On-Demand
Not-for-Profit Organizations Conference 2023 On-Demand
CPE: 8
Overview
Did you miss the conference? Don't worry! Here's an excellent opportunity to stay up-to-date with timely updates related to the nonprofit market from industry and public accounting experts at your convenience. This year's sessions are packed with valuable insights, covering a wide range of topics including emerging tax issues, efficient controls, and managing private endowments. You'll enhance your knowledge of crucial updates in accounting, auditing, legal matters, taxation, and regulations that are specifically relevant to the nonprofit sector.
Product Code
1000002399
Credit Type
CPE: 8CPE-AA: 4CPE-Technical: 8YB: 1Format
Online Self-Study
Intended Audience
CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work in a not-for-profit organization, CPAs who audit or prepare financial statements for not-for-profit organizations and nonprofit board members who want a better understanding of financial issues facing their organizations.
NASBA Field of Study
Accounting (Governmental)
Level of Difficulty
Update
Prerequisites
Basic understanding of not-for-profit organizations.
Advance Preparation
None
Learning Objectives
Faculty
Wendy Achilles
Nancy Ahn
Nancy has over 18 years in public accounting, with a focus on providing tax services to nonprofits, high-net-worth individuals, trusts, and closely held businesses. Her nonprofit experience includes community foundations, performing arts organizations, social welfare organizations, and private foundations.
More about Nancy Ahn
Nazanin Benyamini
Nanaz Benyamini is a Tax Partner in SingerLewak’s Nonprofit Tax practice. She has over twenty-five years of tax and accounting experience, including over sixteen years as a tax exempt specialist in providing compliance and consulting services to nonprofit organizations. She began her career with Deloitte & Touche, where she continued her career through the position of Tax Senior Manager in Deloitte’s Los Angeles Tax Exempt Practice.Nanaz speci...
More about Nazanin Benyamini
Richard Cole
Rick has more than 25 years of experience serving nonprofit organizations. He is the New York Market Industry Leader for nonprofit and education, and is a member of FORVIS Higher Education Center of Excellence, which is an internal committee focused on addressing issues important to the higher education industry. Rick focuses on audits and advisory services for nonprofit and higher education organizations. Before joining the firm in 2019, he w...
More about Richard Cole
Jane Hsu Coleman
Jane has practiced public accounting since 2008. She specializes in providing tax and consulting services to not-for-profit organizations in various industries. Jane’s experience includes a variety of clients in the not-for-profit industry, including social service organizations, universities, religious organizations, and foundations. Jane’s also a board member for Dreams for Change and serves on CalCPA’s Not-For-Profit Organizations Conferenc...
More about Jane Hsu Coleman
Magaometragim Kisriev
Maga Kisriev, CPA supervises compliance with federal, state and attorney general filings for national and international public charities, private foundations, associations and welfare organizations for Hood & Strong LLP. Prior to moving to California in 2010, Kisriev spent nine years with international accounting firms in the Washington, DC area specializing in taxation of exempt organizations.
More about Magaometragim KisrievJenna Lee
Mike Lumsden
Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations including universities, health care organizations, museums, performing arts organizations, associations, and foundations.Mike has extensive experience with tax compliance and consulting, including unrelated business income analysis, intermediate sanctions and compensation issues, private inurement and excess benefit transaction...
More about Mike Lumsden
Kimberly Karen McCormick
Kim McCormick is a partner with Grant Thornton LLP. She brings more than 30 years of experience working with all types of not-for-profit and governmental organizations including higher education, cultural organizations, social service organizations, grant-making foundations, religious organizations and trade associations. McCormick’s attention is fully dedicated to serving the not-for-profit sector and she leads the Greater Bay Area office’s n...
More about Kimberly Karen McCormickAmy McLellan Duplicate
Jeffrey D Mechanick
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader educational activities. He is also a member of the Techn...
More about Jeffrey D Mechanick
Ingrid Mittermaier
Ms. Mittermaier is a principal at Adler & Colvin, a law firm deeply committed to serving the legal needs of the nonprofit sector. She focuses on the representation of nonprofit and tax-exempt organizations, with an emphasis on nonprofit structure, relationships and transactions; grantmaking and social investing; religious institutions; and international charitable transactions and operations. Ms. Mittermaier is licensed to practice in the stat...
More about Ingrid Mittermaier
Lizbeth Nevarez
Lizbeth Nevarez, CPA, has more than 14 years of public accounting experience providing tax and consulting services and is GHJ’s Nonprofit Tax Practice Leader. She is also Secretary for GHJ Foundation, GHJ’s vehicle for purposeful and proactive giving to the community. Additionally, Lizbeth co-leads GHJ’s Women’s Empowerment Cohort, which is part of GHJ’s DEI initiative.Lizbeth is a frequent guest speaker on nonprofit tax issues. She has comple...
More about Lizbeth Nevarez
Andrew Michael Prather
Andrew Prather is an audit shareholder at Clark Nuber P.S. based in the Seattle metro area. He is a leader in the firm’s Not-for-Profit Services Group and provides a wide range of not-for-profit organizations with audit and consulting services. Andrew is a current member of the AICPA’s Auditing Standards Board. He recently served as chair of the planning committee for the AICPA’s Not-for-Profit Industry Conference. He previously was a member ...
More about Andrew Michael Prather
Paul Preziotti
Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit and consulting services to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Paul received his Bachelor of Science in Accounting and Bachelor...
More about Paul Preziotti
Dean Ian Baluyut Quiambao
After spending 12 years as an auditor at Armanino, Dean transitioned to "Chief Relationship Builder" for the firm. Dean helps numerous public, private, and nonprofit organizations address their near-term compliance needs, and plan for a sustainable future by integrating their technology, AI, and people strategies. Dean is our Northern California Market Leader and serves on the Armanino Board of Partners. Dean helps to lead several industry and...
More about Dean Ian Baluyut Quiambao
Kris Russell
An experienced environmental consultant, Kris is recognized globally for implementing sustainability solutions that reduce costs, increase access to capital, improve resilience, enrich employee and community engagement and protect natural resources. As the former Environmental Program Manager of the Dallas Fort Worth Airport, Kris led DFW to become the first carbon-neutral airport in North America and won the 2020 United Nations Global Climate...
More about Kris Russell
Bianca Sarrach
Bianca is a Partner at Armanino with experience in risk management, auditing and consulting. She works closely with her clients to identify emerging risks and to strengthen their control environment, while keeping costs and benefits aligned. She is a key member of our Environmental, Social, and Governance (ESG) team, being certified in sustainability accounting and assisting clients with ESG and diversity, equity, and inclusion (DEI) program i...
More about Bianca Sarrach
Jane Searing
Jane is a managing director in Deloitte Tax's Private Wealth practice, specializing in tax-exempt organizations, private foundations, and philanthropic planning. She focuses on helping family offices and ultra–high–net worth individuals execute their philanthropic vision.She is creating a Center for Excellence in Philanthropy offering by delivering high-value compliance and advisory services, assisting clients with their complex philanthropic ...
More about Jane Searing
Donny C Shimamoto
Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and technology management for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and international educator in the fields of accounting technology, IT risk management, organizational development, and performance manageme...
More about Donny C Shimamoto
Jan Taylor
Jan Taylor, Ph.D., CPA, CGMA, serves as the Academic in Residence and Senior Director of Academic and Student Engagement at AICPA & CIMA. She retired in 2021 from her position as an Associate Professor of Accounting at Sam Houston State University (Texas). Jan taught a variety of courses to undergraduate and graduate students in the accounting curriculum, primarily financial accounting related and auditing, and served in various leadership rol...
More about Jan Taylor
Lior Temkin
Lior Temkin is the lead partner with SingerLewak’s tax practice in the Los Angeles and Woodland Hills offices. He also oversees the firm’s nonprofit niche practice specialization. Temkin has over 15 years of experience in nonprofit, business entities and individual taxation. He has significant experience with nonprofit as well as with high net worth individuals. He works closely with nonprofit organizations on complicated matters such as UBI, sponsor...
More about Lior Temkin
Patrick Michael White
Patrick White is an Assurance & Advisory Partner at Frank, Rimerman + Co. LLP, a professional services firm headquartered in Silicon Valley and trusted advisors to individuals and businesses across the country. With a passion for service, Patrick leads the firm’s Not-for-Profit Assurance practice and helps not-for-profit organizations to achieve their individual missions. With over 20 years of experience, Patrick’s expertise and technical know...
More about Patrick Michael White.jpg.jpg&w=828&q=75)
Shannon Winter
Shannon has over ten years of experience in public accounting providing
audit, review, compilation and consulting services to nonprofit organizations and local governmental entities under OMB Circular A-133 and Generally Accepted Government Auditing Standards (GAGAS). She has also consulted with clients regarding strengthening internal controls and compliance with recipients of local and federal awards. She has worked with both for profit and ...
More about Shannon Winter