Annual Nonprofit Conference
Fee: Complimentary
This conference is designed to deliver valuable insights into the financial and operational challenges facing the nonprofit sector—and strategies to overcome them. You’ll walk away with practical knowledge and skills to better manage your organization or serve more effectively on a board. CPE credits are available for attendees. Don’t miss this opportunity to enhance your expertise and make a greater impact!
FEATURED PRESENTATIONS
Perspectives on Change
Nonprofit leaders are navigating a significant amount of change in their organizations. To successfully achieve business goals, it’s important to be thoughtful and deliberate about introducing, leading and managing these changes. This presentation will offer valuable insights on addressing employee responses to change and outline a phased approach to effectively lead and manage organizational change.
– Gwendolyn (Gwen) Webber-McLeod, M.S.M., CPC, President/CEO, Gwen, Inc.
Whose Role Is It Anyways?
Who hires the Executive Director? Who creates the Code of Conduct? Who sets the strategic goals of the organization? And who is ultimately responsible for the success of a fundraiser? If you didn’t know these are all responsibilities of the Board of Directors, then this session is for you! In this presentation, we will delve into the critical roles of the Board of Directors and the Executive Director and discuss how each plays a pivotal part in driving the organization’s success.
– Peggy J. Rowe, CPA, CFE, Audit Partner, Dannible & McKee, LLP
– Taylor Green, MBA, Audit Senior Accountant, Dannible & McKee, LLP
Be Prepared, Avoid Hearing From the IRS and the Charities Bureau
In this session, we’ll review common mistakes made with Form 990 and state filings. You’ll learn what areas need extra attention before approving your filings for submission, helping you steer clear of those unwanted notices or potential audits. Join us to make sure your filings are accurate and stay on the right side of compliance!
– Shannon T. Forkin, CPA, CGMA, Tax Partner, Dannible & McKee, LLP
– Elaine S. Buffington, CPA, Tax Partner, Dannible & McKee, LLP
Got Grants? Are You Tracking Them Properly?
Grants are often a significant source of income for not-for-profit organizations. Does your organization receive grants? Do you know the difference between contract types and how to accurately record them in your financial statements? If you’re unsure, you’re in luck! In this session, you will learn the different types of grants and best practices for tracking them correctly. We’ll even provide tips for handling some of the more challenging ones.
– Angela R. Janack, CPA, Audit Senior Manager, Dannible & McKee, LLP
– Christine N. Petrone, CPB, Accounting and Advisory Services Director, Dannible & McKee, LLP
CPE CREDIT
Dannible & McKee, 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: opens in a new windowwww.nasbaregistry.org.
This is an intermediate-level, live presentation, and the learning objectives are shown in the conference agenda. The prerequisite is basic business knowledge, and no advanced preparation is required.