WICPA
Menu
WICPA
Join Today and become a member
Learn about WICPA member benefits

View or edit your cart: 0 items Checkout

Not-for-Profit Accounting Conference

Not-for-Profit Accounting Conference

Not-for-Profit Accounting Conference

Overview

Your Source for Key Updates & Insights on Timely Issues

Attend this year's Not-for-Profit Accounting Conference to hear from prominent experts and leaders about the latest developments affecting the not-for-profit sector, including accounting and auditing updates, Form 990 and trending IRS topics, the economic and financial market outlook, how to make capital campaigns a success, utilizing technology in spend management and the close process to create staff efficiencies, ethical implications of using generative AI, staffing and succession planning, the critical aspects of a grant writing program, cybersecurity trends and best practices, and much more!

Who Should Attend

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.

Online Option

For those unable to attend the conference in-person, another option is available! This year's Not-for-Profit Accounting Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

Overnight Accommodations

A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha (across from the WICPA Office) for the night of Wednesday, Sept. 11, with a room rate of $149 (plus tax). To reserve a room in the block, please book online at https://bit.ly/2024-NFPA by Aug. 28.

Registration Changes

We are happy to provide the convenience of offering both in-person and livestream options for attending our conferences. However, if a registrant wishes to change from in-person to livestream attendance 14 days or less prior to a conference, the WICPA CPE Department must be contacted to make the change and a $25 fee may apply. For Cancellation Policy details, please see the registration form or visit wicpa.org/CPE.

7.5 CPE Credits

Registration

Registration is open through 09/12.

Member Price

$359

Nonmember Price

$459

Student Price

$30

Thursday, September 12

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

Add to Calendar

WICPA

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Agenda

Thursday, Sep 12th

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

Read More

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

Read More

8:10AM TO 9:25AM / General Session

Karl Eck, Partner, Wipfli LLP

James Hyland, Partner, Wipfli LLP

Michael Peterson, Senior Manager, Wipfli Financial Advisors, LLC

Geared towards developments impacting not-for-profits and grant-funded organizations, this session will address recent auditing matters from the AICPA and accounting updates from FASB and GASB, as well as proposed and future audit and auditing guidance. The tax update portion of this session will focus on Form 990 and any trending IRS topics.

Read More

9:35AM TO 10:50AM / General Session

Eric Hamsho, Advancement Strategist, Generis

Great leaders are driven by vision. But what happens when that vision far exceeds the financial resources we have available? This session will explore how nonprofits can find a path to success by building momentum with key financial stakeholders and utilizing industry-standard campaign principles.

Read More

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

Alex Friedl, Brokerage Client Executive, M3 Insurance

Attend this information-packed session to find out about current ransomware trends and how to prevent and mitigate cyberattacks. Additionally, real-life claims examples that M3 clients have experienced will be discussed to help demonstrate the importance of having a robust cyber insurance policy.

Read More

Sally Lyne, President, Line by Lyne Consulting

Nonprofit organizations seek funds from multiple sources to fulfill and support their mission: individual donors, foundations and government sources. Each of these funders has their individual areas of interest, information they require as part of their decision making or application process, and the details they expect to receive at the end of the funding period. This session will review why it is critical for the development and accounting departments to have a strong working relationship throughout the grant cycle for the organization to successfully secure the funds needed to fulfill its mission while meeting the compliance requirements of funders and governmental agencies.

Read More

12:20PM TO 1:35PM / General Session

Clare Zempel, Principal, Zempel Strategic

Will inflation stay high and compel the Federal Reserve to raise interest rates, even if doing so risks causing a recession? Or will inflation decline further, allowing the Fed to lower rates and result in nothing worse than a "soft landing" for the economy? Will the bull market in common stocks continue or has a bear-market decline become inevitable? Will the economy stagnate or rebound after this fall's elections? How will unprecedented federal deficits affect our living standards down the road? What other economic and financial risks and opportunities lie ahead? Learn about the most reliable indicators and what they mean for us all in 2024 and beyond.

Read More

1:45PM TO 2:35PM / General Session

Samantha Maldonado, Strategy Consultant, Spectrum Nonprofit Services

Whether a nonprofit is seeking experts in finance, fundraising, program management or executive leadership, the quest for top talent is more intense than ever before. From innovative compensation strategies to dynamic professional growth opportunities and forward-thinking succession plans, this interactive session will explore the evolving landscape of talent acquisition and retention. Don't miss out on the chance to gain invaluable insights and strategies to thrive in the competitive talent market.

Read More

2:45PM TO 3:35PM / General Session

Kevin Mleziva, CFO, CLA

Jane Wochos, Principal, CLA

Explore how not-for-profits can utilize technology in spend management (accounts payable and credit card automation) and the close process to create efficiencies, giving staff more time for analysis of financial information instead of performing manual processes.  

Read More

3:45PM TO 4:35PM / General Session

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

The practical application of artificial intelligence (AI) is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the performance of their services. This session will provide a practical framework for addressing the various ethical issues that can arise with the application of AI in nonprofit entities. Ample resources will be provided to help you develop an AI usage policy for your nonprofit that will enable you to harness the power of AI safely and responsibly.

Read More

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

Read More

Options

Please select one of the following options

Register Now

Sponsors