aicpa not-for-profit conference 2022


Join us for a big-picture view of all things not-for-profit accounting. Bethesda, MD 20814 Lisa Bellar is a Senior Contract Audit Review Specialist in the Tennessee Comptrollers division of Local Government Audit. perform quality professional services while serving the public interest. Is your firm embracing AI as the next powerful solution? In this session you will learn: Speakers: Richard Locastro, CPA, JD; Chris Anderson; Eve Borenstein, JD | Wednesday, June 15, 2022 | 3:50 PM 5:05 PM EDT. Christy has also worked closely with the TBI, the FBI, local District Attorneys General and local law enforcement groups. Samuelsen has a Master of Business Administration from Indiana University with a double concentration in banking and finance. Board Member, Financial Accounting Standards Board, Jeffrey Mechanick A Single Audit requires additional audit requests, different audit procedures and likely the assistance of the organizations staff that had not previously been involved with the audit. Before joining Henry & Horne, LLP in 2003, Kamps worked in public accounting at another firm for six years. Principal-ML Weekes & Company, PC, Richard Locastro Join us for a big-picture view of all things not-for-profit accounting at the AICPA & CIMA Not-for-Profit Industry Conference this coming June. Who should attend: Platinum SponsorEide Bailly LLPGold Sponsors: Understand information on the future of the workforce, what to expect and how to prepare, as well as why Diversity, Equity, and Inclusion (DEI) are a strategic priority for organizations. TSCPAs Not-for-Profit Conference is designed to equip CPAs and other professionals working for and with not-for-profits with knowledge of the current trends, issues and changes affecting this unique sector so that you can best assist the organizations you serve. When the Accounting is Good the Audit is Easy Form 990: How to Review & ReconcileAmy O'Loughlin, CPA, CBIZ & MHMKristen M. Bass, CPA, CBIZ & MHMLearn to review and reconcile your form 990 to your financial statements. Blunt currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach. We will walk you through examples of the process of calculating, so you will have a clear understanding of how to apply it at your organization.1:15 1:30 p.m. | Break1:30 2:20 p.m. | Concurrent Sessions 3A. We will also look at other COVID-19 relief programs that can be beneficial to your organization or clients. Information Technology, Governments Each CLA Global network firm is a member of CLA Global Limited, a UK private company limited by guarantee. He is the chairperson for the AICPA Task Force on the SEFA. Carter represents nonprofit and tax-exempt organizations in matters such as qualification for tax exemption, conversions to and from tax-exempt status, mergers and restructuring, joint ventures and entrepreneurial activities, supporting organizations, unrelated business income tax, advocacy and campaign activities, charitable solicitations, endowment management, governance issues, compensation matters, unusual and complex grants, foreign activities, mission and program related investments, intermediate sanctions, audit defense, complex gifts, and gifts with tax shelter implications.

Internally, Amy is an active member of the CBIZ Womens Advantage (CWA) Task Force and serves as a mentor for new tax associates. AICPA & CIMA 2022 Not-for-Profit Industry Conference, Does Google Think Youre Sexy? She serves many types of nonprofit organizations such as health care, social services, arts and cultural, membership associations, schools, foundations and religious organizations, as well as organizations requiring Single Audits. Prior to her career in public accounting, Melinda served as a commissioned officer in the United States Army, Finance Corps. profession, TSCPA acts on behalf of its members and provides support, enabling its members to She also served on the advisory council to the Government Accountability Office in updating the Standards for Internal Control in the Federal Government (Green Book), and she has authored several articles in the AGA Journal of Government Financial Management and the American Society of Military Comptrollers (ASMC) Armed Forces Comptroller. Potential refunds of up to $5,000 per eligible employee for 2020 and $7,000 per quarter per eligible employee for 2021 could be achieved. Its not too late for taxpayers, including not-for-profit entities, to claim the Employee Retention Tax Credit (ERTC) for 2020 and 2021. Speakers: Tricia Katebini, CPA, MBA; Kris Ray, CPA | Wednesday, June 15, 2022 | 2:45 PM 3:35 PM EDT. If you have questions regarding individual license information, please contact Elizabeth Spencer. CPAs, CGMA designation holders, accountants, consultants, tax advisers, auditors and other financial managers with not-for-profit clients 2022 Copyright GRF CPAs & Advisors. Lisa first joined the Comptrollers Office with the division of State Audit after graduating from Austin Peay State University where she majored in accounting and earned a Bachelor of Business Administration. She provides income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Custom information and insights delivered straight to your inbox.

She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. The Tennessee Society of Certified Public Accountants is the state professional Walk away with practical tips focused on the information your organization needs to create/collect during the year to make the preparation of these schedules easier and your compliance with the rules related to fundraising events and public charity status more certain. She previously served on the AICPAs Technical Issues Committee (TIC) and is a past-Chair of the NCACPAs A&A committee. She has been involved in the AICPAs Peer Review program for the last seven years, and her firm has been performing Peer Reviews since 1990. 301-951-9090, 14 Wall Street Steven Fraley, a St. Louis native, holds an undergraduate degree from the University of Illinois at Urbana-Champaign and an MBA degree from Washington University in St. Louis. Heinfeld, Meech & Co., P.C. They enjoy hiking, snow sports, traveling and cooking together whenever possible.

join today. Melisa is a Certified Speaking Professional, a Certified Professional in Talent Development (CPTD), and has earned the Association He has also served on many boards both for commercial enterprises and not-for-profits. USA. A graduate of Tennessee Technological University , Christy is also a Certified Public Accountant, Certified Financial Government Manager and a Certified Fraud Examiner. She is driven to be the best while remaining authentic and invested in the success of others. At the end of this session, you will have a basic understanding of the diagnostic characteristics and performance outcomes related to each stage, which can help you assess and respond to the organizations needs and challenges. Christy is responsible for overseeing and directing investigations involving fraud, waste and abuse in local governments, state agencies, and other publicly funded entities. in Mathematics) Speakers: Max Manley, CPA; Edward Priem, CPA | Wednesday, June 15, 2022 | 1:15 PM 2:30 PM EDT. Not a member? She has directed investigations, resulting in the discovery of fraud, waste and abuse and the prosecution of public officials and employees. Executive Vice President & Chief Financial Officer, AHRC, Christine Botosan Tax-exempts and their related entities comprise approximately 90% of her clients. We will review recent changes to the independence rules as well as audit documentation best practices and issues commonly seen in Peer Review.2:20 2:35 p.m. | Break2:35 3:25 p.m. | Concurrent Sessions 4A.

Job Postings, Single Audits This website uses cookies to ensure you get the best experience on our website. As a licensed CPA in North Carolina and Tennessee, Fran works remotely and on-site with clients in both states. Plan your perfect day with a mix of auditing, accounting, technology, leadership, strategic planning and tax topics relevant to the changes in your industry, including the impact of COVID-19. She holds a BS in Business Management and an MS in Leadership from Grand Canyon University; a Certificate in Association Management from ASAE and the prestigious designations of Certified Association Executive (CAE) and Certified Nonprofit Accounting Professional (CNAP).

Experienced, calm under pressure, a seasoned leader and skilled communicator, she knows how to solve the big problems and create consensus around complex issues. CliftonLarsonAllen is a Minnesota LLP, with more than 120 locations across the United States. Fraley is a member of the Innovest Investment Committee, which drives the firms investment related research and due diligence. & we help those same experts build relationships with top reporters. Fran holds a bachelors degree in accounting and finance from Wofford College and a masters degree in accounting from Appalachian State University. Her favorite place she has visited is Bora Bora, so its no surprise that she and her husband hope to retire to a sunny beach location or sail on a catamaran. Lead Partner -SL Business Informatics, SingerLewak, LLP, Gaylord National Resort & Convention Center, 201 Waterfront Street, National Harbor, MD 20745, USA, Mon Jun 13 EDT - Wed Jun 15 EDT (about 1 month ago), Gaylord National Resort & Convention Center, AICPA & CIMA Not-for-Profit Industry Conference 2022. R.O.I. Learn the best practices for monitoring and protecting your organizations most valuable asset: your reputation. Her hands-on experience brings practical concepts, solutions, and leadership as a consultant to empower organizations. CLA (CliftonLarsonAllen LLP) is not an agent of any other member of CLA Global Limited, cannot obligate any other member firm, and is liable only for its own acts or omissions and not those of any other member firm. While Form 990 generally follows financial statement reporting, Form 990, Part IX requires more detailed reporting . AZ Tax Credit Funds According to the 2018 ACFE Report to Nations, two out of the top three categories of occupational fraud are asset misappropriation and financial statement fraud. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. 201 Waterfront Street EVP, Head of North America Underwriting, Berkshire Hathaway Specialty Insurance, Scott Konrad organization for Thank You to Our Sponsors Melisa also authors the AICPAs State and Local Government Guide and serves as a SME for the Center for Plain English Accounting. Outside of work and spending time with his family, Steven Fraley enjoys bird and big game hunting and cheering on his favorite sports teams! Youll learn the latest updates and practical strategies from industry experts in sessions covering the FASB, COVID-19 relief funds, Form 990/UBI, Tennessee not-for-profit fraud and auditing in a virtual environment when you attend this years information-packed conference. Benefits 2022 CliftonLarsonAllen. Throughout the past decade, CAATs have been discussed and broadly used, but what about the next wave of auditing tools? NFP financial executives, including CFOs, CEOs/executive directors, controllers, directors of finance and board trustees We will explore the ERTC calculation in depth including the special definition of gross receipts for not-for-profit entities. Henry+Horne She is a Certified Public Accountant and a member of the divisions contract audit review team. Amy OLoughlin is a director in the Phoenix office and has significant experience working with approximately 200 tax-exempt organizations on IRS compliance, multi-state issues, establishing tax-exempt status, and income, sales and payroll tax issues unique to tax-exempt clients. Between tax reform, ASU updates, Uniform Guidance and much more, it's been difficult to keep up with the recent changes. In 2021 she was the Arizona State Conference director for SHRM providing the Arizona Human Resource community with the first ever hybrid conference. CLA Global Limited does not practice accountancy or provide any services to clients. Corey Arvizu, CPA, is a managing partner for the accounting firm Heinfeld, Meech & Co in Tucson, Arizona. Outside of work, you can find Kamps running or hanging out by the pool. Melinda DeCorte has 24 years of accounting, auditing and government financial management experience. Bring your questions and lets figure it out together.B. Prior to that, she worked in private company accounting for six years at an investigative and litigation support company and a retail furniture business. Differences between the financial statement functional and Part IX of the Form 990 may need to be explained to Board member and to readers of the Form 990.

With more than 100 years of service to the accounting He has provided auditing and accounting services to cities and towns, school districts, grant schools, charter schools, insurance trusts, and not-for-profit organizations. Vocationally, he has worked in corporate accounting, corporate finance, product management, and strategic planning. Online registrations are currently closed, please call 4340 E Cotton Center Blvd Ste 100 What embracing AI can do to enhance your assurance process and results, Best practices in the planning and implementation process when embracing AI, A case study how AI detected fraudulent transactions before the client alerted the team, Describe how data analytics tools and resources that may be leveraged in the current audit cycle, Identify ways to leverage data insights to inform work on those things that matter most. For more information, see our cookie policy. The group works in conjunction with Innovests Investment Committee. B. Multi-State FundraisingEllis Carter, J.D., LL.M., Caritas Law Group P.C.In this session you will understand the implications of fundraising in a digital world and how to ensure your nonprofit organization designs the right strategy to remain compliant. Your Part-Time Controller, Sponsorship opportunities are available. Her passion for She also supports essential professional development, audit level training, and train the trainer efforts. Brenda A. She serves as the Chair of the AGA Professional Ethics Board and as a Director (for Chapters) on AGAs National Governing Board. Assess practical tips for preparing a proper financial statement and Form 990 functional expense statement. Employee Benefit Plan Audits

Non-Profits Phoenix, AZ 85040-8908. Welcome to Your First Single AuditCorey Arvizu, CPA, Heinfeld, Meech & Co., P.C.Having a Single Audit for the first time can be challenging. He is a Chartered Financial Analyst (CFA) and is an active member in both the St. Louis and Denver societies. Senior Vice President-Finance, Foundation For The Carolinas, Paul Preziotti She frequently attends continuing professional education courses made available through her membership in the AICPAs Not-for-Profit Section and The Rainmaker Groups Nonprofit CPAs association. A Practical Look at IRS Form 990 Schedules G&ABrenda Ann Blunt, CPA, CGMA, Eide Bailly LLPJoin our discussion of two of the most complex, commonly applicable schedules for the IRS form 990 Sch G (fundraising activities) and Sch A (public charity status). We will share practical examples and pitfalls of soliciting funds from donors that reside in states requiring registration.B.

As the leading organization for CPAs in Arizona, the Arizona Society of CPAs (ASCPA) creates opportunities for members to maximize their potential through advocacy, connections and education. Senior Director, Governmental Auditing and Accounting, AICPA, Meghan Biss She was listed by Phoenix Magazine as a Top Lawyer for Nonprofit-Charities Law in 2007 and was named Non-Profit Advocate of the Year by the Volunteer Lawyers Program in 2002.

Register today using promo code NOT22 to receive $100 off the registration rate. He provides consulting services to retirement plans, nonprofits, and families.

Whats New? Speakers: Melissa Musser, CPA, CITP, CISA; Ricardo Trujillo, CPA, CITP, CISA | Darren Hulem, CISA, Security+; Mac Lillard, CPA, CFE, CISA, CRISC, CITP, PCIP | Tuesday, June 14, 2022 | 9:30 AM 10:20 AM EDT. Understand the differences between GAAP and Form 990, Part IX reporting of expenses. She provides training to professional groups related to internal controls and fraud. Qwoted is a free expert network: we help reporters connect with experts Klose spends a substantial portion of his time serving not-for-profit organizations. Arvizu is a member of the Special Review Committee of the GFOA's certificate program. We will collect unanswered questions about 990 matters from previous sessions and answer as many queries as possible. Christy N. Tennant is Deputy Director with the Tennessee Comptrollers Division of Investigations. Are visitors not coming to your site because its flagged as unsafe? Also, common unrelated business income taxation issues, with particular focus on any new legislation and new instructions for both the Form 990 and Form 990-T. Kamps is a member of the ASCPA, AICPA, Free Arts of Arizona (finance committee), STARS (finance committee) and Arizona Cactus-Pine Girl Scouts (audit committee). Melinda graduated from Georgia State University with a bachelors degree in Business Administration (Major in Economics), and completed an additional 30 semester hours in Accounting at the University of Virginia School of Continuing and Professional Studies.
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