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Not-for-profit virtual fiscal workshop 2022 (4 CPE)

June 8 @ 12:00 pm - 2:30 pm EDT

|Recurring Event (See all)

One event on June 9, 2022 at 2:00 pm

Baker Tilly CPE Webinars

Participants of the free live webinar will be eligible for 4 CPE credits.


Join not-for-profit specialists from across the country for our annual fiscal workshop.

Participants will have the opportunity to meet and interact with passionate philanthropist, and nationally renowned author and speaker, Dan Pallotta.

During this two-day virtual event, we will lead off with a conversation about how views on philanthropy are changing. Our specialists will then tackle trending challenges not-for-profits are facing, such as cybersecurity, cryptocurrency, donations through apps and workforce issues perpetuated by The Great Resignation. We’ll also cover topics that are critical to the financial and operational health of your organization, including tax and accounting updates, internal controls with a remote team, lease accounting standards and ways to spot fraud in Form 990s.

The presenters

During the two days, we will hear from guest presenters and industry leaders, as well as members from across Baker Tilly’s national team of not-for-profit specialists.

Who should attend?

Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers and audit and finance committee and board members of any type of not-for-profit organization, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations or others.

Bring a guest

Know someone who would benefit from this event? Our workshop is open to all not-for-profit accounting professionals and board members. Share with your team and professional contacts.

Schedule – Day 1

Wednesday, June 8 | 9am-11:30pm PST / 11am-1:30pm CST / 12pm-2:30pm EST

Welcome message! | Krista Pankop, Baker Tilly Partner and Firm Not-For-Profit Network Leader, Wisconsin

Featured keynote, Dan Pallotta

Enjoy an engaging and interactive fireside chat with Dan Pallotta. Learn about the concepts behind Dan’s newest books, Uncharitable and The Everyday Philanthropist, as well as his thoughts around changes donors should make and why there is a need to be ridiculous among many more insights.

Tax update (1 CPE)

What you’ll learn from this panel:

  • Form 990
    – What you need to know
    – Internal and external considerations of what the 990 does
    – Spotting clues of fraud in the 990
  • The new wave in giving
    – Giving through apps
    – Virtual galas – donors/donations
    – Cryptocurrency
    – Generational funding
  • Top 5 questions we’ve received throughout the year

Schedule – Day 2

Thursday, June 9 | 11am-2pm PST / 1pm-4pm CST / 2pm-5pm EST

Key governance considerations board members should be discussing with their c-suite (1.5 CPE)

Join this panel discussion on two hot topics impacting the not-for-profit market – cybersecurity and workforce challenges.

Audit planning (1.5 CPE)

What you’ll learn in this session:

  • FASB Lease accounting standards
    – What financial statement disclosures look like
    – Examples and lessons learned from clients who early-adopted
  • Single audit requirements
  • Client accounting services and internal controls
    – The Great Resignation – staffing issues
    – Outsourcing accounting
    – Internal controls in a virtual world
  • Noncash and in-kind contributions
  • CECL adoption and approach

Learning objectives

After attending this workshop, you will be able to:

  • Consider new and digital ways of accepting donations for your organization
  • Determine the adequacy and needs of your organization’s cybersecurity and internal controls
  • Prepare for single audit requirements related to noncash and in-kind contributions
  • Address staffing gaps and challenges
Information about CPE eligibility

There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event.

Level: Overview

CPE credit: Up to four (4) hours total credit

Field of study: (1) Tax, (1.5) Specialized knowledge (1.5) Audit

A certificate of completion will be e-mailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.


Baker Tilly US, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

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