Not-for-Profit Organizations Accounting Conference - Tampa
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Overview:
Letter from the Chair
Oksana (Oxana) Cardini
Vice President, Finance and Administration
National Parkinson Foundation
Miami
CPE Credit:
This Conference qualifies for 10 Accounting & Auditing (AA) and 6 Technical Business (TB) hours of CPE credit, subject to approval of the Florida Department of Business and Professional Regulation. CLE credit to be awarded by The Florida Bar. The number of credit hours is to be determined. Some sessions may qualify for CAE. Self application required.Conference Materials:
Conference reference materials are distributed to registrants electronically in advance of the program. There will not be printed material available on site. This fully searchable PDF includes speaker presentations and is intended for electronic use only.**Nonmember fee is waived for members of PILS Section of the Florida Bar for the Not-for-Profit Conference only.**
Schedule:
Thursday, May 26, 2016
E/O Board Governance 101
Time: Thursday 8:10am - 9:00am Credits: 1 AA
Upon completing this course, participants will be able to demonstrate an understanding of the basic principles and concepts of the law governing charitable organizations; identify and explain legal issues involving charitable organization governance; understand the ramifications of agreeing to serve on a Board of Directors for a tax-exempt organization; and understand what documents are used to establish and run a tax-exempt organization.
Presenters:
Single Audit Update
Time: Thursday 9:00am - 9:50am Credits: 1 AA
This session will provide an update on performing single audits since the Uniform Guidance has become effective.
Presenters:
Single Audit Challenges
Time: Thursday 10:05am - 10:55am Credits: 1 AA
Join this discussion on the challenges with single audits performed under both the new and old guidance.
Presenters:
Grants Gone Wrong
Time: Thursday 10:55am - 11:45am Credits: 1 AA
Grants Gone Wrong presents an overview of some frequently occurring issues facing recipients of public and private awards. The session will include discussion of the legal, financial and PR issues that arise when grants go wrong.
Presenters:
Common Deficiencies and Wide-Sweeping Changes to Peer Review
Time: Thursday 12:40pm - 1:30pm Credits: 1 AA
This session will review the most common peer review deficiencies as noted from the AICPA's MFC project. We will look at the specific problems and dig into the systemic cause of why they occurred. We will look at the future of peer review and the wide-sweeping changes anticipated in the years to come, including the most recent exposure draft on peer review standards.
Presenters:
Doing the Right Thing in Your Employment Practices: The Top Ten Things Employers Can Do to Avoid Employment Litigation
Time: Thursday 1:30pm - 2:20pm Credits: 1 TB
This session will provide employers with practical advice on how to avoid employment litigation. Specifically, the session will cover recent changes to employment law including the new wage and hour laws; credit and criminal background checks; social media; severance agreements; and leave laws.
Presenters:
The CPA New Focus Under the Affordable Care Act
Time: Thursday 2:35pm - 3:25pm Credits: 1 TB
In the past, there were one or two requirements of the Affordable Care Act applied each year. In 2015, everything came together. As the Affordable Care Act (ACA) introduced these new taxes and tax credits the role of the CPA, tax advisors, and accountants shifted to that of being an expert on the key provisions of health care reform. In order to help their clients steer through the intricacies of the health care reform provisions, the CPA has to stay current on these requirements and benefits of this new health care law.
Presenters:
Florida Sales & Use Tax: How to Handle Audits and Other Problem Areas
Time: Thursday 3:25pm - 4:15pm Credits: 1 TB
It can surprise many professionals that even nonprofit companies can be audited for sales & use tax in Florida. This presentation will focus on how to handle an audit and the typical problem areas that catch nonprofit companies off guard. A little foreknowledge in this area can save your company or your client from embarrassing audit results.
Presenters:
Friday, May 27, 2016
FASB Update
Time: Friday 8:10am - 9:50am Credits: 2 AA
Hear the latest about changes to GAAP and FASB projects in the pipeline that are of interest to not-for-profit organizations. We will discuss the NFP Financial Reporting projects, the work of the NFP Advisory Committee, and much more.
Presenters:
Practical Application of FASB's Proposed Changes to Non-Profit Reporting
Time: Friday 10:05am - 10:55am Credits: 1 AA
We will discuss the practical implications of the reporting changes proposed by FASB. This session will include before-and-after examples of changes, and tips and practice aids for implementation.
Presenters:
Beware the Bad Guys-Data Security Tips and Best Practices
Time: Friday 10:55am - 11:45am Credits: 1 TB
Gain an understanding of the reasons why you want to secure sensitive data, and walk away with some ideas to better protect your data.
Presenters:
Going Concern: What Nonprofit Organizations' Management Teams Need to Know
Time: Friday 12:40pm - 1:30pm Credits: 1 AA
The FASB recently issued Accounting Codification Update (ASC No. 2014-15, Presentation of Financial Statements-Going Concern (Subtopic 205-40), Disclosure of Uncertainties about an Entity's Ability to Continue as a Going Concern.
Nonprofit organizations should take note that the going concern principle is presumed as the basis for preparing financial statements-unless and until the nonprofit's liquidation becomes imminent. If and when a nonprofit's liquidation does become imminent, financial statements should be prepared under the liquidation basis of accounting in accordance with Subtopic 205-30. This session will cover key provisions of FASB ASC 2014-15; practical considerations on evaluating the nonprofit organization's going concern; documentation requirement of those evaluations; and the required disclosures in the financial statements.
Presenters:
Best Practices In Operating Your 403(b) Plan
Time: Friday 1:30pm - 2:20pm Credits: 1 TB
This course will look at key requirements of operating a 403(b) plan and discuss struggles plan administrators often experience in both large and small 403(b) plans. It will also cover trends in 403(b) plans.
Presenters:
Fresh Opportunities in New Markets Tax Credits Financing for Not-for-Profit Organizations
Time: Friday 2:35pm - 3:25pm Credits: 1 TB
Congress has acted to extend the federal New Markets Tax Credits program for five more years at current funding levels. Florida remains one of ten highly sought after states for financing operating businesses, not for profit organizations, and real estate projects due to its status as a targeted state by the Community Development Financials Institutions Fund. As a stand alone or paired with other tax credit and governmental incentive programs, including EB-5, historic rehabilitation tax credits, grants, or bond financing, NMTC financing can provide a critical missing piece and assist an otherwise marginal project become economically successful.
Federal and State of Florida New Markets Tax Credits financings offer a valuable “tool” to add as an option or gap filler in a capital stack on either hard capital or operating capital expansions or shortfalls. Many businesses, including not for profit entities, experience a critical need to grow operating capital or bolster a capital campaign for a programmatic or physical expansion. In general, federal NMTC financings can provide a an operating business or real estate project with an twenty to twenty-five percent (20-25%) net benefit in relation to project costs. State NMTC financings similarly can provide a project with a net benefit between ten and fourteen (12- 14%) of eligible project costs. In many cases the State of Florida and federal credits can be stacked or twinned to increase the net benefit for the project.
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Presenters:
Was Radar O'Reilly a Fraudster?
Time: Friday 3:25pm - 4:15pm Credits: 1 AA
This session reviews the elements of fraud and identifies multiple red flags of fraud as we look at Radar O’Reilly, one of the most beloved characters of the TV show M*A*S*H. Was he a fraudster? We’ll find out.
Presenters:
Presenters:
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Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also...
Read more about Jeffrey D Mechanick here -
James Holland Sutton Jr, CPA, Esq., LLM
James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. Mr. Sutton has 25+ years of experience working in Federal tax as well as State and Local Tax ("SALT"), including at a "Big 5" CPA firm and a tax consulting firm handling a wide variety of state tax planning and consulting work for Fortune 1,000 companies. Since 2001, Mr. Sutton has...
Read more about James Holland Sutton Jr here -
Paul N Brown, CPA, CGMA
Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 425 reviews annually in Florida and oversees approximately 125 peer...
Read more about Paul N Brown here -
Amy Joy Mierzejewski, CISA,CPA
Senior ManagerAssurance ServicesAmy joined Gregory, Sharer and Stuart (GSS) in 2005. Amy's responsibilities also include performance and supervision of audit and review engagements and information systems reviews. Amy focuses primarily on audits of not-for-profit entities and various nonpublic commercial entities.She has been involved in financial statement preparation under both FASB and GASB...
Read more about Amy Joy Mierzejewski here -
Jeff Goolsby, CPA, CGMA
ShareholderMoore Stephens Lovelace, PAJeff Goolsby is a Shareholder with Moore Stephens Lovelace where he serves as the Firm’s Acute Care Practice Leader and Office Manager of the Tampa location. He has more than 20 years of public and private experience specializing in health care and non-profit organizations. Jeff is a member of both the FICPA’s Health Care and Non-Profit Planning Committee...
Read more about Jeff Goolsby here -
Todd S. Aidman, Esq.
Todd Aidman Partner Ford Harrison, LLP Todd Aidman devotes his practice to working with companies on a broad range of labor and employment matters. He is experienced in complex and class action litigation and regularly practices in the trial and appellate levels of federal and state courts, as well as administrative agencies such as the EEOC and DOL. Todd defends companies in a broad...
Read more about Todd S. Aidman here -
Daniel Porter, CFE
Daniel Porter, CFE, has conducted and managed civil and criminal investigations for over 25 years as a licensed private investigator, a loss prevention manager, and as an investigator and investigations manager with the State of Tennessee. He currently provides training and consulting services in the areas of fraud prevention-detection-investigation as well as ethics, productivity, and leadership...
Read more about Daniel Porter here -
Ian E Shapiro, CPA
Assurance PartnerBDOIan Shapiro is a partner in BDO’s Miami office with experience providing Assurance services to both publicly-traded and privately-held companies. Ian serves as a co-leader of the firm’s Real Estate and Construction industry practice and also provides services to clients in a variety of industries, including hospitality, professional services, and manufacturing and distribution...
Read more about Ian E Shapiro here -
Jennifer Marie Matasic
Senior Manager CBIZ, MHM, LLC Jenny Matasic is a Senior Manager where she works actively in all aspects of audit, review and compilation engagements for clients publicly traded and privately held companies. Her clients include investment companies as well as manufacturers, distributers and service companies. Jenny oversees the employee benefit plan (EBP) audit practice in Tampa Bay. She has more...
Read more about Jennifer Marie Matasic here -
Daniel G Bauer
Daniel G. Bauer Adjunct Instructor Florida Atlantic University Daniel Bauer brings over 15 years of Fortune 500 corporate experience, 10 years of international venture and entrepreneurial experience, combined with over six years of rigorous academic and research experience as well as financing relationships to the benefit of others. Daniel is currently an Adjunct Instructor at Florida...
Read more about Daniel G Bauer here -
Adam Scott Goldberg, Esq.
Adam Scott Goldberg Partner Krause & Goldberg P.A. Adam Scott Goldberg practices as a tax, probate and estate planning attorney as a partner with the Martindale-Hubbell A.V. rated firm of KRAUSE & GOLDBERG P.A. with its main office in Weston, Florida. Mr. Goldberg is admitted to the Florida and Federal Bars and holds a Masters of Law Degree (LL.M.) in Estate Planning from the University of...
Read more about Adam Scott Goldberg here -
Max A Adams, Esq., LUTCF
Max A. Adams, Esq., LUTCF Co-founder/CEO MEDISOLUTIONS GROUP Max A. Adams, Esq., LUTCF, obtained a Bachelor’s Degree from New York University and The University of Miami. He attended Law School at the District of Columbia School of Law and University of Richmond. Max is the founder and CEO of MediSolutions Group which is comprised of The Medi-Law Firm, MediTax Solutions and MediRisk Solutions...
Read more about Max A Adams here -
James O Lang
James O. Lang Managing Partner Baynard, McLeod & Lang, P.A. James O. Lang, managing partner of Baynard, McLeod & Lang, P.A., a Tampa Bay law firm founded in 1927, serves as corporate counsel and tax counsel to the Florida New Markets Tax Credits Alliance, Inc., a coalition of sixteen Florida based Community Development Entities. Mr.Lang also individually represents each of the subscribing...
Read more about James O Lang here -
Joe Gutierrez
Joe Gutierrez Director of Information Technology Services Berkowitz Pollack Brant Advisors and Accountants Joe Gutierrez has served as director of Berkowitz Pollack Brant’s Information technology group for nearly 20 years. Under his guidance the firm has developed into a leader in the industry in its technology infrastructure and early adoption of a wide array of online tools. Gutierrez is a...
Read more about Joe Gutierrez here
Presenters:
Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also...Read more about Jeffrey D Mechanick hereJames Holland Sutton Jr, CPA, Esq., LLM
James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. Mr. Sutton has 25+ years of experience working in Federal tax as well as State and Local Tax ("SALT"), including at a "Big 5" CPA firm and a tax consulting firm handling a wide variety of state tax planning and consulting work for Fortune 1,000 companies. Since 2001, Mr. Sutton has...Read more about James Holland Sutton Jr herePaul N Brown, CPA, CGMA
Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 425 reviews annually in Florida and oversees approximately 125 peer...Read more about Paul N Brown hereAmy Joy Mierzejewski, CISA,CPA
Senior ManagerAssurance ServicesAmy joined Gregory, Sharer and Stuart (GSS) in 2005. Amy's responsibilities also include performance and supervision of audit and review engagements and information systems reviews. Amy focuses primarily on audits of not-for-profit entities and various nonpublic commercial entities.She has been involved in financial statement preparation under both FASB and GASB...Read more about Amy Joy Mierzejewski hereJeff Goolsby, CPA, CGMA
ShareholderMoore Stephens Lovelace, PAJeff Goolsby is a Shareholder with Moore Stephens Lovelace where he serves as the Firm’s Acute Care Practice Leader and Office Manager of the Tampa location. He has more than 20 years of public and private experience specializing in health care and non-profit organizations. Jeff is a member of both the FICPA’s Health Care and Non-Profit Planning Committee...Read more about Jeff Goolsby hereTodd S. Aidman, Esq.
Todd Aidman Partner Ford Harrison, LLP Todd Aidman devotes his practice to working with companies on a broad range of labor and employment matters. He is experienced in complex and class action litigation and regularly practices in the trial and appellate levels of federal and state courts, as well as administrative agencies such as the EEOC and DOL. Todd defends companies in a broad...Read more about Todd S. Aidman hereDaniel Porter, CFE
Daniel Porter, CFE, has conducted and managed civil and criminal investigations for over 25 years as a licensed private investigator, a loss prevention manager, and as an investigator and investigations manager with the State of Tennessee. He currently provides training and consulting services in the areas of fraud prevention-detection-investigation as well as ethics, productivity, and leadership...Read more about Daniel Porter hereIan E Shapiro, CPA
Assurance PartnerBDOIan Shapiro is a partner in BDO’s Miami office with experience providing Assurance services to both publicly-traded and privately-held companies. Ian serves as a co-leader of the firm’s Real Estate and Construction industry practice and also provides services to clients in a variety of industries, including hospitality, professional services, and manufacturing and distribution...Read more about Ian E Shapiro hereJennifer Marie Matasic
Senior Manager CBIZ, MHM, LLC Jenny Matasic is a Senior Manager where she works actively in all aspects of audit, review and compilation engagements for clients publicly traded and privately held companies. Her clients include investment companies as well as manufacturers, distributers and service companies. Jenny oversees the employee benefit plan (EBP) audit practice in Tampa Bay. She has more...Read more about Jennifer Marie Matasic hereDaniel G Bauer
Daniel G. Bauer Adjunct Instructor Florida Atlantic University Daniel Bauer brings over 15 years of Fortune 500 corporate experience, 10 years of international venture and entrepreneurial experience, combined with over six years of rigorous academic and research experience as well as financing relationships to the benefit of others. Daniel is currently an Adjunct Instructor at Florida...Read more about Daniel G Bauer hereAdam Scott Goldberg, Esq.
Adam Scott Goldberg Partner Krause & Goldberg P.A. Adam Scott Goldberg practices as a tax, probate and estate planning attorney as a partner with the Martindale-Hubbell A.V. rated firm of KRAUSE & GOLDBERG P.A. with its main office in Weston, Florida. Mr. Goldberg is admitted to the Florida and Federal Bars and holds a Masters of Law Degree (LL.M.) in Estate Planning from the University of...Read more about Adam Scott Goldberg hereMax A Adams, Esq., LUTCF
Max A. Adams, Esq., LUTCF Co-founder/CEO MEDISOLUTIONS GROUP Max A. Adams, Esq., LUTCF, obtained a Bachelor’s Degree from New York University and The University of Miami. He attended Law School at the District of Columbia School of Law and University of Richmond. Max is the founder and CEO of MediSolutions Group which is comprised of The Medi-Law Firm, MediTax Solutions and MediRisk Solutions...Read more about Max A Adams hereJames O Lang
James O. Lang Managing Partner Baynard, McLeod & Lang, P.A. James O. Lang, managing partner of Baynard, McLeod & Lang, P.A., a Tampa Bay law firm founded in 1927, serves as corporate counsel and tax counsel to the Florida New Markets Tax Credits Alliance, Inc., a coalition of sixteen Florida based Community Development Entities. Mr.Lang also individually represents each of the subscribing...Read more about James O Lang hereJoe Gutierrez
Joe Gutierrez Director of Information Technology Services Berkowitz Pollack Brant Advisors and Accountants Joe Gutierrez has served as director of Berkowitz Pollack Brant’s Information technology group for nearly 20 years. Under his guidance the firm has developed into a leader in the industry in its technology infrastructure and early adoption of a wide array of online tools. Gutierrez is a...Read more about Joe Gutierrez hereMajor Topics:
- Board Governance
- Single Audit
- Grants
- Peer Review
- Affordable Care Act
- Data Security
- Fraud
- New Market Tax Credits
- 403 (b)
Major Topics:
- Board Governance
- Single Audit
- Grants
- Peer Review
- Affordable Care Act
- Data Security
- Fraud
- New Market Tax Credits
- 403 (b)
Testimonials
What Previous Attendees Are Saying...
"The (2015) conference was very well organized. The speakers were very knowledgeable, eloquent and interesting. The topics were very informative." -- Andrew Warburton, Assistant Controller/Port Miami
