Virtual
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
Share
Member Early Bird
$325.00
Nonmember Early Bird
$435.00
Expand to select session options
Overview
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
1000002239
Credit Type
CPE: 8Format
Virtual
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
Agenda
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
Culture in the Workplace
Speaker(s)
Dean QuiambaoOrientation to NFP Structures and Other Types of Business Imperatives
Speaker(s)
Ingrid Mittermaier
10:15–10:25 a.m. PT
Break
10:25–11:15 a.m. PT
Multiple Sessions to Select from
Deep-Dive on Leases
How to Read a 990
Speaker(s)
Jena Lee
11:15–11:20 a.m. PT
Transition Break
11:20 a.m.–12:10 p.m. PT
Multiple Sessions to Select from
Leases: Overview and Observations
Speaker(s)
Paul PreziottiPitfalls of the 990
Speaker(s)
Nancy Ahn
Faculty
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 specializes in taxation of nonprofit organizations. She...
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 Conference Planning Committee.Professional AffiliationsMemb...
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.
Jena 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 transactions, charitable contribution disclosures, public dis...
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 not-for-profit industry group.
McCormick speaks fr...
Jeffrey D Mechanick
Jeff Mechanick is an assistant director at the Financial Accounting Standards Board (FASB). In that role, he provides strategic and technical oversight of all activities involving nonpublic entities (private companies and not-for-profit organizations (NPOs)), oversees staff support for the Private Company Council, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader outreach activities. He has also been the lead staff person for the AICPA/FAF/NAS...
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 completed the Riordan Leadership Institute’s Board servi...
Andrew Michael Prather
Andrew M. Prather is an audit shareholder at Clark Nuber PS serving a wide range of not-for-profit clients. He serves as the his firm’s quality control director overseeing the firm’s internal inspection and peer review processes, as well as implementation of new professional and technical standards.
Prather is a member of AICPA’s Not-for-Profit Expert Panel, served on the recent Not-for-Profit Entities Audit & Accounting Guide Revision Task Force, and has served as a writer and reviewer of ...
Paul Preziotti
Dean Ian Baluyut Quiambao
Jane Searing
Jane Searing is a tax shareholder with Clark Nuber, P.S. in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Searing is a past-chair and current associate member of the AICPA Exempt Organizations Technical Resources Panel. She served as chair of the panel during the years of the Form 990 redesign and continues to provide the IRS with input on continued improvements to the form. She also serves on the AICPA Tax Reform Task Force and is a former me...
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 management fields; his dedication to helping accountants a...
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, sponsorship and transactions with interested persons. Tem...
Patrick Michael White
Patrick is a Director in the Assurance and Advisory department at Frank, Rimerman + Co. LLP. He has 14 years of experience auditing and advising not-for-profit organizations including public benefit organizations, private foundations and government grant recipients. Patrick has a deep interest in helping not-for-profits accomplish their individual missions and focuses mainly on the San Francisco Bay Area, where not-for-profits take on some of the most dynamic and challenging issues in the w...
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 nonprofit entities which have received local, stat...
Sponsors
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.
Our Bronze Partners
