Not-for-Profit Program - Replay
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Overview:
Industry Insights Conference Not-for-Profit Program Replay (NFPWEB)
June 19-20, 2024
On April 24-25, the FICPA premiered its new Industry Insights Conference (IIC) in Orlando with three learning streams exploring timely topics affecting professionals working in health care, not-for-profit and corporate finance. The events success is thanks to the quality of the program, the enthusiasm and energy of the presenters, and the affordability of the earned CPE hours. For those who are unable to attend, we're bringing the IIC's Not-for-Profit program back as a replay event on June 19-20. Log in to the IIC Not-for-Profit Program Replay and reap all the educational reward and up to 12 hours of CPE with no travel or downtime!Specialized Content for Practitioners in the Not-for-Profit World
Register today to hear from experts in the field about the latest data, resources, challenges, and changes in not-for-profit with unique Florida-impacted perspectives. Those new to the profession as well as seasoned veterans will benefit from attending this event.Highlights of this year’s program include the State Legislative Update and a State of the Profession Outlook from FICPA President Shelly Weir.
Click “Schedule” at left for the entire program, but highlights include:- Controlling Insurance & Risk Management Costs
- Key Employment Law Updates
- Fundraising Panel Discussion
- AI for Not-for-Profits
- Fraud
- And more.
CPE Credit
This conference qualifies for up to 12 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.
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In addition to FICPA member pricing, you can save up to 15% when you register a group of five or more. Call Member Services for more information 1-850-224-2727.
Course Materials Conference reference materials are distributed to registrants electronically in advance of the program. Social Media Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAIIC.Schedule:
Wednesday, June 19, 2024
2024 Employee Benefits and Insurance Trends: The Evolving Workplace
Time: Wednesday 8:00am - 8:50am Credits: 1 TB
- Improve your risk profile.
- Identify where claims are coming from.
- Take the right steps toward risk mitigation.
- Hire and retain the right talent and manage their benefit costs.
Presenters:
Key Employment Law Updates for Not-for-Profit Organizations
Time: Wednesday 9:00am - 9:50am Credits: 1 TB
Join us for an engaging employment law presentation that will provide important state and federal legislative changes affecting not-for-profit employers (and employees).
- Hear about hot topics including OSHA's amended recordkeeping and reporting requirements and national emphasis program on heat illness prevention.
- Gain insights into the NLRB's final rule on joint employment and the DOL's rule on independent contractors.
- Developing and updating employment handbooks, policies, procedures, agreements, applications, and other documents to ensure multi-state compliance.
Presenters:
Auditing Standards - Risk Assessment, Estimates and More
Time: Wednesday 10:00am - 10:50am Credits: 1 AA
- Enjoy an up-tempo overview of the new standards and their role in your reporting.
- Learn more about the performance requirements and how to best incorporate them into your processes.
- Get an overview of key requirements from the practitioner and industry perspectives.
Presenters:
Fundraising Panel Discussion
Time: Wednesday 11:00am - 11:50am Credits: 1 TB
Join us to discuss all things fundraising for Not-for-profit organizations.
- What has worked in the past
- What is working now
- What will work in the future
- Join us for best practices and lessons learned
Presenters:
Lunch Break
Time: Wednesday 11:50am - 1:00pm
Government Auditing Standards - A Review
Time: Wednesday 1:00pm - 1:50pm Credits: 1 AA
This session provides:
- An overview of the government auditing environment.
- A deep dive into often misunderstood aspects of government auditing standards and reviews.
- The intricacies of Peer review and inspector general findings relating to audit quality in Single Audits.
Presenters:
990 Tax Compliance / Sales Use Tax / UBIT
Time: Wednesday 2:00pm - 2:50pm Credits: 1 AA
Join us for an overview of the Form 990, the IRS, and the Not-for-Profit Landscape. We will:
- Discuss the IRS's Purpose and objectives, filing requirements, and consequences of failure to file.
- Highlight key schedules and discuss hot topics within the NFP industry, including the public support test, UBIT and more.
- Discuss NFP watchdogs and practical examples of how you can improve your NFP's overall rating, which could result in new donors and increased contributions to overall support the organizations mission and tax-exempt purpose.
Presenters:
Thursday, June 20, 2024
State of the Accounting Profession
Time: Thursday 8:00am - 9:00am Credits: 1 TB
Join the FICPA President and CEO for an update on the most critical issues in the CPA profession today. Learn:
- How the accounting talent pipeline is being addressed
- How is the technology landscape developing
- How is the profession growing and more.
Presenters:
FASB Update - Part 1
Time: Thursday 9:10am - 10:00am Credits: 1 AA
In this session, the FASB's NFP sector will:
- Guide you through key developments in GAAP during this past year.
- Discuss new ASUs, key implementation matters for recent standards, current financial reporting issues, and noteworthy projects on the FASB's current agenda.
- We will leave time for your questions, so please bring them!
Presenters:
FASB Update - Part 2
Time: Thursday 10:10am - 11:00am Credits: 1 AA
In this session, the FASB's NFP sector will:
- Guide you through key developments in GAAP during this past year.
- Discuss new ASUs, key implementation matters for recent standards, current financial reporting issues, and noteworthy projects on the FASB's current agenda.
- We will leave time for your questions, so please bring them!
Presenters:
Fraud
Time: Thursday 11:10am - 12:00pm Credits: 1 AA
Lunch Break
Time: Thursday 12:00pm - 1:00pm
AI for Not-for-Profits
Time: Thursday 1:00pm - 1:50pm Credits: 1 TB
- Explore the fundamentals of RPA, AI, machine learning, and Chat GPT, and how they can be harnessed for financial process automation.
- Navigate the ethical considerations that arise when implementing intelligent technologies, ensuring transparency and accountability.
- Discover how technology can seamlessly integrate with existing systems and processes, enhancing efficiency without disrupting operations.
Presenters:
Implications of SECURE 2.0 on 403(b) Plans
Time: Thursday 2:00pm - 2:50pm Credits: 1 TB
This session is designed to help attendees understand the SECURE 2.0 provisions affecting 403(b) retirement plans. Attendees will learn:
- What consulting opportunities SECURE 2.0 provisions provide for different types of plans.
- How new Roth provisions may affect 403(b) plans in the future.
Presenters:
Presenters:
-
Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's Not-for-Profit Advisory Committee, and participates in some of the FASB's broader...
Read more about Jeffrey D Mechanick here -
Lynda Munion Dennis, CPA, CGFO, PhD
Lynda M. Dennis, CPA, PhD received her PhD in Public Affairs and Master's in Public Administration from UCF and her undergraduate degree in accounting and finance from the UWF. She is a Florida CPA and Certified Government Finance Officer. Lynda retired as an Associate Instructor from the Kenneth Dixon School of Accounting at UCF. For over 20 years Lynda was a contract CPE discussion leader and...
Read more about Lynda Munion Dennis here -
Steven Morrison, CPA, CFF, CFE
Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...
Read more about Steven Morrison here -
Jeffrey Michael Tuscan, CPA
Jeff Tuscan is a graduate of the University of Florida, with a Bachelor of Science degree in Accounting. is background includes public accounting experience with local and international accounting firms including Coopers & Lybrand, Fort Myers. Jeff has over 32 years of extensive experience in auditing, business consulting and client assistance.Jeff's industry expertise includes non-profit...
Read more about Jeffrey Michael Tuscan here -
Martin Bel, CFA, AIF®
Martin is a senior vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, and not-for-profit...
Read more about Martin Bel here -
Dawn Koffarnus
Read more about Dawn Koffarnus here -
Meghan A Warrick, CPA, CGMA
Meghan Warrick is the Executive Vice President & Chief Financial Officer of the Central Florida Foundation. She has been with the Foundation since 2004 and is a Certified Public Accountant and a Chartered Global Management Accountant with more than 25 years of experience in accounting, auditing and financial administration in the non-profit sector. Prior to joining the Foundation, Meghan was an...
Read more about Meghan A Warrick here -
Shelly Weir
Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...
Read more about Shelly Weir here -
Gail Gray, CPA
Since 1996, Gail, a CPA, has significantly influenced the integration of accounting with technology. Her notable achievement includes developing the GASB ACFR template for CaseWare in 2006, a pioneering step in automating financial reporting for government clients. Her expertise expanded to implementing Workiva for ACFR and budget reporting, demonstrating her capacity to leverage technology in...
Read more about Gail Gray here -
Victor Tang, CIC
Senior Vice President at Marsh McLennan Agency with a proven track record in leadership, benefits, and recruitment in the health & benefits industry. With over 10 years of experience working to understand his client's needs and develop a long-term strategy to meet their goals of increasing productivity and returning an investment on their insurance & benefits programs. Victor graduated from the...
Read more about Victor Tang here -
Dee Anna D Hays
Dee Anna Hays is a Shareholder attorney in Ogletree Deakins' Tampa office. She is Board Certified in labor and employment law by the Florida Bar. Dee Anna represents businesses across many industries in a wide range of labor and employment law matters, including employment litigation defense, investigations, workplace safety and health (OSHA), traditional labor relations (staying union-free)...
Read more about Dee Anna D Hays here -
Karen Roberts, CEBS, QKA, TGPC
Karen is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen holds a B.S. in Accounting from Point Park University and a B.S. in Commerce & Engineering Sciences...
Read more about Karen Roberts here -
Jon Schultz, CPA
Jon Schultz is a CPA that has over eighteen years of audit and tax experience, with a specialization in not-for-profit organizations. Jon also serves as the firm's education industry practice leader. Jon holds memberships with prestigious accounting organizations, such as the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA)...
Read more about Jon Schultz here -
Eric Beck
Eric joined Bouchard Insurance in 2003 and was invited into the ownership group in 2007. He became one of the majority shareholders and a board member. In February of 2019, Bouchard was acquired by Marsh McLennan Agency where he is a Senior Vice President and National Non-Profit Practice Leader. Prior to joining Bouchard Insurance, he worked in many social service settings, including residential...
Read more about Eric Beck here -
Kimberlee Riley
Kimberlee Riley, CAP® serves as the President and CEO for the Catholic Foundation of Central Florida. A social entrepreneur, Kimberlee has experience in all three sectors leading business development, strategic planning, public/private partnership, governance, investment, and philanthropic strategies. She is a team-oriented leader with more than 30 years of building relationships and partnerships...
Read more about Kimberlee Riley here -
Kristen Barnett
Kristen Barnett BSW, Director of Operations and Marketing has been with The Pregnancy Center for 10 years.
Read more about Kristen Barnett here
Presenters:
Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's Not-for-Profit Advisory Committee, and participates in some of the FASB's broader...Read more about Jeffrey D Mechanick hereLynda Munion Dennis, CPA, CGFO, PhD
Lynda M. Dennis, CPA, PhD received her PhD in Public Affairs and Master's in Public Administration from UCF and her undergraduate degree in accounting and finance from the UWF. She is a Florida CPA and Certified Government Finance Officer. Lynda retired as an Associate Instructor from the Kenneth Dixon School of Accounting at UCF. For over 20 years Lynda was a contract CPE discussion leader and...Read more about Lynda Munion Dennis hereSteven Morrison, CPA, CFF, CFE
Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...Read more about Steven Morrison hereJeffrey Michael Tuscan, CPA
Jeff Tuscan is a graduate of the University of Florida, with a Bachelor of Science degree in Accounting. is background includes public accounting experience with local and international accounting firms including Coopers & Lybrand, Fort Myers. Jeff has over 32 years of extensive experience in auditing, business consulting and client assistance.Jeff's industry expertise includes non-profit...Read more about Jeffrey Michael Tuscan hereMartin Bel, CFA, AIF®
Martin is a senior vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, and not-for-profit...Read more about Martin Bel hereDawn Koffarnus
Read more about Dawn Koffarnus hereMeghan A Warrick, CPA, CGMA
Meghan Warrick is the Executive Vice President & Chief Financial Officer of the Central Florida Foundation. She has been with the Foundation since 2004 and is a Certified Public Accountant and a Chartered Global Management Accountant with more than 25 years of experience in accounting, auditing and financial administration in the non-profit sector. Prior to joining the Foundation, Meghan was an...Read more about Meghan A Warrick hereShelly Weir
Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...Read more about Shelly Weir hereGail Gray, CPA
Since 1996, Gail, a CPA, has significantly influenced the integration of accounting with technology. Her notable achievement includes developing the GASB ACFR template for CaseWare in 2006, a pioneering step in automating financial reporting for government clients. Her expertise expanded to implementing Workiva for ACFR and budget reporting, demonstrating her capacity to leverage technology in...Read more about Gail Gray hereVictor Tang, CIC
Senior Vice President at Marsh McLennan Agency with a proven track record in leadership, benefits, and recruitment in the health & benefits industry. With over 10 years of experience working to understand his client's needs and develop a long-term strategy to meet their goals of increasing productivity and returning an investment on their insurance & benefits programs. Victor graduated from the...Read more about Victor Tang hereDee Anna D Hays
Dee Anna Hays is a Shareholder attorney in Ogletree Deakins' Tampa office. She is Board Certified in labor and employment law by the Florida Bar. Dee Anna represents businesses across many industries in a wide range of labor and employment law matters, including employment litigation defense, investigations, workplace safety and health (OSHA), traditional labor relations (staying union-free)...Read more about Dee Anna D Hays hereKaren Roberts, CEBS, QKA, TGPC
Karen is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen holds a B.S. in Accounting from Point Park University and a B.S. in Commerce & Engineering Sciences...Read more about Karen Roberts hereJon Schultz, CPA
Jon Schultz is a CPA that has over eighteen years of audit and tax experience, with a specialization in not-for-profit organizations. Jon also serves as the firm's education industry practice leader. Jon holds memberships with prestigious accounting organizations, such as the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA)...Read more about Jon Schultz hereEric Beck
Eric joined Bouchard Insurance in 2003 and was invited into the ownership group in 2007. He became one of the majority shareholders and a board member. In February of 2019, Bouchard was acquired by Marsh McLennan Agency where he is a Senior Vice President and National Non-Profit Practice Leader. Prior to joining Bouchard Insurance, he worked in many social service settings, including residential...Read more about Eric Beck hereKimberlee Riley
Kimberlee Riley, CAP® serves as the President and CEO for the Catholic Foundation of Central Florida. A social entrepreneur, Kimberlee has experience in all three sectors leading business development, strategic planning, public/private partnership, governance, investment, and philanthropic strategies. She is a team-oriented leader with more than 30 years of building relationships and partnerships...Read more about Kimberlee Riley hereKristen Barnett
Kristen Barnett BSW, Director of Operations and Marketing has been with The Pregnancy Center for 10 years.Read more about Kristen Barnett hereMajor Topics:
- Fraud in the Non-for-profit environment
- Single Audit
- FASB
- Fundraising
- 990 Tax Compliance
- Single Audit
- Cybersecurity
- Company Communication
- SECURE 2.0
Major Topics:
- Fraud in the Non-for-profit environment
- Single Audit
- FASB
- Fundraising
- 990 Tax Compliance
- Single Audit
- Cybersecurity
- Company Communication
- SECURE 2.0
Designed For:
This conference is designed for CPAs, Accountants, consultants, tax advisors and auditors working in any aspect of Not-for-Profit Organizations.Prerequisites:
None.Related Events
