How are you educating your Board members and ensuring an effective onboarding process? Join us to learn how the finance team can support the onboarding and retention of successful board members, especially those who do not have experience using financial statements. We’ll also examine tools to help prepare and manage board communications, including financial reporting designed to help Board members make good decisions and understand the financial picture. Using case studies, we’ll also illustrate ways to effectively convey a financial message to engage the Board more meaningfully.

Learning Objectives:

• Discuss ways to assess the Board’s financial management knowledge and provide examples of educating and successfully onboarding new Board members.
• Examine ways to use technology to prepare and manage board communications, responsibilities, and deadlines during the year for risk management.
• Identify the financial message that needs to be conveyed to provide useful information for Board members to make good decisions and understand the financial picture. Determine the best method to illustrate that message through case studies.

In this session, we'll address the challenges and considerations involved in transitioning the controller role in not-for-profit organizations, catering to both executives facing a controller's departure and incoming controllers stepping into the role. We'll provide guidance and practical strategies for executives to facilitate smooth transitions and for incoming controllers to navigate the handover process effectively. Topics covered include essential questions to ask, key information and documents to request, risk identification and mitigation, and best practices for managing transitions in not-for-profit finance.

Learning Objectives:

• Management will learn practical strategies to facilitate smooth transitions in the accounting department.
• Management will understand and learn how to mitigate risks when managing transitions.

In today’s fast-paced and ever-changing work environment, leaders face the critical challenge of fostering resilience, well-being, and adaptability among their teams. Burnout, exacerbated by constant change and stress, threatens both individual health and organizational success. How can leaders navigate this treacherous terrain while ensuring their teams thrive?

These times call for leadership that isn’t just about strategy and results—it’s about people. Jen Croneberger’s B.R.A.V.E. Human Leadership places individuals at the heart of the organization. It’s a mindset, behaviors, and structures that prioritize empathy and connection.

In this keynote, Jen will explore how leaders can create environments where people thrive, adapt, and contribute their best. B.R.A.V.E. Leaders know when to initiate courageous conversations and when to listen, when to challenge and when to support. By striking this balance, they create a safe space for growth.

B.R.A.V.E. Human Leadership isn’t just about buzzwords; it’s about action. Leaders demonstrate genuine care for their teams, fostering a sense of value and belonging. These leaders equip their teams with tools to navigate uncertainty. Jen will discuss practical strategies for building the resilience muscle and employing empathy.

B.R.A.V.E. Human Leadership isn’t just a nice-to-have; it’s a strategic imperative. By prioritizing empathy, connection, and adaptability, leaders can steer their organizations away from burnout and toward sustainable growth. Join Jen Croneberger as she delves into the heart of leadership—where people thrive, organizations evolve, and positive impact flourishes.

Learning Objectives:

• Learning how to your mindset, behaviors, and structures prioritizes empathy and connection.
• How leaders can create environments where people thrive, adapt, and contribute their best.
• Foster a sense of value and belonging with practical strategies for building the resilience muscle and employing empathy.

GAAP Update

In this session, we'll update you on developments in GAAP that are noteworthy for NFPs. We'll discuss: new Accounting Standards Updates (ASUs); key implementation matters on recent standards; other current financial reporting issues; and select projects in the FASB's pipeline. We'll focus especially on: the FASB’s current overall agenda (including an upcoming public consultation); the FASB’s post-implementation review (PIR) process and associated activities (for Leases, Revenue Recognition, and CECL); recently issued ASUs on Crypto Assets and Income Tax Disclosures; and current projects on the Accounting for Software Costs and Environmental Credit Programs. Please be sure to bring your questions!

Learning Objectives:

• • Identify key projects on the FASB’s current technical and research agendas that could affect NFPs
• • Describe, at a general level, the FASB’s PIR process and the key issues identified thus far in the PIRs of Revenue Recognition, Leases, and CECL
• • Describe, at a general level, the potential effects on NFPs from the recent ASUs on Crypto Assets (2023-08) and Income Tax Disclosures (2023-09)
• • Describe, at a general level, the key issues being addressed by the FASB in its current projects on the Accounting for Software Costs and Environmental Credit Programs

This year's tax update and view from the hill will take the format of a roundtable dsicussion. Here, we will dive into enacted and expired legislation and potential for tax reforms for exempt orgs. There will be open discussion with IRS Chief Counsel and Treasury and developments over the last year. Additionally, we will address hot topics like:

1. DAFs / Supporting Orgs

2. Latest news on scrutiny of political deductions by tax exempts and the tax-exempt status for nonprofit hospitals

3. The lastest tax rules on the IRA Energy Credits for Tax Exempts and how your organization can benefit from the new credit programs

4. ERC update

Learning Objectives:

• 1. Discussion of enacted and expired legislation and potential for tax reforms for exempt orgs
• 2. Open discussion with IRS Chief Counsel and Treasury and developments over the last year.

An exploration of best governance practices over emerging automation techniques and various practical examples of how nonprofit accounting departments use RPA and AI to automate common accounting tasks.

Learning Objectives:

• o Understand existence, capabilities, and risks of emerging automation tools, such as the Microsoft Power Platform (RPA) and ChatGPT (AI)
• o Understand the importance and role of proper governance and monitoring controls over emerging automation techniques

Single Audits continue to be a hot topic for not-for-profit organizations. This session will cover:

1) Key information in the 2024 Compliance Supplement

2) Specific program updates of relevance to not-for-profit organizations

3) Other Single Audit updates and reminders

4) GAQC/AICPA Resources 

Learning Objectives:

• Identify new elements of the 2024 Compliance Supplement
• Apply what you’ve learned to your 2024 audits

We will discuss the excise taxes which private foundations and/or the disqualified persons and managers associated with private foundations may encounter. This session explores what triggers the various excise taxes, on what base the tax is assessed, on which taxpayer the tax may be assessed, and when taxes may be abated along with the relevant sections of the Form 990-PF where information about these taxes is presented. We will also consider opportunities for planning ahead to avoid situations which could cause excise taxes being assessed.  

Learning Objectives:

• Participants will learn how to identify the excise tax triggers, required corrections, and when abatement of the tax is available.
• Participants will gain an awareness of which parties may be subject to excise taxes, including the foundation, disqualified persons, and foundation managers.

Presented by National Commission on Diversity and Inclusion (NCDI) Members, this session will explore how to keep DEI relevant and a foundational priority throughout your organization. 

Learning Objectives:

• Assess the current DEI landscape and and identify strategies for navigating it.
• Formulate a plan for ensuring that DEI accountability is applied throughout the organization.
• Determine ways to help support the DEI pipeline at all stages, from entry level to within your workplaces.

This session covers some of the more complex aspects of applying the lease accounting guidance in ASC 842, including lease modifications, terminations, subleases, and impairment considerations. The session will use a series of case studies to introduce the topics and to explore how each topic should be considered.

Learning Objectives:

• Identify complexities that might arise in the application of ASC 842 to existing lease contracts
• Recall how to account for modifications or terminations of lease contracts
• Recognize how to assess lease assets for impairment
• Recall how to account for in-kind contributions that impact lease accounting

This session will explore in depth the proposed changes to 2 CFR 200 (Uniform Guidance) for the benefit of both award recipients and auditors performing single audits.

Learning Objectives:

• Understand the proposed changes to UG and its implications to auditors and auditees
• Develop strategies for addressing the likely changes impacting UG

There's a whole world of tax-exempt organizations that are non-charitable in purpose. This session will look at common non-charitable organization types, including social welfare organizations, business associations, social clubs, and 527 political organizations. We will explore their benefits, drawbacks and special reporting requirements. 

Learning Objectives:

• Learn the differences between c3 and non-c3 exempt entities.
• Identify the special reporting requirements for certain entities like Section 501(c)(4), 501(c)(6), and 527.
• Determine the issues involved when non-charitable entities are related to or deal with Section 501(c)(3) entities.

This session will explore the ever-growing risks facing not-for-profits today. Experts will discuss how to mitigate these risks and avoid litigation.

Learning Objectives:

• Verify the importance of a risk assessment.
• Determine how to develop an actionable plan designed to mitigate risks including the use of insurance.
• Learn how to avoid insurance litigation

This session will discuss common errors identified during discussions with controller offices and review of financial statements.  It will also provide key reminders for commonly asked questions. 

Learning Objectives:

• Better understand common errors in financial reporting.
• Better understand answers to commonly asked questions.

Auditors routinely cite similar findings year in and year out. This session will shine a light on the areas that give award recipient the most trouble and discuss strategies to design internal controls to avoid such findings.

Learning Objectives:

• Identify common compliance issues with managing federal awards
• Identify appropriate controls to avoid such common findings

During this interactive session, we will test your knowledge with trivia questions about Form 990 and the required schedules. Do you really know the 990 as well as you think you do? Let's find out together!

Learning Objectives:

• Test your knowledge of the Form 990 series
• Engage in a fun and interesting gameshow approach to learning and reinforcing Form 990 concepts

This session will provide foundational learning about ESG for not-for-profit organizations (NFPs) by discussing how ESG reporting connects to impact reporting, the regulatory environment, the role of accounting and finance, issues and opportunities around reporting, and the potential benefits of assurance.

Learning Objectives:

• Understand why ESG is important for NFPs and how much of what they are already doing connects to ESG risks and activities.
• Learn how accountants can change the world by supporting and validating risks and reporting.
• Understand how the regulatory reporting environment is evolving and its potential impact on NFPs.
• Learn about the risks and rewards of impact reporting.
• Understand the potential benefits of independent assurance, as well as how to prepare accordingly.

While buzzworthy innovations such as AI, cryptocurrency, and joint ventures captivate our attention, it's crucial to approach these trends with a strategic mindset. This session will guide you through a comprehensive evaluation process, considering the impact on various stakeholders, weighing the benefits against potential risks, and uncovering the deeper implications of adaptation. Our panelists, encompassing operational, compliance, and technology perspectives, will offer valuable insights will use real-world case studies, equipping you with the knowledge to make informed decisions about the latest industry trends.

Learning Objectives:

• Attendees will learn the process for vetting new trends
• Attendees will gain understanding of how to examine key factors and identify what considerations are needed for adoption of new trends

How to develop and invest reserve strategies that align with an organization's goals, investment time horizon and donor restrictions.

Learning Objectives:

• Creating an Investment Policy Statement taking into account risk and return objectives for each reserve bucket.
• Developing scenarios to quantify risk and return expections, along with investment benchmarks agreed upon by the investment management team and board members.
• How time horizon and liquidity affect risk and return of different asset classes.

In this session, we will discuss economic and NFP industry updates, legislative and regulatory updates, audit and accounting issues and developments.

Risk assessment under SAS 145 is now upon us.  How will SAS 145 (and SAS 148) impact how I plan and perform my single audit engagements. 

Learning Objectives:

• Differentiate between SAS 145 and 148 and determine how SAS 148 applies to a Uniform Guidance Audit
• Identify the nuances of assessing the risk of material noncompliance and inherent risk
• Distinguish between "direct and material' assessments and risk of material noncompliance

Like it or not, politics and elections are an ever-present part of our lives. They are also constantly on the minds of nonprofits. In this session, we will review the political line in the tax exempt space and how entities dance the line (and what happens when they cross it). We will review the legal implications and considerations of lobbying and political activities and address practical considerations for tax practitioners, like completion of the Form 990 Schedule C and 1120-POL.

Learning Objectives:

• 1. Review Sec. 527 and 501(c)(4) rules for political participation.
• 2. Discuss Form 1120-POL and 990 reporting
• 3. Lobbying and political activity reporting and record-keeping challenges in an election year.
• 4. Proper completion of Schedule C and identification of any traps for the unwary.

Join this interactive session designed to identify the issues facing not-for-profit organizations today and offer ways in which to convert these challenges into opportunities.

Learning Objectives:

• Recognize the top matters impacting not for profit organizations today
• Develop strategies to address these issues
• Share best practices with your colleagues

This session will explore effective strategies, best practices, and software to manage restricted grants, focusing on compliance, reporting, and budget optimization. Attendees will learn how to navigate complex grant requirements, ensuring timely spend of each grant, and monitoring compliance with donor restrictions, and automating allocation of expenses to grants

Learning Objectives:

• Apply the capabilities of KarmaSuite to streamline current grant management processes, ensuring timely expenditure of grant funds, compliance with donor restrictions, and automated allocation of expenses to grants.
• Analyze the strategic use of KarmaSuite in projecting a nonprofit’s funding gap/excess, proactively applying for budget modifications, and optimally calculate the budget section as nonprofits apply for new grants.

Understand key charity assessment metrics and how they are evolving, particularly in the area of program impact

Learning Objectives:

• High level review why charity assessment ratings are important to your nonprofit organization
• Learn how these metrics are evolving and how these changes may impact your organization
• Understand how CPAs can lead the way in identifying opportunities to maximize ratings and provide early warning signs based on financial plans and results

Ensuring that the SEFA is accurate and prepared in accordance with Uniform Guidance requirements is a crucial part of auditee and auditor responsibility. An inaccurate SEFA can lead to in incorrect conclusion as to whether a Single Audit is required or not or to incorrect major program determination by the auditor. This session will cover a short refresher on the basics related to SEFA presentation, as well as unique situations that can result from program-specific funding. We will walk through common examples, and explore nuances that have resulted from COVID funding and federal agency conclusions that are newer in recent years.

Learning Objectives:

• Identify potential areas where reporting expenses on the SEFA may vary from current period revenue recognition
• Evaluate appropriateness/adequacy of auditee controls in place related to SEFA preparation

Navigating the intricate world of foreign reporting, global mobility, and disclosures can be a daunting task for exempt organizations. In this session, we will guide participants through the myriad of considerations when employees undertake overseas assignments, both temporary and permanent, and the formulation of appropriate policies for travel and employment matters. We will also provide a roadmap for managing these issues domestically. Simultaneously, we will delve into the intricacies of foreign reporting aspects that are reported on Schedule K-1/K-2/K-3 and help participants understand what is relevant and useful information for the Form 990 or Form 990-PF, and other applicable filings such as Forms 5471, 926, and 8865. We will also shed light on withholding issues and an array of other foreign-related matters from a US perspective. This session aims to serve as an International Digest, providing a broad and thorough overview of exempt organizations' diverse global challenges.

Learning Objectives:

• Understand the key considerations when employees have international assignments, both temporary and permanent.
• An overview of the proper policies for travel and employment issues in an international context.
• Grasp the intricacies of foreign reporting aspects on Schedule K-1/K-2/K-3 for purposes of filing the Form 990.
• Gain an overview of various international considerations, such as withholding, foreign grantee oversight, and other US reporting obligations.

In a competitive talent landscape, is your company worth quitting for?  This presentation is designed to guide financial leaders in communicating the unique strengths of their organization to candidates in a way that attracts and retains top talent.

Throughout the session, we discuss how to best showcase your organization's strengths to candidates throughout the interview process by highlighting aspects of the organization overall, the team and hiring manager, opportunities for growth, and the job itself.

We will also cover the art of competitive onboarding. Attendees will gain insights into navigating offer letters, facilitating a smooth transition from the current employer, and maintaining effective communication until the first day of employment.

Lastly, we will prompt reflection on whether your company is equally worth staying for. We'll explore strategies for talent retention, emphasizing the importance of delivering on commitments made during the interview process and providing a clear vision for professional growth within the organization.

Attendees can expect a conversational presentation with practical takeaways and best practices they can implement at their organizations immediately, which will help them to attract and retain one of their most important assets: their talent.

Learning Objectives:

• Identify strategies and practical tips on how to attract candidates to your organization
• Distinguish the aspects of your organization which are most attractive to top candidates
• Identify strategies and practical tips on how to retain your top talent

This session will provide an update from the Auditing Standards Board, with a focus on the key adjustments presented in SAS 143-149, as well as outline how the new standard impact previous audit procedures and reporting practices. Attendees will gain an understanding of the clarified focus on assertion-level risk assessments and the impact of significant estimates on audit risk assessments. This session will also investigate best practices identified from the implementation of the new standards and review upcoming standards and updates.

Learning Objectives:

• • Analyze the impact the new auditing standards on audit risk assessments, including: o Increased focus on relevant assertions as it pertains to SCOTABD’s; and, o Separate assessment of inherent risk and control risk; o Clarified requirements for understanding the system of internal control; o “Stand-back” requirement for risk assessments.
• • Understand the impact of significant estimates on risk assessments;
• • Consider best practices learned from the application of the new SAS’s under different audit methodologies;
• • Recall key changes in terminology outlined in the standards; and,
• • Review upcoming standards and other updates.

Common misses over internal control understanding/testing in compliance testing.

Learning Objectives:

• Identify key controls over applicable compliance requirements in a single audit;
• Distinguish between tests of design and tests of operating effectiveness; and
• Understand common misses over internal control understanding and testing of compliance attributes.

Your organization's workforce is its most vital asset. Retaining employees with competitive compensation and benefits is vital to your organization, but reporting and compliance are also of intent interest to the tax regulators. In this session, we will focus on the most prominent tax issues connected to your workforce, including worker classification considerations, fringe benefits, public disclosure of compensation information, best practices, and much more.

Learning Objectives:

• 1. Identify the evaluating factors considered for worker classification as an employee vs. and independent contractor.
• 2. Recognize the importance of an accountable plan and the impact on taxable compensation of various fringe benefits.
• 3. Identify trends in tax regulator activity including the biggest risks your organization face in terms of federal and state compliance and discover best practices that your organization can be undertaking to prepare for inquiries.

Sound board governance provides oversight, accountability and checks and balances that can ensure not-for-profits reach their goals and remain sustainable for the long-term. Join two experienced boards members as they explore the challenges facing not-for-profit boards and identify the characteristics of a great board.

Learning Objectives:

• Identify board challenges and improve board engagement
• Recognize board member success and achievements and develop strategies for optimal board member performance.
• Determine effective board recruitment and retention strategies, including succession planning.

People do the accounting and reporting for endowments correctly, but many are just following what has always been done without understanding the accounting rules.  This session will provide an overview of the accounting rules, so the attendee knows why they are doing everything that they have been doing. 

Learning Objectives:

• Better understand the accounting rules around endowments.
• Better understand the reporting requirements around endowments.

The procurement rules of Uniform Guidance are often misunderstood and misapplied by organizations purchasing goods and services with federal awards. This session will break down the regulations step-by-step and cover the areas that grantees struggle with and offer practical guidance for compliance.

Learning Objectives:

• Come for a refresher on the Uniform Guidance Procurement standards and learn where grantees continue to struggle
• Learn practical approaches used by grantees to comply with the Procurement standards

A strategic view of public support. We will address evaluation of unusual grants, what to do with fundraising; correcting prior public support issues; limitations on public support (excess contributors, disqualified persons, 509(a)(2) limitations, HUD/Medicare), strategies for use of the facts and circumstances test, switching between the Part II Support Schedule and the Part III Support Schedule, when you might complete a Form 8940, and more.

Learning Objectives:

• Be able to implement pro-active strategies to maintain organization public charity status.
• Be able to identify and remedy common Form 990 Schedule A errors and issues.

This session takes up where Monday's session on Impact and ESG leaves off, with leaders from public accounting, industry, and the watchdog community providing a "deeper dive" into current practice in this important and evolving area for the NFP sector. 

Learning Objectives:

• Understand how ESG can be a powerful framework for NFPs in focusing on, measuring, and reporting mission delivery and impact, so important in today's competitive philanthropic environment.
• Learn, through the example of a prominent national health charity, how NFPs can put ESG-focused planning into action and report to key internal and external stakeholders.
• Learn about trends and best practices across the NFP sector in ESG/impact reporting.
• Learn how a prominent national charities watchdog now uses impact- and results-related considerations and metrics in their ratings.

This panel of NFP audit and accounting experts will address your questions and issues, providing observations, discussion and practical answers based on their varied experience.  

Learning Objectives:

• Apply lessons learned from issues faced by others in practice.
• Determine best practices and practical applications in applying new standards.

Performing a single audit can present unique challenges that are complex, infrequent and/or subject to significant auditor judgment. Do you have single audit questions that have not been answered or were you stumped during an earlier session? Come to this session to get your questions answered! This session will provide essential information as you plan your 2024 single audits and will address commonly asked questions received during the conference and by the GAQC, from members. The session will also provide participants with a fast-paced lightning round discussion, including best practices, practical applications and lessons learned.

Learning Objectives:

• Identify common uniform single audit questions and determine answers based on guidance available
• Apply lessons learned, best practices and practical applications in performing a single audit

There are many questions for which there are no answers…even as professionals, sometimes we're just winging it. Here we'll take questoins and walk through the most puzzing tax exempt issues.

Learning Objectives:

• Summarize the most prevalent issues that practitioners are facing in the tax exempt space and provide insights into these from a practical perspective
• Walk through current issues with the IRS, Treasury and regulators
• Gain a better understanding of IRS compliance risks and hear the latest in IRS examination for tax exempt entities.

During this interactive and energetic session, participants will be asked by not-for-profit financial leaders and guest presenters to respond to challenging not-for-profit finance and accounting related trivia questions focused on and derived from the multitude of concepts discussed throughout the 2024 NFP Industry Conference.

Learning Objectives:

• Review topics introduced during the conference.
• Determine the accounting and reporting treatment for various financial transactions
• Identify good practices to address the myriad of challenges facing not for profit organizations today.
• Obtain general knowledge of fun factoids

Revenue recognition is the cornerstone of nonprofit accounting, but correctly determining whether your nonprofit organization's revenues are contributions or exchange transactions, and which conditions may apply, can be complex.

Learning Objectives:

• Understand the difference between a contribution and an exchange transaction
• Identify conditional vs unconditional contributions, and barriers to conditional contributions.

In this session, we will first discuss the the planning considerations and theory behind performing the major program determination.  Starting with the SEFA and other facts, we will then walkthrough a real world case study of performing the determination, and the common pitfalls that can often lead to an improper major program selection.  

Learning Objectives:

• Gain an understanding of how to approach a major program determination exercise in a compliant manner
• Determine the common pitfalls that often lead to an improper conclusion on major program selection

Do you know an unrelated business activity when you see it? In this session, we will review some oft-overlooked and nuanced UBI types, including advertising, rental and debt-financed income, joint venture activity, and income from passthrough entities. 

Learning Objectives:

• Determine whether non-core business activities might be considered unrelated business income.
• Dig into the nuanced rules connected to such activities as advertising, exploited exempt activities, debt financed investment income, and rental income.
• Analyze whether joint ventures and flow through activities are related or unrelated.

The current economic environment has changed the way organizations look at their accounting operations. Your business faces challenges that can provide needed disruptors to help streamline operations through automation, outsourcing, and technology.

In this presentation, our accounting professionals will share insights from their own experiences, including 10 Key tips to help you keep financial reporting and accounting operations running smoothly during times of change and turnover.

Learning Objectives:

• Identify inefficient processes within an organization's accounting operations
• Evaluate which processes and systems to prioritize when implementing change
• Describe solutions that can help streamline key functions and identify associated pros and cons

This session will cover the fundamental concepts contained in ASU 2016-13, Financial Instruments - Credit Losses (Topic 326); Measurement of Credit Losses on Financial Instruments.  We will focus on how this standard impacts the requirements and methods for estimating credit losses for financial instruments that are common for not-for-profits and provide tips for how to prepare for implementation.

Learning Objectives:

• Understand the changes the CECL standard requires organizations to make to their method of estimating credit losses.
• Identify how the CECL requirements may impact not-for-profit organizations, including the financial reporting impact.
• Understand what not-for-profit organizations should do to prepare for implementing the new standard.
• Understand common challenges not-for-profits may encounter when implementing the CECL method of determined credit losses.

Indirect cost recovery under Federal grants can be complex and not intuitive.  Come learn the basics of Federal indirect costs including reimbursement basics, negotiation of Federal indirect cost rates and how indirect cost recoveries are audited under the Single Audit.

Learning Objectives:

• Learn the Indirect Cost recovery options under the Uniform Guidance
• Learn the basics of preparing and negotiating a Federal indirect cost rate proposal
• Understand how Indirect Cost recovery methods are audited as part of the Single Audit

Transactions with insiders and related parties can present significant risks for tax-exempt organizations. Considerations include Form 990 disclosure, excise tax exposure, fiduciary conduct implications and even loss of tax-exempt status. In this session we will address compliance and reporting considerations when engaging in transactions with board members and other disqualified persons.

Learning Objectives:

• 1. Review general considerations for transactions with insiders such as excess benefit transactions, self-dealing, and private benefit issues.
• 2. Address compliance practices including conflict of interest policies and related procedures
• 3. Review Schedule L disclosure and other Form 990 reporting implications

AI (Artificial Intelligence) technologies accelerate decision-making, streamline processes, and allow for quicker brainstorming. Using personal data and AI responsibly helps to promote your brand in the market and is required by law. In this session you will learn more about how to comply with privacy and AI laws while taking advantage of its benefits.

Learning Objectives:

• Understand the benefits of AI technologies in decision-making, process streamlining, and brainstorming.
• Learn how to use personal data and AI responsibly to promote your brand in the market.
• Comprehend the importance of complying with privacy and AI laws while taking advantage of the benefits of AI technologies.

Join us for a review of the different types of service organization control (SOC) reports.  We will walk through the various components of these reports in detail and provide some helpful tips of how to perform an adequate analysis of these reports to strengthen your organization's risk assessment process.

Learning Objectives:

• Comprehension of SOC Reports
• Review and Analysis of a SOC Report
• Understanding the Impact of SOC Report Findings to Your Organization

The Data Collection Form has been revamped and is an opportunity to explore the new form, new website and how the data collection form is used by Federal oversight and cognizant agencies.

Learning Objectives:

• Provide an overview of the revamped Federal Audit Clearinghouse and related Data Collection Form processes
• Learn how Federal agencies and cognizant agencies use the Data Collect Form.

What's the buzz with Inflation Reduction Act energy credits for tax-exempt organizations? Join us for an informative session as we cover the various aspects of the clean energy tax credits enacted under the Inflation Reduction Act (IRA). We'll give practical examples of eligible expenditures, describe the potential value of these credits and nuances to keep in mind when determining the value of the credits.

Learning Objectives:

• Describe updates on guidance related to the direct pay election, apprenticeship requirements, and prevailing wage requirements
• Identify examples of credit opportunities and potential value of these credits to a nonprofit organizations

Founder’s Syndrome occurs when founders, longtime leaders, or even board members become resistant to change in their organization. As a result, the organization can become stagnant and ineffective, support dwindles, and quality employees become frustrated and leave. As organizations grow, the leadership qualities they once needed may no longer work. Maturity requires different, visionary approaches. This informative session will highlight real-life examples of this syndrome, how it adversely impacts organizations, and steps a proactive nonprofit can take to deal with this important issue.

Learning Objectives:

• Identify Founder’s Syndrome
• Describe steps to avoid Founder’s Syndrome
• Explain ways to address the syndrome in your organization

This session will equip participants with the knowledge and skills to identify, analyze and remedy internal controls issues that lead to reporting errors and audit findings.  Attendees will gain insights on minimizing risk and safeguarding organizations.   

Learning Objectives:

• Identify internal control issues
• Dissect the internal control issues at their core
• Transform control challenges into opportunities

In many respects, adhering to grant compliance requirements is just as important as winning the award in the first place. Whether you’ve received funding from a federal agency or a private foundation, there’s more to do than simply meet program objectives and deliverables. Staying compliant creates an on-going relationship between your organization and your funder and is integral to the successful implementation of any award, regardless of the funding source. Unfortunately, many organizations view compliance solely as a finance or administrative task when, in fact, organizations should take a multi-disciplinary approach to compliance. In this session, we will discuss ways to engage programmatic staff in grant compliance activities, and why it’s critical to do so.

Learning Objectives:

• To understand how to take a multidisciplinary approach to grant compliance
• To obtain tools and resources for managing compliance responsibilities
• To learn practical ways to engage programmatic staff in compliance activities

This interactive free-for-all session will provide participants with perspectives from different sized firms about how to cope with the technological challenges of 990 series preparation, e-filing, pay.gov filings, state portals for charitable and UBI filings, and other similar topics. Rather than focusing on or endorsing specific software, we will discuss what works in our respective practices, what doesn’t, and what we haven’t figured out yet. Bring your questions as audience participation is encouraged!

Learning Objectives:

• Gain an understanding of how other practitioners are approaching common tax compliance issues and the role of technology in their processes.
• Learn “the good, the bad, and the ugly” of dealing with stand-alone governmental platforms like pay.gov and state portals.
• Ask questions and contribute war stories of successes and failures in these areas so all of us can learn from them.