Not-for-Profit Accounting Conference

Not-for-Profit Accounting Conference

Not-for-Profit Accounting Conference

Overview

Attend this year's Not-for-Profit Accounting Conference to hear from prominent leaders and experts about the latest updates affecting the not-for-profit accounting sector, including accounting and auditing updates, post-pandemic fundraising, cryptocurrency and not-for-profits, hot topics in tax, ethical decision making, the great employee resignation and much more.

Executive officers, controllers, accounting staff, managers and other financial and administrative professionals serving not-for-profit organizations, allied health care, social service agencies, and hospital and nursing home administrations will benefit greatly by attending.

Please Note: The WICPA and the facility hosting this event respectfully request that if you are not fully vaccinated against the COVID-19 virus, that you wear a mask during this event and maintain social distancing guidelines where possible. Livestream is available for this event. If you feel any physical symptoms associated with the COVID-19 virus or its variants prior to the event, please let us know and we will transfer you to the WICPA CPE Livestream option.

HOTEL RESERVATIONS
To make your reservation in the room block, call 262-789-0220 and mention the WICPA Not-for-Profit Accounting Conference or use code WICPAN or click here.

8.0 CPE Credits

Registration

Registration is open through 09/20. Register by 09/06 for Early Bird Pricing.

Member Price

$339 / $309 Early-Bird pricing ends on 09/06/2022. / $289 Super Early-Bird pricing ends on 08/22/2022.

Nonmember Price

$439 / $409 Early-Bird pricing ends on 09/06/2022. / $389 Super Early-Bird pricing ends on 08/22/2022.

Student Price

$30

Tuesday, September 20

8:00am to 4:35pm (Check-In 7:00am)

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Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Tuesday, Sep 20th

7:00AM TO 8:00AM / General Session

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

Renee Messing, Principal, RitzHolman CPAs

8:10AM TO 9:40AM / General Session

Ashley Johnson, Director of Not-for-Profit & Higher Education, Sikich LLP

Renee Messing, Principal, RitzHolman CPAs

This session will provide accounting and auditing updates, emerging issues and an overview of the new lease standard as well as considerations for implementation and examples.

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10:00AM TO 10:50AM / Breakout Sessions

Jennifer Buchholz, Owner, Excel & Flourish

If you download, cleanup and make meaning of mountains of data, you may find you're spending more time than necessary in that cleanup phase. This session is a quick orientation to the variety of ways to clean up data in Excel with some options for automating that cleanup. We'll cover the old favorites: text to columns, text case formatting, flash fill and others. We'll also introduce you to a not so common feature for automating data cleanup, Power Query.

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Katelynn Frederickson, Director, Truity Partners

We are in a unique time where employees are voluntarily resigning from their positions, recruiting seems impossible and retention is becoming increasingly difficult. During this presentation, we will discuss the factors contributing to the challenging labor market and how companies cannot only recruit great talent, but also retain it.

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11:00AM TO 11:50AM / Breakout Sessions

Kayla Gomski, Senior Associate, Grant Thornton LLP

Kelcey Leitl, Director, Grant Thornton LLP

An exemption from income taxation is a valuable benefit, but it comes with many strings attached. Some issues are quite complex with seemingly small details or technicalities that can result in costly tax consequences. In this session, we will review private foundation rules, regulations and common pitfalls, and discuss Donor Advised Fund (DAF) pending legislation and the ripple effect it could have on private foundation rules.

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Raymond Krouse, Partner, Sikich LLP

Over the past few years, many not-for-profit organizations have received a significant amount of federal funding for the first time. These organizations will need to decide if a Program-Specific Audit would meet the requirement of the grantor. This session explores the differences between a Program-Specific Audit and a Single Audit which will help not-for-profits to decide which audit to request from their auditors.

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12:35PM TO 1:25PM / General Session

Melodi Bunting, Senior Manager, Wegner CPAs

The not-for-profit sector had to adapt in unexpected ways during the pandemic. Many of the lessons learned can have a positive ongoing impact. We will explore trends during the pandemic and how it affected best practices, including facilitating remote work, managing funding and maintaining internal controls.

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1:35PM TO 2:25PM / General Session

Jeff Cullen, Managing Partner, Strategic Retirement Partners

Due to a lack of knowledge, leadership and regulation, "crypto" has become one of the most misunderstood topics in recent memory. During this session, we will examine what (crypto) is, what it isn't, possible use cases and what to pay attention to moving forward.

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2:35PM TO 3:25PM / General Session

Troy Marine, Firm Director, Baker Tilly

Shelby Netz, Senior Tax Manager, Baker Tilly

The not-for-profit industry has seen a number of tax law and procedural changes in the last few years, some of which may have caught organizations off-guard. During this presentation, we will discuss some of those updates and share examples and situations we have encountered so that you can successfully advise your organization.

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3:35PM TO 4:35PM / 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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4:35PM TO 4:40PM / General Session

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