2025 Not-for-Profit Accounting Conference: Afternoon Sessions
Available Until
Online
4.50 Credits
Member Price $189.00
Non-Member Price $239.00
Overview
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:
Generative AI for CPAs
Generative AI is transforming how we work -- are you using it yet? This engaging session will cover the basics of generative AI, explore its capabilities, and discuss practical ways to integrate it into your work to save time and spark creativity.
The Federal Budget Process
The federal fiscal landscape is constantly in the news, ranging from budget deficits and ballooning debt to budget cuts and spending bills. But how does it all work together? Or does it? And why should you care? This eye-opening session will provide a brief overview of the federal budget process and examine how this process works at the department level. It will also give you a better appreciation of federal fiscal processes, help you understand some of the challenges facing Congress and the executive branch, and provide best practices for governmental and non-governmental entities.
Essential Knowledge for Nonprofit Boards & Executives
The knowledge of nonprofit boards and executives is essential because it directly affects the organization's effectiveness in maximizing its mission impact. This session will discuss effective leadership and how it fosters transparency and accountability, which builds trust with donors and the community.
Current Issues in Business Ethics
What ethical challenges are CPAs facing today? This session will analyze real-world case studies and review rules applicable to CPAs.
This session qualifies for 1 ethics credits toward fulfilling the ethics CPE requirement for CPA license renewal in Wisconsin.
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
Boz Bostrom, Associate Professor of Accounting & Finance, College of Saint Benedict & Saint John's University
Boz Bostrom is a tenured associate professor of accounting and finance at the College of Saint Benedict and Saint John’s University. He teaches a variety of accounting and finance courses, including a capstone course which has a focus on the study of business ethics. Boz also is active as a CPA, spending several hundred hours per year as an international tax and finance consultant for a Fortune 500 company in the Twin Cities. Prior to becoming a professor, Boz was a senior manager in Deloitte’s international tax practice. Boz has a particular interest in the area of ethical leadership, and has written a book about one of the most effective and ethical leaders of all-time, retired Saint John’s football coach John Gagliardi. Boz’s book, A Legacy Unrivaled: The Story of John Gagliardi will be published on September 1, 2016.
Melodi Bunting, Senior Manager, Wegner CPAs
Melodi returned to public accounting when she joined Wegner CPAs’ in 2014 after teaching in higher education, consulting with not-for-profits, and preparing consolidations and international reporting for a retailer. While at Wegner she has been developing and teaching a variety of internal and external training opportunities as well as providing advisory services for nonprofits. Melodi annually attends continuing professional education.
- Experienced in internal control best practices for not-for-profit and religious organizations
- Experienced in not-for-profit governance training and advising
- Experienced in helping not-for-profits solve problems and adopt best practices as a sustainable and financially strong organization
- Experienced trainer and presenter
Tracy Foster, Professor, Maranatha Baptist University
Dr. Tracy Foster has taught accounting at Maranatha Baptist University (MBU) in Watertown, WI since 2012, where he also served as Dean for the School of Business and Chair of the Finance Committee for ten years.
Prior to MBU, Tracy served in the United States Army as a Military Intelligence Officer, Finance Officer, Instructor, Financial Analyst, and Comptroller. He was deployed twice to Afghanistan (2003-2004, 2010) and once to Kuwait (2009). Prior to his retirement as a lieutenant colonel (LTC), he served as the Budget Officer for U.S. Army Central/Third Army managing a $25 billion annual budget of Army funding for operations in the Middle East, and as a Defense Financial Analyst on the Joint Chiefs of Staff (J8) at the Pentagon. Tracy also worked with Motorola as a financial analyst and as a manager in the retail food industry. He has over 40 years of experience working with various nonprofit organizations.
Tracy is a Certified Public Accountant (CPA) in the state of Wisconsin, a Charted Management Global Accountant (CGMA), and a Certified Defense Financial Manager with Acquisition specialization (CDFM-A). He earned his doctorate in business administration (DBA) from Walden University, an MBA from Syracuse University, and a BSBA in Accounting from Montana State University-Billings.
Originally from Montana, Tracy and his wife Laura have been married for 46 years. They enjoy seeing their two daughters and 18 grandchildren, as well as biking and enjoying outdoor activities in Wisconsin.
Non-Member Price $239.00
Member Price $189.00