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Not-for-Profit Organizations Virtual Conference | 1000002239

May 18, 2023 | 8:30 a.m. PT – May 19, 2023 | 12:10 p.m. PT

CPE: 8
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CalCPA's annual conference brings together industry and public accounting experts to deliver timely updates surrounding the nonprofit market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You'll gain a renewed understanding of pertinent accounting, audit, legal, tax and regulatory updates relevant to this sector.

Early Bird pricing expires on April 5, 2023.

  • Product Code


  • Credit Type
    CPE: 8
  • Format


  • 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


  • Prerequisites

    Basic understanding of not-for-profit organizations.

  • Advance Preparation


Learning Objectives

Determine the latest standards and technical requirements facing not-for-profit organizations

Identify answers to key tax and accounting questions related to nonprofits

Recognize issues that could affect operations and profitability


8:30–9:20 a.m. PT
  • Keynote

9:20–10:10 a.m. PT
10:10–10:20 a.m. PT
  • Break

10:20–11:10 a.m. PT
11:10 a.m.–12 p.m. PT
  • What’s Happening Now and In the Future of the Accounting Profession

8:30–9:20 a.m. PT
9:20–9:25 a.m. PT
  • Transition to Breakouts

9:25–10:15 a.m. PT

Multiple Sessions to Select from

  • 990 and 990PF Overview

    Jane Searing
  • Culture in the Workplace

    Dean Quiambao
  • Orientation to NFP Structures and Other Types of Business Imperatives

    Ingrid Mittermaier
  • Single Audit Update

    Kimberly McCormick
10:15–10:25 a.m. PT
  • Break

10:25–11:15 a.m. PT

Multiple Sessions to Select from

11:15–11:20 a.m. PT
  • Transition Break

11:20 a.m.–12:10 p.m. PT

Multiple Sessions to Select from


CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.

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