2021 Not-for-Profit Accounting Conference: Afternoon Sessions

2021 Not-for-Profit Accounting Conference: Afternoon Sessions

2021 Not-for-Profit Accounting Conference: Afternoon Sessions


Michelle Weber, Not-for-Profit Tax Partner, Grant Thornton LLP
Kevin O'Leary, President & CEO, O'Leary & Anick
Greg Gavran, Managing Director, Strategic Retirement Partners
George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College


Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:

Use of the “F” Word & Your Retirement Plan: What You May Have Missed While Masked-Up & Locked-Down
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."

Maintaining Internal Control With Limited & Remote Staff
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.

Tax Update for Exempt Organizations
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.

Ethics & Decision Making
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. This session qualifies for 1.2 credits toward the ethics CPE requirement for CPA license renewal in Wisconsin.

NOTE: Viewing of this On-Demand replay will not be available after April 1, 2022. 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.

4.6 CPE Credits


Registration is open through 04/01.

Member Price


Nonmember Price



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