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

Published June 14, 2017

  • Learn about New FASB Financial Reporting Standard for Not-for-Profits

  • Gain Insights about Implementation of the Uniform Guidance for Single Audits

  • Hear FASB’s GAAP Update 


WHEN:

Wednesday, June 21 - Friday, June 23, 2017


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:     

Christine Botosan, Board Member, Financial Accounting Standards Board (FASB), Norwalk, Conn.

Jeffrey D. Mechanick, Assistant Director, FASB, Norwalk, Conn.

Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.

Margaret Von Lienen, Director, Exempt Organizations, Internal Revenue Service (IRS), Dallas, Tex.

Mark Dixon, Branch Chief, Federal Audit Clearinghouse, U.S. Census Bureau, Suitland, Md.


CONFERENCE SCHEDULE


Wednesday, June 21, 2017

12:40pm – 12:50pm   

Welcome and Introductions

12:50pm – 2:05pm     

Crossing the Generational Divide: Unlocking the Power of Generations to Grow Your Business, Jason Dorsey, Co-Founder, Millennials and Gen Z Expert and Researcher, The Center for Generational Kinetics, Austin, Tex.

2:05pm – 3:20pm       

Shining a Light on Not-for-Profits: Holt International – Stories of Purpose, Passion and Power, Susan Cox, Vice President Policy & External Affairs, Holt International Children's Services, Eugene, Ore. and Chuck Mitman, Chairman of the Board, Holt International Children's Services, West Chester, Penn.

3:50pm – 5:30pm       

Concurrent Sessions

• GAAP Update, Christine Botosan¸ Board Member, FASB, Norwalk, Conn. and Jeffrey Mechanick, Assistant Director, FASB, Norwalk, Conn.

• Update on the IRS, Treasury and the Hill, Margaret Von Lienen, Director, Exempt Organizations, IRS, Dallas, Tex.; Ruth Madrigal, Partner, Steptoe & Johnson, Washington, D.C.; Alexander Reid, Partner, Morgan Lewis & Bockius LLP, Washington, D.C.

Thursday, June 22, 2017

8:00am – 8:50am        

Concurrent Sessions

• Federal Audit Clearinghouse and Data Collection Form Update, Teresa Bordeaux, Lead Technical Manager, Governmental Auditing and Accounting, AICPA, Durham, N.C. and Mark Dixon, Branch Chief, Federal Audit Clearinghouse, U.S. Census Bureau, Suitland, Md.

• Audit and Attest Standards Update, Steven Morrison, Principal, MBAF CPA, Miami, Fla.

• So I’m Lobbying – Now What? David Trimner, Principal, CliftonLarsonAllen LLP, Arlington, Va. and Dick Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.

• Telling Your Financial Story through the FS and Related Documents, Dennis Morrone, Partner, Grant Thornton, New York, N.Y. and John Mattie, Partner, PwC, New York, N.Y.

• Fail Safe Strategies to Conquer Conflict at Work, Mary Legakis Engel, Founder and CEO, The Management Coach, Oakville, Ontario

• Best Practices for Not-for-Profit Audit Committees, Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton, LLP, New York, N.Y.

• Charitable Solicitation, Tracy Boak, Partner, Perlman & Perlman LLP, New York, N.Y.

9:00am – 10:15am      

Concurrent Sessions

• Uniform Guidance Experiences in Implementation: An Auditee’s Perspective, Diane Fraber, Director, Financial Reporting and Control, USO Inc., Arlington, Va. and Lisa Lipsky, Partner, Grant Thornton LLP, Baltimore, Md.

• NFP Financial Reporting – Implementing the New Standard – Part I, Andrew Prather, Shareholder, Clarke Nuber PS, Bellevue, Wash.; John Kroll, Senior Advisor for Finance and Administration, University of Chicago, Chicago, Ill.; Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.

• The Evolving Role of the CFO, Amy West, Chief Financial Officer, AHRC New York City, New York, N.Y.; Ron Ries, New York, N.Y.; Johanna Richman, Chief Financial Officer & SVP, Queens Library, Jamaica, N.Y.

• Tax Law Update, Bruce Hopkins, Principal, Bruce R. Hopkins Law Firm, LLC, Kansas City, Mo.

• Enterprise Risk Management (ERM): An Evolving Process, Karen Schuler, Data and Information Governance Practice Leader, BDO USA LLP, McLean, Va.; William Um, Attorney, Kilpatrick Townsend & Stockton LLP, Beverly Hills, Calif.; David Wheeler, Assistant General Counsel, Verizon, Arlington, Va.

• “The Price is Right” – Contribution Version, Bob Mims, Memphis, Tenn. and Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.

• Peer Review Update – Case Studies, Karl Ruben, Manager – Peer Review, AICPA, Durham, N.C.

10:45am – Noon         

Concurrent Sessions

• Implementation of the Uniform Guidance: Cost Principles, Subrecipient Monitoring and Administrative Requirements, Rachel Flanders, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn. and Troy Rector, Principal, Clark Nuber PS, Bellevue, Wash.

• Top 10 IT Risks Facing Not-For-Profit Leaders, Karen Schuler, Data and Information Governance Practice Leader, BDO USA LLP, McLean, Va. and Ricardo Trujillo, Senior Manager, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.

• The ROI of Sustainer Giving: Findings from the Leader in Fundraising Technology, Chuck Longfield, Senior Vice President and Chief Scientist, Blackbaud, Cambridge, Mass.

• Payments to Foreign Persons – How to Avoid Traps for the Unwary, Shannon Donnelly, Partner, Employment & Compensation Law, Baker & McKenzie LLP, Washington, D.C.; Dick Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.; Jennifer Harris, Principal, Clark Nuber PS, Bellevue, Wash.

• People Who Need People, Amy West, Chief Financial Officer, AHRC New York City, New York, N.Y.; Hilda Polanco, CEO/Founder, FMA, New York, N.Y.; Michael Forster, Chief Financial Officer, Woodrow Wilson Center, Washington, D.C.

• Accounting and Reporting for Endowments, Candice Meth, Partner, EisnerAmper LLP, New York, N.Y. and Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.

• NFP Accounting Quiz Show, Melissa Galasso, Senior Partner, Audit Professional Practices, Cherry Bekaert LLP, Charlotte, N.C.

• 990-PF Unplugged, Becky Eley, Nonprofit Tax Managing Director, BDO USA LLP, Chicago, Ill. and Eve Borenstein, Partner, BAM Law Office LLC, St. Louis Park, Minn.

Noon – 1:00pm                      

Lunch (No Speaker)

1:00pm – 2:15pm       

Concurrent Sessions

• Single Audit Update, Mary Foelster, Director, Governmental Auditing and Accounting, AICPA, Washington, D.C.; Mandy Nelson, Partner, KPMG LLP, Washington, D.C.; Erica Forhan, Partner, Professional Practice Group, Moss Adams LLP, Seattle, Wash.

• How Do I Implement That? Gordon Siess, Partner, Baker Tilly Virchow Krause, LLP, Melville, N.Y. and Melissa Galasso, Senior Partner, Audit Professional Practices, Cherry Bekaert LLP, Charlotte, N.C.

• Power-Up Your Presentations with Generally Accepted Awesome Accounting Presentations (GAAAP), Jennifer Elder, President, The Sustainable CFO, Plymouth, N.H.

• UBI Case Studies Workshop, Angie Fidler, CFO/COO, The Rensselaerville Institute, Delmar, N.Y.  and Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.

• GAAP Update – Part 2, Christine Botosan¸ Board Member, FASB, Norwalk, Conn. and Jeffrey Mechanick, Assistant Director, FASB, Norwalk, Conn.

• Leveraging Charitable Intent – Planning Options – PF vs. SO vs. DAF, Jan Smith, Tax Senior Manager, Crowe Horwath LLP, Washington, D.C. and Jeff Schragg, Partner, BDO USA LLP, McLean, Va.

• Speak Your Mind, Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va. and Bob Mims, Memphis, Tenn.

• Volunteer Management, Jennifer Hoffman, Partner, Grant Thornton LLP, Melville, N.Y.; John Griffin, Senior Vice President and Controller, AARP, Washington, D.C.; Nicholas Lazzaruolo, Partner, Grant Thornton LLP, Melville, N.Y.

2:45pm – 4:00pm       

Concurrent Sessions

• Uniform Guidance Procurement – The Grace Period Is Over! Kim McCormick, Partner, Grant Thornton, San Francisco, Calif. and Troy Rector, Principal, Clark Nuber PS, Bellevue, Wash.

• Hot Topics from the NFP Audit Risk Alert, Gordon Siess, Partner, Baker Tilly Virchow Krause, LLP, Melville, N.Y. and Jennifer Hoffman, Partner, Grant Thornton LLP, Melville, N.Y.

• Nonprofit Risk Watch: Top Issues for Your Radar – A Real-World Look at Emergent Hazard and Operational Risks and Practical Solutions, Scott Konrad, Senior Vice President & Not-for-Profit Practice Leader, HUB International Northeast Limited, New York, N.Y.

• Complexities of Investing in Partnerships or LLCs, Dave Moja, Tax Partner, Capin Crouse LLP, Reidsville, Ga. and Jeff Schragg, Partner, BDO USA LLP, McLean, Va.

• NFP Financial Reporting – Part 2, Andrew Prather, Shareholder, Clarke Nuber PS, Bellevue, Wash.; John Kroll, Senior Advisor for Finance and Administration, University of Chicago, Chicago, Ill.; Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.

• Staying Ahead of Financial Fraud for Nonprofits, John E. Mulvaney, Jr., Director, CBIZ Tofias, Boston, Ma.

• Training Your Board, Kristine Caratan, Executive Lecturer, San Francisco State University, San Francisco, Calif. and Ron Ries, New York, N.Y.

• UBI Unplugged, Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.

4:15pm – 5:30pm       

Concurrent Sessions

• What You Need to Know about the Proposed Updated Yellow Book, Mandy Nelson, Partner, KPMG LLP, Washington, D.C. and Christie Pugnetti, Senior Auditor, Financial Management & Assurance, U.S. Government Accountability Office, Washington, D.C.

• Revenue Recognition, Kerri Tricarico, AVP and Controller, New York University, New York, N.Y.; Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.; Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.

• Human Resources Regulatory and Legal Update, Michael Monahan, Assistant Managing Principal, Grant Thornton LLP, New York, N.Y.

• UBI/990-T Gameshow, Eve Borenstein, Partner, BAM Law Office LLC, St. Louis Park, Minn. and Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.

• Internal Controls: Getting the Greatest Juice for the Squeeze, Ashley Britton, Technical Manager, Not-for-Profit Content Development, AICPA, Durham, N.C. and Steve Kattell, Owner, Kattell and Company PL, Gainesville, Fla.

• Finding Your Inner Extrovert: Communication Skills for Accounting Leaders, Jennifer Elder, President, The Sustainable CFO, Plymouth, N.H.

• Common Single Audit/Yellow Book Questions and Issues, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn.

• Leveraging Charitable Intent – Planning Options – PF vs. SO vs DAF, Jan Smith, Tax Senior Manager, Crowe Horwath LLP, Washington, D.C. and Jeff Schragg, Partner, BDO USA LLP, McLean, Va.

Friday, June 23, 2017

7:30am – 8:45am        

Concurrent Sessions

• Accurate Major Program Determination Starts with a Great SEFA! Edward Miller, NFP Audit Partner, Grant Thornton, Melville, N.Y.

• Leveraging the Power of Alternative Fundraising: Risks, Rewards and Reporting, Candice Meth, Partner, EisnerAmper LLP, New York, N.Y.

• The Psychology Behind Fraud, Unethical Behavior and White Collar Crime, Joan Pastor, Owner/President, JPA – International, Pacific Palisades, Calif.

• Tax Issues for the Modern, Mobile Workforce, Eddie Adkins, Partner, Grant Thornton, Washington, D.C. and Tom LeClair, Tax Manager, Grant Thornton, Chicago, Ill.

• Creative Grant Making for Private Foundations, Jane Searing, Shareholder, Clark Nuber PS, Bellevue, Wash. and Jennifer Harris, Principal, Clark Nuber PS, Bellevue, Wash.

• Auditing Small and Mid-Sized Nonprofits, David Rottkamp, Partner, Grassi & Co., New York, N.Y. and Steve Kattell, Owner, Kattell and Company PL, Gainesville, Fla.

• Subsector Focused UP – Associations, Debbie Kosnett, Tax Principal, Tate & Tron CPAs, Washington, D.C.; Alex Galeano, CFO, The Conservation Fund, Arlington, Va.; Lisa Lipsky, Partner, Grant Thornton LLP, Baltimore, Md.

• Subsector Focused UP – Foundations, Melissa Harman, Partner, Moss Adams, Seattle, Wash.; Angie Fidler, CFO/COO, The Rensselaerville Institute, Delmar, N.Y.; Holly McKiernan, COO, Executive VP and General Counsel, Lumina Foundation, Indianapolis, Ind.; Craig Neyman, CFO, The David and Lucile Packard Foundation, Los Altos, Calif.

9:00am – 10:15am      

Concurrent Sessions

• Critical Areas for Internal Control Testing, Erica Forhan, Partner, Professional Practice Group, Moss Adams LLP, Seattle, Wash.

• Part II – The Relationship between Leadership and Emotional Intelligence, Joan Pastor, Owner/President, JPA – International, Pacific Palisades, Calif.

• Form 990 – A Peek Between the Sheets, Eve Borenstein, Partner, BAM Law Office LLC, St. Louis Park, Minn. and Jane Searing, Shareholder, Clark Nuber PS, Bellevue, Wash.

• Introduction to Mission-Related Investing and Program-Related Investments, Brian Zygmunt, Partner, Crowe Horwath LLP, Chicago, Ill.; John Duong, Director, Lumina Impact Ventures, Lumina Foundation, Indianapolis, Ind.; Holly McKiernan, COO, Executive VP and General Counsel, Lumina Foundation, Indianapolis, Ind.

• Tax Exempt Bonds, Sean Glynn, Partner, Arent Fox LLP, Washington, D.C. and Richard Newman, Partner, Arent Fox LLP, Washington, D.C.

• Investment Hot Topics, Richard Morrison, Director of Investment Finance, Prime Buchholz, Portsmouth, N.H. and Verne Scazzero, CEO, Harvest Investments, Burr Ridge, Ill.

• Subsector Focused UP – Cultural Organizations, Jennifer Richards, Senior Manager, Crowe Horwath LLP, Chicago, Ill.; Israel Tannenbaum, Senior Manager, Mazars USA LLP, New York, N.Y.; Matt Malek, Chief Financial Officer, Zoological Society of Philadelphia, Philadelphia, Penn.

• Interact with the CFOs, Bob Mims, Memphis, Tenn.; John Kroll, Senior Advisor for Finance and Administration, University of Chicago, Chicago, Ill.; David Phillips, Jr., CFO, The Conservation Fund, Arlington, Va.

10:45am – Noon         

Concurrent Sessions

• Reporting and Evaluating Single Audit and Yellow Book Findings, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn.

• Financial Statement Reporting Errors, Cathy Clarke, Chief Assurance Officer, CliftonLarsonAllen LLP, Minneapolis, Minn. and Tom Groskopf, Director and Technical Director of CPEA, Barnes Dennig and CPEA, Cincinnati, Ohio

• Hooked on Metrics, Bob Mims, Memphis, Tenn. and Mitchell Lewis, Partner, Mazars USA LLP, New York, N.Y.

• Form 990 – Group Dissection, Angie Fidler, CFO/COO, The Rensselaerville Institute, Delmar, N.Y.; Brian Yacker, Managing Partner, YH Advisors, Huntington Beach, Calif.; Jan Smith, Tax Senior Manager, Crowe Horwath LLP, Washington, D.C.

• Lead Like a Legend: How to Master Your Influence, Mary Legakis Engel, Founder and CEO, The Management Coach, Oakville, Ontario

• Tackling the Top Complexities in NFP Accounting, Andrew Prather, Shareholder, Clarke Nuber PS, Bellevue, Wash. and John Mattie, Partner, PwC, New York, N.Y.

• Programmatic Investments – Deep Dive, Brian Zygmunt, Partner, Crowe Horwath LLP, Chicago, Ill.; John Duong, Director, Lumina Impact Ventures, Lumina Foundation, Indianapolis, Ind.; Holly McKiernan, COO, Executive VP and General Counsel, Lumina Foundation, Indianapolis, Ind.

Noon – 1:00pm                      

Lunch (No Speaker) 

1:00pm – 2:15pm       

Concurrent Sessions

• Conducting Efficient Single Audits, Kim McCormick, Partner, Grant Thornton, San Francisco, Calif.

• A&A Ask the Experts, Brian Zygmunt, Partner, Crowe Horwath LLP, Chicago, Ill.; Chris Cole, Associate Director, Not-for-Profit, AICPA, Durham, N.C.; Cathy Clarke, Chief Assurance Officer, CliftonLarsonAllen LLP, Minneapolis, Minn.

• The Importance of Diversification in the Workplace, Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va. and Michael Forster, Chief Financial Officer, Woodrow Wilson Center, Washington, D.C.

• Tax Controversy War Stories, Brian Yacker, Managing Partner, YH Advisors, Huntington Beach, Calif.; Diara Holmes, Partner, Loeb & Loeb LLP, Washington, D.C.; Israel Tannenbaum, Senior Manager, Mazars USA LLP, New York, N.Y.

2:30pm – 3:45pm       

What Did I Miss? Louis Mezzina, Senior Advisor, KPMG LLP, New York, N.Y.


Media representatives who would like to attend the conference, either onsite or virtually, may contact  Shirley Twillman at 202-434-9220 or shirley.twillman@aicpa-cima.com for press credentials. 

Hotel reservations and other expenses are your responsibility.




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