2025 Not-for-Profit Accounting Conference: Morning Sessions
Available Until
Online
4.00 Credits
Member Price $169.00
Non-Member Price $219.00
Overview
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:
Accounting, Auditing & Tax Update
This informative session will highlight the latest developments in nonprofit accounting, audit standards and tax regulations. You will learn about recently issued pronouncements, clarifications on prior standards and considerations for the future.
Economic & Financial Market Outlook: Guideposts Beneath Chaos
Washington's federal fiscal policies on taxing, spending, regulation and foreign trade have shifted dramatically in recent months, and the Federal Reserve's independence in setting interest rates to implement monetary policy has been challenged. Can inflation keep declining? Will interest rates fall or rise? Have stock prices reached the "irrationally exuberant" level from which decline is inevitable? Will federal deficits diminish or remain a threat to future living standards? This session will explain what the most reliable indicators point to and what it all means for you in 2025 and beyond.
Modern Accounting Systems for Nonprofits & Implementation Insights
As nonprofits grow and evolve, so do their financial management needs. This session will explore how modern accounting systems are transforming the way nonprofit organizations manage their finances. Drawing from real-world evaluation experiences, you will gain insights into what nonprofits should consider when assessing new accounting software, common implementation challenges and how to set the stage for long-term success. Whether you're exploring a system upgrade or simply curious about what's possible, this session will offer practical guidance to help you move forward with confidence.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Clare Zempel, Principal, Zempel Strategic
Clare Zempel honed his nimble approach to a dynamic analysis of complex economic and financial issues as an economist and investment strategist for major national firms. Prior to founding Zempel Strategic, Zempel served as director of investment policy, chief investment strategist and chief economist for Robert W. Baird & Co. Incorporated, and as chief economist for the First Wisconsin Corporation, now U.S. Bank.
Zempel continues to use that same exceptional mix of skill and insight to consult with financial institutions, corporations and private investors. He combines innovative research and seasoned common sense to create simple tools, sound interpretations and useful recommendations for his clients to use to shape and implement policies. Zempel looks past the headlines to the facts and puts consensus views to the test. He asks and answers the questions that matter most for business and investment success.
Clare Zempel has addressed numerous conferences and seminars in the United States and Canada. He has appeared on CNBC and NPR. The New York Times Magazine counted Zempel among leading business and academic economists, and Business Week listed him among the top investment strategists in the country. The Executive Education Department at the University of Wisconsin-Madison called him a “dynamic expert on investments” and “the Midwest’s most sought-after communicator of savvy, practical investment advice.”
Zempel holds degrees from the University of Chicago, is a Chartered Financial Analyst (CFA) and a Certified Business Economist (CBE). His interests include trumpet playing, dog training, hiking, acting and improvisational comedy.
Karl Eck, Partner, Wipfli LLP
Karl Eck is a partner who has over 25 years of experience with grant-funded nonprofit organizations, providing audit, consulting, and training services. As a member of Wipfli’s nonprofit technical issues committee, he stays up to date on current accounting and regulation matters affecting nonprofit organizations. Karl has provided outsourced accounting services, which includes outsourced CFO, accounts payable processing, and payroll services. He also performs consulting on negotiated indirect cost rate agreements. With this knowledge, he helps clients navigate through audit, outsourced accounting, and consulting engagements to provide solutions to their problems. Karl says, “Providing clients with a clear and concise picture of their finances gives them assurance that their organization is functioning properly. If there are any issues, we can help solve them.”
Samantha Brunson, Wipfli LLP
Sam Brunson is a senior manager with over 10 years of experience providing tax services. She specializes in tax-exempt organizations and works with entities across this spectrum, including healthcare organizations, private foundations, traditional nonprofits, labor organizations and state-chartered credit unions.
Areas of expertise include applications for tax-exempt status, annual preparation of Form 990, assistance with IRS communications, and research to help navigate complex and unique situations faced by tax-exempt entities. She has experience working with nonprofit organizations that have international tax filing obligations as well as those with multi-state tax concerns. Her attention to detail and thoroughness help ensure she always provides the highest level of service.
Taylor Hartmann, Digital Growth Senior, CLA
Taylor Hartmann is a Digital Growth Senior on CLA’s Sage Intacct team, based in Minneapolis. Taylor focuses on guiding nonprofit and state & local government organizations through the evaluation of Sage Intacct, helping them assess whether the solution aligns with their financial and operational goals. With over three years at CLA, Taylor brings a thoughtful, clientcentered approach to every conversation.
Non-Member Price $219.00
Member Price $169.00