Not-for-Profit & Government Accounting & Auditing Conference

7:55 a.m.

Conference Opens

8:00 a.m.

Keynote – State of NFP

This keynote address will deliver a comprehensive, insightful look at the current state of the sector and what lies ahead.

Lara Wozniak
SVP, Director of Treasury Services
NexTier Bank

Christopher Lunn
Executive Director
Alliance for Non-Profit Resources

Carol Fennick
SVP/Treasury Services
NexTier Bank

Dena Fitzpatrick
VP/Business Banking Officer
NexTier Bank

(Credit – 1 Other)

8:50 a.m.

Break – 5 Minutes

8:55 a.m.

FASB Update 1

Accounting Standards – Update on implementation of current and future standards and proposed standards on the horizon.

Dean Solis
Manager
EisnerAmper

Seth Brody, CPA
Signing Director
CliftonLarsonAllen LLP

(Credit – 1 A&A)

9:45 a.m.

Break – 15 Minutes

10:00 a.m.

FASB Update 2

Going Concern Indicators for non-profits, including managements and governance plans to get through those issues. AI – how artificial intelligence is affecting audits. *if there is more time needed we will have information on financial statement restatements versus revisions.

Dean Solis
Manager
EisnerAmper

Seth Brody, CPA
Signing Director
CliftonLarsonAllen LLP

(Credit – 1 A&A)

10:50 a.m.

Break – 5 Minutes

10:55 a.m.

ASB Update

• Update on soon-to-be effective and proposed auditing standards
• Update on recently effective quality management standards
• Update on current exposure drafts of proposed changes to the attestation standards, including two new sections on engagements to report on sustainability information.

Ahava Goldman
Associate Director- Audit & Attest Standards
AICPA

(Credit – 1 A&A)

11:45 a.m.

Lunch

12:35 p.m.

QM Standards

Recall key elements of recent guidance on implementing the AICPA’s new Quality Management Standards that have the greatest impact on improving the quality of audit and attest services.

Jennifer Louis
CPA President
Emergent Solutions Group

(Credit – 1 A&A)

1:25 p.m.

Break – 5 Minutes

1:30 p.m.

Automate Financial Reporting

As technology reshapes the finance function, automation is becoming a powerful tool for improving accuracy, efficiency, and insight in financial reporting. This session explores practical approaches to streamlining reporting processes through automation, including data integration, workflow optimization, and the use of emerging tools that reduce manual effort and enhance reliability.

David Peters
Founder & Owner
Peters Professional Education LLC

(Credit – 1 A&A)

2:20 p.m.

Break – 15 Minutes

2:35 p.m.

Form 990

This session will provide a practical overview of key reporting requirements, common problem areas, and recent IRS updates that affect 2026 filings.

Anna Helfen
Tax Manager, Nonprofit
Aprio LLP

(Credit – 1 Tax)

3:25 p.m.

Break – 5 Minutes

3:30 p.m.

Strategic Planning and Budgeting for NFP Entities

Explore practical approaches to aligning mission, strategy, and financial planning, with a focus on building adaptable budgets, forecasting needs, and supporting long‑term sustainability.

Sara Kristman
CPA Principal
CliftonLarsonAllen LLP

(Credit – 1 A&A)

4:20 p.m.

See you tomorrow!

7:55 a.m.

Conference Opens

8:00 a.m.

Ethics in NFP Environment

• Ethics standards update
• Addressing ethical challenges
• Emerging ethical issues

Jennifer Kappler
Senior Manager
AICPA

(Credit – 1 Ethics)

8:50 a.m.

Break – 5 Minutes

8:55 a.m.

Single Audit Guide

• Why the Guide was Updated Issuance
• Approach and Transition Guide Training Series
• Overview of Appendix B
• Significant Changes in Appendix B

Michael Johns
Principal
CliftonLarsonAllen

(Credit – 1 A&A)

9:45 a.m.

Break – 15 Minutes

10:00 a.m.

Major Program Determination

• Determine whether an auditee qualifies as a low-risk auditee
• Major Program Determination

Samantha Strejcek
CPA Principal
MaherDuessel

(Credit – 1 A&A)

10:50 a.m.

Break – 5 Minutes

10:55 a.m.

Single Audit Update

This session provides a comprehensive update on the most significant changes affecting 2026 Single Audits, with a focus on implications for not‑for‑profit organizations, state and local governments.

Jennifer CruverKibi
CPA Partner
MaherDuessel

(Credit – 1 A&A)

11:45 a.m.

Lunch

12:35 p.m.

GASB Update 1

This session provides updates on projects on the GASB’s current technical agenda, including standard setting projects, research efforts, and post-implementation reviews.

Joseph Wicklund
Project Manager
Government Accounting Standards Board

(Credit – 1 A&A)

1:25 p.m.

Break – 5 Minutes

1:30 p.m.

GASB Update 2

Single Audit Update – including overview of the changes to the AICPA Audit and Accounting Guide Government Auditing Standards and Single Audits.

Joseph Wicklund
Project Manager
Government Accounting Standards Board

(Credit – 1 A&A)

2:20 p.m.

Break – 15 Minutes

2:35 p.m.

Fraud A&A Perspective

• Unique fraud risks in not-for-profits and governments
• Common fraud schemes and operational red flags
• Auditor responsibilities under AU-C 240
• Professional skepticism and practical fraud response
• Real-world fraud cases and lessons learned

Rebecca Walck
Partner
Simon Lever LLC

(Credit – 1 A&A)

3:25 p.m.

Break – 5 Minutes

3:30 p.m.

Uniform Guidance Revisions

• Background and why the revisions matter
• Effective dates and transition framework
• Key changes in Subparts A–E
• Key changes in Subpart F
• Practical implications for auditees and auditors

Tina Gipe
Manager
Boyer & Ritter LLC

(Credit – 1 A&A)

4:20 p.m.

See you next year!