Not-for-Profit Accounting Conference Livestream

Not-for-Profit Accounting Conference Livestream

Not-for-Profit Accounting Conference Livestream


Attend this year’s Not-for-Profit Accounting Conference for the latest updates and insights on timely issues impacting nonprofits, such as remote auditing and the new auditor’s report, new federal program requirements for single audits, tax legislation updates for exempt organizations, maintaining internal control with limited and remote staff, ethical challenges for CPAs, safeguarding employee retirement assets, assessing the environment of remote work, and much more.

Nonprofit accountants and auditors, CEOs, CFOs, controllers, directors, managers and other financial and administrative professionals serving nonprofits will benefit greatly by attending.

Please Note: For the safety of attendees, presenters, staff and vendors, this year’s Not-for-Profit Accounting Conference will be presented online via WICPA CPE Livestream.

8.6 CPE Credits


Registration is open through 09/23.

Member Price


Nonmember Price


Student Price


Thursday, September 23

8:00am to 4:40pm (Check-In 8:00am)

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Thursday, Sep 23rd

8:00AM TO 8:10AM / General Session

Angela Thomas, Expenditure & Revenue Accounting Section Chief, Wisconsin Department of Natural Resources

8:10AM TO 9:30AM / General Session

Renee Messing, Principal, RitzHolman CPAs

Corina Schoenke, Partner, Wipfli LLP

Many accounting and financial reporting related changes will be affecting nonprofit organizations in the near future. This presentation will offer insights into these changes, along with the lessons learned from remote auditing and what to expect with the new auditor’s report, as well as provide an understanding of these changes and what your organization needs to do to be prepared.

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9:40AM TO 10:40AM / General Session

Amanda Blomberg, Firm Director, Baker Tilly

Laura Rash, Senior Manager, Baker Tilly

This session will provide the latest information available for federal award programs, including those with COVID-19 funding and the impacts of them, as well as the latest on the Uniform Guidance, audit guidance released by the OMB, and other federal agency specifics along with changes on your next audit.

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10:50AM TO 11:50AM / General Session

James Morgan, Vice President of Business Development & Workforce, MRA - The Management Association

Just say the words "remote work" and you’ll get some sort of reaction such as it is a "must have" to attract talent, it will be the death of me, it increases productivity, it decreases productivity, or I have no idea what it has meant to productivity. And, depending on the situation, all of those answers are correct! As an employer, you do have some control of your own destiny.

This session will discuss the key factors employers should be considering when evaluating strategies for finding and retaining talent in the current and future environment of remote work, including the benefits and challenges, dos and don’ts, the vaccine, bringing people back, managing remote workers, security, effect on your talent supply chain, hiring and onboarding, measuring impact and legal ramifications.

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12:20PM TO 1:10PM / General Session

Greg Gavran, Managing Director, Strategic Retirement Partners

Legislation passed in 2019 and beyond and best practice initiatives have often been confused or overlooked due to the pandemic, and many plan sponsors have asked for updates and guidance on what has changed. Cybersecurity has really come to the forefront for plan sponsors who are not aware of what steps they can take to safeguard their employees' retirement assets. The focus of this session will be on helping fiduciaries understand the changes that have occurred in legislation amid the confusion created by COVID-19 lockdowns and ensuing business disruptions, as well as things to consider related to plan design and educational topics in our "new normal."

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1:20PM TO 2:20PM / General Session

Kevin O'Leary, President & CEO, O'Leary & Anick

This presentation focuses on the framework of internal controls and the practical applications of internal controls. This presentation will provide examples and ideas of how to maintain a strong control environment regardless of how large of a staff you have. We will review the COSO Internal Control Integrated Framework Principles to provide a foundation for understanding internal controls, and we will then focus on the applications of these principles in different sizes of organizations and when work shifts from an office to a virtual environment.

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2:30PM TO 3:30PM / General Session

Michelle Weber, Not-for-Profit Tax Partner, Grant Thornton LLP

The Form 990 is a truly unique tax filing in that it contains a plethora of information and it’s all open to public inspection. This session will explore what is new for exempt organization tax, including Form 990 and 990-T updates, IRS Exempt Organization Division activity and other tax issues impacting Form 990 filers. Most notably, the session will dive into the impact of recent tax legislation on exempt organizations, including the Employee Retention Tax Credit.

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3:40PM TO 4:40PM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

In this practical guide to an ethical culture, we will explore underlying principles that can lead to better ethical decisions. This session will also cover the importance of understanding the different ethic requirements of CPAs in private and public practice, including the types of conflicts, threats and safeguards to independence.

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4:40PM TO 4:45PM / General Session

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