Not-for-Profit Accounting Conference Livestream
Online
8.50 Credits
Member Price $319.00
Price will increase by $50 after 8/26
Non-Member Price $419.00
Price will increase by $50 after 8/26
Overview
Your Source for Key Updates & Insights on Timely Issues
Stay informed, sharpen your skills and gain practical insights you can put to work right away at the 2026 Not-For-Profit Accounting Conference. Hear from leading experts on the issues shaping today’s nonprofit organizations, from accounting, auditing and tax updates to the economy and financial markets, AI and cybersecurity, investment policy, Form 990 reporting, fundraising, talent and more.
Whether you’re navigating new technology, preparing for changing regulations, managing financial resources or helping guide your organization’s future, this conference delivers timely information and practical knowledge to help you make informed decisions and strengthen your organization.
Who Should Attend
CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending this comprehensive day of professional development.
Gold Sponsor
Sep 16, 2026
General Session
- Welcome & Opening Remarks
This session is available to registrants only.
General Session
- Audit, Accounting & Tax Update
Karl Eck, Partner, Wipfli LLPKarl Eck
Karl Eck has over 19 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 specializes in providing outsourced accounting services, which includes outsourced CFO, accounts payable processing, and payroll services. He also performs consulting on negotiated indirect cost rate agreements. In addition, Karl trains on various topics at Wipfli’s annual national conferences. 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
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.
Get the latest updates on key accounting and auditing topics, including artificial intelligence, CECL, Government Auditing Standards and the Uniform Guidance. You will also get tax updates affecting tax-exempt organizations, including proposed changes to Form 990, additional disclosure requirements, energy credits and other important developments.
This session is available to registrants only.
General Session
- What Story Is (or Isn’t) Your 990 Telling: An Executive Summary of the IRS Form 990
Samantha Brunson, Senior Manager, Wipfli Advisory LLCSamantha Brunson
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.
Form 990 provides stakeholders with valuable insight into a nonprofit organization, and its information is more accessible than ever. This session will examine key areas of the Form 990 that management should understand and emphasize, as well as how the information reported on the form relates to other reporting and disclosure requirements. You will gain a better understanding of what your organization’s Form 990 communicates to donors, regulators and other stakeholders.
This session is available to registrants only.
Breakout Session
- Fundraising Events
Theresa Ten Eyck, Director, Remote Services, Your Part Time ControllerTheresa Ten Eyck
Teri is a seasoned accounting and finance professional with experience supporting both nonprofit and for-profit organizations. Her expertise includes budgeting, forecasting, financial analysis, internal controls, and process improvement. Throughout her career, Teri has helped organizations strengthen financial operations, streamline processes, and improve overall efficiency. A strong communicator and collaborative leader, she is known for delivering high standards of professional excellence while helping organizations achieve their financial and strategic objectives through effective planning, prioritization, and financial management.
Angie Bahrs
Angie is an experienced finance and accounting leader with more than 25 years of experience spanning financial analysis, investment accounting, risk management, strategic project leadership, and nonprofit financial management. As an Associate with Your Part-Time Controller (YPTC), she partners with nonprofit organizations on financial reporting, budgeting, grant management, board reporting, audit support, and process improvement. Prior to joining YPTC, Angie held several roles at U.S. Bank, including Financial Analyst and Vice President within Global Fund Services. Throughout her career, she has led cross-functional initiatives, managed complex accounting and reporting processes, and developed solutions that enhance operational effectiveness while reducing risk. She is recognized for her leadership, analytical expertise, and dedication to providing exceptional financial guidance and service.
Annie Mielke
Annie is a seasoned accounting professional with more than two decades of experience in financial management and operations. She works with nonprofit organizations across a variety of sectors, providing expertise in accounting, audit readiness, budgeting, financial reporting, grant compliance, and process improvement. Annie is known for translating complex financial concepts into practical guidance that helps nonprofit leaders make informed decisions and achieve their organizational goals.
Fundraising is essential to nonprofit sustainability, but accounting for fundraising events can be complex. This session will explore how to properly recognize revenue and apply financial reporting best practices. Get practical insights for aligning fundraising activities with financial records and avoiding common pitfalls to promote accurate, transparent reporting.
This session is available to registrants only.
- The Candidate Experience: Your Employer Brand in Action
Elizabeth Colson, Managing Director & Partner, Truity PartnersElizabeth Colson
Beth joined Truity Partners in 2011. She has just under 20 years of total experience tied to the accounting and finance space and over 15 years of experience in the recruiting space helping clients find and evaluate talent at all levels in the areas of accounting and finance as well as other management positions.
As a business owner, Beth not only serves clients in a variety of industries, (including manufacturing, financial services, professional services, insurance, retail, technology and not-for-profit), but is tasked with overall strategic firm-wide growth and development. Her prior experience includes spending several years with an international CPA firm in an external audit capacity.
Katelynn Frederickson
Katelynn joined Truity Partners in 2018 as a Financial Recruiter and has since advanced to Senior Director, Financial Recruiting, earning four promotions in six years. She brings over 10 years of combined experience across recruiting and human resources, helping clients identify and hire top accounting and finance talent across a variety of industries.
Her background in human resources includes experience in talent management, employee relations, compensation and benefits, performance management, and training and development. This broad experience allows Katelynn to bring a strategic and consultative approach to both clients and candidates throughout the hiring process.
In addition to leading a successful full-desk recruiting practice, Katelynn plays a key role in employee development and firm leadership initiatives. She is passionate about helping individuals grow their careers while delivering exceptional talent solutions that support long-term business success.
The candidate experience can have a lasting impact on an organization’s employer brand. This session will explore why the candidate experience matters and examine often-overlooked aspects of the hiring process. Learn how candidates can become customers, influencers and future applicants, and why every interaction with candidates matters.
This session is available to registrants only.
General Session
- Economic & Financial Market Outlook: Possibilities & Probabilities
Clare Zempel, Principal, Zempel StrategicClare Zempel
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.
Washington’s federal fiscal policies on taxing, spending, regulation and foreign trade have shifted dramatically recently and near-term elections could add confusion about future trends. The Federal Reserve’s independence in setting interest rates to implement monetary policy remains under threat and its new leadership faces many questions. Will inflation decline without interest-rate increases that could trigger a recession? Could AI support a sustained economic boom? Have stock prices reached the “irrationally exuberant” level from which bear-market decline has become inevitable? Will federal deficits diminish or remain a threat to future living standards? Learn what the most reliable indicators point to and what it all means for us in the years ahead.
This session is available to registrants only.
General Session
- AI & Cybersecurity
John Higgins, Strategic Technology Advisor, Higgins Advisory, LLCJohn Higgins
John H. Higgins, CPA.CITP, is the founder of Higgins Advisory, LLC, helping CPAs and CFOs navigate the rapidly evolving world of Artificial Intelligence and other emerging technologies. He delivers strategic advice, education, and coaching focused on applying AI in day-to-day services. John began his career with a local CPA firm, went on to found and sell two technology advisory startups, and later served as a national technology practice partner at a Top 10 U.S. accounting firm. He has been recognized as a Top 25 Thought Leader by CPA Practice Advisor for 15 years.
AI is ushering in a new era of cybersecurity risks. This session will provide an overview of emerging threats and practical guidance for preparing your organization and its employees. Learn to take the steps you need to better identify and address evolving cybersecurity risks.
This session is available to registrants only.
General Session
- Investment Policy Best Practices
Tiya Lim, Director of Institutional Services, Creative Planning, Inc.Tiya Lim
Tiya Lim is a Partner and Director of Institutional Services at Creative Planning, LLC, bringing expertise in wealth management and investment advisory. Their background reflects a strong focus on institutional financial services, demonstrating capabilities in strategic planning and operational oversight.
Prior to Creative Planning, Tiya served as Director of Institutional Services at Buckingham Strategic Partners. Their work history includes business development, operations, and service offering responsibilities at Open Circle Advisors.
Their commitment extends to community engagement, having served as a Board Member for the St Louis Shakespeare Festival.
Tiya holds a bachelor’s degree from the Wharton School of the University of Pennsylvania and an MBA from the University of Chicago, demonstrating applied knowledge of financial principles.
A well-designed investment policy statement provides a framework for managing an organization’s investments while balancing flexibility and control. This session will cover the key components of a strong investment policy statement and provide guidance on developing a policy that supports effective investment management and meets audit requirements.
This session is available to registrants only.
General Session
- Ethical AI Practices for CPAs: Ensuring Responsible Use
John Higgins, Strategic Technology Advisor, Higgins Advisory, LLCJohn Higgins
John H. Higgins, CPA.CITP, is the founder of Higgins Advisory, LLC, helping CPAs and CFOs navigate the rapidly evolving world of Artificial Intelligence and other emerging technologies. He delivers strategic advice, education, and coaching focused on applying AI in day-to-day services. John began his career with a local CPA firm, went on to found and sell two technology advisory startups, and later served as a national technology practice partner at a Top 10 U.S. accounting firm. He has been recognized as a Top 25 Thought Leader by CPA Practice Advisor for 15 years.
Generative AI offers significant opportunities, but its use also raises important ethical considerations. Explore the potential risks and ethical dilemmas associated with generative AI and get guidance on responsible and compliant use. Learn how to balance innovation with professional and ethical obligations while maintaining trust, integrity and accountability.
This session is available to registrants only.
General Session
- Closing Remarks
This session is available to registrants only.
Non-Member Price $419.00
Member Price $319.00