2026 Not-For-Profit Accounting Conference: Morning Sessions
Available Until
Online
5.00 Credits
Member Price $219.00
Non-Member Price $269.00
Overview
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:
Audit, Accounting & Tax Update
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.
What Story Is (or Isn’t) Your 990 Telling: An Executive Summary of the IRS Form 990
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.
The Candidate Experience: Your Employer Brand in Action
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.
Fundraising Events
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.
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):
- Angie Bahrs, MBA, Associate, Your Part Time Controller
- Annie Mielke, Associate, Your Part Time Controller
- Elizabeth Colson, CPA, MSA, Managing Director & Partner, Truity Partners
- Karl Eck, CPA, Partner, Wipfli LLP
- Katelynn Frederickson, PHR, Senior Director, Financial Recruiting, Truity Partners
- Samantha Brunson, CPA, Senior Manager, Wipfli Advisory LLC
- Theresa Ten Eyck, CPA, Director, Remote Services, Your Part Time Controller
Leader Bios
Angie Bahrs, MBA, Associate, Your Part Time Controller
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, Associate, Your Part Time Controller
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.
Elizabeth Colson, CPA, MSA, Managing Director & Partner, Truity Partners
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.
Karl Eck, CPA, Partner, Wipfli LLP
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.”
Katelynn Frederickson, PHR, Senior Director, Financial Recruiting, Truity Partners
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.
Samantha Brunson, CPA, Senior Manager, Wipfli Advisory LLC
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.
Theresa Ten Eyck, CPA, Director, Remote Services, Your Part Time Controller
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.
Non-Member Price $269.00
Member Price $219.00