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myCPE Industry Conference 2022 - Not for Profit and Governmental

  • Strategies for Stronger Community

FREE

Total Credits

4 CPE

Available in Self Study

Recorded On: Apr 12th, 2022

Live Conference

Jan 27th, 2022

myCPE Industry Conference 2022 - Not for Profit and Governmental

Not-for-Profits face many unique challenges.  They must learn how to operate efficiently and effectively. This myCPE industry conference is designed specifically to help CPAs and advisors better understand cutting-edge information and trends affecting the not-for-profit and government sector. 

We have a great line-up of topics and thought leaders, all providing you with the latest information you need to succeed - from leases, FASB and state tax updates to auditing, revenue streams and marketing for not-for-profits. Attendees will learn more about leading non-profit organizations through the unique challenges they face, as well as how to provide effective guidance to accomplish their organization's mission.

This annual conference is built to address challenges, risks and opportunities relevant to the professional Not-for-Profit community.

This CPE conference for Not for Profit and Government entities addresses the unique technical and professional challenges of the CPAs working in these sectors. This annual, one-day event puts a special emphasis on the skills and insight that CPAs can immediately implement.

To update CPAs, leaders, and business professionals in the not-for-profit arena on the latest issues and trends.

Attendees will not only receive expert insight into the unique financial aspects of Not for Profits but also provide leadership tools to move organizations forward.

Through this CPE conference you will identify and learn about the auditing, reporting, financial management, and tax issues impacted by COVID-19 and how they affect not-for-profit organizations and government entities.

Continuing Education Credits

The sessions of the conference qualifies for

  • 4 General Credit for all Accountant
  • 1 CPE Credit for all CIA
  • 2 CPE Credit for all CMA
  • 1 CPE Credit of Auditing for CPA (US)
  • 1 CPE Credit of Taxes for CPA (US)
  • 1 CPE Credit of Business Management and Organization for CPA (US)
  • 1 CPE Credit of Specialized Knowledge for CPA (US)
  • 1 CPE Credit for all IAP
  • 4 CE Credit for all CFIRS
  • 4 CE Credit for all CWS
  • 1 CE Credit for all AFSP
  • 2 CPD Credit for all CPA (CA)

Alexander Buchholz

CPA (US), CGMA, MBA

Date

Jan 27th, 2022

Time

12:30 PM – 01:30 PM
1 Credit

New Audit Report Standards

The Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA) completed their project to update the requirements surrounding the auditor’s report. With the issuance of so many new Statements on Auditing Standards (SAS) there are more requirements that audit engagement teams will need to know.

The auditor’s report is the key deliverable to communicate the results of the audit process. Every auditor wants to know three things in particular:  

  • How to improve their realizations
  • How to improve their audit quality
  • How to better serve their client

This CPE session explains the new standards, as well as prepares auditors to implement the new audit report standards. Further, the webinar discusses critical concepts related to applying the new audit reports.

New audits standards are intended to be more informative for the benefit of various stakeholders of a business. They will provide relevant information that will result in better communication between them and the auditor resulting in better decision making.

Learning Objectives

  • To explain the applicability of new standards.
  • To analyze the types of engagements involved in new standards.
  • To discuss the relationship between the new audit report standard and other standards.
  • To inspect the importance of being compliant with the new audit reporting standard.
  • To analyze how to communicate Key Audit Matters as per new standards.
  • 1 General credit of for all Accountant
  • 1 CPE credit of for all CIA
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Auditing for all CPA (US)
  • 1 CPE credit of for all IAP
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Auditing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Louis Michelson

Date

Jan 27th, 2022

Time

01:30 PM – 02:30 PM
1 Credit

Addressing Self-Dealing in California Nonprofit Law and Federal Excise Taxes

This CE/CPE session first reviews California nonprofit laws on self-dealing, including fiduciary duties of directors, what constitutes a self-dealing transaction, who approves self-dealing transactions and when this approval should be done. The second main focus is on the federal excise taxes on self-dealing: both on private foundations and public charities. 

For private foundations, the elements of self-dealing are discussed, followed by examples of self-dealing and the different levels of tax, on whom are the taxes assessed and the correction, if possible. The reporting of self-dealing both to the IRS on Form 990 and Schedules R and L and to the Attorney General on the Regulatory Renewal Fee Report will be reviewed. 

For public charities, the definition of excess benefit transactions and disqualified persons will be discussed, establishing a rebuttable presumption of reasonableness, the amount of the excise taxes, and what corrections may be done. 

In this CE/CPE session, the reporting of self-dealing both to the IRS and to the Attorney General will also be reviewed.

Learning Objectives

  • To identify the two fiduciary duties of directors.
  • To recognize the standard of care expected of directors.
  • To identify the basic rule of the duty of loyalty.
  • To recognize what constitutes a self-dealing transaction under California law.
  • To identify who can approve self-dealing and who has the standing to sue for damages.
  • To recognize whether the organization is a private foundation or public charity.
  • To identify the elements of a self-dealing transaction under the self-dealing excise tax.
  • To recognize self-dealing transactions under federal excise tax laws.
  • To recognize the different tiers of self-dealing taxes and possible corrective actions.
  • To identify excess benefit transactions and disqualified persons.
  • To identify the elements needed to establish the rebuttable presumption of reasonableness.
  • To recognize the possible corrective actions for excess benefit transactions.
  • To understand the reporting to the Attorney General and Internal Revenue Service.
  • 1 General credit of for all Accountant
  • 1 CE credit of for all AFSP
  • 1 CPE credit of Taxes for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Taxes,Federal Tax Related Matters

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 03:00 PM EDT

Gary Cokins

CMA, MBA

Date

Jan 27th, 2022

Time

03:00 PM – 04:00 PM
1 Credit

Enterprise Performance Management for Not for Profit and Government

Although the objective of Not for Profit (NFP) organizations is not to make a profit they still need to manage and ideally improve their performance. Government organizations at all levels and of all types are facing intense pressure to do more with less.

Federal, national, provincial, state, county, municipal, and local governments in almost all the countries in the world are feeling some sort of fiscal squeeze. Pressures on governments around the world are forcing them to adopt “performance management” – a focus on accountability for outputs and outcomes rather than cries for higher inputs (i.e., more budget funding and employees).

Enterprise performance management (EPM) is the seamless integration of managerial methods. They include balanced scorecards, strategy maps, budgets, activity-based cost management (ABC/M), risk management, forecasts, and resource capacity planning. EPM methods have been hailed as the new salvation for aligning an organization’s resources with its strategy to drive the actions of its managers and employee teams.

Similar to commercial businesses Not for Profit and government organizations always have limited resources. So, they need essential information to determine where to best spend their money and this CPE session will help you with that.

This CPE session covers the following major topics:

  • How strategy maps and their companion balanced scorecards communicate strategic objectives with target-setting to help cross-functional employee teams align their behavior to the strategy and better collaborate.
  • Why measures of citizen (government) and stakeholders (NFP) value are shifting from products and services to citizen-focused and stakeholder-focused organizations. 
  • How activity-based costing (ABC) provides not only accurately traced calculated costs (relative to arbitrary broad-averaged cost allocations), but more importantly provides cost transparency back to the work processes and consumed resources, and to what drivers cause work activities.
  • Reforming the broken annual budgeting process with performance-based budgeting that links strategy to operations and processes volume sensitive rather than simply incremental at each cost center.

Learning Objectives

  • To analyze how to view enterprise and corporate performance management (EPM/CPM) as the seamless integration of managerial methods rather than as a process.
  • To discuss how business analytics is an advance over business intelligence and where Big Data fits in.
  • To explain how to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
  • To inspect how to properly calculate product, service-line, channel, and citizen-related costs for analysis, insights, and actions.
  • To analyze how to perform “predictive accounting” for driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions 
  • To discuss how to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.
  • 1 General credit of for all Accountant
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Joanne Oppelt

Linda Lysakowski

Date

Jan 27th, 2022

Time

04:00 PM – 05:00 PM
1 Credit

Raising Money from Your Business Community

Money is a constant topic of conversation among nonprofit leaders: How much do we need? Where can we find it? Why isn’t there more of it?

In tough economic times, these types of questions become more frequent and pressing. Unfortunately, the answers are not readily available. That’s because nonprofit leaders are much more sophisticated about creating programs than they are about funding their organizations, and philanthropists often struggle to understand the impact (and limitations) of their donations.

There are consequences to this financial fuzziness. When nonprofits and funding sources are not well-matched, money doesn’t flow to the areas where it will do the greatest good. Too often, the result is that promising programs are cut, curtailed, or never launched. And when dollars become tight, a chaotic fundraising scramble is all the more likely to ensue.

In this CPE session, we will talk about the diverse types of businesses you can approach for funding, what they are looking for in a nonprofit, and how to develop a plan to identify, cultivate, solicit, and steward business donors.

Attendees in this CPE session will also understand how to find the person at the business responsible for making decisions about charitable donations and get them involved in your nonprofit.

Learning Objectives

  • To analyze the basis of business giving.
  • To discuss how to prepare to run a business cultivation event.
  • To inspect how to solicit businesses for donations.
  • To analyze different types of businesses you can approach for funding.
  • To investigate what other businesses are looking for in a nonprofit.
  • To analyze how to identify, cultivate, solicit, and steward business donors. 
  • 1 General credit of for all Accountant
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of Specialized Knowledge for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager. In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software. 

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Alexander Buchholz is a Partner at PKF O’Connor Davies with over 15 years experience in public accounting, including with a “Big Four” accounting firm.

Alex is responsible for the development of the audit approach, supervision of staff, and the establishment and maintenance of the engagement budget. Additionally, he is responsible for the coordination of staff and management so that the audit is performed on a timely basis with as little intrusion to client operations as possible.

His expertise is in Single Audits, internal control/compliance audits, and specialized cost reporting. His industry experience is in healthcare and not-for-profit entities, including skilled nursing facilities, social service agencies, charter schools, diagnostic and treatment centers, home care service entities, adult homes and other long-term care facilities, special needs entities, and cemeteries.

Alex is also an adjunct professor at Brooklyn College of the City University of New York in the Department of Accounting where he teaches undergraduate and graduate courses in accounting and auditing. He also teaches at the School of Professional Studies of the City University of New York for the Online Business Management Department and at Mercy College and Lehman College.

He conducts internal training seminars for the Firm and frequently speaks at outside organizations and associations. He is also a former member of the Firm’s continuing professional education (CPE) committee, with special emphasis on Single Audit training. Alex has written many articles on accounting and auditing topics for a variety of professional publications.

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I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 

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Mr. Michelson received his B.A. Degree, with general honors from the University of Chicago, his M.S. in Accountancy from DePaul University and his J.D. degree from UCLA School of Law. He has been admitted to practice with the U.S. Tax Court and the United States District Court, Central District of California.

Mr. Michelson is Past Chair of the Nonprofit Organizations Committee of the Business Law Section of the California Lawyers Association. He has served as Chair of the Tax-Exempt Organizations Committee of the Taxation Section of the State Bar of California, as Co-Chair of the Nonprofit Organizations Committee of the Business Law Section of the State Bar of California and as Chair of the Taxation Section of the Los Angeles County Bar Association. In May 2001 he participated in the Los Angeles County/California State Bar delegation to the Internal Revenue Service, Treasury and staff of the Congressional tax committees in Washington D.C. to discuss proposed guidance, as set forth in a co-authored paper, “Getting Connected: Business and Politics of Charities on the Internet.”  Together with other attorneys, he assisted in reviewing and suggesting revisions to portions of the California Attorney General’s Guide to Charities. Mr. Michelson is a lecturer at UCLA Extension on tax issues for nonprofit organizations. He is also Adjunct Professor at David Nazarian College of Business and Economics California State University Northridge for a class on income taxation of trusts and estates. He has lectured for business and professional organizations and written articles on various federal and California tax topics. He is a member of the American, California, and Los Angeles County Bar Associations.

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Joanne is the creator of The Sustainable High ROI Fundraising System and co-creator of the Nonprofit Quick Guide series. She helps executive directors create vibrant fundraising cultures, adopt simple financial techniques, and find hidden resources to grow their agencies and advance their missions. During her twenty-five-plus years working in the nonprofit arena, she has helped numerous organizations build fundraising programs with high returns on investment, reducing their fundraising costs while raising more money.

Joanne works with local, regional, national, and international nonprofits, helping them increase their revenues and realize continuous net surpluses. She has held positions from volunteer to executive director, working in both small and large organizations. She has experience in a variety of fields including the arts, at-risk youth, child welfare, disabilities, early childhood education, maternal and child health, mental health, parent education, public health, rape prevention, suicide prevention, supportive housing, and youth development. Her extensive background with various agencies in a variety of roles enables her to understand the challenges nonprofit leaders face–both internally and externally.

Joanne is the author of five books and coauthor of fourteen. She has taught at Kean University as an Adjunct Professor in its graduate program. She is also a highly sought-after speaker and presenter.
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