Total Credits: 17 including 3 Accounting - Technical, 7 Auditing- Technical, 1 Business Law - Technical, 1 Auditing (Governmental) - Technical, 4 Specialized Knowledge - Technical, 1 Taxes - Technical
Not-for-Profits face many unique challenges. They must learn how to operate efficiently and effectively, making the most of their limited resources. This FICPA annual conference offers financial professionals in this sector two full days of cutting-edge information and updates from experts in the field. It also offers the opportunity to meet and discuss with your peers your organization's successes and the obstacles you face. Sometimes the best advice comes from your colleagues. Please take a moment to review this great agenda. I'm sure you'll find many interesting and relevant topics.
Joel DiCicco – Chair
Thursday, May 23, 2019
8:00 - 8:10 am - Introductions & Opening Remarks
8:10 - 9:00 am - The Balancing Act of Employer Responsibility: Legal Trepidations Along the Employee Life Cycle
Joyce Chastain
9:00 – 9:50 am - FASB Update: What's Now? What's New? What's Next?
Jeff Mechanick
9:50 – 10:05 am - Break
10:05 – 10:55 am - Revenue Recognition Updates:Impact on Not-for-Profits
Jeff Mechanick
10:55 – 11:45 am - Tax Reform for Not-for-Profits Including State Sales Tax Nexus (Wayfair)
Amy Chapman and Tom Santomaggio
11:45 am – 12:40 pm - Lunch
12:40 – 1:30 pm - Audit Update
Lawrence Brown
1:30 – 2:20 pm - Single Audit: What you Need to Know!
Amy Mierzejewski
2:20 – 2:35 pm - Break
2:35 – 3:25 pm - Leases for NFPs
Brad Hale
3:25 – 4:15 pm - Protecting (and Auditing) NFPs in Cyberspace
Ben Finke
4:15 – 5:05 pm - NFP Fraud: Considerations and Best Practices for Effective Auditing
Brad Caruso
Friday, May 24, 2019
8:00 – 8:10 am - Opening Remarks
8:10 – 9:00 am - Fund Raising Ideas for Not-for-Profit Entities
Bill Moore
9:00 – 9:50 am - Implementing ASU 2016-14: Lessons Learned in Telling the Financial Story
Ken Euwema
9:50 – 10:05 am - Break
10:05 – 10:55 am - Adventures in Functional Expense Reporting
Ken Euwema
10:55 – 11:45 am - Broad Perspectives on Risk Management for NFPs
Justin McDonald
11:45 am – 12:40 pm - Lunch
12:40 – 1:30 pm - Becoming a Data-Driven NFP: Practical Advice for Making Better Decisions
Dale Tuttle
1:30 – 2:20 pm - Amy's Case: Internal Control Weakness in a NFP Organization
Monica Moyer
2:20 – 2:35 pm - Break
2:35 – 4:15 pm - Managing Diversity and Unconscious Bias - Panel Discussion
Debra Thrower/Angela Floyd/Marlene King
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As the Senior Consultant with The Krizner Group, Joyce specializes in talent development, employee relations, internal investigations, employment law compliance, and affirmative action plans. She is a frequent guest speaker for professional associations and academia covering a wide array of regulatory compliance and human resources topics.
Ms. Chastain holds a Business Administration degree from Emmanuel College; was awarded Senior Certified Professional designation, Senior Professional in Human Resources designation and holds an Advanced Certificate in Internal Investigations.
She served on a variety of professional boards, including serving as the President of HR Florida State Council.
Ms. Chastain was selected as one of the “Twenty-five Women You Should Know in Tallahassee” and was honored with the designation of the Florida Human Resources Professional of the Year. She has also been featured by the Florida Trend Magazine as a Trendsetter in Human Resources.
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 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.
Ken joined United Way Worldwide in November of 2003 and currently serves as the Vice President - Controller. Among his duties are responsibility for oversight of UWW's accounting and financial reporting, organizational risk management, establishment of member financial accountability standards and member compliance with those standards.
He has served for 7 years as a member of the FASB Non-profit Advisory Committee, and as United Way Worldwide's liaison with other organizations such as the Internal Revenue Service, the US Office of Personnel Management's Department of CFC Operations, the Better Business Bureau Wise Giving Alliance, and the World Bank Foundation. Ken is a frequent speaker at conferences, seminars, and webinars on a variety of topics including, preparation of non-profit audited financial statements, USA government required tax exempt organizational reporting, collaboration and merger among non-profits, maintaining strong internal controls, building reserves, good governance, and ethical practices. Ken also created and teaches the very popular Introduction to United Way Financial Operations and Accountability courses. Ken is a graduate of Western Michigan University and lives in Springfield Virginia with his wife of 30+ years and their two college-age children.
CPAs and financial professionals practicing in, or have clients in, the not-for-profit area.
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
Online Registration
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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