This agenda is current as of Jun. 20, 2023.

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Monday, June 19, 2023

3:15 PM – 7:00 PM EDT

REGISTRATION OPEN

4:00 PM – 4:50 PM EDT

NOT2300. Bonus Session in Honor of Juneteenth: A Fireside Chat with Cynthia Bowman, Bank of America

Speakers: Cynthia Bowman
4:45 PM – 6:00 PM EDT

JUNETEENTH Celebration and Networking Reception (Onsite)

Tuesday, June 20, 2023

7:00 AM – 8:00 AM EDT

Registration and Continental Breakfast

7:30 AM – 9:00 AM EDT

Continental Breakfast & Exhibits

8:00 AM – 8:50 AM EDT

NOT23SS01. Mission-Critical: Elevating the Role of the Nonprofit Finance Leader Sponsored by Sage Intacct, Inc.

Speakers: Natalie Anderson
8:00 AM – 8:50 AM EDT

NOT23SS02. The Art of Charts: Choosing the Right Visualization To Tell Your Story: Sponsored by Your Part-Time Controller, LLC

Speakers: Edwin Harvey, William Schwab
8:00 AM – 8:50 AM EDT

NOT23SS03. Charitable Fundraising Compliance - Navigating the Changing Landscape Sponsored by Perlman & Perlman, LLP

Speakers: Tracy Boak
9:05 AM – 10:05 AM EDT

NOT2301. Welcome and Opening Keynote Presentation: Connectable: How to Move Multi-Generational Teams From Isolated to All In

Speakers: Ryan Jenkins
10:35 AM – 12:15 PM EDT

NOT2302. GAAP Update

Speakers: Christine Botosan, Jeffrey Mechanick, Jeffrey Gabello
10:35 AM – 12:15 PM EDT

NOT2303. 2023 View of the IRS, the Treasury and the Hill

Speakers: Elizabeth Bell, Lynne Camillo, Rachel Levy, Meghan Biss, Alexander Reid, Ann Cammack
12:15 PM – 1:30 PM EDT

Networking Lunch (onsite)

1:30 PM – 2:45 PM EDT

NOT2304. Common Errors in NFP Financial Statements... And How to Avoid Them

Speakers: Ksenia Popke, Jennifer Casacchia
1:30 PM – 2:45 PM EDT

NOT2305. Single Audit Update

Speakers: Kim McCormick, Mary Foelster, Lindsey Oakley
1:30 PM – 2:45 PM EDT

NOT2306. Deploying 501(c)(4) to Maximize Impact

Speakers: Richard Locastro, Lauren Haverlock, Diara Holmes
1:30 PM – 2:45 PM EDT

NOT2308. Once Upon a Time - Telling Your Financial Story

Speakers: Christina Karahalios, Paul Chobanian, Carolyn Mollen
1:30 PM – 2:45 PM EDT

NOT23SS04. Investment Panel – Managing an Endowment Through Potential Recession, Inflationary Pressures, and Rising Interest Rate Environment Sponsored by Bank of America Merrill

Speakers: Dimple Gosai, Natalie De La Calle-Tremblay, John Amirante, Jeff Schulze
3:15 PM – 4:05 PM EDT

NOT2309. Audit Technology Tools: Examples and Practical Guidance

Speakers: Samantha Bowling, Melissa Harman, Kris Ray
3:15 PM – 4:05 PM EDT

NOT2310. The SEFA - How to Get it Right

Speakers: Sadie Mayle, Rachel Stushek
3:15 PM – 4:05 PM EDT

NOT2311. Tax Dimensions for Nonprofit Revenue (Part VIII)

Speakers: Lisa Heller, Tracy Paglia
3:15 PM – 4:05 PM EDT

NOT2312. Shifting the Paradigm in DEI: Moving from Words to Action

Speakers: Shannon Bartlett, Shane Lloyd
3:15 PM – 4:05 PM EDT

NOT2313. Navigating Uncertainty and Disruption

Speakers: Brian Slusarz, Carl Mayes
4:20 PM – 5:35 PM EDT

NOT2314. Importance of Functional Expense Reporting

Speakers: Jennifer Casacchia, J. Calvin Marks
4:20 PM – 5:35 PM EDT

NOT2315. Auditing Internal Controls Over UG Compliance

Speakers: Thomas Sneeringer, Lindsey Oakley
4:20 PM – 5:35 PM EDT

NOT2316. Charitable Giving: Special Cases

Speakers: Elinor Ramey, Jane Searing
4:20 PM – 5:35 PM EDT

NOT2317. Automation and AI

Speakers: Alyssa Cerretti, Brian Slusarz
4:20 PM – 5:35 PM EDT

NOT2318. ESG Reporting - What's All The Fuss?

Speakers: Wayne Frederick, Tawana Thomas-Johnson, Jeffrey Mechanick, John Alfonso
5:35 PM – 7:00 PM EDT

Welcome Reception

Wednesday, June 21, 2023

7:30 AM – 9:00 AM EDT

Continental Breakfast & Exhibits

8:00 AM – 8:50 AM EDT

NOT23SS05. 65% Failure Rate...How to Beat the Odds for New Software Sponsored by JMT Consulting

Speakers: Jacqueline Tiso
8:00 AM – 8:50 AM EDT

NOT23SS06. Data-Driven Reporting as a Lever for Digital Transformation Sponsored Solution Session CLA

Speakers: Matthew Lang, Ben Aase
8:00 AM – 8:50 AM EDT

NOT23SS07. Advancing Change Sponsored by Marcum, LLP

Speakers: Shirley Milton, Jackie Black, Dennis Shine
8:00 AM – 8:50 AM EDT

NOT23SS08. Overcoming Growth Challenges with Innovative Strategies - Sponsored by Makosi

Speakers: Wayne Kaplan, Ricardo Trujillo
9:05 AM – 10:20 AM EDT

NOT2319. Update from the Auditing Standards Board

Speakers: Andrew Prather, Pete Ugo
9:05 AM – 10:20 AM EDT

NOT2320. The Ins and Outs of Major Program Determination

Speakers: Rachel Flanders, Rachel Stushek
9:05 AM – 10:20 AM EDT

NOT2321. Year in Review

Speakers: Dave Moja, Brian Yacker
9:05 AM – 10:20 AM EDT

NOT2322. 5-3/4 Top Challenges Facing NFPs Today

Speakers: Ted Phillips, Divya Gadre, Amy West
9:05 AM – 10:20 AM EDT

NOT2323. Business and Tax Implications of a Remote and Hybrid Workforce

Speakers: Mo Bell-Jacobs, Deborah Walker
10:50 AM – 12:05 PM EDT

NOT2324. Not-for-Profit Industry Developments for 2023

Speakers: Ksenia Popke, Kelly Frank, J. Calvin Marks
10:50 AM – 12:05 PM EDT

NOT2325. Sampling in a UG Audit

Speakers: Rachel Flanders, Kim McCormick
10:50 AM – 12:05 PM EDT

NOT2326. Special K: K-1, 2, 3 …What do These Mean to Me?

Speakers: Brittain Cunningham, Tracy Paglia
10:50 AM – 12:05 PM EDT

NOT2327. Think ESG

Speakers: Nic Nunn-Faron, Erika Karp
10:50 AM – 12:05 PM EDT

NOT2328. UPMIFA Revisited

Speakers: David Hanson, Thomas Sneeringer
12:05 PM – 1:20 PM EDT

Networking Lunch (onsite)

1:20 PM – 2:35 PM EDT

NOT2329. Leases (Topic 842) - Part 1

Speakers: Paul Preziotti, Richard Cole
1:20 PM – 2:35 PM EDT

NOT2330. The OMB Compliance Supplement - What is it and What's New?

Speakers: Craig Wories, Sadie Mayle
1:20 PM – 2:35 PM EDT

NOT2331. Section 509(a) Algebra - Digging into Public Support Calculation

Speakers: Israel Tannenbaum, Preston Quesenberry
1:20 PM – 2:35 PM EDT

NOT2332. Talent Time Machine - The Future of Finance

Speakers: Janice Stucke, Barry Payne
1:20 PM – 2:35 PM EDT

NOT2333. The Board Room: The Sequel

Speakers: David Rottkamp, George Muñoz
2:50 PM – 4:05 PM EDT

NOT2334. Leases (Topic 842) - Part 2

Speakers: Paul Preziotti, Richard Cole
2:50 PM – 4:05 PM EDT

NOT2335. Single Audit Quality: An Auditor's Focus

Speakers: Craig Wories, Troy Rector
2:50 PM – 4:05 PM EDT

NOT2336. Show me the Money: Form 990 Comp Reporting

Speakers: Israel Tannenbaum, Brian Yacker
2:50 PM – 4:05 PM EDT

NOT2337. The Art of Listening

Speakers: Kimberly Vitolo, Robby Vanrijkel
2:50 PM – 4:05 PM EDT

NOT2338. Credits are Not Just for For-Profits

Speakers: Nicholas Mowbray, Karen Gries
4:20 PM – 5:35 PM EDT

NOT2339. Ask the A&A Experts

Speakers: Stephanie Otero, Krista Pankop, Jennifer Hoffman, Pete Ugo
4:20 PM – 5:35 PM EDT

NOT2340. Single Audit Lightning Round

Speakers: Amanda Ward, Mary Foelster, Lindsey Oakley
4:20 PM – 5:35 PM EDT

NOT2341. Ask the Tax Experts

Speakers: Christopher Anderson, Richard Locastro, Brian Yacker, Lauren Haverlock
4:20 PM – 5:35 PM EDT

NOT2342. The CFOH Game Show

Speakers: Nancy Marc-Thrasybule, Joseph Arnone, Ted Phillips, Divya Gadre, Amy West
4:20 PM – 5:35 PM EDT

NOT2343. NFPs and Crypto

Speakers: Sean Prince

Monday, June 26, 2023

9:30 AM – 10:20 AM EDT

NOT2344. How to Make the Most of Your Audit? (ONLINE ONLY)

Speakers: Joseph Arnone, Ted Phillips
9:30 AM – 10:20 AM EDT

NOT2345. Subrecipient, Contractor, Beneficiary… What Am I? (ONLINE ONLY)

Speakers: Lindsey Kennimer, Yulia Murzaeva
9:30 AM – 10:20 AM EDT

NOT2346. State Regulators Panel (ONLINE ONLY)

Speakers: Yael Fuchs, Leslie Friedlander, Elizabeth Kim, Brian Yacker
9:30 AM – 10:20 AM EDT

NOT2347. We are Our People - Attracting and Retaining Talent (ONLINE ONLY)

Speakers: Kelly Fisher, Panagiota Mahendru
10:35 AM – 11:50 AM EDT

NOT2348. GIK: Presentation, Reporting, and Accounting Issues (ONLINE ONLY)

Speakers: Alyssa Cerretti, Kris Ray
10:35 AM – 11:50 AM EDT

NOT2349. Let’s Perform a Program Specific Audit: Wait…. Can I Perform a Program Specific Audit? (ONLINE ONLY)

Speakers: Amanda Ward, Erica Forhan
10:35 AM – 11:50 AM EDT

NOT2350. International Intrigue: Foreign Reporting Issues for Form 990 (ONLINE ONLY)

Speakers: Frances Olson, Jennifer Harris
10:35 AM – 11:50 AM EDT

NOT2351. Ethics - With a Dash of Courage (ONLINE ONLY)

Speakers: Jennifer Elder
12:20 PM – 1:10 PM EDT

NOT2352. CECL: Applying the New Credit Loss Model to NFPs (ONLINE ONLY)

Speakers: Melissa Harman, Jennifer Hoffman
12:20 PM – 1:10 PM EDT

NOT2353. Perspectives of a Pass-through Entity: A Focus on Compliance (ONLINE ONLY)

Speakers: Yulia Murzaeva, Amanda Ward
12:20 PM – 1:10 PM EDT

NOT2354. Form 990-T Under a Microscope (ONLINE ONLY)

Speakers: Christopher Anderson, Lauren Haverlock
12:20 PM – 1:10 PM EDT

NOT2355. CyberSecurity & Fraud Risk Management (ONLINE ONLY)

Speakers: Robert Botkin, Jeremy Dane, Taryn Crane
1:25 PM – 2:40 PM EDT

NOT2356. Understanding SAS 145: Updates to Audit Risk Assessment (ONLINE ONLY)

Speakers: Andrew Prather, Samantha Bowling
1:25 PM – 2:40 PM EDT

NOT2358. Venturing into New Territories - Legal and Tax Consideration of Joint Ventures (ONLINE ONLY)

Speakers: Karen Gries
1:25 PM – 2:40 PM EDT

NOT2359. Team Risk (ONLINE ONLY)

Speakers: David Rottkamp, Panagiota Mahendru