Not-for-Profit Conference
8.0 Credits
Member Price $350.00
Non-Member Price $450.00
Overview
Stay current on the issues that matter most to non-profit organizations today. Customize your experience with sessions spanning auditing, accounting, tax, leadership, technology and fraud. As the accounting lanscape continues to evolve, not-for-profit leaders must navigate complex challenges while making the most of limited resources. Join us this June for practical insights and strategies designed to help your organization operate more effectively. Register online or by phone at (602) 252-4144.This event is hosted in-person only.
Prerequisites
Designed For
This conference is designed for CPAs and individuals working for and with nonprofit organizations.
Objectives
Thank You to Our Sponsors
Platinum Sponsor:
Gold Sponsor:
Abdo
Paychex
Ma'atIT
Sponsorship opportunities are available. For details, contact Jodi Corrales at (602) 324-4743 or at jcorrales@ascpa.com.
Disclaimer: By registering for this event, you agree to share your contact information including, but not limited to, email address with the above-listed sponsors. If you wish to opt-out, please email ascpacpe@ascpa.com.
Notice
Conference Committee Members:
Karen Doyon Lord, CPA, Baker Tilly
Jacqueline Eckman, CPA, CLA (CliftonLarsonAllen LLP)
Lisa B. Lumbard, CPA, Lumbard Consulting, LLC
Jill A. Shaw, CPA, Heinfeld, Meech & Co., P.C.
Pamela J. Eggert, CPA, Eide Bailly LLP
Sarah C. Zelhart, CPA, Arizona Humane Society
ASCPALearnX Live Event
Registration cancellation fee applies. Visit our CPE Policies page for information on cancellation fees and more.
Thursday, June 25
General Session
- Ethical Culture and Ethical Risks in Nonprofits: The Critical Role of Accountants and Auditors
In nonprofit organizations, ethical issues are not always obvious. They often appear in everyday decisions, overlooked concerns, or situations we convince ourselves are “not serious enough” to address. In this engaging session, Marianne Jennings will explore the ethical blind spots nonprofit professionals commonly miss, rationalize away, or hesitate to report. Attendees will gain practical insights for recognizing risks early, strengthening accountability, and fostering a culture of transparency and trust.
Marianne Jennings, JD, W.P. Carey School of Business, Arizona State University
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Audit & Accounting Update for Not-for-Profit Organizations
BACK BY POPULAR DEMAND Learn about important upcoming changes to the FASB accounting and AICPA auditing standards that could have an impact on your organization. At the end of this session, you will be able to:
- Identify key accounting changes that may have an impact on your organization
- Prepare preliminary impact assessments to determine the significance of the standard(s) and potential resource needs
Allan C. Klose, CPA, CBIZ CPAs P.C.
Credits: 1 - Accounting & Auditing
This session is available to registrants only.
Breakout Session
- More Than Admin: How Overhead Powers Your Mission
Overhead is often misunderstood in the nonprofit sector, yet it plays a critical role in sustaining mission impact and organizational effectiveness. In this session, participants will explore what overhead truly includes, why it matters and how misconceptions about administrative costs can influence funding, reporting and decision-making. Attendees will also gain a clearer understanding of cost allocation across programs, management and fundraising, along with insights into how watchdogs, funders and stakeholders evaluate functional expenses and overhead ratios. This session will help nonprofit professionals communicate the value of operational investment with greater confidence and clarity.
Credits: 1 - Accounting & Auditing
This session is available to registrants only.
- Presented by the Federal Bureau of Investigation: Fraud in the Non-Profit Sector
Fraud can have devastating consequences for nonprofit organizations, impacting finances, operations, reputation and public trust. In this timely session, representatives from the FBI will share insights into fraud risks facing the nonprofit sector, including common schemes, warning signs and lessons learned from real-world investigations. Attendees will gain a better understanding of how fraud occurs, what organizations can do to reduce risk and the importance of strong oversight and accountability.
Special Agent Troy Cofer, Complex Financial Crime Squad, Federal Bureau of Investigation
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
Breakout Session
- Common Errors on the Form 990
Accurate Form 990 reporting is critical to maintaining compliance, transparency and public trust. This session will explore some of the most common errors found on Form 990 filings, including reporting inconsistencies, disclosure omissions and misunderstandings related to governance, compensation and financial reporting. Attendees will learn how to identify potential problem areas, avoid frequent mistakes and strengthen the accuracy of their organization’s annual filing. This session is ideal for nonprofit finance professionals, accountants and organizational leaders responsible for tax compliance and reporting.
Credits: 1 - Accounting & Auditing
This session is available to registrants only.
- Single Audits – Common Findings and Challenges
Single Audits continue to grow more complex as regulations evolve and compliance expectations increase for nonprofit organizations and their auditors. This session will explore common findings identified in nonprofit Single Audits, along with practical strategies and resources to help organizations remain compliant in today’s audit environment. Attendees will also gain insight into recent changes impacting Single Audits, including updates to Uniform Guidance and what those changes mean for nonprofit operations, reporting and oversight. This session is ideal for nonprofit finance professionals, grant administrators and organizational leaders responsible for federal funding compliance.
Jared Young, CPA, CGFM, Audit Manager, Heinfeld, Meech & Co
Credits: 1 - Accounting & Auditing
This session is available to registrants only.
Breakout Session
- From Data to Direction: Finance's Role in Operational Strategy
Finance professionals play a critical role in helping nonprofit organizations move from data collection to strategic action. This session will explore how financial forecasting and strategic planning work together to support informed decision-making, stronger governance and organizational sustainability. Through practical discussion and a nonprofit case study, attendees will learn how to translate financial data into meaningful insights that help leaders navigate challenges, prioritize resources and make decisions with confidence.
Pam Eggert (Committee Member), Partner, Eide Bailly LLP
Jackie Brooks, CPA, Senior Manager, Eide Bailly LLP
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
- Newest Trends in AI Fraud
As artificial intelligence continues to evolve, so do the methods used by bad actors to commit fraud. This session will explore emerging trends in AI-driven fraud, including deepfakes, phishing scams, synthetic identities, voice cloning and other rapidly developing threats impacting organizations today. Attendees will gain insight into how these technologies are being used, the risks they present to nonprofit and business environments and practical considerations for awareness, prevention and internal controls in an increasingly digital landscape.
Tim D. Tribe, CPA, CFF, CFE, CICA, Ingen Financial Forensics
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Adapting Internal Controls when the Economic Road Gets Full of Potholes!
Just as you put your food in the refrigerator in an Arizona summer to protect it from spoiling, so too your precious assets need to be protected by appropriate internal controls in the heat of a volatile economy!
As nonprofit organizations experience growth, downsizing and staffing changes, maintaining effective internal controls can become increasingly challenging. In this session, Lisa Lumbard and Sarah Zelhart, members of the NPC Committee, will share practical strategies for adapting controls to an organization’s size and resources while maintaining appropriate segregation of duties. Through real-world examples, attendees will learn how to reduce risk, strengthen accountability and build scalable controls that support both compliance and operational effectiveness.
Lisa Lumbard (Committee Member), CPA, CGFM, Lumbard Consulting, LLC
Sarah Zelhart (Committee Member), CPA, Arizona Humane Society
Credits: 1 - Accounting & Auditing
This session is available to registrants only.
General Session
- AI Practical Use for Nonprofits
Artificial intelligence is rapidly changing the way nonprofit organizations operate, communicate and deliver on their missions. This session will explore practical, real-world uses of AI for nonprofits, including tools for donor engagement, content creation, grant writing, data analysis, workflow automation and operational efficiency. Attendees will gain insight into how organizations of all sizes can responsibly incorporate AI into everyday processes while balancing risk, ethics and resource limitations. Whether you are just beginning to explore AI or looking to expand current efforts, this session will provide actionable ideas and strategies tailored to the nonprofit sector.
Jacqueline Eckman, CPA, CLA (CliftonLarsonAllen LLP)
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
Non-Member Price $450.00
Member Price $350.00