2015

Press Release


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Contact(s):

Shirley Twillman
(202)-434-9220
stwillman@aicpa.org

AICPA Not-for-Profit Conference Features Treasury, IRS and FASB Officials 

Published June 08, 2015

•         Update about Current IRS Exempt Organization Initiatives
•         Report on Latest Development in Accounting Standards Concerning Not-for-Profits and Current  FASB Projects
•         Insights about Form 990 Compensation Reporting
 
WHEN:         Monday, June 15 - Wednesday, June 17, 2015
                     
WHERE:      Live:
                      Gaylord National Resort and Convention Center, 201 Waterfront Street, National Harbor, Md.
 
Virtual:
Sessions are available in real time via the Internet.
 
WHO:         Thomas Linsmeier, Board Member, Financial Accounting Standards Board (FASB), Norwalk, Conn.
                     Jeffrey D. Mechanick, Assistant Director, FASB, Norwalk, Conn.
                     Richard Cole, Project Manager, FASB, Norwalk, Conn.
                     Ruth Madrigal, Attorney Advisor, Office of Tax Policy, U.S. Treasury, Washington, D.C.       
                     Tamera Ripperda, Director, Exempt Organizations, Internal Revenue Service (IRS), Cincinnati, Ohio
Elaine Leichter, Tax Law Specialist, IRS, Washington, D.C.
                     Judith Kindell, Senior Tax Advisor, IRS, Washington, D.C
                     Noah Kaufman, Systems Accountant, U.S. Department of State, Washington, D.C.
                     Dorri McWhorter, CEO, YWCA Metropolitan Chicago, Chicago, Ill.
 
CONFERENCE SCHEDULE
 
Monday, June 15, 2015
 
1:00pm – 1:15pm        Welcome and Introductions, Bob Mims, Conference Chair and Controller/Director of Investments, Ducks Unlimited, Inc., Memphis, Tenn.
 
1:15pm – 2:05pm        Keynote Address: Preamble to Success: Foresight, Leadership, Action, Dorri McWhorter, CEO, YWCA Metropolitan Chicago, Chicago, Ill.
 
2:05pm – 3:20pm        Looking Toward the Future, Moderator: Bob Mims, Controller/Director of Investments, Ducks Unlimited, Inc., Memphis, Tenn.; Panelists: Jeff De Cagna, Chief Strategist and Founder, Principled Innovation LLC, Reston, Va.; Dorri McWhorter, CEO, YWCA Metropolitan Chicago, Chicago, Ill.; Lou Mezzina, Senior Advisor, Higher Education/Other Not-for-Profits, KPMG, New York, N.Y.; Robert Sharpe, President, The Sharpe Group, Memphis, Tenn.
 
3:50pm – 5:30pm        Concurrent Sessions
•         GAAP Update: Part I, Thomas Linsmeier, Board Member, FASB, Norwalk, Conn. and Jeffrey Mechanick, Assistant Director, FASB, Norwalk, Conn.
•         Speak Your Mind: Finance, Bob Mims, Controller/Director of Investments, Ducks Unlimited, Inc., Memphis, Tenn. and Arun Sardana, Senior Institutional Consultant, UBS ICG, Bethesda, Md.
•         Views from IRS and Treasury, Tamera Ripperda, Director, Exempt Organizations, IRS, Cincinnati, Ohio; Ruth Madrigal, Attorney Advisor, U.S. Treasury Department, Washington, D.C.
 
Tuesday, June 16, 2015
 
7:30am – 8:45am         Concurrent Sessions
•         Is Your Audit Quality Ready for Review? Amanda Nelson, Partner, KPMG, Washington, D.C. and Rick Reeder, Owner, Reeder & Associates P.A., Tampa, Fla.
•         Considerations Around Investing in Alternatives in a Post-UPMIFA World, Verne Scazzero, President and CEO, Harvest, Burr Ridge, Ill.
•         Business Model Thinking for Nonprofit Boards, Jeff De Cagna, Chief Strategist and Founder, Principled Innovation LLC, Reston, Va.
•         The Board Perspective on Enterprise Risk Management, Moderator: Ron Ries, Partner, WeiserMazars LLP, New York, N.Y.; Panelists: Patricia Beene-Colasanti, CFAO, Intrepid Museum Foundation, New York, N.Y.; Bob Cummings, Partner, WeiserMazars LLP, New York, N.Y.; Laurie Scofield, Director, Internal Audit, Intrepid Museum Foundation, New York, N.Y.
•         Strategies to Control Health Benefit Costs, Jim O’Connor, President, CBIZ Employee Benefits Services, Little Silver, N.J.
•         Nonqualified Deferred Compensation Plans: Beyond the Basics, Eddie Adkins, Partner, Grant Thornton LLP, Washington, D.C.
 
9:00am – 10:15am       Concurrent Sessions
•         Putting the Puzzle Pieces Together: OMB’s Uniform Guidance, Mary Foelster, Director, Governmental Auditing and Accounting, AICPA, Washington, D.C. and Amanda Nelson, Partner, KPMG, Washington, D.C.
•         Endowments and the Uniform Prudent Management of Institutional Funds Act, John Kroll, Associate Vice President Finance, The University of Chicago, Chicago, Ill. and John Mattie, Partner, National Not-for-Profit Practice Leader, PwC, New York, NY
•         Accounting Information Systems: From Data Entry to Big Data, Noah Kaufman, Systems Accountant, U.S. Department of State, Washington, D.C.
•         Emerging Best Practices in Governance and Risk Management, Michael Burns, Managing Director, CBIZ & Mayer Hoffman McCann P.C., Boston, Mass.; Ron Ries, Partner, WeiserMazars LLP, New York, N.Y.; Amy West, CFO, AHRC New York City, New York, N.Y.
•         Health Care Reform: 2015 Is Here, Eddie Adkins, Partner, Grant Thornton LLP, Washington, D.C.
•         Advanced Fundraising: The Brave New World of Fundraising, Jane Searing, Tax Shareholder, Clark Nuber P.S., Bellevue, Wash.
•         Staff Recruiting and Retention, Robert Skelton, Chief Administrative Officer, ASAE, Washington, D.C.
 
10:45am – Noon          Concurrent Sessions
•         Auditing Standards Board/Accounting and Review Services Committee Update, Mike Glynn, Senior Technical Manager, AICPA, New York, N.Y. and Kristy Illuzzi, Senior Technical Manager, AICPA, Durham, N.C.
•         New Revenue Recognition Standard, Moderator: Richard Cole, Project Manager, FASB, Norwalk, Conn.; Panelists: Patricia Beene-Colasanti, CFAO, Intrepid Museum Foundation, New York, N.Y.; John Griffin, Senior Vice President and Controller, AARP, Washington, D.C.; Thomas Linsmeier, Board Member, FASB, Norwalk, Conn.; Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.
•         The Mad Hatter, Hillary Coley, CFAO, Trout Unlimited, Arlington, Va.; Michael Forster, CFO/CAO, National Trust for Historic Preservation, Washington, D.C.; Amy West, CFO, AHRC New York City, New York, N.Y.   
•         Mission Impossible? Determining the ROI on Planned Giving Programs, Robert Sharpe, President, The Sharpe Group, Memphis, Tenn.
•         Fraud Stories, Nancy Young, Senior Manager, Moss Adams LLP, Portland, Ore.
•         Compensation and the Form 990, Elaine Leichter, Tax Law Specialist, IRS, Washington, D.C.
•         Issues of Membership Organizations, Lisa Heller, Tax Manager, Tate & Tryon, Washington, D.C. and Deborah Kosnett, Tax Principal, Tate & Tryon, Washington, D.C.
 
Noon – 1:00pm                       Lunch (No Speaker)
 
1:00pm – 2:15pm        Concurrent Sessions
•         NFP Audit Risk Alert, Jennifer Hoffman, Partner-in-Charge NY NFP/HE, Grant Thornton LLP, New York, N.Y. and Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.
•         Information Technology Risks in a Rapidly Changing World, Mark Oster, NFP National Managing Partner, Grant Thornton LLP, New York, N.Y.
•         The Bermuda Triangle: Accounting, Development and Program Services, Bob Mims, Controller/Director of Investments, Ducks Unlimited, Memphis, Tenn. and Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind. 
•         The Internal Audit Advantage for Every Organization, Laurie Scofield, Director, Internal Audit, Intrepid Museum Foundation, New York, N.Y.
•         Deconstructing the Overhead Myth Using Financial Reporting, Marie Caputo, Principal, CliftonLarsonAllen LLP, Calverton, Md. and Tricia Katebini, Manager, CliftonLarsonAllen LLP, Calverton, Md.
•         Onboarding to Termination: Tax Reporting for Employees, Patty Brickett, Principal, BDO USA LLP, McLean, Va. and Jeffrey Schragg, Partner, BDO USA LLP, McLean, Va. 
•         Affordable Housing Hot Topics, Hydeh Ghaffari, Partner, DZH Phillips, Oakland, Calif. and Andrew Prather, Shareholder, Clark Nuber P.S., Bellevue, Wash. 
•         Exemption Applications: 1023-EZ and Beyond, Eve Borenstein, Partner, Borenstein & McVeigh Law, Minneapolis, Minn. and Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.
 
2:45pm – 4:00pm        Concurrent Sessions
•         Cost Principles Under Single Audits for Auditors and Grantees, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn.; Michelle Spriggs, Managing Director, CBIZ & Mayer Hoffman McCann P.C., Boston, Mass; Alex Weekes, Principal, ML Weekes & Company P.C., Guilford, Conn.
•         Employee Benefit Plans for NFPs, Ian MacKay, Director, Federal Regulatory Affairs, Washington, D.C. and Bertha Minnihan, National Practice Leader, Moss Adams LLP, San Francisco, Calif.
•         NFP Revenues: Accounting Challenges and Solutions, Andrew Prather, Shareholder, Clark Nuber P.S., Bellevue, Wash. and Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.
•         Stable Disequilibrium: The Precipice of Portfolio Construction in the Post-2008 World, Arun Sardana, Senior Institutional Consultant, UBS ICG, Bethesda, Md.
•         Leadership 3.0 – Investing in Innovation, Doug Barker, President, Barker & Scott Consulting, Washington, D.C.; Jim Daniell; Susan Dorsey, CFO, Water for People, Denver, Colo.; George (“Tom”) Waite III, Chief Financial Officer/Treasurer, The Humane Society of the United States, Washington, D.C.
•         Tax Law Update, Bruce Hopkins, Lawyer, Polsinelli P.C., Kansas City, Mo.
•         So You Think You’re a Small Nonprofit: Issues for Smaller NFPs, Joseph Cruitt, VP/CFO, Finance/Admin., ACHE, Chicago, Ill. and Dennis Morrone, Partner, Grant Thornton LLP, New York, N.Y.
•         Protecting Your Brand: Challenges Associated with Chapter/Affiliate Relationships, Laurie De Armond, Partner, BDO USA LLP, Bethesda, Md. and Jeff Schragg, Partner, BDO USA LLP, McLean, Va.
 
4:15pm – 5:30pm        Concurrent Sessions
•         Major Program Determination (Old vs. New), Diane Edelstein, Partner, Maher Duessel, Pittsburg, Penn.
•         The Proper Care and Feeding of a Fraudster, Christine Davis, Forensics Director, DZH Phillips, San Francisco, Calif. and Hydeh Ghaffari, Partner, DZH Phillips, Oakland, Calif.
•         Functional Allocation of Costs/Joint Costs, Joseph Cruitt, VP/CFO, Finance/Admin., ACHE, Chicago, Ill. and Jennifer Hoffman, Partner-in-Charge, NY NFP/HE, Grant Thornton LLP, New York, N.Y.
•         What Keeps NFP Management and Auditors Awake at Night: Top 10 Issues, George Afremow, Vice President & CEO, SEMA, Diamond Bar, Calif.; Dorri McWhorter, CEO, YWCA Metropolitan Chicago, Chicago, Ill.; Dennis Morrone, Partner, Grant Thornton LLP, New York, N.Y.; Cynthia Pierce, Managing Partner, NFP Services, Crowe Horwath LLP, Chicago, Ill.
•         Benchmarking Financial Data, Melissa Harman, Partner, Moss Adams LLP, Los Angeles, Calif. and Bob Mims, Controller/Director of Investments, Ducks Unlimited, Memphis, Tenn.
•         Tax War Stories: Tales from the Front, Moderator: Jeff Schragg, Partner, BDO USA LLP, McLean, Va.; Panelists: Jeffrey D. Frank, Director, Deloitte Tax LLP, Indianapolis, Ind.; Deborah Kosnett, Tax Principal, Tate & Tryon, Washington, D.C.; Richard J. Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.
•         Cause-Related Marketing, Jennifer Brenner, Controller, World Vision, Seattle, Wash. and Cathy Clarke, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.
•         The Coach Approach: You’ve Never Done this Before! Mary Engel, Founder/CEO, The Management Coach, Oakville, Ontario
 
Wednesday, June 17, 2015
 
7:30am – 8:45am         Concurrent Sessions
•         Uniform Grant Guidance: Effective and Efficient Implementation, Michelle Spriggs, Managing Director, CBIZ & Mayer Hoffman McCann P.C., Boston, Mass.
•         Tax Red Flags for Auditors and Financial Managers, Laurie De Armond, Partner, BDO USA LLP, Bethesda, Md. and R. Michael Sorrells, National Director, Nonprofit Tax, BDO USA LLP, Bethesda, Md.
•         Insurance Primer: Protecting Your Nonprofit Organization, Howard Siegel, CEO, Irwin Siegel Agency Inc., Rock Hill, N.Y. and John McKeon, Partner, Hardin, Kundla, McKeon & Poletto, Springfield Township, N.J.
•         Becoming Agile: How to Adapt the Agile Methodology for Your NFP, Dan Murphy, Product Manager, Abila Inc., Austin, Tex.
•         State and Federal Tax Compliance and Registration for Nonprofits: A Practical Approach from a Legal Perspective, Tracy L. Boak, Partner, Perlman & Perlman LLP, New York, N.Y. and Seth Perlman, Senior Partner, Perlman & Perlman LLP, New York, N.Y.
•         AICPA Not-for-Profit Town Hall, Chris Cole, Senior Manager, AICPA NFP Section, Durham, N.C.; Kristy Illuzzi, Senior Technical Manager, AICPA, Durham, N.C.; Rafael Roman, Technical Manager, Governmental Auditing and Accounting, AICPA, Washington, D.C.; Amy Wang, Senior Technical Manager, AICPA, Washington, D.C.
 
9:00am – 10:15am       Concurrent Sessions
•         Doing It Right: Avoiding Common Audit Quality Issues, Erica Forhan, Partner, Moss Adams LLP, Seattle, Wash. and Kimberly McCormick, Partner, Grant Thornton LLP, San Francisco, Calif.
•         FASB NFP Financial Statements Project, Moderator: Jeffrey Mechanick, Assistant Director, FASB, Norwalk Conn.; Panelists: Richard Cole, Project Manager, FASB, Norwalk, Conn.; John Mattie, Partner, National Not-for-Profit Leader, PwC, New York, N.Y.; Cynthia Pierce, Managing Partner, NFP Services, Crowe Horwath LLP, Chicago, Ill.
•         Alternative Investments: Valuation and Reporting, Cathy Clarke, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn. and Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.
•         Poll the CFOs, Moderator: Bob Mims, Controller/Director of Investments, Ducks Unlimited, Memphis, Tenn.; Panelists: Hillary Coley, CFAO, Trout Unlimited, Arlington, Va.; Michael Forster, CFO/CAO, National Trust for Historic Preservation, Washington, D.C.; John Kroll, Associate VP Finance, The University of Chicago, Chicago, Ill.
•         Interrogation 101: Use Excel to Make Your Data Talk, Adam Haverson, Director, Global Solutions, Pall Corporation, DeLand, Fla.
•         Private Foundation Update: Solutions for Old and New Complications, Jody Blazek, Partner, Blazek & Vetterling, Houston, Tex.
•         Form 990, Deborah Kosnett, Tax Principal, Tate & Tryon, Washington, D.C. and Richard J. Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.
 
10:45am – 11:35am     Concurrent Sessions
•         Preparing and Reporting on the Schedule of Expenditures of Federal Awards, Erica Forhan, Partner, Moss Adams LLP, Seattle, Wash.
•         Auditing Electronic Transactions, Cathy Clarke, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn. and Jennifer Hoffman, Partner-in-Charge, NY NFP/HE, Grant Thornton LLP, New York, N.Y.
•         Transparency and Effectiveness Reporting, Mark Oster, National Managing Partner, NFP, Grant Thornton LLP, New York, N.Y. and Christine McMahon, CEO, Fedcap, New York, N.Y.
•         Painless Performance Feedback, Mary Engel, Founder/CEO, The Management Coach, Oakville, Ontario
•         UBIT Analysis: How the Insiders Do It, Joe Irvine, Senior Lecturer, The Ohio State University, Columbus, Ohio
•         Mythbusters! EO Tax Edition (or Mythperceptions), Rebekuh Eley, Senior Director, BDO USA LLP, Chicago, Ill. and Jeff Schragg, Partner, BDO USA LLP, McLean, Va.
•         Training Your Board, Ron Ries, Partner, WeiserMazars LLP, New York, N.Y.
•         Private Foundation Issues: Interactive Unplugged, Jody Blazek¸ Partner, Blazek & Vetterling, Houston, Tex. and Jane Searing, Tax Shareholder, Clark Nuber P.S., Bellevue, Wash.
11:35am – 12:35pm    Lunch (No Speaker)
 
12:35pm – 1:25am      Concurrent Sessions
•         Overview of Single Audit Reporting Requirements and Available Resources, Rachel Flanders, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn. and Rick Reeder, Owner, Reeder & Associates P.A., Tampa, Fla.
•         Understanding the Revised Audit Committee Toolkit for NFPs, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn. and Ron Ries, Partner, WeiserMazars LLP, New York, N.Y.
•         Raising the Financial IQ of Your Company or Client, Joseph Cruitt, VP/CFO, Finance/Admin., ACHE, Chicago, Ill.
•         21st Century Twist on Best Practices for NFP Audit Committees, John Alfonso, Partner, CohnReznick LLP, New York, N.Y.
•         FATCA Does Apply to You, Lisa Heller, Tax Manager, Tate & Tryon, Washington, D.C.
•         Outsourcing, Hillary Coley, CFAO, Trout Unlimited, Arlington, Va.
•         UBIT Analysis Discussion, Joe Irvine, Senior Lecturer, The Ohio State University, Columbus, Ohio
 
1:40pm – 2:55am        Concurrent Sessions
•         Ask the Experts Panel: Single Audit, Mary Foelster, Director, Governmental Auditing and Accounting, AICPA, Washington, D.C.; Erica Forhan, Partner, Moss Adams LLP, Seattle, Wash.; Kimberly McCormick, Partner, Grant Thornton LLP, San Francisco, Calif.
•         Accounting and Auditing FAQ, Jennifer Brenner, Controller, World Vision, Seattle, Wash.; Michael Burns, Managing Director, CBIZ & Mayer Hoffman McCann P.C., Boston, Mass.; Cathy Clarke, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.
•         What Did I Miss? Lou Mezzina, Senior Advisor, Higher Education/Other NFPs, KPMG LLP, New York, N.Y.
•         Ask the Experts Panel: Tax, Moderator: Jeff Schragg, Partner, BDO USA LLP, McLean, Va.; Panelists: Judith Kindell, Senior Tax Advisor, IRS, Washington, D.C.; Eve Borenstein, Partner, Borenstein & McVeigh Law, Minneapolis, Minn.; Joe Irvine, Senior Lecturer, The Ohio State University, Columbus, Ohio; Richard J. Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.
 
 
 
Media representatives who would like to attend the conference, either onsite or virtually, may contact Shirley Twillman at 202-434-9220 or stwillman@aicpa.org for press credentials.  Hotel reservations and other expenses are your responsibility.  
 
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