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Date:
July 21, 2022

Time: 
8:30 a.m.–4:35 p.m. ET

Location: 
Embassy Suites, Noblesville

CPE:
8 hours

CLE:
5.8 hours (Includes 2.4 Ethics hours)

NLS:
4.5 hours

 

 

 

Today’s Need-to-Knows for Not-for-Profits

Working for not-for-profits presents a unique set of challenges and opportunities—especially now, in this unpredictable economic environment. Whether you’re trying to figure out how to keep up with accounting and reporting changes, revamp your plan for sustainability, keep staff, or fight burnout—our expert speakers will address your key concerns in-person at the Not-for-Profit conference.


Register Now

7:30–8:20 a.m. Optional Roundtable Breakfast

Not-for-Profit Best Practices Roundtables

Look for your RSVP email closer to the conference date.

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 other Not-for-Profit peers.

Discussion topics include:

  • Nexus
  • Fundraising
  • Internal Controls
  • Lessons Learned from COVID-19
  • Selecting the best ERP

Sponsored by Leaf Software

8:30–9:30 a.m. General Session

The GAAP Road Ahead

Richard Cole, CPA, CGMA, FORVIS

This session will provide an update on recently issued accounting standards issued by the FASB. Of particular focus will be the new Gifts-in-Kind standard as well as some implementation reminders for leases and updates on other recent standards that could impact not-for-profit organizations.

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. Now What? Getting Past Burnout to Feel Better and Achieve More

    Kevin Eikenberry, The Kevin Eikenberry Group

    Chances are if you aren’t feeling burnt out—personally and professionally—you would at least say that your mental fitness could use a boost. Join us for a special presentation with Kevin Eikenberry, business owner, and best-selling leadership author as he shares strategies to help us understand the triggers for our burnout and how to find better strategies and routines to improve our mental fitness and reduce our stress and burnout. This will be an interactive, engaging, uplifting, and practical session you won’t want to miss.


  2. Presenting Financial Information to Non-Financial People

    Bob Mims, CPA, The Knowledge Institute

    Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how.


  3. Leases

    Richard Cole, CPA, CGMA, FORVIS

    This session will provide an overview of the new lease accounting standard. It will also provide some implementation tips learned from helping others implement the new standard.


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. Excel Data Analytics

    David Ringstrom, CPA, Accounting Advisors, Inc.

    In this session David Ringstrom will give foundational insights on Power Query functions, and an in-depth look into how to make the most of XLOOKUP. Attendees will walk away feeling empowered to utilize the data automation tools in their organizations.


  2. Enhancing Your Team and Growing Your Organization

    Bob Mims, CPA, The Knowledge Institute

    Is teamwork the ultimate competitive advantage? Every manager’s primary purpose is to lead a team. This seminar will help you get every member of your team on the same page, improve performance, and realize the potential of the talent you have.


  3. Uniform Guidance Audit Update

    Pete Ugo, CPA, Crowe LLP

    Eric Wildermuth, CPA, Crowe LLP

    This course will cover the latest developments related to Uniform Guidance audits including a focus on Covid-19 funding and changes to the 2022 Compliance Supplement. In addition, we will cover the latest updates from the GAQC.


12:20–1:00 p.m. Networking Lunch
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided.

 

1:00–2:10 p.m. General Session

Strategy Beyond Training

Ansuyah Naiken, Tapestry Solutions for Inclusion

In this interactive session we will cover the internal, external, foundation, and bridging elements that need to be included in a world class DEI strategy. A sustainable diversity strategy goes beyond just "unconscious bias" training and recruiting for diverse candidates. These areas will be discussed during this session.

Objectives:
Individuals will walk away with ideas on areas beyond recruiting and training to add to their diversity strategy and a tool to understand where their gaps might be and a tool to help with stakeholder buy in to move programs forward.

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. Small Non-Profit Issues Panel Discussion

    Panelists:

    Penny F. Lewis, CFP, Huntington National Bank

    Jennifer McVey, CPA, Greenwalt CPAs

    Jenny Norris, CPA, CGMA, CAE, Indiana CPA Society

    Karen H. Young, Hayes Young Law

    Brett Walters, CISSP, teamMIS

    Moderator:

    Taylor Bost, Leaf Software Solutions

    This panel will discuss the challenges small non-profit organization are facing in today workplace. Each panelist will bring their own perspectives and thoughts from different backgrounds in the industry and will share real life stories of how they turned challenges to opportunities for growth. Discussion topics include:
    • IT issues
    • IC issues/segregation of duties
    • Staffing issues
    • Wearing multiple hats
    • Banking issues
    • How best to leverage your banker/auditors/board/etc.
    • How best to protect your organization

    2.  

  2. Who Will Lead Us Next? Successful Succession Requires More Than a Plan

    Kevin Eikenberry, The Kevin Eikenberry Group

    Regardless the size of your firm, the question who will lead us and how we prepare them is important. Traditionally this is described as a succession plan. Too frequently that plan is a name or list of names. Join us for an interactive and practical session with Kevin Eikenberry, named #22 on the list of Global Gurus for Leadership as we look at building more than a plan, but a pipeline of leaders in your organization to ensure long term success and talent retention.


  3. Public Support Test and Schedule A

    Casse Tate, CPA, Katz, Sapper & Miller, LLP

    The public support test can be confusing, but it’s extremely important to understand and navigate for nonprofit organizations. The session will cover how public support is calculated, the types of entities that must pass the public support test, recommendations for planning for major grants, and issues that can arise in organizations which affect the public support test.


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. General Session

The Power of the EVP in Today’s Competitive Market

Susan Pittman, MCM CPAs & Advisors

What’s your organization’s employee value proposition? If it hasn’t necessarily been well-articulated, now might be the time to start thinking it through. Because done right and effectively threaded through all the aspects of your HR program, it’s a great way to capture the hearts and minds of your current and prospective employees. And in the process, you’ll also be creating valuable brand ambassadors to the outside world.

An employee value proposition (EVP) is a statement of the value and benefits that come from working for your company. It is the foundation for your employment branding focus, reflecting the things that matter most to people, like your mission, culture and style. Not only are these things they can believe in and support, but they make your organization stand out from the crowd.

As we continue to re-emerge, now is the time to double-down on your people strategy.

  • What can you be doing now to retain your most highly-valued employees?
  • What does your talent pipeline look like?
  • Do you have a competitive compensation & benefits structure?
  • What are the expectations and needs of the workforce now and in the future?
  • The power of an Employee Value Proposition (EVP)