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Note: This event is a Live Replay from the July 27 in-person conference.

November 10, 2023

8:30 a.m.–4:50 p.m. ET

Virtual Live Replay

8 hours
(includes up to 1 hour of A&A and/or 1 hour of Ethics)



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Comprehensive CPE for Not-for-Profit Leaders

Designed to address your top concerns, this year's Not-for-Profit Conference will cover key tax changes, staffing strategies, operational efficiencies, leadership best practices and more.

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8:30–9:30 a.m. General Session

FASB / GAAP Update (A&A)

Pete Ugo, CPA, Crowe LLP

Hear the latest developments in U.S. GAAP affecting NFPs, including newly effective standards (ASUs) and FASB projects in process. The presentation will focus on areas of interest to not-for-profit organizations and implementation issues brought to FASB’s attention by its Not-for-Profit Advisory Committee.

9:30–9:40 a.m. Networking Break

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

9:40–10:50 a.m. Breakout Sessions

  1. Being an Influencer for Change in Your Organization

    Ann Hirschfeld, Leaf Software Solutions

    Ready to transform your organization? Looking for an opportunity to shine? Do you have great ideas but are not sure how to communicate them? In this session, you'll learn how to be effective as a catalyst for implementing change. When you accelerate organizational change, there are hurdles to overcome. Change can be threatening, which hampers the process. Learn how to minimize the disruption and reap the benefits of a digital transformation.

  2. Total Rewards and Compensation: Stacking the Deck Against the Great Reshuffle

    Paul Ashley, CEBS, NFP

    Recent world events have dramatically changed what employees value and the competition for talent- but have you changed your total rewards approach as an employer? Between transformed remote workplaces, new compensation strategies for a mobile and dispersed workforce and a focus on crucial areas such as diversity, equity and inclusion and mental health, there are new trends everywhere. This fast-paced session will give you the highlights of what you need to know, along with a deep dive into compensation, for now and the future so you are prepared!

  3. Introduction to Power BI and Excel-based Alternatives

    David Ringstrom, CPA, Accounting Advisors, Inc.

    Power BI is a Microsoft product that empowers you to create interactive business intelligence tools such as dashboards that allow you to summarize data while also being able to quickly drill down into the details. In this session David will guide you through using Power Query, which is another Microsoft product that is used to ready data for presentation. He’ll then compare how you can summarize and present data both in Power BI and in Microsoft Excel in case you’re not ready to delve into Power BI yet.

    David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

    Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

10:50–11:10 a.m. Networking Break

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

11:10 a.m.–12:20 p.m. Breakout Sessions

  1. Leveraging Data for Better, Faster Decision-Making

    Bill Conforti, Association Analytics

    This session will provide an overview of different types of data, how to integrate data from different sources, and how to analyze and visualize data, as well as how these concepts can be applied to nonprofit organizations making informed business decisions.

  2. How to Transition to a Manager Role

    Jon Lokhorst, CPA, CSP, PCC, Lokhorst Consulting LLC

    Being promoted to a first-time management role is an exciting step for emerging leaders. Sadly, studies show that up to 60 percent of new-to-role managers underperform in their first two years. Counter that trend by learning the keys to transitioning into a first-time manager role. Understand the changes in mindset, relationships, and priorities that drive success for new managers. Acquire critical tips and tools to thrive in your new role. Learn tips for coaching the first-time managers in your organization. This session can be adapted to focus on those who are transitioning from one management role to another.

  3. Technology & Cyber Security Solutions

    Brian Beck, Proxurve

    This session will set the foundation of IT security through the lens of industry recognized best practices. As more finance professionals become responsible for the performance of IT within organizations, with little or no direct knowledge, we will provide clarity regarding best practices and controls, so finance professionals understand the right questions to ask and evaluate current or potential IT partners. This is a presentation that encourages a business discussion around the business impact of IT, not a technical discussion that avoids it.

12:20–1 p.m. Lunch

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided.

1–2 p.m. General Session

Economic Outlook

Matt Will, University of Indianapolis

Having recently survived both a Covid-inflicted recession and a mild recession, the economy is now faced with a new set of challenges. Inflation, slowing GDP and a shrinking manufacturing base are putting strains on economic growth. Since the progress of not-for-profit organizations is directly tied to economic success, the state of the economy is relevant to not-for-profit leaders.

2:00–2:20 p.m. Networking Break

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

2:20–3:30 p.m. Breakout Sessions

  1. Nonprofit Tax Changes: What You Need to Know

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

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

    This session will provide an overview of the recent changes to Indiana sales tax laws. Topics covered will include:

    • New reporting requirements for nonprofits.
    • New exemption rules.
    • Implementation of the new requirements.

  2. Nonprofit Financial Forum-Effective Nonprofit Financial Governance and Leadership

    James Simpson, CPA, CFE, CITP, CGMA, Financial Technologies & Management

    Are financial governance duties clearly understood and performed by the board, finance committee, and executive committee(s)?

    This session will help Executive Directors, Finance Directors, and your board members to define, document, and execute crucial responsibilities. Avoid complacency and confusion by clearly defining and communicating expectations. Savvy nonprofit leaders know that a dynamic board can be the difference between good and great performance.


  3. Prevention is the Best Medicine: Maintaining a Strong Control Environment and Preventing Common Deficiencies

    Chris DuKate, CPA, CapinCrouse LLP

    Pete Ugo, CPA, Crowe LLP

    Weak internal controls can erode trust from clients, grantors, donors, and staff. A strong internal control framework, on the other hand, can help an organization achieve the following:

    • Efficient and effective operations.
    • Safeguarding of assets.
    • Prevention and detection of fraud and other unlawful acts.
    • Complete, accurate, and timely preparation of financial statements.
    • This session will help you learn how to design, implement, and assess your internal control framework for effectiveness.

3:30–3:40 p.m. Networking Break

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

3:40–4:50 p.m. General Session

Become an Ethical Leader to Drive Crucial Business Results (Ethics)

Jon Lokhorst, CPA, CSP, PCC, Lokhorst Consulting LLC

Rarely do leaders set out to commit fraud, destroy culture, or engage in unethical practices. Unethical behavior usually evolves over time when leaders lack a strong personal foundation. Explore six research-based ethical perspectives to shape your foundation for ethical behavior. Discover the underlying principles, beliefs, and values that influence your decision-making when ethical issues are present. Apply these principles to real business situations as you learn how being an ethical leader is more challenging (and important) than you think.

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