WHEN: Monday, June 18 - Wednesday, June 20, 201
WHERE: Live: Gaylord National Resort and Convention Center, 201 Waterfront Street, National Harbor, Md.
Virtual: Sessions are available in real time via the Internet.
WHO: Jeffrey D. Mechanick, Assistant Director, Financial Accounting Standards Board (FASB), Norwalk, Conn.
Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.
Elinor Ramey, Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Margaret Von Lienen, Director, Exempt Organizations, Internal Revenue Service (IRS), Dallas, Tex.
Christopher Woodin, Lead Tax Law Specialist, IRS, Washington, D.C.
Gordon Clay, Senior Legislation Counsel, Joint Committee on Taxation, U.S. Congress, Washington, D.C.
Michael Santay, Chair, AICPA Auditing Standards Board and the Audit Issues Task Force, Chicago, Ill.
CONFERENCE SCHEDULE
Monday, June 18, 2018
8:00am – 9:40am Pre-Conference Optional Workshops:
Fundamentals of Not-for-Profit Accounting, John Kroll, Senior Associate Vice President for Finance and Administration, University of Chicago, Chicago, Ill.; Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.
Practical Implementation of Procurement, Diane Fraber, Director, Financial Reporting and Control, USO Inc., Arlington, Va.; Andrea Wilson, Partner, BDO USA LLP, Washington, D.C.
Choice of Entity, Jeffrey Frank, Director, Deloitte Tax LLP, Indianapolis, Ind.; Jeffrey Schragg, Partner, BDO USA LLP, McLean, Va.
Uncover the Mystery: What it Takes to Become an Excel Analyst; Carey Mitchell, Senior Manager, AICPA, Durham, N.C.; Johnnie Thomas, Senior Program Manager, Microsoft, Redmond, Wash.
9:50am – 10:40am
Introduction to Accounting for Endowments, Jennifer Richards, Senior Manager, Crowe Horwath LLP, Sherman Oaks, Calif.
9:50am – 11:30am Concurrent Sessions
Indirect Cost Proposals, Troy Rector, Principal, Clark Nuber PS, Bellevue, Wash.; Alex Weekes, Principal, ML Weekes & Company, PC, Guilford, Conn.
Diving into the Details of Form 990, Jeffrey Frank, Director, Deloitte Tax LLP, Indianapolis, Ind.; Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.
From Hard Work to Operational Excellence, Hilda Polanco, CEO/Founder, FMA, New York, N.Y.; Amy West, Chief Financial Officer, AHRC New York City, New York, N.Y.
10:50am – 11:40am
Introduction to Split Interest Agreements, Jennifer Hoffman, Partner, Grant Thornton LLP, Melville, N.Y.; Rick Wentzel, NFP Audit Partner, Grant Thornton LLP, Los Angeles, Calif.
12:45pm – 1:00pm
Welcome and Introductions1:00pm – 1:50pm Keynote Presentation: Purpose – Personal Journey and Professional Career, Shannon Schuyler, Chief Purpose Officer, PwC, Chicago, Ill.2:00pm – 3:15pm Concurrent Sessions
The New Yellow Book, Kimberly McCormick, Partner, Grant Thornton LLP, San Francisco, Calif.; Mandy Nelson, Partner, KPMG LLP, Washington, D.C.
Board Governance, Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP, New York, N.Y.
Accounting for Endowments and Annuity and Life Income Gifts, John Kroll, Associate Vice President for Finance and Administration, University of Chicago, Chicago, Ill.; Jennifer Richards, Senior Manager, Crowe Horwath LLP, Sherman Oaks, Calif.
Understanding the Latest Buzzwords and Changes that Impact Our Industry, Anthony Hargreaves, Principal, IT Audit and Assurance, Clark Nuber PS, Bellevue, Wash.
Tax Law Update, Bruce Hopkins, Principal, Bruce R. Hopkins Law Firm, LLC, Kansas City, Mo.
3:45pm – 5:25pm Concurrent Sessions
GAAP Update, Jeffrey D. Mechanick, Assistant Director, FASB, Norwalk, Conn.; Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.
Update on the IRS, Treasury and the Hill, Margaret Von Lienen, Director, Exempt Organizations, IRS, Dallas, Tex.; Gordon Clay, Senior Legislation Counsel, Joint Committee on Taxation, U.S. Congress, Washington, D.C.; Elinor Ramey, Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.; Alexander Reid, Partner, Morgan Lewis & Bockius LLP, Washington, D.C.
5:45pm – 6:05pm
Strengthening Your Finance Career Potential through CGMA, Robert Conrad, Senior Business Development Manager – CGMA, AICPA, Durham, N.C.
Tuesday, June 19, 2018
7:00am – 7:50am Concurrent Sessions
Single Audit Resources and Certificate, Rafael Roman, Senior Manager – Public Accounting, AICPA, Washington, D.C.; Carey Mitchell, Senior Manager, AICPA, Durham, N.C.
Investment Policy for Endowed Nonprofits, William Jarvis, Managing Director, U.S. Trust, New York, N.Y.
Containing Costs in Healthcare: What Can Employers Do? Anthony Carlozo, Consultant, Trion, Philadelphia, Penn.
Managing the Complexities of Nonprofit Growth, Brandy Keller, Director, Product Management and Product Marketing, Nonprofit Solutions, Community Brands, Austin, Tex.; Dan Murphy, Senior Controller, Communities in Schools of Central Texas, Austin, Tex.
How to Build Trust with Internal Controls, Lucy Morgan, Director, MyFedTrainer.com, Fort Collins, Colo.
Accounting Liabilities of State Reporting Forms: Regulatory Enforcement Issues, Tracy Boak, Attorney/Partner, Perlman & Perlman, LLP, New York, N.Y.; Karen Wu, Partner, Perlman & Perlman, LLP, New York, N.Y.
8:00am – 8:50am Concurrent Sessions
Latest Trends: Indirect Costs, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn.; Alex Weekes, Principal, ML Weekes & Company, PC, Guilford, Conn.
ERM: A Practical Approach, Robert Cummings, Managing Director – Financial Management, Grant Thornton LLP, Philadelphia, Penn.
Navigating the Rough Waters Ahead: Implementation of New Standards, Ashley Whitaker, Lead Manager, AICPA, Durham, N.C.; Brian Zygmunt, Partner, Crowe Horwath LLP, Chicago, Ill.
Peer Review Update – Governmental Must-Select Training Requirement (Part I), James Brackens, Vice President – Ethics and Practice Quality, AICPA, Durham, N.C.; Rick Reeder, Partner, Reeder & Associates, PA, Tampa, Fla.
The Impact of Blockchain to Nonprofits, Daniel Figueredo, Assurance Partner, BPM LLP, San Francisco, Calif.
Tax Tools You Wish You’d Known about Sooner, Jeffrey Frank, Director, Deloitte Tax LLP, Indianapolis, Ind.; Deborah Kosnett, Tax Principal, Tate & Tryon CPAs and Consultants, Washington, D.C.
Accounting Liabilities of State Reporting Forms: Q&A, Tracy Boak, Attorney/Partner, Perlman & Perlman LLP, New York, N.Y.; Karen Wu, Partner, Perlman & Perlman, LLP, New York, N.Y.
9:00am – 10:15am Concurrent Sessions
Single Audit Update, Mary Foelster, Senior Director, Governmental Auditing and Accounting, AICPA, Washington, D.C.; Erica Forhan, Partner, Professional Practice Group, Moss Adams LLP, Seattle, Wash.; Mandy Nelson, Partner, KPMG LLP, Washington, D.C.
How to Increase Diversity in Not-for-Profits, Michael Forster, Chief Operating Officer, Woodrow Wilson Center, Washington, D.C.; Indhira Arrington, Diversity Talent Acquisition, Wells Fargo, Brooklyn, N.Y.; Scott Steffens, Partner, Grant Thornton LLP, Chicago, Ill.
Technology and Mission: An Essential Pairing, Christopher Liedel, President, Smithsonian Enterprises, Washington, D.C.; Nancy Proctor, Co-chair, MW Conferences, Silver Spring, Md.; Philip Proctor, Director, Media and Learning Technologies, AHRC New York City, New York, N.Y.
Revenue Recognition: A Deep Dive, Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.; Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.
Breaking Down Alternative Investments, Melissa Galasso, Director, Audit Professional Practices, Cherry Bekaert LLP, Charlotte, N.C.; Janice Ratica, Managing Director, Tax KPMG LLP, Charlotte, N.C.
Private Foundation Case Studies: 10 Myths of Private Foundations, Jennifer Becker Harris, Shareholder, Clark Nuber PS, Bellevue, Wash.; Jane Searing, Shareholder, Clark Nuber PS, Bellevue, Wash.
Top 3 Unrelated Business Income Tax Things, Richard Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.; Dave Moja, Tax Partner, Capin Crouse LLP, Reidsville, Ga.
10:45am – Noon Concurrent Sessions
It All Starts Here: SEFA (Schedule of Expenditures of Federal Awards) Chronicles, Rachel Flanders, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.; Ellen Labita, Partner, Baker Tilly Virchow Krause, LLP, Melville, N.Y.
The Evolving Role of the CFO: The Sequel, Michael Forster, Chief Operating Officer, Woodrow Wilson Center, Washington, D.C.; Ash Noah, Vice President, External Relations, AICPA, Durham, N.C.; Amy West, Chief Financial Officer, AHRC New York City, New York, N.Y.
Understanding SOC 101 Reports – Auditors and NFP Management, Cathy Clarke, Chief Assurance Officer, CliftonLarsonAllen LLP, Minneapolis, Minn.; Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.
Financial Statement Transformation Under ASU 2016-14, Richard Cole, Supervising Project Manager, FASB, Norwalk, Conn.; Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va.; Kenneth Euwema, Vice President – Controller, United Way Worldwide, Alexandria, Va.
Tax Exempt Bonds: Schedule K, Kelly Farmer, Tax Director, University of Minnesota, Minneapolis, Minn.; Richard Newman, Partner, Arent Fox LLP, Washington, D.C.; Christopher Woodin, Lead Tax Law Specialist, IRS, Washington, D.C.
Schedule A: A Deep Dive, Jennifer Becker Harris, Shareholder, Clark Nuber PS, Bellevue, Wash.; Lauren Haverlock, Senior Manager, Moss Adams LLP, Los Angeles, Calif.
Peer Review Update – Governmental Must-Select Training Requirement (Part 2), James Brackens, Vice President – Ethics and Practice Quality, AICPA, Durham, N.C.; Rick Reeder, Partner, Reeder & Associates, PA, Tampa, Fla.
Noon – 1:00pm
Lunch (No Speaker)
1:00pm – 2:15pm Concurrent Sessions
Getting It Right! Major Programs Determination, Troy Rector, Principal, Clark Nuber PS, Bellevue, Wash.; Brittney Williams, Partner, Heinfeld, Meech & Co., Phoenix, Az.
Cybersecurity: What to Do, Anthony Hargreaves, Principal, IT Audit and Assurance, Clark Nuber PS, Bellevue, Wash.
Not-for-Profit Industry Developments, Jennifer Hoffman, Partner, Grant Thornton LLP, Melville, N.Y.; James Summer III, Executive Director, EY, Atlanta, Ga.
Not-for-Profit Financial Sustainability, Spencer Conroy, Vice President for Finance, University of St. Thomas, Houston, Tex.; Stuart Miller, Partner, Crowe Horwath LLP, Chicago, Ill.
Tax Topics BINGO, Lauren Haverlock, Senior Manager, Moss Adams LLP, Los Angeles, Calif.; Richard Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.; Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.
Political Activities, Elizabeth Kingsley, Partner, Harmon, Curran, Spielberg & Eisenberg, LLP, Washington, D.C.; John Pomeranz, Partner, Harmon, Curran, Spielberg & Eisenberg, LLP, Washington, D.C.
CFOs Cookbook: Recipes for Success, Michael Forster, Chief Operating Officer, Woodrow Wilson Center, Washington, D.C.; Ash Noah, Vice President, External Relations, AICPA, Durham, N.C.; Ronald Ries, Self-Employed Consultant, White Plains, N.Y.
2:45pm – 4:00pm Concurrent Sessions
Internal Controls in Single Audits: Focus on Quality, Kimberly McCormick, Partner, Grant Thornton LLP, San Francisco, Calif.
Overcome Your Overwhelm & Make Time for What Matters Most, Cameron Morrissey, Principal, CLM Consulting, Las Vegas, Nev.
Just Say “No” to Funding, Carolyn Mollen, Chief Financial Officer, Independent Sector, Washington, D.C.; Hilda Polanco, CEO/Founder, FMA, New York, N.Y.; Amy West, Chief Financial Officer, AHRC New York City, New York, N.Y.
Split Interest Agreements, Jennifer Hoffman, Partner, Grant Thornton LLP, Melville, N.Y.; Rick Wentzel, NFP Audit Partner, Grant Thornton LLP, Los Angeles, Calif.
NFP Accounting Game Show, Melissa Galasso, Director, Audit Professional Practices, Cherry Bekaert LLP, Charlotte, N.C.
Legal Update, Ruth Madrigal, Partner, Steptoe & Johnson, Washington, D.C.; Charles Watkins, Attorney, Webster, Chamberlain & Bean, Washington, D.C.
Ask the Audience: Speak Your Mind, Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va.; John Kroll, Associate Vice President for Finance and Administration, University of Chicago, Chicago, Ill.
4:15pm – 5:30pm Concurrent Sessions
Single Audit Sampling, Rachel Flanders, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.; Ellen Labita, Partner, Baker Tilly Virchow Krause, LLP, Melville, N.Y.
Ingredients to Efficient and Engaging Change Efforts, Cameron Morrissey, Principal, CLM Consulting, Las Vegas, Nev.
Communication in the Age of Transparency, Mitchell Lewis, Partner, Mazars USA LLP, New York, N.Y.; Ronald Ries, Self-Employed Consultant, White Plains, N.Y.
Mergers and Acquisitions, Fran Brown, Partner, Capin Crouse LLP, Boston, Mass.
Audit of the Future, Brad Caruso, Partner, WithumSmith+Brown, PC, East Brunswick, N.J.; Dale Tuttle, Partner, Withum Digital, Bethesda, Md.
UBI Case Study, Kelly Farmer, Tax Director, University of Minnesota, Minneapolis, Minn.; Tracy Paglia, Partner, Moss Adams LLP, Stockton, Calif.
990 Public Relations Review, Elizabeth Krisher, President, Maher Duessel, Pittsburgh, Penn.; Richard Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.; John Valenzuela, Sole Practitioner, John Gregory Valenzuela, Placentia, Calif.; Brian Yacker, Managing Partner, YH Advisors, Huntington Beach, Calif.
Wednesday, June 20, 2018
7:30am – 8:45am Concurrent Sessions
Common Findings and Exceptions, Divya Gadre, Audit Director, BDO USA, LLP, Ashburn, Va.; Andrea Wilson, Principal, BDO USA, LLP, McLean, Va.
Attributes of High Performing Organizations, Mark Steranka, Partner, Moss Adams LLP, Seattle, Wash.
What You Don’t Know CAN Hurt You, Scott Konrad, Senior Vice President and Not-for-Profit Practice Leader, HUB International Northeast Limited, New York, N.Y.
Internal Controls: Ten Things You Should Know about Internal Controls, Melissa Harmon, Partner, Moss Adams LLP, Los Angeles, Calif.; Laura Roos, Partner, Moss Adams, San Diego, Calif.
Proactive and Practical Application of the FASB Standards, Kris Ray, NFP Industry Technical Leader, Plante, Moran, PLLC, Southfield, Mich.; Katie Thornton, Partner, Plante Moran, PLLC, East Lansing, Mich.
Operating Abroad – Risks and Reporting, Tim Stiles, Partner, KPMG LLP, New York, N.Y.; Curtis Saueressig, Senior Manager, KPMG LLP, Atlanta, Ga.
Health Care Organizations Revenue Recognition Unplugged, Cathy Clark, Chief Assurance Officer, CliftonLarsonAllen LLP, Minneapolis, Minn.
9:00am – 10:15am Concurrent Sessions
Telling A Story: Single Audit Reporting, Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va.; Divya Gadre, Audit Director, BDO USA, LLP, Ashburn, Va.
To Stop Fraud, You Have to A-T-T-A-C-K Fraud, Jennifer Elder, President, The Sustainable CFO, Plymouth, N.H.
Common NFP Financial Statement Mistakes, John Mattie, Partner, PwC, New York, N.Y.; Dennis Morrone, Partner, Grant Thornton LLP, New York, N.Y.
Auditing Standards Board Update, Michael Santay, Chair, AICPA Auditing Standards Board and the Audit Issues Task Force and Partner, Grant Thornton LLP, Chicago, Ill.
Tax Reform Impact on 990 and 990-T Reporting, Jody Blazek, Partner, Blazek & Vetterling, Houston, Tex.; Jane Searing, Shareholder, Clark Number PS, Bellevue, Wash.
990 Issues for Small Organizations/Practices, David Moja, Tax Partner, Capin Crouse LLP, Reidsville, Ga.; Brian Yacker, Managing Partner, YH Advisors, Huntington Beach, Calif.
Tax Issues for CFOs and Auditors, Janice Ratica, Managing Director, Tax, KPMG LLP, Charlotte, N.C.
10:45am – Noon Concurrent Sessions
Advanced Single Audit Issues, Mary Foelster, Senior Director, Governmental Auditing and Accounting, AICPA, Washington, D.C.; Brittney Williams, Partner, Heinfeld, Meech & Co., Phoenix, Az.
Preparing for a Successful Audit, Rick Wentzel, NFP Audit Partner, Grant Thornton LLP, Los Angeles, Calif.
Grants and Contracts to NFPs: Implementing the New ASU, Cathy Clarke, Chief Assurance Officer, CliftonLarsonAllen LLP, Minneapolis, Minn.; Jeffrey D. Mechanick, Assistant Director, FASB, Norwalk, Conn; Andrew Prather, Shareholder, Clark Nuber PS, Bellevue, Wash.
Accounting and Auditing for Estimates, Melissa Harmon, Partner, Moss Adams LLP, Los Angeles, Calif.; Pete Ugo, Partner, Crowe Horwath LLP, Indianapolis, Ind.
Audit/Tax: Maximizing a Symbiotic Relationship, Anthony Panico, Partner, WithumSmith+Brown, PC, Whippany, N.J.; James Mulroy, Partner, WithumSmith+Brown PC, East Brunswick, N.J.
Schedule J, Deferred Compensation, and More, Eddie Adkins, Partner, Grant Thornton LLP, Washington, D.C.; Stephen Clarke, Executive Director, EY, Exempt Organizations Tax Services, Washington, D.C.
Noon – 1:00pm
Lunch (No Speaker)
1:00pm – 2:15pm Concurrent Sessions
Single Audit Failures: Lessons from Quality Reviews, Diane Edelstein, Partner, Maher Duessel, Pittsburgh, Penn.; Erica Forhan, Partner, Moss Adams LLP, Seattle, Wash; Carl Mayes, Senior Manager, AICPA, Durham, N.C.
Solidify Your Success: Discover Your Personal Brand, Jennifer Elder, President, The Sustainable CFO, Plymouth, N.H.
Winning the Talent Game, Shaara Roman, Founder and Managing Partner, The Silvrene Group, Arlington, Va.; Andrew Slater, Graduate Student, NC State University, Durham, N.C.
A&A Ask the Experts, Moderator: Chris Cole, Associate Director, AICPA, Durham, N.C.; Panelists: Melissa Harmon, Partner, Moss Adams LLP, Los Angeles, Calif.; Scott Steffens, Partner, Grant Thornton LLP, Chicago, Ill.; James Summer III, Executive Director, EY, Atlanta, Ga.; Brian Zygmunt, Partner, Crowe Horwath LLP, Chicago, Ill.
Tax Issues for Religious Organizations, Dave Moja, Tax Partner, Capin Crouse LLP, Reidsville, Ga.; Charles Watkins, Attorney, Webster, Chamberlain & Bean, Washington, D.C.
Executive Compensation – Questions and Answers, Eddie Adkins, Partner, Grant Thornton LLP, Washington, D.C.; Stephen Clarke, Executive Director, EY, Exempt Organizations Tax Services, Washington, D.C.
2:30pm – 3:45pm
Transforming Ideas into Action: Best Takeaways for Real-Life Results, Moderator: Andrew Prather, Shareholder, Clark Nuber PS, Bellevue, Wash.; Panelists: Laurie De Armond, Partner, National Nonprofit and Education Leader, BDO USA LLP, McLean, Va.; Michael Forster, Chief Operating Officer, Woodrow Wilson Center, Washington, D.C.; Melissa Galasso, Director, Audit Professional Practices, Cherry Bekaert LLP, Charlotte, N.C.; Jane Searing, Shareholder, Clark Number PS, Bellevue, Wash.
