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NFP Mergers: Tips, Traps and Requirements

Not-for-Profit

Webcast

NFP Mergers: Tips, Traps and Requirements

The past few years have brought significant change in the way we do business. Because of this, NFPs have had to take a close look at their operations and make decisions about how they will move forward, including considering mergers.

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Included in Webcast Pass

Format

Webcast

NASBA Field of Study

Business Management and Organization

Level

Intermediate

CPE Credits

Author(s)

Karyn Huffman, Ksenia Popke, Cheryl Olson

Availability

3 months

Product Number

WC3555945

View

Business & partner

Product Details

Changing environments call for business combination considerations

Are you or your clients considering an NFP merger? Join us to learn tips and requirements you'll need to follow to merge your NFP with another entity.

During this webcast, you will:

Learn business reasons, accounting, tax, legal and operational implications for a merger versus an acquisition
Hear from practitioners that have been through mergers and acquisitions and discover what worked for them, and what they would do differently

This webcast is part of the AICPA's Not-for-Profit Section monthly webcast series.

Key Topics

Mergers with other not-for-profits
Acquisitions of other not-for-profits
Accounting treatment and tax considerations of mergers and acquisitions
Business and operational implications

Learning Outcomes

Identify the different types of business combinations.
Identify key areas to consider before, during, and after a merger or acquisition.
Identify accounting treatments and tax considerations of business combinations.

Who Will Benefit

Accountants and finance professionals
Anyone with knowledge of or interest in the not-for-profit industry

More Details

NASBA Field of Study

Business Management and Organization

Level

Intermediate

Prerequisites

Knowledge of the not-for-profit industry.

Access

This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.

Duration

2 hrs

Pricing

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2 to 5 registrants

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Start order

6+ registrants

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Speakers

Karyn Huffman

CPA, CGMA

Karyn Huffman is a professional storyteller. She harnesses the power numbers to co-create and write the next chapter of the organizations in which she serves and the people she leads. Currently serving as the Chief Financial Officer at Lutheran Community Services Northwest, a not-for-profit organization with annual revenue of $70M, Karyn leads the M&A strategy from due diligence through integration. M&A deserves a separate chapter in her story as she has experience across a wide range of industries as the acquirer, the acquired and the Internal Auditor and Big 4 auditor. She has led and participated in due diligence, integration, and audit. The experiences forge stories that help her mentor and train people she leads. One chapter in Karyn’s story is her passion for lifelong learning. An avid reader and student of experiences, Karyn is a Certified Public Accountant. Talented educators, mentors, and her family made it possible for her to earn a Master’s of Science in Finance from the University of Colorado Denver, a Bachelor’s of Science in Finance from Metropolitan State University of Denver, and a Master’s of Divinity from Trinity Lutheran Seminary. She created a financial course for clergy and created CPE on healthcare insurance for financial professionals. Karyn tells stories through music. She plays and composes music, having met her spouse when he needed a bass player for his rock band. She has two grown daughters, one of whom is an accomplished musician.

Ksenia Popke

CPA, JD

Ksenia Popke, CPA, JD, is an audit partner in Eide Bailly LLP's not-for-profit organizations practice, and a member of the firm's Not-for-Profit Technical Issues Committee. Ksenia serves a broad array of not-for-profit entities, including public and private foundations, educational, cultural and performing arts, health and human services, scientific and research, and federally-funded not-for-profit organizations. She was a member of the Advisory Board for the School of Accountancy, Daniels College of Business at the University of Denver, and is the immediate past Chair of the Art Students’ League of Denver Board of Directors. Ksenia received the Colorado Society of CPAs “CPAs Make a Difference” and “Women to Watch” awards recognizing her as an emerging female leader for her community service and engagement. She received her master of accountancy degree from the University of Denver, and her juris doctor from the Ural State Law Academy. Ksenia enjoys building rich personal relationships, applying her extensive knowledge to effect creative solutions to complex problems, and sharing colorful stories of life growing up in Russia.

Cheryl Olson

CPA, CGMA

Cheryl Olson, CPA, CGMA is the Director, Solutions Strategist for Clark Nuber, PS, providing operational, financial, systems, and governance advisory services. Prior to joining Clark Nuber, she was Director, Council Financial Consulting at the Girl Scouts of the United States of America. For more than twenty years, she has dedicated her career to the not-for-profit sector in a variety of roles, serving as volunteer, consultant, assistant executive director, chief financial officer, auditor and tax accountant. Cheryl holds licenses in Oregon, Washington and New York. She frequently shares her knowledge as an advisor, writer, and presenter, and she is one of the AICPA Not-for-Profit Certificate Program instructors. Cheryl has previously served on the AICPA Not-for-Profit Financial Executive Forum planning team and the AICPA NFP Audit Committee Toolkit Task Force (1st and 2nd editions). Additionally, she is a member of the Oregon Society of CPAs Not-for-Profit Committee and previously served as both Committee and Conference Chair. Cheryl serves as a member of the Finance Committee for the Girl Scouts of Oregon and Southwest Washington. She graduated from the University of the Pacific with a bachelor’s degree in business and public administration, with a concentration in accounting, and is Past President of the Alumni Club, Portland, OR Chapter.

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NFP Mergers: Tips, Traps and Requirements

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NFP Mergers: Tips, Traps and Requirements

Changing environments call for business combination considerations

Key Topics

Learning Outcomes

Who Will Benefit

Ratings and reviews

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