2023 Not-for-Profit Accounting Conference: Afternoon Sessions
Presenters
Dale Kooyenga,
President,
Metropolitan Milwaukee Association Of Commerce
Michael Goller,
Shareholder & Tax Department Chair,
Reinhart Boerner Van Deuren s.c.
Clare Zempel,
Principal,
Zempel Strategic
Thomas Moniz,
Shareholder,
von Briesen & Roper, s.c.
Katelynn Frederickson,
Director, Financial Recruiting,
Truity Partners
Lauren Wanta,
Senior Accountant,
CLA
Rachel Swanson,
Senior,
CLA
Sherry Martin,
Associate,
von Briesen & Roper, s.c.
Overview
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference:
Navigating Economic & Financial Market Uncertainty
Will inflation soon slow and allow the Federal Reserve to cut interest rates and shift to ease? Or will inflation remain so troublesome that the Fed will feel compelled to continue to raise interest rates? Is a "soft landing" possible or has a recession become inevitable? When will it become safe to focus on expansion rather than on economic risks? Learn the best numbers for not-for-profits to watch to know where we stand in the economic market cycle and what to expect in the future. With an onslaught of recently issued standards and more on the horizon, auditors and nonprofit organizations have a lot to keep up with. This session will provide an overview of recently issued standards and information on what the future holds.
Philanthropic Enterprise Act (the Newman Foundation Exception)
This session will focus on the impact of the 2017 enactment of the Philanthropic Enterprise Act, which some call the Newman Foundation Exception, and the planning opportunities it presents for your philanthropic clients. Explore how the new rules impact nonprofit organizations and what the act means for private foundations and owners of businesses considering bequests to foundations. Review case studies and real-life examples of how the act has been used, beyond the Newman Foundation, since its adoption.
Internal Controls
Join an experienced recruiter and HR professional in this session that addresses the challenges of the ongoing labor shortage and the need for focus and ideas around retention and recruiting in this new employment age.
Hot Tax Practice, Procedure & Ethics Issues Faced by Not-for-Profits
A discussion of the hot ethics, practice and procedure issues that the not-for-profit tax professional should be aware of.
NOTE: This session qualifies for 1.4 credits toward the WICPA membership Ethics CPE requirement.
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.
