schedule B and Schedule M

Speakers: Brian Yacker, Lauren Haverlock
2:35 PM – 3:50 PM EDT

NOT2237. The Board Room

Speakers: David Rottkamp, Andy Davis
2:35 PM – 3:50 PM EDT

NOT2238. Socially Responsible and ESG Compliant Investing

Speakers: Adam Proger
3:50 PM – 4:20 PM EDT

Networking Break / Exhibits

3:55 PM – 4:15 PM EDT

NOT22EL04. Education Lab: Fraud Fighters: Be a Superhero for Your Organization (Sponsored by Community Brands)

Speakers: Peter Warren, Joe Gonzalez
3:55 PM – 4:15 PM EDT

NOT22EL05. TECH Demo: Donor-Advised Fund Platform: Invest in your Mission (Sponsored by PNC Institutional Asset Management)

Speakers: Karl McTaggart
4:20 PM – 5:35 PM EDT

NOT2239. 2018-08 Contribution and Contract Revenue Recognition: Lessons Learned, Items Missed & Common Issues

Speakers: Kelly Rancourt, Richard Cole
4:20 PM – 5:35 PM EDT

NOT2240. The Block & Tackle of Major Program Determination

Speakers: Sadie Mayle, Ellen Labita
4:20 PM – 5:35 PM EDT

NOT2241. 501(c)(3) Not for Me? Exploring Noncharitable Tax-Exempt Entities

Speakers: Lisa Heller, John Crawford
4:20 PM – 5:35 PM EDT

NOT2242. DEIB in Everything We Do

Speakers: Crystal Cooke, Carolyn Mollen
4:20 PM – 5:35 PM EDT

NOT2243. Internal Controls for Small to Mid-Size NFPs

Speakers: Jennifer Casacchia, Ashley Whitaker
5:20 PM – 6:00 PM EDT

Networking Wine & Cheese Reception

5:40 PM – 6:00 PM EDT

NOT22EL06. Education Lab: Set Yourself Apart with a Not-for-Profit Certificate (Sponsored by AICPA NFP Section) Onsite Only

Speakers: Ashley Whitaker

Wednesday, June 15, 2022

9:00 AM – 9:30 AM EDT

Morning Exhibit Break

9:30 AM – 10:20 AM EDT

NOT2247. Not If But When (Cybersecurity)

Speakers: Johnny Sanders
9:30 AM – 10:20 AM EDT

NOT22SS07. Raising Funds to Drive Impact: Reimagine the Journey of a Dollar in Your Organization (Sponsored by Blackbaud)

Speakers: Scott Brown, Mark Seebeck, LaQuanda Prince, Julie Remmelts, Heather LeVan
9:30 AM – 10:20 AM EDT

NOT22SS08. Navigating the Maze: A Road Map to Charitable Fundraising Compliance (Sponsored by Perlman & Perlman, LLP)

Speakers: Tracy Boak
9:30 AM – 10:20 AM EDT

NOT22SS09. Revenue Enhancement and Cost Reduction Strategies in Inflationary Times (Sponsored by Protiviti)

Speakers: Frank Kurre
9:30 AM – 10:20 AM EDT

NOT22SS10. Elevating Your Nonprofit's Story with Data and Performance Metrics (Sponsored by Sage Intacct)

Speakers: Joan Benson
10:45 AM – 12:00 PM EDT

NOT2249. Frauds We Have Known and Not Loved: An Examination of Frauds at Organizations That Thought They Were Too Small for it to Happen

Speakers: Joyce Terry, Catherine Pennington
10:45 AM – 12:00 PM EDT

NOT2250. Single Audit Sampling is Here to Stay: A Refresher

Speakers: Erica Forhan
10:45 AM – 12:00 PM EDT

NOT2251. Form 990-T: Recent Lessons Learned

Speakers: Elizabeth Krisher, Tracy Paglia
10:45 AM – 12:00 PM EDT

NOT2252. In The Know: Remote Workforce

Speakers: Ashley Edwards, Albert Arazi, Daniel Romano
10:45 AM – 12:00 PM EDT

NOT2253. Healthcare Revenue and Provider Relief Funds Overview

Speakers: Nicholas Rivera, Kelly Rancourt
11:50 AM – 12:50 PM EDT

Lunch & Exhibits

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Building a Diverse and Effective Board

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Integrating ESG Within Business Strategies and Operations

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Just for Fun!

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Major Program Determination Confusion/Obstacles in the Age of COVID-19 Funding

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Non-profit Data Analytics for Auditors: What is Working, What is Not?

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Preparing for the Tsunami of New Audit Standards

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Remote Workforce: Effects and Lessons Learned

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Uniform Guidance: What Gives You Troubles?

12:20 PM – 1:00 PM EDT

Virtual Roundtable Discussion: Virtual Fundraising: What We've Learned & What Worked

1:15 PM – 2:30 PM EDT

NOT2254. Obtaining Audit Evidence in a Remote Environment

Speakers: Jennifer Hoffman, Carl Mayes
1:15 PM – 2:30 PM EDT

NOT2255. What are the Auditor and Auditee Responsibilities in a Single Audit?

Speakers: Sadie Mayle, Rachel Flanders
1:15 PM – 2:30 PM EDT

NOT2256. Hospitals and the 501(r)

Speakers: John Crawford, Lauren Haverlock
1:15 PM – 2:30 PM EDT

NOT2257. Top 6.5 Challenges Facing Not-For-Profit Organizations

Speakers: Ted Phillips, Divya Gadre, Amy West
1:15 PM – 2:30 PM EDT

NOT2258. Reviewing Form 990 (compare to FS) The Battle Royale: GAAP v. Form 990 Reporting

Speakers: Max Manley, Brian Yacker
2:45 PM – 3:35 PM EDT

NOT2259. Does CECL (FASB ASU 2016-13) Apply to NFPs?

Speakers: Jennifer Casacchia, Jennifer Hoffman
2:45 PM – 3:35 PM EDT

NOT2260. Auditing Programs Not in the Supplement Using Part 7

Speakers: Erica Forhan
2:45 PM – 3:35 PM EDT

NOT2261. Dealing with the IRS: Resolving Issues in the Post-Pandemic Environment

Speakers: Eve Borenstein, Jennifer Harris, Meghan Biss
2:45 PM – 3:35 PM EDT

NOT2262. Sounds Like a Plan

Speakers: Ted Phillips, Robby Vanrijkel
2:45 PM – 3:35 PM EDT

NOT2263. Embracing the Power of AI in Your Assurance Engagements

Speakers: Kris Ray, Tricia Katebini
3:50 PM – 5:05 PM EDT

NOT2264. A&A Ask the Experts

Speakers: Ksenia Popke, Melissa Harman, Ashley Whitaker, Kris Ray, Richard Cole
3:50 PM – 5:05 PM EDT

NOT2265. Single Audit Lightning Round

Speakers: Amanda Ward, Lindsey Oakley
3:50 PM – 5:05 PM EDT

NOT2266. Form 990 Q&A

Speakers: Christopher Anderson, Eve Borenstein, Richard Locastro, Lauren Haverlock
3:50 PM – 5:05 PM EDT

NOT2267. Which One Should I Choose? (Cost Allocation Methods)

Speakers: Gina McDonald
3:50 PM – 5:05 PM EDT

NOT2268. Newsworthy Nonprofits

Speakers: Tracy Paglia, Jane Searing