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Pre-Conference Workshops Offered Onsite or Online

Jun 21, 2017 - 8:00am9:40am

Rachel Flanders - CPA

This session will provide participants with an in-depth perspective from auditees and auditors on the implementation of the Uniform Guidance (specifically Subpart D and E) and its impact on single audits. The presenters will discuss common challenges that not-for-profit entities are facing in implementing UG. Topics to be covered include:

  • Changes/clarifications to the administrative requirements, such as the use of risk assessments and subrecipient monitoring.
  • Changes/clarifications to the cost principles, including level of effort reporting and application of de minimus rates.
  • Upcoming issues that could impact your single audit.


Jun 21, 2017 - 8:00am9:40am

Dennis Morrone - CPA
Melissa Galasso - CPA, CGMA

This session will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, this session will focus on the typical transactions and account balances unique to NFPs, including, net assets, agency transactions, contributions, grants, endowments and programmatic investments.

Jun 21, 2017 - 8:00am9:40am

Amy West - CPA, CGMA
Hilda Polanco - CPA, CGMA

This “roll-up your sleeves” interactive session will focus on policies and procedures that every nonprofit should have. The importance of having a clear, well-written and comprehensive policies and procedures manual in place and developing a framework for balancing controls with operating efficiencies will be emphasized. The effective use of process maps and charts versus word documents will also be discussed. Participants will leave this session with the tools and techniques necessary to successfully develop and implement a policies and procedures manual.

Jun 21, 2017 - 8:00am9:40am

Dave Moja - CPA
Joe Irvine - LL.M.
Rebekuh Eley - CPA

Unrelated business income can be found in many revenue streams of nonprofits.  Choose the path of this session with our dynamic presenters as they offer a buffet of UBIT topics to choose from.

Jun 21, 2017 - 9:50am11:30am

Diane Edelstein - CPA

This session will cover the elements of Subpart F - Audit Requirements. This will include discussion of when to have a Single Audit, the SEFA, audit finding follow-up, corrective action plan and report submission as client responsibilities. And discussion of auditors responsibility for major program determination, testing and reporting.

Jun 21, 2017 - 9:50am11:30am

Dick Locastro - JD, CPA
Lauren Haverlock - CPA

The session will provide an overview of how various rating organizations rate charities. We will also discuss some of the things organizations can do to improve their ratings and how to educate their board and donors on the significance of these ratings, and other information presented on Form 990.

Jun 21, 2017 - 9:50am10:40am

Jennifer Richards - CPA
Melissa Harman - CPA

Many not-for-profit organizations rely on split-interest agreements, also known as planned giving, to support their long-term missions. Would you know a split interest agreement if you saw it? Would you know how to account for it? This session will cover accounting for the various types of split interest agreements, including charitable lead trusts, charitable gift annuities, pooled income funds, and gifts of real estate with a retained interest. Through various examples of these types of gifts, we will cover the GAAP requirements for initial recognition (including what assumptions and estimates to use), subsequent re-measurement, and financial statement presentation and disclosure. We will explore best practices for controls surrounding identifying, tracking, and recording such agreements.

Jun 21, 2017 - 9:50am10:40am

Joan Pastor - ABV

Despite all the research that has been done on leadership, there is still a great deal we have not understood that might finally be clarified through research in emotional intelligence. In addition, there are many claims by so-called “Experts” that they know what Emotional Intelligence actually is. The truth is that the American Psychological Association accepts only ONE model for EI, and only ONE assessment is considered the most definitive one to take for determining your emotional intelligence skills. Ninety-nine percent of what you see out there is not emotional intelligence. In this session, you will learn exactly why.

Jun 21, 2017 - 10:50am11:40am

Lou Mezzina

ASU 2016-14 requires new/ additional disclosures about the method(s) used to allocate costs among program and support functions. As importantly, implementation guidance could result in a change in practice for some NFPs that currently interpret direct conduct and direct supervision or the definition of program services more broadly than the standard may support.