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Not-for-Profit Conference

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Venue8600

8600 E Anderson Dr
Scottsdale, AZ 85255

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8.0 Credits

Member Price $300.00

Price will increase by $50 after 5/31

Non-Member Price $400.00

Price will increase by $50 after 5/31

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

Alera Group

Alerus

CBIZ

CliftonLarsonAllen LLP

Fester & Chapman PLLC

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

- The Ethical Issues We Miss, Rationalize Away or Fail to Report

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 Ipdate 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

- Form 990 Schedule A (Public Support) and Schedule R (Related Entities) and Why They Matter

Understanding Form 990 disclosures is essential for nonprofit organizations seeking to maintain compliance, transparency and public trust. This session will explore the purpose and importance of Schedule A and Schedule R, including how these schedules help define an organization’s public charity status and disclose relationships between related entities. Attendees will learn how to recognize and calculate the public support test, better understand organizational structures and identify why these disclosures matter to regulators, donors and other stakeholders. This session is ideal for nonprofit finance professionals, accountants and organizational leaders involved in governance 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

- Maintaining Sustainability After COVID-19

The COVID-19 pandemic reshaped the financial and operational landscape for nonprofit organizations, creating new challenges around funding, staffing and long-term sustainability. In this interactive panel session, professionals from Eide Bailly will share insights and case study examples focused on maintaining financial health in a post-pandemic environment. Topics will include cash flow management, strategic planning, operational adaptability and lessons learned from organizations navigating ongoing uncertainty. Attendees will leave with practical ideas and real-world perspectives to help strengthen resilience and support long-term mission success.

Presented by 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

- Adjusting Internal Controls During Organizational Change

As nonprofit organizations experience rapid growth, downsizing or staffing changes, maintaining effective internal controls can become increasingly challenging. In this session, Lisa Lumbard and Sarah Zelhart, members of the NPC Committee, will explore practical approaches to adjusting internal controls based on an organization’s size, structure and available resources. Attendees will learn strategies for maintaining segregation of duties, reducing risk and strengthening accountability, even within smaller organizations with limited staff. Through real-world examples and practical discussion, participants will gain insights into building scalable controls that support both compliance and operational efficiency.

Lisa Lumbard, CPA, CGFM, Lumbard Consulting, LLC
Sarah Zelhart, 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 $400.00

Member Price $300.00