Virtual
Not-for-Profit Organizations Virtual Conference 2025
Date: May 29, 2025
Time: 8:30 a.m. – 4:05 p.m. PT
CPE: 8
Member Early Bird
$325.00
Nonmember Early Bird
$435.00
Members, log in to access your discount.
Overview
Early bird pricing expires on April 17, 2025, register now and save!
This event features expert insights on the latest FASB and tax updates, the impact of AI in finance, cybersecurity risks, and key regulatory changes. Attendees can choose from breakout sessions covering topics like Single Audit updates, common financial statement errors, auditing standards, deep dives into Form 990 schedules, revenue recognition, and risk mitigation. With renowned speakers from top firms and organizations, this conference provides the knowledge and tools needed to navigate the evolving nonprofit financial landscape.
Please note: the agenda and/or speakers are subject to change.
Product Code
1000004010
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 their organizations' economic issues.
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 – 8:31 a.m. PT
Welcome Remarks
8:31 – 9:20 a.m. PT
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
A.I.
12 – 12:30 p.m. PT
Lunch Break
12:30 – 1:20 p.m. PT
Cybersecurity for NFPs: Timely learnings – and – Incident Response Preparedness
Speaker(s)
Bob GreenEric RockwellCarl Grifka
1:20 – 1:25 p.m. PT
Transition Break
1:25 – 2:15 p.m. PT
Multiple Sessions to Select from
Common Non-Profit Financial Statement Errors
2:15 – 2:25 p.m. PT
Break
2:25 – 3:15 p.m. PT
Multiple Sessions to Select from
Auditing Standards
3:15 – 4:05 p.m. PT
Multiple Sessions to Select from
Risk Mitigation from an Operational POV
Speaker(s)
Rick Dahlseid
Faculty
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...
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Rick Dahlseid
Geoff Green
Geoff Green is CEO of the California Association of Nonprofits (CalNonprofits), a statewide policy alliance of more than 10,000 nonprofits speaking to government, philanthropy, and the public at large.A long-time CalNonprofits board member, Geoff previously served as CEO of the Santa Barbara City College Foundation. With more than 25 years of experience in the nonprofit sector, he has worked on a wide variety of issues including affordable hou...
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Robert P Green
Robert (Bob) Green is the practice leader for SingerLewak’s business risk and technology services practice. He specializes in strategic technology planning and guiding businesses in the selection, implementation and management of ERP, accounting and business management software. Green oversees practice and service lines that involve outsourced IT leadership and advisory for growing businesses – as well as being responsible for SingerLewak’s IT...
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Carl Grifka
Managing Director of SL Business InformaticsPrior experience includes Top 10 CPA firm as a Risk Consulting Director, Private and Public sector IT auditor; Global enterprise CFOFrequent speaker and nonprofit board member
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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.
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Caitlin Lake
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...
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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...
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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...
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Eric Rockwell
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...
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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 ...
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