Advanced Not-for-Profit Conference Webinar

• Review the latest not-for-profit accounting concerns and developments, including changes impacting leases and contributed non-financial asset disclosures. Hear how these changes will bring increased transparency to financial statements.
• Identify red flags in charity financial reporting and common accounting tricks poorly performing charities will use.
• Gain a comprehensive understanding of Environmental, Social, and Governance investing (ESG) and review the leading frameworks.
• Assess internal controls for significant transaction types and identify opportunities to strengthen these internal controls.
• Hear about recent developments, common pitfalls, and best practices related to GATA filings.
• Identify the different types of alternative investments. Hear about the tax treatment and reporting requirements of UBTI on Schedule K-1 for 990-T preparation. Plus, review key challenges and best practices to manage risk at your organization.
• Evaluate international tax consequences of structuring alternative investments and recognize common international tax forms and when they apply. Learn to identify when foreign income items are taxable to an exempt organization.

All times are Eastern Time Zone

9:25 AM - 9:30 AM | Welcome

9:30 AM - 10:20 AM | Accounting Standards Updates
Speaker: Erik De Vries, CPA | Grant Thornton LLP

10:30 AM - 11:20 AM | Charity Watchdog: A Critical Partner
Speaker: Laurie Styron | CharityWatch

11:30 AM - 12:20 AM | Environmental, Social, and Governance: Why Your Organization Should Care
Speaker: Dirk Cockrum | BKD CPAs & Advisors

12:30 AM - 1:20 PM | Reassessing Internal Controls
Speakers: Nancy Gonsiorek, CPA | Nancy L. Gonsiorek, CPA
Jennifer Casacchia, CPA | Sikich LLP

1:20 PM - 2:10 PM | Lunch

2:10 PM - 3:50 PM | Concurrent Session A: Single Audit vs. Program Specific Audit: What's the Difference?
Speaker: Ray Krouse, CPA | Sikich LLP

2:10 PM - 3:50 PM | Concurrent Session B: Lobbying and Political Campaign Activity: Form 990
Speakers: Jodi Patt, JD | Quarles & Brady LLP
Megan Angle, CPA | Porte Brown

4:00 PM - 5:00 PM | Concurrent Session A: GATA Process: A Behind the Scenes Look
Speakers: Lori Beeler, CPA, CGMS | Illinois Governor's Office of Management and Budget
Brandon Reed, CPA | Crowe LLP

4:00 PM - 5:00 PM | Concurrent Session B: Alternative Investments: Navigating Federal Issues
Speakers: Jennifer Burke, CPA | Crowe LLP
Natalie Noland, CPA | Crowe LLP

5:10 PM - 6:00 PM | Concurrent Session A: Updates with COVID Reporting and PRF
Speaker: Ciara Leahy, CPA | Wipfli LLP

5:10 PM - 6:00 PM | Concurrent Session B: Alternative Investments: Navigating International Issues
Speaker: Scott Wilcox, CPA, MAcc | RSM US LLP