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Date: July 25, 2019

7:30-8:20 A.M. Roundtable Sponsor Breakfast (optional)

Not-for-Profit Best Practices Roundtable presented by Leaf Software Solutions, Inc. (no CPE)

In this optional session, we will break into groups and discuss not-for-profit best practices within your organization. Be prepared to share ideas, collaborate and network with your peers.


8:30-9:30 A.M. General Session

FASB Update (A&A)

Richard Cole, CPA, CGMA, Financial Accounting Standards Board

This session will provide an overview of recently issued accounting standards as well as projects the FASB has on its agenda which could impact not-for-profits. It also will include an overview of the recently issued grants and contacts accounting standard update, cloud computing and updates to the leasing standard.


9:30-9:40 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.


9:40-10:55 A.M. Breakout Sessions
  1. Grants & Contracts (A&A)

    Richard Cole, CPA, CGMA, Financial Accounting Standards Board

    This session will deep dive into the requirements of the new grants and contracts accounting standard. It will also provide implementation tips and discuss frequently asked questions.

  2. Putting a Diaper on a Lion

    Judy Hissong, CLM, Nesso Strategies, LLC

    Imagine how hard it would be to diaper a lion and then how easy it will be to navigate conflict after that! We’ll talk about the lions in your life, and how to engage in challenging conversations for a successful outcome.

  3. Building Impactful Programs

    Jodi Snell and Hannah Gooding, Hedges

    Seventy-five percent of donors use information about a nonprofit’s impact in their giving decision (Root Cause. 2013). Setting your organization up to successfully measure and communicate your desired outcomes is imperative to gaining a competitive edge in the nonprofit sector.

    During this workshop, Hedges will help you find the key to unlock your ability to successfully communicate your impact by exploring the fundamental elements of program design and measurement planning. Hedges will guide you through an interactive session focused on reviewing the logic modeling process, defining the different types of evaluation often used in the nonprofit sector, establishing the foundation for measurement planning, and recognizing relevant next steps to help you strengthen your organization’s programming and impact.

10:55-11:05 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.


11:05 A.M.-12:20 P.M. Breakout Sessions
  1. New Not-for-Profit Reporting Standards & Lessons Learned (A&A)

    Brad Schelle and David Harbeck, CPA, Crowe LLP

    We’ll discuss the new not-for-profit reporting standards that went into effect earlier this year and how to implement those standards (if you haven’t yet done so). Look at some of the lessons learned from not-for-profit entities that have already implemented them, and what to look for going forward.

  2. Unrelated Business Income Tax Update

    Casse Tate, CPA, Katz, Sapper & Miller

    How do the recent Unrelated Business Income Tax (UBIT) changes affect your not-for-profit organization? Get an overview of the most recent changes, including the separation of trade or business activities, new regulations regarding employee parking and updates in UBIT reporting — and what the key implications are for not-for-profit organizations.

  3. Understanding Cybersecurity Threats & How to Reduce Their Impact

    Jim Kramer, MCM CPAs & Advisors

    Cybercriminals are getting smarter, and their threat is no longer just targeted at large corporations. During this session, we will cover the three primary types of cybersecurity threats as well as some options to protect your organization from attack.

12:20-1 P.M. Lunch

Lunch and networking with colleagues.


1-2:10 P.M. General Session

Today’s Workforce: It’s a Dream, Right?

Judy Hissong, CLM, Nesso Strategies, LLC

Getting your ARMs (Attraction, Retention, Mentoring) around today’s workforce means understanding the talent pool, managing your limited resources and accentuating your strengths. Let’s strengthen the ARMs in your organization!


2:10-2:25 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.


2:25-3:35 P.M. Breakout Sessions
  1. Overview of Form 990, Schedule A: Public Charity Status & Public Support

    Bryan Pautsch, CPA, JD, Sikich

    Discussion regarding the public support requirements of Section 509(a)(1) [including Section 170(b)(1)(a)(vi)]; Section 509(a)(2); and Section 509(a)(3) organizations. Includes issues and concerns in performing these calculations, and tax planning considerations.


  2. What the Watchdogs are Watching!

    Becky Phillips, CPA, CFE, CFF, MCM CPAs & Advisors

    Increasingly, donors are turning to the charity watchdog for information about public charities. How do they evaluate organizations? What information are they providing about your organization? This session will provide answers to those questions and assist you in conversations with donors after they review a watchdog’s evaluation.


  4. Considering Your Social Media Presence

    Eric Harvey, Ball State University

    We’ll provide an overview of how social media presence can help your non-for-profit profit organization. At the same time, we’ll take a look at Moov Media, a Ball State University Student Run Social Media Agency.

3:35-3:45 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.


3:45-4:35 P.M. Closing General Session

Ethics in the "New Normal" World of Not-for-Profits (Ethics)

Karl Ahlrichs, SPHR, Gregory & Appel Insurance

Simply put, Ethics are back on the “Front Burner." Where are Ethics going in the not-for profit world, and how will we maintain our standards of integrity?

In this fast-paced session, get multiple viewpoints on ethics and leadership and shares the skills you will need to maintain your competitive advantage. We will review current ethical standards, then we need to build the resources needed to screen new hires for Integrity, and finally train these new viewpoints into our organizations. We will begin with fresh data on the metrics that really matter, which will lead us to significant ethical challenges on the horizon.


4:35 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create another great conference next year!