2026 Not-For-Profit Accounting Conference: Afternoon Sessions
Available Until
Online
4.50 Credits
Member Price $199.00
Non-Member Price $249.00
Overview
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:
Economic & Financial Market Outlook: Possibilities & Probabilities
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.
AI & Cybersecurity
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.
Investment Policy Best Practices
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.
Ethical AI Practices for CPAs: Ensuring Responsible Use
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.
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, CFA, CBE, 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.
John Higgins, CPA, CITP, Strategic Technology Advisor, Higgins Advisory, LLC
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.
Tiya Lim, Director of Institutional Services, Creative Planning, Inc.
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.
Non-Member Price $249.00
Member Price $199.00