Speaker: Aaron Cohen, Esq. from Citrin Cooperman

There has been a proliferation of new and more complicated acquisition structures, as well as non-acquisition contractual affiliations models, between non-profit entities. There are certain risks across a number of different segments of the affiliating non-profits’ businesses associated with these new affiliation models. To ensure the goals of the underlying affiliation are met, it is critical for the affiliating organizations to understand and mitigate such risks.

Speakers: Karen Dojan & Traci Rate, Weyrich Cronin & Sorra

Is your firm ready for peer review? It all starts with an appropriate system of quality control. Make your peer review as stress free as possible, and avoid the most common issue identified by the AICPA… a lack of adequate audit documentation.

Speaker: Kelly Leonard

The Gig Economy is here!  Have you heard of it?  Well, studies show that by 2020, 40% of the American workforce will be independent contractors; serving in temporary, part-time, and/or flexible roles.  Given the trend, perhaps it’s time to rethink traditional employment; to stop searching for a job and embrace your inner, accidental entrepreneur.

This session will provide direction on how to look, how to connect, and where to get opportunities; bridging the gap between your intention and your outcomes!

Speakers: John Huskins, Johnson Lambert

The Tax Cuts & Jobs Act created a multitude of income tax changes for all U.S Taxpayers.  Unfortunately, certain changes that impact exempt organizations, including Executive Compensation, Qualified Transportation Fringe Benefits, and Unrelated Business Income Taxes, are not as well known.  This session will take an accessible look at changes specific to exempt organizations and their practical challenges for implementation.

Speaker: Melinda DeCorte, GAO

Even in an environment of limited resources, strong internal controls and rigorous segregation of duties rules are indispensable tools for public sector entities. This session will discuss ways to integrate and automate these controls within an organization’s financial management or enterprise resource planning system, with a specific focus on helping to mitigate the risk of fraud and mismanagement.

Speakers: Kristin Krawchuk & Sarah McConnell, Johnson Lambert

This session will provide you with tools and tips to help board members provide oversight and guide NFPs through a changing landscape. We will discuss creating more effective financial messaging, engagement and risk management with management and the Board. Our goal in this presentation is for you to learn how to avoid being a headline through strong governance

Speaker: Scott Amey, POGO

For 37 years, the Project On Government Oversight (POGO) has exposed federal waste, fraud, abuse, and corruption, and promoted good government reforms. Working outside the government isn’t easy, but whistleblowers make it possible and they are essential in deterring, exposing, and prosecuting government fraud and corruption.

Speaker: Gil Tran

Speaker: Dave Cotton, Cotton & Company LLP

We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.

Speakers: Karen Dojan & Greg Scherer, Weyrich Cronin & Sorra

Effective for years beginning after December 15, 2017, the FASB has updated financial statement presentation for NFP organizations. Are you ready to implement the changes for your calendar 2018 financial statements? We’ll do a deep dive on the changes and how they are intended to meet the needs of financial statement users.

Speakers: Calvin Marks,CPA, Johnson Lambert

This session will provide an overview of a nonprofit organization’s federal tax filing and reporting responsibilities as well as a walk-through of the Form 990 and its most common schedules.

Speaker: Wendy Payne

Speaker: Dr. Cary Larson, Organizational Psychologist, National Science Foundation

Whether leader or individual contributor — formally or informally – exceptional teamwork is essential to your success. This interactive workshop highlights three habits you can cultivate to elevate your success as a team player: (1) making effective requests, (2) managing commitments, and (3) influencing team norms.

Speakers: Tricia Griffis, Samantha Bowling, Randi Reed, Jacob Oseghale

An outlook on creating successful mentoring relationships that last and create positive outcomes for both the mentor and mentee.

Speaker: Greg Stump

An overview of actuarial reporting, in words you can understand.  We will discuss the valuation process, the impact of various key assumptions, and key considerations for GASB reporting.

Speaker: Tom Sneeringer, CPA, Partner, RSM US, LLP

Effective internal control design and implementation is a challenge, especially in the governmental/nonprofit environments where resources can be scarce. However, expectations from the public and funders are still high for these sectors which requires more to be done with less. The COSO model of internal controls can be a solution to this problem if the elements are well understood and consistently applied. This session will provide an overall summary of the model and then focus the risk assessment and monitoring elements. Compliance with Uniform Guidance (2 CFR 200) as it applies to internal controls will also be addressed.

Speaker: Jennifer Elder, CPA, Business Learning Institute

Speaker: Nancy Eyl, Asst. General Counsel, Appalachian Regional Commission, Gladis Griffith.

The Inspector General Empowerment Act of 2016 significantly enhances the independence and authority of Inspectors General. The IGEA includes both broad and specific direction guiding IGs and federal agencies on required access, disclosures, and whistleblower protections. It increases OIGs’ reporting responsibilities and exempts OIGs from laws that were considered burdensome, such as the Computer Matching Act. The presenters will discuss how the IGEA changed the law and why the changes are important to the federal government and audit community.

Speaker: Paul Calabrese, Rubino & McGeehin

Speaker: Randall Kizer, Dept. of Homeland Security, OIG

During this session we will focus on how to get an interview started and what to say to gain rapport and then how to ask direct questions to elicit truthful responses.

Speaker: Johnny Ramsey, KPMG

Speaker: Tricia Katebini, CliftonLarsonAllen, LLP

Speaker Allison Grayson, Independent Sector

The Tax Cuts and Jobs Act significantly altered the tax code, which drastically changed the environment in which nonprofits operate.  Now what do we do?  Learn how the 2017 tax bill and new policies in the pipeline may impact charitable giving, nonprofit tax liability, political activity, and more.  Then, join a conversation about how to mitigate problems in the short-term and push for solutions in the future.

Speaker: Keith Novak, CliftonLarsonAllen, LLP

The session will provide an update of the GASB standards that are required to be implemented in the current year. We will also discuss pronouncements which will be required to be implemented in future years. Finally, we will discuss current items in the GASB pipeline.

Speaker: Jennifer Elder, CPA, Business Learning Institute

Bad communications waste time, increase mistakes, and destroy reputations. Good communication skills can strengthen relationships and advance your career. This fast-paced and interactive session will cover 18 specific ways to immediately improve your ability to connect and influence by improving your general, in-person, meeting, email, and presentation communication skills.

Speaker: Paul Calabrese, Rubino & McGeehin

Speaker: Tony Hubbard, KPMG

Speaker: Lisa Stover, CliftonLarsonAllen, LLP