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

Printer Friendly
Text Size: A A A A
back      
 
Thursday, May 17, 2018
Registration & Continental Breakfast
7:30am-8:00am

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



Thursday Morning General Sessions

The Agenda in Washington and the Impact on Your Organization (Credits: 1.0 TB)
8:10am-9:00am

James Davis, Esq.
Partner/Attorney at Law / Holland & Knight, LLP
Tampa, FL

In an era of uncertainty, you need to know what's pending in Washington that may impact your organization and its continued viability.  Join us for the latest from the nation's capital.


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

Jeffrey D. Mechanick, CPA, CGMA
Assistant Director / Financial Accounting Standards Board
Norwalk, CT

Learn the latest developments in GAAP for NFPs, from the FASB’s Assistant Director for Nonpublic Entities.  We’ll cover recent ASUs, implementation matters on other ASUs, and noteworthy projects-in-process.  Be sure to bring your questions!


Revenue Recognition Updates: Impact on NFPs (Credits: 1.0 AA)
10:05am-10:55am

Jeffrey D. Mechanick, CPA, CGMA
Assistant Director / Financial Accounting Standards Board
Norwalk, CT

The session will continue the FASB Update, focusing on the implementation of ASU 2014-09 (Revenue from Contracts with Customers) and various related follow-up guidance.  We will pay special attention to the FASB’s major project on Revenue Recognition of Grants and Contracts by NFPs, for which a final ASU will be issued in June.


Implementing ASU 2016-14 - Been There, Done That (Credits: 1.0 AA)
10:55am-11:45am

Kenneth C. Euwema
Vice President - Controller / United Way Worldwide
Alexandria, VA

This session, presented by an early adopter (and FASB NAC member), will take you through the challenges and rewards of implementation... it's not as tough as you think, preparation is the key.


Thursday Lunch
11:45am-12:40pm
Thursday Afternoon Concurrent Breakout Sessions (Select One)
12:40pm-1:30pm

Breakout 1: Auditing Standards Update (Credits: 1.0 AA)
12:40pm-1:30pm

Daniel J. Hevia, CPA
Shareholder / Gregory, Sharer & Stuart, PA
St Petersburg, FL

Explore new standards, exposure drafts, and ongoing and planned projects of the Auditing Standards Board relevant to audits of not-for-profit organizations.


Breakout 2: What You Don't See CAN Hurt You: Risk Management for the Nonprofit Bottom Line (Credits: 1.0 TB)
12:40pm-1:30pm

Steven Light, MBA, CIC
Sr. Vice President - Property & Casualty / Marsh & McLennan Agency
Ft Lauderdale, FL

Explore liabilities (both insured and uninsured) that can put the financial well-being of nonprofit organizations at risk, as well as strategies for successfully managing the risk.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
1:30pm-2:20pm

Breakout 3: Peer Reviews of Not-for-Profits Audits (Credits: 1.0 AA)
1:30pm-2:20pm

Daniel J. Hevia, CPA
Shareholder / Gregory, Sharer & Stuart, PA
St Petersburg, FL

Examine enhanced peer review requirements for not-for-profit audit engagements involving  federal grant funds and common deficiencies identified in peer reviews of not-for-profit audits. 


Breakout 4: Are You Giving the Board What They Want, or Just What They Need? (Credits: 1.0 TB)
1:30pm-2:20pm

Kenneth C. Euwema
Vice President - Controller / United Way Worldwide
Alexandria, VA

Do your interim/internal financial presentations (CFO to Finance Committee/Board) leave users wondering where the organization really is financially?  In this session we'll discover techniques for telling the financial story in a way that "speaks" to the people holding you accountable by looking at report formats, key measures, budget to actual analysis/commentary, and how it all creates a “line of sight” into what ends up on a GAAP audited financial statements.


Thursday Afternoon General Sessions

Practical Application of New ASUs (Implementation Guide of ASC 606, NFP Financial Reporting, & Leases) (Credits: 1.0 AA)
2:35pm-3:25pm

Lee Klumpp, CPA, CGMA
Partner / BDO USA, LLP
McLean, VA

The Big 3 Accounting Standards Updates (ASUs) - ASU 2014-09 Revenue from Contracts with Customers, ASU 2016-02 Leases, and ASU 2016-14 NFP Presentation (The NFP Accounting Standards Trifecta) - from FASB pose significant challenges for CPAs.  And, as their effective dates loom near, more and more practitioners are coming to realize the substantial level of work involved in applying these standards.  This session will provide an overview and practical implementation guidance to adopt the new revenue recognition, leases and not-for-profit presentation and their transition challenges from an auditor's perspective as well as industry practitioner.


Understanding Cybersecurity: How to Secure Your Organization and Why It Matters (Credits: 1.0 TB)
3:25pm-4:15pm

Petar Besalev, CISA, CIPT, CCSK
Director of Cyber Risk and Privacy / A-lign
Tampa, FL

Learn how to prevent cyber breaches in your organization.  Explore the existing breach landscape and understand the types of attack vectors that organizations experience most commonly. Review industry best practices regarding password management, network security, as well as common security standards and requirements. Attendees will come out of this session with a best practice security checklist to take the first step towards breach prevention. 


Friday, May 18, 2018
Continental Breakfast & Remarks
7:30am-8:10am
Friday Morning General Sessions

Charity Navigator's Rating Methodology (Credits: 1.0 TB)
8:10am-9:00am

Gillian Eigo
Associate Program Analyst / Charity Navigator
Glen Rock, NJ

Explore Charity Navigator's ratings methodology, detailing metrics on both the financial health and accountability & transparency sides of the ratings.


IRS Initiatives and Focus Areas (Credits: 1.0 TB)
9:00am-9:50am

Margaret Von Lienen
Exempt Organizations (EO) Director / Internal Revenue Service
Cincinnati, OH

Receive an update from the IRS' EO Division Director on the FY 2018 work plan and further initiatives that impact Exempt Organization stakeholders (such as compliance strategies).  Learn the key areas of focus for EO compliance efforts; explore EO initiatives which impact the filing of tax exempt applications and information returns; and receive additional educational resources and procedures the IRS has recently initiated.


Nonprofit Organization Requirements with the Florida Department of Revenue (Credits: 1.0 TB)
10:05am-10:55am

Luke Thompson
Tax Audit Supervisor / Florida Department of Revenue
Largo, FL

This session will provide an update on the Nonprofit organization requirements with the Florida Department of Revenue.


The New Frontier of Labor and Employment Law (Credits: 1.0 TB)
10:55am-11:45am

Tracey Jaensch
Partner

This session will discuss the impact of the Trump presidency on US employment laws, government agencies, and future trends.


Friday Lunch
11:45am-12:40pm
Friday Afternoon Concurrent Breakout Sessions (Select One)
12:40pm-1:30pm

Breakout 5: Guide to Efficient Single Audits (Credits: 1.0 AA)
12:40pm-1:30pm

Robert M. Mainelli, CPA
Senior Manager, Assurance Services / Gregory, Sharer & Stuart, PA
St Petersburg, FL

Single Audits are often overwhelming and intimidating to both the auditors who perform the work and organizations required to obtain the audit. Learn tips and best practices for auditors, as well as preparation suggestions for organization management teams. Being prepared for a Single Audit ensures a smooth process for both auditors and the organizations they serve, paving the path to the best possible outcome.


Breakout 6: Internal Controls/Segregation in a Small Environment (Credits: 1.0 AA)
12:40pm-1:30pm

Christopher M. Davis, CFST, CPA, MBA
Senior Manager / Crowe Horwath LLP
Tampa, FL

This session will cover internal controls in a small environment. We will cover the COSO framework, a brief discussion of fraud considerations and common challenges finance departments with limited resources encounter, including example transaction cycle controls.


Friday Afternoon Concurrent Breakout Sessions (Select One)
1:30pm-2:20pm

Breakout 7: GASB and Yellow Book Update (Credits: 1.0 AA)
1:30pm-2:20pm

Joel A. Knopp, CPA
Shareholder / Moore Stephens Lovelace, PA
Orlando, FL

This session will cover upcoming GASB pronouncements that may impact not-for-profit organizations that follow governmental accounting rules.  Additionally, this session will cover the 2017 Exposure Draft of the Yellow Book and discuss some of the potential enhancements and concerns that the draft revision creates.


Breakout 8: Understanding Your Fiduciary Responsibilities (Credits: 1.0 TB)
1:30pm-2:20pm

Martin Bel, CFA, AIF®
Vice President/Senior Consultant / CBIZ Retirement Plan Services
Maitland, FL

An overview of best practices and trends related to the fiduciary responsibilities of retirement and benefit plans within the not-for-profit community.


Friday Afternoon General Sessions

Fraud, Lies and Hermes Ties (Credits: 2.0 AA)
2:35pm-4:15pm

Aaron Beam
Retired CFO-Formerly Health South

Explore corporate fraud, who is actually responsible and how it takes place, through the recounting of such large scale examples as Enron and HealthSouth.



back