2023 Nonprofit Summit

With industrywide demands on the horizon from navigating unprecedented economic issues, implementing new accounting standards, understanding complex tax updates, and avoiding threatening fraud trends, it’s never been more critical to develop a strategy that fully considers how these transformational factors can and will impact your nonprofit.

Are you prepared? Get the bigger picture and discover how to navigate new developments and welcome opportunities in 2023 at our Nonprofit Summit.

Join us for weekly one-hour sessions throughout March, featuring the most up-to-date guidance our experts have to offer and earn up to four hours of CPE credit.

Agenda:

March 7, 2023 | 1:00 – 2:00 p.m. EST | Transforming nonprofit economic challenges into opportunities

CPE credit: 1 hour, Economics

Join our experts as they share critical need-to-know guidance on turning the economic trends and challenges of 2023 into opportunities to grow your nonprofit in the coming year. You’ll hear more on essential topics like navigating inflation risks, developing workplace strategy, accommodating service demand, and more.

Don’t miss this opportunity to get expert insights and answers to your pressing questions.

Presenters:

• Jim Baird | Partner, PMFA
• Victoria Manix | Principal, corporate real estate

Moderator:

• Toni Diprizio | Partner, assurance

March 14, 2023 | 1:00 – 2:00 p.m. EST | Accounting standards update for nonprofit leadership

CPE credit: 1 hour, Audit and accounting

Our panelists will provide an overview of the new accounting standards that should be on your nonprofit’s radar for 2023. Experts will provide an adoption roadmap to implement the new ASC 842 lease standard and cover financial reporting requirements for digital assets such as cryptocurrency under the current expected credit loss (CECL) standard. Participants will also receive classification guidance on determining whether a transaction qualifies as conditional or unconditional.

Presenters:

• Katie Vought | Senior manager, assurance
• Jeff Zeleji | Principal, assurance

Moderator:

• Lisa Meacham | Partner, assurance

March 21, 2023 | 1:00 – 2:00 p.m. EST | 2023 tax update for tax-exempt organizations

CPE credit: 1 hour, Tax

Hear from industry experts as they provide need-to-know guidance and insight on the latest tax changes to impact the nonprofit sector in 2023. Discover how to navigate the Inflation Reduction Act, effectively respond to employment tax audits, and gain best practices for IRS communications and exchanges from our experts.

Presenters:

• Ryan Harris | Senior manager, tax
• Grace Leaym | Manager, tax
• Amanda Coon | Manager, tax

Moderator:

• Jessica Toader | Senior manager, tax

March 28, 2023 | 1:00 – 2:00 p.m. EST | Top risks facing your nonprofit: Are you prepared?

CPE credit: 1 hour, Information technology

Join our experts to discover how to prevent risk and prepare effective response strategies and protocols to stay secure against the top fraud and cybersecurity threats unique to the nonprofit industry. Understand what to look for and prepare now before you’re faced with the fallout from a potentially disruptive or damaging incident.

Presenters:

• Jessica Whitman | Senior manager, management consulting
• Eric Conforti | Principal, management consulting
• Matthew Bohdan | Principal, management consulting

Moderator:

• Jennifer Culotta | Partner, assurance