Day 1 | September 16 | 8:30 a.m. – 12:30 p.m.
Audit and Accounting Update
Allan C. Klose, CPA, CBIZ MHM, LLC
Learn about important upcoming changes to the FASB standards that could have an impact on your organization. After this session, you will know how to prepare preliminary impact assessments to determine the significance of the standard(s) and potential resource needs.
Strategic Planning: Your Role in Providing Strategic Leadership for Organizations
Jayson Matthews, ASU Watts College, Nonprofit Management Institute
Learn the basics of strategic planning, how to overcome common barriers and how to leverage your plan to form long term partnerships with organizational leadership.
An Update From Washington
Brenda Ann Blunt, CPA, Eide Bailly LLP
Stay in front of the latest developments coming from Congress, Treasury and the IRS impacting nonprofits. Prepare your organization for recent and upcoming changes to the law, how it is being enforced, and identify resources to stay in touch.
Day 2 | September 17 | 8:30 a.m. – 1:30 p.m.
Common 990 Errors
Amy O'Loughlin, CPA, CBIZ MHM, LLC
Kristen M. Bass, CPA, CBIZ MHM, LLC
What errors are you making when you prepare your organization’s form 990? What mistakes or omissions could trigger an IRS audit? How do you avoid a notice of incomplete return filing? We will answer these questions and provide tips to improve accuracy, transparency and clarity when preparing your 990 information return.
KEYNOTE: Better Together – The Not-for-Profit Community in Arizona
Kyla Teresa Quintero, CPA, Arizona Community Foundation
These are unprecedented times, and nonprofits across the board have been at the forefront of assisting communities in need. Now more than ever, collaboration and strategic partnerships are essential. Learn how responding to community needs, transforming donors and leveraging relationships helps nonprofits be better together.
Strategy Meets Standards – Turning Accounting Standards Into Innovation
Curtis James Klotz, CPA (in MN), CLA (CliftonLarsonAllen)
Explore ways to use recent new standards on liquidity, functional expenses by nature, grants and contributions, and revenue recognition strategically. Believe it or not, these standards are opportunities for innovation, not just compliance. Join us to learn how to use FASB guidelines to tell your financial story in the most creative, sophisticated way.
Reach for the Stars
Sarah C. Zelhart, CPA, Make-A-Wish America
Charity Navigator, and other ratings agencies, have become increasingly important in the era of transparency and easily accessible information. At the end of this session, you will be able to describe the ratings system used to compute your score, connect your business model to the score and identify actions you can (or cannot take) to impact your score.
Day 3 | September 18 | 8:30 a.m. – 12 p.m.
Dashboards & Data Analytics: Using Data to Drive Greater Social Impact in Our Communities
David Paddison, MBA, Impact Analytics, LLC
This workshop will provide you with an overview of a step-by-step process for building a basic program dashboard with several key outcome metrics. You will understand how to publish and distribute the dashboard to stakeholders, and review a high-level framework for a data-driven decision process using the published data.
Taxes for Tax-Exempt Organizations
Brian Ess, Henry+Horne
Learn the important value of identifying when and where you need to collect and pay taxes. At the end of this session, you will understand how sales tax and nexus works and know more about AZ specific taxes for NFPs.
Financial Market Update and Investing for Not-for-Profits
Jason Gove, CRPC, CWS, National Bank of Arizona
With changing times and changing boards, it may be time to relook at your investment policy. What should or shouldn't your organization include in its investment policy? Gain insight to the current events with financial markets and apply financial concepts to the not-for-profit sector.
Thank You to Our Sponsors
Eide Bailly LLP
Your Part Time Controller
Fester & Chapman
Sponsorship opportunities are available. For details, contact Heidi Frei, MBA, ABC, Director of Marketing at (602) 324-4743 or at email@example.com
This conference is designed for CPAs and individuals working for and with nonprofit organizations and will provide specific, practical coverage of critical nonprofit accounting, tax and legal issues.
Blunt, Brenda Ann
Brenda A. Blunt has over 30 years of experience providing services to tax-exempt entities, closely-held business and their stakeholders. She provides income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Tax-exempts and their related entities comprise approximately 90% of her clients. She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. Brenda is a frequent teacher nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance, strategic planning, and financial management principles for nonprofits.
Blunt currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach. Her client base includes public charities, private foundations, trade associations, social welfare organizations, cooperatives and unions. She is passionate about working with organizations in the nonprofit sector, in no small part because of their passion to make the world she lives in a better place.
O'Loughlin, Amy A.
Amy O’Loughlin is a director in the Phoenix office and has significant experience working with approximately 200 tax-exempt organizations on IRS compliance, multi-state issues, establishing tax-exempt status, and income, sales and payroll tax issues unique to tax-exempt clients. She sits on the CBIZ not-for-profit practice group steering and technical committees and has conducted training on a variety of not-for-profit topics for both internal and external audiences. Amy spends the majority of her time providing consulting and compliance services for tax-exempt filers. Internally, Amy is an active member of the CBIZ Women’s Advantage (CWA) Task Force and serves as a mentor for new tax associates.
Klose, Allan C.
Allan Klose is a shareholder in CBIZ's Phoenix office and has extensive experience in the provision of auditing and accounting services to both privately held companies and public companies ranging in size from development stage companies to large international organizations.
Klose spends a substantial portion of his time serving not-for-profit organizations. He has extensive experience assisting clients with a variety of accounting issues including contribution revenue recognition and the reporting of endowments. Klose also has specific expertise working with the real estate industry, including providing services to single-family homebuilders, multi-family property developers, real estate investment funds, hospitality developers and managers, commercial property developers and others within the industry. In addition, he serves clients in the general commercial and financial services industries
Bass, Kristen M.
Kristen Bass is a Manager at CBIZ MHM LLC’s tax and business services division where she provides tax services including accounting, planning and compliance services to a diverse group of tax-exempt and not-for-profit organizations. She has developed her expertise assisting these organizations in the preparation and review of their Forms 990 and 990T. Internally, Kristen also serves as a leader in the CBIZ national professional development program for senior associates.
Brian Ess graduated with a B.S. Accounting at Southern Illinois University and received his J.D. from University of Missouri where he studied business and tax law. He started his career at Ernst & Young in their SALT department in Kansas City and spent time at CBIZ before moving to the desert to be near family and head up Henry & Horne’s SALT department. He has worked with NFPs to assist in tax assistance, nexus studies, and registrations, among other things.
Jason Gove is a Vice President and Wealth Relationship Manager in the NB|AZ® Biltmore Wealth Center. In this role, he works closely with his clients to provide customized financial strategies and thoughtful financial planning. Gove has worked in the financial services industry for over 14 years in areas of wealth management, investments, insurance, real estate and banking. Prior to joining NB|AZ Wealth & Fiduciary Services, he worked at Griffin Capital, Cole Capital, USAA and Merrill Lynch.
Gove graduated from The University of Arizona with a Bachelor of Science degree in Business Management. In addition, he has earned the Chartered Retirement Planning Counselor designation (CRPC) from the College for Financial Planning and the Certified Wealth Strategist designation (CWS) from the Cannon Financial Institute. Gove enjoys free time with his wife, Dana, and French Bulldog, Ace.
Zelhart, Sarah Christine
Sarah Zelhart, CPA, CGMA, has served for more than 20 years in both corporate and not-for-profit environments. She currently serves as Director of Chapter Financial Support and Compliance for Make-A-Wish America supporting the 60 chapters nation-wide.
Within these roles she has concentrated on internal controls, process improvement, mergers and acquisitions. With a continuing eye to determining and implementing best practices, she has dedicated her professional life to creating environments with transparent operations and strong governance.
She volunteers with the Valley of the Sun United Way, as a Wish Granter and the Steering Committee for the Not for Profit Section of the ASCPA.
Quintero, Kyla Teresa
Kyla Quintero is the Chief Financial Officer at the Arizona Community Foundation (ACF). Prior to joining ACF in 2017, Kyla was a shareholder at the Montana-based CPA firm of Anderson ZurMuehlen. There, she participated in the firm’s Nonprofit Specialty team and presented technical courses at their annual conference. She also led courses focused on strengthening the financial knowledge base of nonprofits across Montana through the Bozeman Area Community Foundation and the Montana Nonprofit Association.
In Montana, Quintero served Greater Gallatin United Way as Board Chair, member of the Finance Committee, Chair for Succession Planning Committee, and Chair of Executive Search Committee. She also served as a member of Bozeman Sunrise Rotary, on the Board and Finance Committee for Family Promise of Gallatin Valley, the Board of the Bozeman Health Foundation, and the Board for the Children’s Museum of Bozeman. For many years, Quintero volunteered her time to help with the annual dinner and auction fundraisers of local nonprofits, including the Bozeman Health Foundation, Museum of the Rockies, Human Resource Development Council, Children’s Museum of Bozeman, and Thrive.
Quintero served as the statewide Board President of the Montana Society of CPAs. During her term, her key initiative included creating an annual conference for members in business, industry, nonprofits, and government where professionals can network and share their insights. This conference is on its 10th year and still going strong. Quintero is a graduate of Montana State University, where she earned Bachelor’s degrees in Accounting and Spanish and a Master’s in Professional Accountancy, and she currently resides in Phoenix, Arizona.
Klotz, Curtis James
Curtis Klotz, CPA, serves as Director of Nonprofit Innovation at CLA. This role is grounded in CLA’s nonprofit consulting and business operations practice, which inspires Klotz’s writing and thought leadership in the industry. Klotz shares inventive strategies for nonprofits that have emerged from more than 35 years of direct work in nonprofit organizations, including his former role as VP of Finance & CFO at Propel Nonprofits. Along with other stints as a nonprofit CFO, he is also past Chairperson of the Montana Nonprofit Association. Klotz has contributed a number of articles to Nonprofit Quarterly and is the principal author of CLA’s Innovation in Nonprofit Finance blog. Klotz was honored as MSP Biz Journal’s Nonprofit CFO of the Year in 2017. To fully appreciate Klotz’s approach to nonprofit finance, you should know that he graduated summa cum laude from St Olaf College with majors in women’s studies and religion.
Before starting Impact Analytics, David Paddison spent sixteen years as a nonprofit executive serving primarily in key finance and technology roles, leading numerous organizational projects that utilized performance metrics to increase financial sustainability, program outcomes and quality improvement. His passion for encouraging the implementation and adoption of "data-driven" cultures to increase the collective impact of nonprofit organizations led him to start Impact Analytics, a consulting firm dedicated to expanding social impact through data-driven action. Mr. Paddison is a regular speaker on the topic of nonprofit analytics at conferences around the country.
Mr. Matthews currently works at the Corporation for Supportive Housing as a Senior Program Manager. He has worked in the nonprofit and local government sectors since 2002, specializing in nonprofit management, program development, fundraising and strategic planning. In addition, Mr. Matthews has served as a Faculty Associate at ASU since 2016 helping to build capacity in the nonprofit sector.
Committee Chair: Jacqueline Eckman, CLA (CliftonLarsonAllen LLP)
Conference Committee Members:
Brenda A. Blunt, Eide Bailly LLP
Robert J. Fullerton, Grass Coffey & Scharlau CPAs PC
Kathy L. Gerhart, State Bar of Arizona
Karen D. Lord, Henry+Horne
Lisa B. Lumbard, Lumbard Consulting, LLC
David G. Miller Jr., CBIZ MHM, LLC
Amy A. O'Loughlin, CBIZ MHM, LLC
Tess L. Ridgway, Tess L. Ridgway, CPA
Jill A. Shaw, Heinfeld, Meech & Co., P.C.
Lisa Stevenson, Stevenson, CPA LLC
Sarah C. Zelhart, Make-A-Wish America