Not-for-Profit Organizations Accounting Conference - Tampa (NPC)

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Thursday, May 18, 2017
Registration & Continental Breakfast
7:30am-8:00am

Introduction & Opening Remarks
8:00am-8:10am



Morning General Sessions

How is the New COSO Internal Control Integrated Framework Working for You? (Credits: 1.0 AA)
8:10am-9:00am

J. Stephen Nouss, CGMA, CPA
Chief Consulting Officer / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
Consistent with your company's "risk profile," all companies should incorporate a "solid internal control structure." Today, best practices recognizes that COSO (Committee of Sponsoring Organizations) of the Treadway Commission Integrated Framework, and implementing your internal controls around the 17 principles they define, will help ensure a good governance structure.


Accounting for Endowments and Application of Florida Law (Credits: 1.0 AA)
9:00am-9:50am

Russell J. Goolsby, CPA, CGMA, MSA
Shareholder / Moore Stephens Lovelace, PA
Tampa, FL
Receive an overview on endowments-including the application of Uniform Prudent Management of Institutional Funds Act (UPMIFA), accounting and disclosures issues associated with endowments, and audit considerations associated with endowments. 


Functional Expense Allocations: Accounting, Reporting and Auditing Challenges (Credits: 1.0 AA)
10:05am-10:55am

Scott A. Walters, CPA, CGMA, MBA
Senior Partner / Audit & Assurance Services Leader / Daszkal Bolton, LLP
Sunrise, FL
Donors look to the statement of activities to assess suitability for grants and contributions.  This session will cover considerations in the handling of functional expenses, including the impact of the relevant provisions contained in the new FASB Standard.


Benchmarking and Assessing Financial and Operating Strength of Your Not-for-Profit Organization (Credits: 1.0 AA)
10:55am-11:45am

Tracey L. McDonald, CPA
Managing Director / CBIZ MHM, LLC
Tampa, FL

Refresh your knowledge of common benchmarks most organizations use; share ideas to enhance the usefulness of these measures; provide concrete ideas for other valuable benchmarking and efficiency practices; and discuss how to enhance communication and understanding with the Board and others regarding financial matters.


Afternoon Concurrent Breakouts (select one)
12:40pm-1:30pm

Breakout 1: Tax Compliance Issues for Non-Profits (Credits: 1.0 TB)
12:40pm-1:30pm

Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Miami, FL

Whether it's a new nonprofit or one that recently submitted its first Form 990, it's important not to lose sight of your obligations under federal and state tax laws.  From annual filing and reporting requirements, to taxes on business income, payroll compliance, or sales tax, this session will provide a good overview of what nonprofits need to know about tax compliance.


Breakout 2: Yellow Book/GASB Update (Credits: 1.0 AA)
12:40pm-1:30pm

Yvonne M. Clayborne, CPA, CAM
Audit & Assurance Partner / Carr, Riggs & Ingram, LLC
Melbourne, FL
Explore the latest developments in accounting and auditing in compliance with the GAO's Yellow Book and governmental accounting standards.


Afternoon Concurrent Breakouts (select one)
1:30pm-2:20pm

Breakout 3: Federal Grants - When is the Cost of Compliance Too High? (Credits: 1.0 TB)
1:30pm-2:20pm

Giacomo Apadula
Director / BDO USA, LLP
McLean, VA
Nonprofit organizations are faced with the dilemma of applying for federal grants to fund their programs only to be hit by huge costs related to grant compliance.  This session will examine what these costs are and strategies for cost recovery. 


Breakout 4: Peer Review Change - Why it is Necessary (Credits: 1.0 AA)
1:30pm-2:20pm

Paul N. Brown, CPA, CGMA
Director of Technical Services / Florida Institute of CPAs
Tallahassee, FL
The AICPA Peer Review Board has issued multiple standards changes in the last two years. Why was it necessary when the Program did not have many changes in the previous ten years or so? Where is the program headed and what is driving the change? More importantly, how do the current changes affect firms in the program? These questions will all be addressed in this session as we explore the changes, why they were made, and the affect of the changes on all parties involved.


Afternoon General Sessions

Breaches, Ransomware, and Hijacking - The Threat Landscape of Today's Cloud Environment (Credits: 1.0 TB)
2:35pm-3:25pm

Chip Henderson
Senior Security Consultant / Pondurance
Indianapolis, IN
Although they face many of the same adversaries as traditional corporate networks, cloud environments have become a hot target by cyber threat actors due to the wealth of information kept in today's applications and databases publicly accessible from the internet.  Learn how to identify threats and respond accordingly.


Detecting and Investigating Fraud in Not-for-Profits (Credits: 1.0 AA)
3:25pm-4:15pm

Daniel Porter, CFE
Investigator / State of Tennessee
Manchester, TN
Learn the definition of fraud, red flags of fraud, and techniques you can easily apply to enhance your ability to detect fraud.  Through actual case studies, explore fraud investigations including examples of documents analyzed and the methodologies used to investigate the frauds.


Friday, May 19, 2017
Continental Breakfast & Remarks
7:30am-8:10am
Morning General Sessions

Focus on Non-Profits: Florida Employment/Wage and Hour Law (Credits: 1.0 TB)
8:10am-9:00am

Kevin E. Vance, JD
Partner / Duane Morris, LLP
Miami, FL
Most employment laws, including wage and hour laws, apply equally to non-profit organizations and for-profit businesses.  This sometimes comes as a surprise to non-profit leaders who are focused on the important and time-consuming missions of their organizations.  Explore employment law basics, with special emphasis on minimum wage and overtime compliance.


FASB Update (Credits: 1.0 AA)
9:00am-9:50am

Jeffrey D. Mechanick, CPA, CGMA
Assistant Director / Financial Accounting Standards Board
Norwalk, CT
Join us for a discussion of key developments in GAAP affecting NFPs.  We will focus especially on ASU 2016-14 (NFP Financial Statements), implementation matters concerning the recent standards on Revenue Recognition and Leases, and the FASB's current project on Grants and Contacts to NFPs.  We'll also touch upon some other noteworthy recent standards and newly effective standards.


FASB NFP Financial Reporting Model (Credits: 1.0 AA)
10:05am-10:55am

Jeffrey D. Mechanick, CPA, CGMA
Assistant Director / Financial Accounting Standards Board
Norwalk, CT
In this session, we'll continue the discussion on ASU 2016-14 (NFP Financial Statements) begun in the FASB Update, doing a deeper dive into some of the ASU's key provisions.  We'll also cover implementation considerations, as well as frequently asked questions.  This is the opportunity to get your questions answered by an expert in the field.  


Nonprofit Accounting Update - Revenue Recognition and Leases (Credits: 1.0 AA)
10:55am-11:45am

Melanie B. Fernandez, CPA
Office Assurance Managing Partner / BDO USA, LLP
Orlando, FL
Review recently issued accounting standards updates (ASU), related to Revenue From Contracts with a Customer (Topic 606) and the Leases (Topic 842).  Attendees will gain an understanding of the two accounting standards issued by the FASB and the technical requirements facing not-for-profit entities.  After this session, attendees will be able to identify key transition issues and understand the effective dates for the two ASUs that will need to be implemented, as well as identify key implementation issues in order to prepare to adopt the two ASUs that will affect their organization or clients


Afternoon Concurrent Breakouts (select one)
12:40pm-1:30pm

Breakout 5: Single Audit - What You Need to Know Before, During, and After Your Single Audit (Credits: 1.0 AA)
12:40pm-1:30pm

Amy J. Mierzejewski, CPA, CISA
Assurance Services Senior Manager / Gregory, Sharer & Stuart, PA
St Petersburg, FL
This session is designed for auditees and potential auditees, and will provide guidance for how to not just survive, but thrive in the face of a single audit. 


Breakout 6: A Look Ahead - New Developments in Nonprofit Risk Management (Credits: 1.0 TB)
12:40pm-1:30pm

John Ullrich, CPA
Assistant Vice President / Wallace, Welch & Willingham, Inc
St Petersburg, FL
This session will explore areas of risk management, including cyber crimes which are one of the biggest, yet least understood threats to a nonprofit, and workers' compensation - a summary of the 2016 court cases, the impact on 2017 and the long term implications.


Afternoon Concurrent Breakouts (select one)
1:30pm-2:20pm

Breakout 7: Single Audit - What You Need to Know to Plan, Perform, and Wrap Up a Single Audit (Credits: 1.0 AA)
1:30pm-2:20pm

Amy J. Mierzejewski, CPA, CISA
Assurance Services Senior Manager / Gregory, Sharer & Stuart, PA
St Petersburg, FL
This session is designed for auditors and will explore how to improve their knowledge, effectiveness, and efficiency in performing single audits.


Breakout 8: Cash Flow Budgeting Basics: Managing Your Organization's Second Most Important Asset (Credits: 1.0 AA)
1:30pm-2:20pm

Joseph Perez, CPA
Partner / WithumSmith + Brown
New Brunswick, NJ

Learn the basics of developing a cash flow budget.  Understand why it is important to budget and manage cash for your organization.  What significant assumptions and factors should you consider in developing your cash flow budget? Examine the relationship between your agency budget and cash flows.  Learn what aspects to consider when reporting to board members and creating accountability for budget to actual results.  Finally, understand how cash budgeting enhances your fiscal stability.


Afternoon General Sessions

990T and UBIT (Credits: 1.0 TB)
2:35pm-3:25pm

Byron C. Smith, CPA, ABV
Shareholder / Gregory, Sharer & Stuart, PA
St Petersburg, FL
Examine changes to the 990T and UBIT and possible planning techniques to reduce the burden of this tax both before creation of your organization and after.


Social Media for 2017: Get on Board or Get Left Behind (Credits: 1.0 TB)
3:25pm-4:15pm

Charlyn Shelton
CEO / Charlyn Shelton Social Media Visionaries
St Petersburg, FL

Social Media platforms such as Facebook, LinkedIn, Instagram, Youtube and Google+ are always changing.  Online marketing is the best investment for your money and the most valuable tool for marketing your business.  Too many businesses aren't taking it seriously, and if you don't get onboard, you'll get left behind!  Remember Blockbuster Video, Kodak, and all of the other businesses that were once at the top of their game and now no longer are even in business?  Don't let that happen to you!  Microsoft bought LinkedIn in 2016 for $26 BILLION in cash...find out why and why it matters to you!



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