ficpa not-for-profit conference


privilege. Justin Greene currently serves as the Nonprofit Tax & Accounting Advisor to Engiven providing critical knowledge and insights that directly benefit Engivens clients. in your initial email inquiry to the Firm. She is a Certified Public Accountant in North Carolina. This group is responsible for the coordination of training and conferences related to the not-for-profit industry for AGN member firms. The only state-wide conference focused specifically on the unique needs of the nonprofit sector, NCACPAs Not-for-Profit Conference, is developed in collaboration with the NC Center for Nonprofits. Fort Lauderdale, Who doesnt love a good gift, right? The same principle holds true for audits of not-for-profit entities. Gracie obtained her Bachelor of Arts degree in Public Administration from NCCU and a Master of Arts degree in Liberal Studies from Duke University. He currently serves on the NCACPA Not-for-Profit Committee and is a frequent speaker on various topics affecting not-for-profit and healthcare organizations. Is or Isnt that Impermissible Private Benefit? Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill. The fastest-growing crypto donation platform that continues to lead in the innovation of crypto technology through a proprietary software solution. Suite 330, Rize developed a unique and proprietary approach to handle all types of complex assets, allowing an easy path for donors to give generously through various asset types. Nonprofits across the country of all sizes are benefiting from the federal governments Employee Retention Credit programs, one of the many economic relief options available to nonprofits and small businesses. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. This product is not available at the moment. She is currently serving organizations through financial and operational consulting engagements including roles as CFO/COO. Marci works with numerous accounting firms performing quality control and efficiency reviews, and with nonprofit boards on strategic planning, internal control, and governance issues. ficpa To boost your expertise, weve built a power-packed week of learning events, designed specifically for CPAs and other professionals working with and for non-profits! Over her career at CLA, Kelsey has been a nonprofit auditor, strategic consultant, and most recently led the firms practice providing assessments of clients financial operations. Skilled auditors will instead adjust and hone the audit to fit the not-for-profit entity. She is also an author and presenter on various nonprofit, healthcare, and governmental topics to nonprofits, CPA firms, and state societies of CPAs around the country. This session could also be titled, Unmasking Auditors & Paid Preparers Nightmares (or, What Keeps You Up at Night? Note: While Mr. Moffa's primary practice area is Federal, state, and local In addition, she has presented continuing education sessions at conferences across North Carolina, including Nonprofit Roundtables for local Charlotte nonprofits. Your browser is out of date. and the requested accommodation(s): Audio/Visual/Other.

He aids companies in unlocking the full power of their financial and operational data to find solutions to complex challenges. What are the governance responsibilities of the sponsor? She is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Association of Certified Fraud Examiners. I have a background in healthcare and nonprofit industries performing financial statement audits, reviews, compilations and single audits. Her community work includes serving on numerous boards to include Dress for Success of the Triangle, Executive Service Corp, Durham Chamber of Commerce, Black Women in Business, TSHRM and previous Board Presidents of Durham Technical Community College Foundation and the Durham Center for Senior Life. ), Eves teaching has been informed not only by her familiarity with federal tax precepts and other arenas of NPOs compliance needs, but by her extensive professional committee involvement. Ryan was formally the Co-founder & CEO of Rize Ministry Service Partners which was founded to open up new conduits of generosity to non-profits and educate organizational leaders on how to solicit, acquire, and manage asset-based donations. Within CLA, she serves on several committees including the Healthcare Quality and Learning Committee and the Healthcare Data Analytics Task Force. The In the preceding 30 years, she operated her own law firm, a national tax and compliance practice dedicated to the nonprofit sector (BAM Law Office LLC).

Her speaking experience includes a variety of regional and national conferences. Updates on legislative developments that could impact nonprofits operations. Aleksander Joseph Bevensee, CPA Elliott Davis.

), and being honored with the 2018 Outstanding Nonprofit Lawyer Award by the American Bar Associations Business Law Section. 8875 Hidden River Parkway Rights Reserved, FLORIDA SALES TAX AUDITS When is an Assessment an Assessment, FLORIDA CORPORATE INCOME TAX Multi-State Planning Opportunities, The Florida Institute of Certified Public Accountants, The Greater Ft. Lauderdale Tax Counsel (President 1998), FICPA State Tax Committee (Chairman 1998), Member of the Executive Council of the Florida Bar Tax Section. Betsy Krisher is President of Maher Duessel, a Pennsylvania firm specializing in service to non-profit organizations and governmental entities. This session will provide background on what is and isnt going right with the IRS in its intersection with EOs, and give multiple insights and tips on addressing the 3-Es that the pandemic and the 2020 and 2021 filing seasons have generated: Eve Rose Borenstein, JD Eve Rose Borenstein, LLC. Residing in Minneapolis, Eve from both firms has always worked with nonprofit organizations (NPOs) throughout the country, primarily assisting clients with: tax-exemption qualification, overall exempt organizations (EO) tax planning, non-federal tax compliance (chiefly concerning state law mandates and federal grant reporting obligations), and best management practices. Well look at these differences, common mistakes, and how to help churches succeed in their accounting practices during this session. experience. Kelseys experience includes planning, project managing and executing projects including: Mig Murphy Sistrom, CPA, MAC Mig Murphy Sistrom, CPA, PC, 1D: Fiscal Sponsorship: Unique Collaboration Approaches for Nonprofits. Jennifer Rohen is a Principal with CliftonLarsonAllen who leads the Business Incentives Consulting Practice for CLA. In addition to the Not-for-Profit Accounting Conference, we have two additional workshops that may interest you! How do I stay informed on legislative and regulatory changes affecting not-for-profits? Our website uses cookies to deliver a safer, faster, and more customized site experience. Degree (1982) from Florida Atlantic University (1982). This course is designed to help you do just that and equip you with the superior skills needed to excel in auditing not-for-profit entities. links within the website may lead to other sites. of the nature of your matter as you understand it. Association's Website Accessibility Policy, CALIFORNIA RESIDENTS: DO NOT SELL MY PERSONAL DATA.

Jordan serves on the program council and technology committee for the North Carolina chapter of the Healthcare Financial Management Association (HFMA). Kristen is a North Carolina-licensed CPA and has held licenses in New York and Minnesota. Whats the fuss and whats the future here is the subject of this timely session!

8:30 am4:15 pm Grandover Resort and Conference Center, Greensboro, NC Speaker: Eve Borenstein, JD # of CPE Credits: 8, Panic Potpourri for Exempt Org Tax Advisors and Auditors. (888) 444-9568 What are the advantages and disadvantages of such a relationship? PLUS, breathe in the fresh air as you enjoy a catered lunch break on the water! Gracie is the founder and President of Diversity & HR Solutions, where her passion, profession and purpose, empowers individuals and transforms workplaces. Experienced Board Officer with a demonstrated history of working in the accounting industry. He earned his B.S. This Firm does not necessarily Mr. Moffa has been awarded the DISCUSSION LEADER OF THE YEAR AWARD for Please note that any emails or other and has been a frequent lecturer and author on state tax topics for various

Serves as the hub of the team and the primary champion of our mission, Background in public accounting at a Big Four accounting firm, a large local firm, as a sole practitioner, and ultimately (since 2002) as owner of a small firm *Served as Director of Finance and Administration for a nonprofit organization with annual budget in, Has served as a popular instructor on nonprofit financial topics through Duke Universitys Nonprofit Management Program, for continuing education programs for CPAs, and at conferences, Board member and volunteer in the nonprofit community and the accounting profession, Mig is licensed by the N.C. State Board of CPA Examiners, license # 30757, Exchange Transactions vs Contributions (including ASU 2018-08 as well as clarifying scope and Accounting Guidance for Contributions), Errors in the IRS Roster of Exempt Organizations, 4 Things Every Organization Should Do Now. Joe Moffa is the founder and managing shareholder of the firm. Eve equally enjoys IRS controversy work and assisting clients with finding and implementing practical approaches to their tax planning needs or structural and collaborative issues, as well as governance challenges. Are fiscal sponsorships the same as agency transactions? Through 2019, she had represented more than 1,100 EOs before the IRS on audit examinations, status issues, ruling requests, and exemption qualification. Helping nonprofits think about and plan for their strategic and financial futures. Ms. Krisher has a B.A.

Our 2022 event features two engaging general sessions and four distinct learning trackspick the one that best suits your needs or attend a selection of them all! Tallahassee, She uses those experiences to address implicit bias, gender inequality and cultural diversity by speaking and training nationally. Kevin has 17 years of public accounting experience and serves as a principal with CliftonLarsonAllens Raleigh office specializing in professional audit and consulting services to nonprofit and health care organizations. Yacker earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). During this roundtable discussion, you'll learn: Save time with our group order form. Some of the key session highlights will include: Kristen has been with Thomas, Judy & Tucker, PA, since 1998 and has been a partner since 2001. Fiscal sponsorship is more than just a pass-through arrangement. Understand where some churches struggle in their accounting systems and policies and learn how to avoid those in your church or with your clients. In championing the sectors goal of compliance without complexity, Eve works tirelessly to bring feedback to the IRS on exempt organization forms, procedural issues, and need for improved guidance and regulations. His areas of expertise include public support test calculations and planning; preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies; governance best practices consultation; recommendations regarding effective Bylaws; conducting of EO Governance Check-Ups; compliance with the 501(h) lobbying safe harbor; proper functional expense allocations; maximizing charity watchdog ratings; preparation of federal and state Tax Exemption Applications; conducting of unrelated business income revenue stream studies; and the proper internal and external reporting of special event fundraisers. This session will address the key technical and operating implications of serving as a fiscal sponsor or having a fiscal sponsor for your program. Dave has spoken extensively at accounting and tax seminars across the country, including the Florida Association of Chamber Professionals, Christian Leadership Alliance National Conference, National Association of College and University Business Officers annual Tax Forum, and the Florida Institute of CPAs Annual Not-for-Profit Conference. Kevin Anthony Leder, CPA CliftonLarsonaAllen LLP. Conducting assessments of organizations and identifying opportunities to redesign future strategies and/or operations. From executing in-depth statistical analyses to building c-suite-friendly dashboards, customers value Aleks ability to deliver effective solutions with substantial ROI. This year, Eve developed and introduced 14 webinars on the 990 10 of those encompassing a comprehensive foundational series (and three for those who have already attained 990-Ninja status! Kevin received his masters degree in accounting and a bachelors degree in public health from the University of North Carolina at Chapel Hill. Its specifically developed to give you key knowledge to take back to your organization. Prior to practicing law, Mr. Moffa worked with Deloitte and This session will review the latest accounting and auditing developments impacting those who prepare or audit NFP financial statements. Eve currently (since 5/1/2019) practices law as Of Counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC firm specializing in nonprofit organizations. degree from Florida State University.". please update to most recent version. Improving clarity and accuracy of financial reporting to better inform board and managerial decisions, Reorganizing finance and operational departments for increased productivity, autonomy, and efficiency, Providing market research and proven practices to challenge the status quo and revitalize nonprofit operations. DONINNI HAS AN EXCLUSIVE FOCUS ON STATE AND LOCAL TAXES AND AS SPEARHEADED

Working with Boards so That They Understand YOUR Value, For 501(c)(3)s: Public Support Test Potholes, Oops! Dave is a partner with Capin Crouse, LLP. (1998).

Grantors making of a restricted grant brings a set of practical constraints to grantees as well as practical concerns as to when the grant is recognized for both qualifying distribution needs of private foundations and public charities revenue reporting. 2D: Cybersecurity: Keeping your Private Stuff Private. Her love of designing and presenting seminars on tax rules is evident, and she is well-known for her Form 990 preparation courses (Eves two full-day Form 990 courses were licensed to the AICPA for use in the 2013-2019 CPE-years). Some of the questions this session will answer include: Join this information-packed session to learn the options and decision factors. in 1991, Mr. Moffa has defended clients in almost every industry in Florida Jordan received her Master of Accounting degree from the University of North Carolina-Charlotte, as well as her Bachelor of Science in Accounting. He is a member of the AICPA and the FICPA, and holds licenses in Colorado, Florida, and Georgia. Joe Moffa For additional information, please refer to the Association's Website Accessibility Policy. During 2016, Kristen was elected to the board of directors of the NCACPA and is serving a three-year term. Serving on an FICPA Committee is a great way for accounting professionals to network with their peers from around the entire State, while enabling them to play an influential role in shaping the future of their profession. She is a certified diversity & inclusion professional and holds a leadership certificate from Tuck School of Business, Dartmouth College. He lives in Raleigh with his wife and three children, the oldest of whom describes her dad as weathered., Jeanette Bax-Kurtz, III, CPA NCACPA Board of Directors Member. Lately, Justin has been focusing on the future of data, blockchain, cryptocurrency, and other emerging technologies, to develop strategies on how these can be leveraged by non-profit organizations today. But they dont come without their challenges. In her current role, Kelsey works to bring the firms national resources and experience to over 1,250 nonprofits for whom CLA serves as outsourced CFOs, bookkeepers, and all services in between. NCACPAs Not-for-Profit Accounting Conference is the must attend state-wide conference, where you can increase your knowledge of the latest changes impacting the unique needs of the nonprofit sector. A Leadership Pittsburgh graduate, Ms. Krisher also volunteers her time with Board service for the United Way of Southwestern Pennsylvania and the Executive Women's Council. Sometimes churches dont ask for help as soon as they should or may not even realize they need help. client mutually agree to proceed, a written retainer agreement providing How does the arrangement affect the nonprofits financial statements and tax reporting? 3500 Financial Plaza "MR. MOFFA IS A FREQUENT LECTURER AND AUTHOR ON STATE TAX TOPICS." ). However its named, this all day session is devoted to you and your mental health. She is also responsible for the offices recruiting initiatives. She has almost 30 years of experience in public accounting. Call us at1-800-634-6780 (option 1) or email us at salessupport@aicpa.org. He is dedicated to meeting client needs in the exempt organization tax arena through review of client returns, consulting engagements, training, and the compilation of our annual Higher Education Tax Reporting Trends Project. 2011 - 2022 - Moffa, Sutton, & Donnini, PA - All The leading elements contributing to toxic cultures include failure to promote diversity, equity, and inclusion; workers feeling disrespected; and unethical behavior. Highlights of recent state and federal laws affecting nonprofits. She also has experience with single audits and regulatory compliance testing. He also serves on the Board of Directors and as an Executive Committee member for BookEnds and as the Treasurer for the Long Beach Nonprofit Partnership. Tampa, Betsy enjoys spending time with her husband, four children and daughter-in-law, her Yorkie-Poo, shopping channels, and popular television involving seven kingdoms and dragons. With 2021 Compliance Supplement addendums issued and the 2022 Compliance supplement promised early, new programs, and requirements that seem to keep changing that affect both nor for profits and for profits as well, auditors and their clients are asking- Will this changes ever end? I have been with CLA for about 4 years now and have been a CPA for about 3 of those years. Dave is a member of the IRS's Advisory Committee on Tax Exempt and Government Entities (ACT), where he serves on the Exempt Organizations subcommittee. Vonna earned her B.S. She has over 20 years of experience assisting clients who are making human and tangible capital investments to reduce their cost of capital and increase return on investment by identifying Federal, State, and Local strategies that include Work Opportunity Tax Credits, payroll tax credits, property and sales tax incentives, employment tax credits and rebates, and various grants. She has taught audit training sessions at CLAs new hire conferences in Minneapolis, Minnesota. A licensed CPA in Pennsylvania for more than thirty years, she has extensive experience with numerous non-organizations including foundations, human service agencies, community development organizations, environmental agencies, member based organizations, arts/humanities organizations, associations, and religious organizations. Join this interactive session, where CLA nonprofit and ERC team members will share practical examples and answer questions on how to best help your organization access these critical resources. She currently serves on three national and international boards and has published articles in multiple national publications as well as co-authored three books. For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352. "MR. SUTTON IS AN ADJUNCT PROFESSOR Identify specific accounting topics that are unique in the nonprofit or church niche. Gracie believes in giving back and being a voice for those not at the table. Brandon Adam Tutty, CPA CliftonLarsonaAllen LLP. What tax planning strategies should I consider this coming year? Two South Florida Accounting Firms Join Forces, Christopher Conti Appointed to the Accounting Principles and Auditing Standards FICPA Committee, Stroemer & Company Named FASD Associate Member of the Year, John Stroemer Appointed to Two FICPA Committees, John Stroemer Discusses Reserves on The Board Room Radio Show, John Stroemer Renews His CFST Designation, Samuel Bordner of Stroemer & Company Passed His Final Section of the CPA Exam, Stroemer & Company Ranked as Top Accounting Firm in S. Florida, John Stroemer Appointed to 3 FICPA Committees, Stroemer & Company's Keith Wheeler Presents at the FICPA 2014 Not-For-Profit Conference, Stroemer & Company Showing a Strong Presence on FICPA Committees, Stroemer & Company Has Successful Review By Peers, The Florida Community Association Journal Readers' Choice Awards, Marginal & Effective Tax Rates Calculator, Effects of Reserve Contributions on Unit Owner Basis, Understanding Annual Financial Reporting Requirements for Associations, Highlight of the American Taxpayer Relief Act, Medicare Tax on Net Investments Income (NII). Before you decide, you should review any attorney's qualifications and He also hosts a quarterly Not-for-Profit Tax Webcast. A STATEWIDE DEFENSE OF WHOLESALE TOBACCO COMPANIES AGAINST THE DEPARTMENT While initially unavailable to organizations who also received PPP, the rules changed to allow organizations to pursue both, but many nonprofits are still unclear about if they are eligible, how to calculate credits amidst PPP and restricted grants, and what the process looks like to claim the credits. While the CFOs role is behind the scenes, if it isnt accomplished well, it could literally stop the programs that are the mission of the organization. Preparers and reviewers of tax-exempt organization tax returns.

Kristens industry experience extends to the following * Government and Not-for-profit * Real estate and construction * Employee benefit plans * Due diligence * Business planning * Litigation support. Before returning to North Carolina to work for the Center, David spent seven years as an attorney with a Washington, D.C. law firm serving the nonprofit community.

This commitment is maintained in accordance with applicable law. Organizations with a reputation for a healthy culture, experienced lower-than-average turnover during the first six months of the Great Resignation. Jens experience in specializing in prospective state tax benefits, with a focus on credits and incentives helps clients choose among different locations and realize the total impact of a location decision with regard to the tax and related financial implications. may be accessed through this website. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/. Ms. Krisher speaks annually to various organizations on non-profit accounting/tax matters. 1B: Church Accounting Through a 2-Way Mirror. Suite 930, 1C: Nonprofit Employee Retention Credits: What, When, and How to Evaluate and Claim Eligible Credits. She understands our services and how nonprofits use technology. Kristen is up-to-date on all CPE in order to perform audits in accordance with Government Auditing Standards. With general updates and advanced-level contentand 4 learning tracksthis conference has something for everyone. Leaders who are serious about winning the war for talent during the Great Resignation and beyond must root out issues that contribute to a toxic culture. Ryan is a crypto philanthropy expert who serves as the Director of Sales at Engiven. During his tenure, Ryan implemented all systems for administration, marketing, finance, human resources, supply, and facilities management. She also serves as Director of Non-Profit Services for the firm. Marci Thomas, CPA, MHA, CGMA is Director of Accounting Content with Surgent. With full paid access the content will be available to you for 3 months after purchase date. David is a graduate of Duke University and the William and Mary School of Law. Kristen Thoresen Hoyle, CPA Thomas Judy & Tucker, PA. He also is the current chair of the Florida Institute of CPAs (FICPA) Mega CPE Conference Committee, and a member of the FICPA's annual Not-for-Profit Conference committee and the FSU Accounting Conference Committee. David Heinen, JD NC Center for Nonprofits, Nonprofit Sector Trends, Laws, and Future, David Heinen has been with the North Carolina Center for Nonprofits since 2007, leading the Centers public policy and advocacy work and providing non-answers (and occasional useful information) about legal compliance, trends in the nonprofit sector, and advocacy to hundreds of nonprofits.

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