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Not-for-Profit Organizations Accounting Conference


Total Credits: 16 including 5 Accounting - Technical, 3 Auditing- Technical, 3 Business Management & Organization - Non-technical, 2 Specialized Knowledge - Technical, 3 Taxes - Technical


Dates
Schedule at a glance


Description

CPAs advising nonprofit organizations are in a unique position to guide these entities in making decisions critical to their current and future viability.  They provide the information needed to help these organizations solve tax problems, set up internal systems and budget resources. 

 

Our 2016 Conference Committee was dedicated to identifying the most important topics, and securing the most knowledgeable presenters, to offer you the best practices to solve financial and operational issues facing nonprofit organizations today. 

 

The FICPA is pleased to partner with the Public Law Section of The Florida Bar for this conference.  This new Section offered insight into our agenda from its perspective, and provided several great topics and speakers.  Their involvement also provides CLE credit for select sessions. 

 

CPAs working for nonprofits will face a multitude of new and evolving issues in 2016.  We here at the FICPA are dedicated to providing you with the information you need to succeed!  

 

This Simulcast lets you attend one of our most popular CPE events without the need to travel. Register now and participate online!

 

Course Schedule:

Thursday, May 26, 2016

8:00 - 8:10am           Introduction & Opening Remarks

8:10-9:00am             E/O Board Governance 101 (1 AA) (1 CLE); Adam Golberg

9:00-9:50am             Single Audit Update (1 AA); Amy Mierzejewski

9:50-10:05am          Break

10:05-10:55am        Single Audit Challenges (1 AA); Amy Mierzejewski

10:55-11:45am        Grants Gone Wrong (1 AA) (1 CLE); John Copelan & Karen Fay

11:45am-12:40pm   Lunch Break

12:40-1:30pm          Common Deficiencies and Wide-Sweeping Changes to Peer Review (1 AA); Paul Brown

1:30-2:20pm             Doing the Right Thing in Your Employment Practices: The Top 10 Things Employers Can do to Avoid

                                 Employment Litigation (1 TB); Todd Aidman

2:20-2:35pm             Break

2:35-3:25pm             The CPA New Focus Under the Affordable Care Act (1 TB) (1 CLE); Max Adams

3:25-4:15pm             Florida Sales & Use Tax: How to Handle Audits and Other Problem Areas (1 TB); James Sutton

 

Friday, May 27, 2016

8:10-9:00am             The Audit Efficiency Tool: Data Extraction and Analysis (1 AA); Bill Allen

8:50-9:40am             FASB Update (1 AA); Jeff Mechanick

9:50-10:05am          Break

10:05-10:55am        Practical Application of FASB's Proposed Changes to Non-Profit Reporting (1 AA); Jeff Goolsby

10:55-11:45am        Beware the Bad Guys-Data Security Tips and Best Practices (1 TB);Joe Gutierrez

11:45am-12:40pm    Lunch Break

12:40-1:30pm          Going Concern: What Nonprofit Organizations' Management Teams Need to Know (1 AA); Ian Shapiro

1:30-2:20pm             Best Practices in Operating Your 403(b) Plan (1 TB); Jenny Matasic

2:20-2:35pm             Break

2:35-3.25pm             Fresh Opportunities in New Market Tax Credit Financing (1 TB); Jim Lang

3:25-4:15pm             Was Radar O'Reilly a Fraudster? (1 AA); Daniel Porter

 

**This course is approved by the IRS. The submission of a completed request form, found under the materials tab, is required for credit.

Basic Course Information

Learning Objectives

*Recognize the current issues facing the not-for-profit organizations including governance and grants 

*Describe the current issues in technology and cybersecurity impacting not-for-profits 

*Describe recent and proposed changes to accounting and auditing standards 

*Describe pitfalls in employment law compliance 

*Describe current changes and compliance issues in single audits   

*Describe recent accounting updates to: not-for-profits, going concern, and financial reporting


Major Subjects

*403(b) Retirement Plans 

*Accounting and Auditing 

*Data Security 

*Employment Law 

*Grants 

*New Market Tax Credits 

*Not-for-Profit Board Governance 

*Peer Review 

*Single Audits

*State Tax


Course Materials

Faculty




Paul N. Brown, CPA, CGMA's Profile

Paul N. Brown, CPA, CGMA Related Seminars and Products

Director of Technical Services

Florida Institute of CPAs


Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 425 reviews annually in Florida and oversees approximately 125 peer reviewers. Paul also assists members in the areas of professional ethics and professional standards. As part of his role in the peer review program Paul has previously been an instructor and author of continuing education programs for the AICPA and FICPA, for which he had received several outstanding discussion leader and author awards.

Paul has also served on the AICPA’s Technical Reviewers Advisory Task Force to the Peer Review Board and serves as staff liaison to two committees of the FICPA. Paul currently is serving in the capacity as Chair of the Audit Committee for the City of Tallahassee. Prior to joining the FICPA, Paul was an audit manager with the regional firm of Williams, Cox, Weidner & Cox (now Carr, Riggs & Ingram) in Tallahassee, Florida. Paul holds a Bachelor of Science degree in accounting and finance from Florida State University and has been licensed as a CPA since 1988.





Jeff Goolsby Related Seminars and Products

CPA

Moore Stephens Lovelace, PA


Joe Gutierrez Related Seminars and Products

Berkowitz Pollack Brant Advisors and Accountants, LLP


James O. Lang Related Seminars and Products

Baynard, McLeod & Lang, P.A.



Jeffrey D. Mechanick's Profile

Jeffrey D. Mechanick Related Seminars and Products

FASB Assistant Director-Nonpublic Entities

Financial Accounting Standards Board


Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB.  In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).

Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. 


Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office.  From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice.  He is also a past member of the AICPA’s NFP Expert Panel.  Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs.  He is also a part-time lecturer (adjunct instructor) in Columbia University’s MS program in Nonprofit Management.


Amy J. Mierzejewski CPA, CISA's Profile

Amy J. Mierzejewski CPA, CISA Related Seminars and Products

Senior Manager, Assurance Services

Gregory, Sharer & Stuart


Amy joined Gregory, Sharer and Stuart (GSS) in 2005. At GSS, Amy has focused primarily on audits of not-for-profit entities, as well as various nonpublic commercial entities.

Amy’s experience prior to joining GSS includes five years with Grant Thornton.

 

Amy’s responsibilities have included performance and supervision of audit and review engagements and information systems reviews. She has been involved in financial statement preparation including consolidated annual financial report preparation in accordance with GASB 34. Amy has experience in a wide variety of industries including not-for-profit, governmental, healthcare, employee benefit plans, service industries and manufacturing.

Amy has extensive experience in performing governmental, federal and state single audits. This experience includes work in a wide variety of programs, including those funded by the U.S. Department of Agriculture, the U.S. Department of Education, the U.S. Department of Health and Human Services, the U.S. Department of Housing and Urban Development, the U.S. Department of Justice and various other federal and state of Florida funding agencies.

 

Education & Certifications:

 

Amy earned a Bachelor of Science in Accounting from the University of South Florida Tampa. Amy is a licensed Certified Public Accountant in the state of Florida. She also has earned the Certified Information Systems Auditor designation through ISACA (formerly the Information Systems Audit and Control Association).

 

Professional Affiliations:

 

Amy is a member of both the American and Florida Institutes of Certified Public Accountants. She is also a member of ISACA.

 

Community and Civic Organizations Served:

 

Amy is an avid supporter of the American Cancer Society, serving on their development committee, as well as participating in events such as the Relay for Life. She also participates in events including the Muscular Dystrophy Association’s MDA Lock Up and the Roo Run 5k benefiting Give Kids The World Village.


Daniel Porter Related Seminars and Products

CFE

State of Tennessee Office of the Comptroller, Special Investigations



James H. Sutton Jr, CPA, Esq., LLM's Profile

James H. Sutton Jr, CPA, Esq., LLM Related Seminars and Products

Shareholder

Moffa, Sutton & Donnini, PA Tampa, FL


James Sutton is a CPA and Attorney with an almost exclusive focus on Florida sales and use tax controversy. His firm, Moffa, Sutton, & Donnini, PA handles audits, protest, litigation, consulting, collections, revocations, and criminal defense all revolving around sales tax matters. A graduate of Stetson (Bachelors and Juris Doctorate), Mr. Sutton is heavily involved with the FICPA and speaks at conferences and local chapters throughout Florida. You can read up more about Mr. Sutton at www.FloridaSalesTax.com.

 


Additional Info

Basic Course Information

Prerequisites Some familiarity with the operations and structure of not-for-profits
Advanced Preparation None
Designed For

CPAs and financial professionals practicing in, or have clients in, the not-for-profit area.


Original Recording Date 05/26/2016
Yellow Book No
Course Developer FICPA
Date Added to Catalog 01/15/2016

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based

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