Virtual

Not-for-Profit Organizations Virtual Conference 2026

Date: May 28, 2026

Time: 8:30 a.m. – 4:35 p.m. PT

CPE: 8

Overview

Save $50 with early bird pricing through April 16, 2026.

Nonprofit organizations face increasing scrutiny, tighter regulations, and rapidly changing risks—and the people responsible for governance, reporting, and compliance feel it first. This virtual experience is designed for CPAs, CFOs, controllers, executive directors, attorneys, financial staff, and board members who need a clear, confident grasp of today’s nonprofit financial realities.

Get practical insight into the latest FASB and tax updates, the expanding role of AI in finance, and critical regulatory changes affecting not-for-profits. Choose breakout sessions tailored to your role, with deep dives into Single Audit updates, auditing standards, Form 990 schedules and more.

Whether you prepare the statements, audit them, rely on them—or oversee those who do—you’ll walk away better equipped to ask smarter questions, make stronger decisions, and protect the organization’s mission.

Agenda and speakers are subject to change. Specialty credit awarded is based on sessions attended and is not guaranteed.

Product Code
1000004673
Credit Type
CPE: 8
Format
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

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, income, and expenses

Agenda

Welcome / Keynote: The AI Revolution in 2026: What CPAs Should Know
AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.
Speaker(s)
John Higgins

CalNonprofits Update: Policy, Power, and the Nonprofit Economy
Get a front-row view of the nonprofit sector’s economic and policy landscape with insights from CalNonprofits’ new Causes Count report. This session explores the economic impact of nonprofits, major state policy developments, and escalating federal threats shaping governance, funding, and compliance for California organizations.
Speaker(s)
Geoff Green

Break

FASB Update: What Nonprofits Need to Know Now
Stay current on FASB developments impacting nonprofit financial reporting. This session breaks down recent and upcoming standards, implementation considerations, and what preparers, auditors, and governance leaders should be watching closely.
Speaker(s)
Jeffrey D Mechanick

Tax Update: Navigating Change in the Nonprofit Tax Landscape
Tax rules for nonprofits continue to evolve—and scrutiny is rising. This session highlights key federal and state tax developments, emerging compliance risks, and planning considerations affecting exempt organizations and those who advise them.
Speaker(s)
Jane Coleman Michael P Lumsden

Lunch Break

Fraud and Compliance: A Regulator’s Perspective
Fraud incidents bring legal, financial, and reputational risk—especially for nonprofits. Hear directly from state regulators on what California nonprofits must do when fraud occurs, how investigations unfold, and how tax authorities view fraud-related issues.

Cybersecurity and Nonprofits: Managing Risk in a Digital World
Cyber threats pose growing risks to nonprofit operations, donor trust, and compliance. This session explores common vulnerabilities, governance responsibilities, and practical steps nonprofits can take to strengthen cybersecurity posture.
Form 990 Deep Dive: Smarter Preparation, Fewer Surprises
Move beyond the basics of Form 990 with a practical deep dive into preparation strategies and efficiency tools. This session focuses on commonly misunderstood schedules (beyond A and C) and techniques to reduce back-and-forth with clients and stakeholders.
Speaker(s)
Logan Weaver
Jena Lee

Break

Audit Hot Topics for Nonprofits: What Keeps Coming Up
Certain audit issues continue to challenge nonprofits year after year. This session examines recurring hot topics, including leases and revenue recognition, through real-world examples and practical lessons learned.
Speaker(s)
Paul Preziotti Caitlin Lake
Form 990-T and UBIT: Navigating Complex and High-Risk Areas
Speaker(s)
Maga Kisriev Lior Temkin

Ask the Experts / Adjourn
Wrap up the day with a live, interactive Q&A featuring nonprofit audit and tax experts. Bring your toughest questions and gain practical insights drawn from real client and audit experiences.
Speaker(s)
Paul Preziotti Shannon Winter Lior Temkin

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...

More about Jane Hsu Coleman

Geoff Green

Geoff Green is the CEO of CalNonprofits, an alliance of over 10,000 nonprofits advancing policy advocacy, education, and research to build a more powerful and politically engaged nonprofit network across California.Prior to CalNonprofits, Geoff served as CEO of California’s largest community college foundation, was a leader in the College Promise movement, and helped secure a record $100M gift to two dozen community colleges. Before that he se...

More about Geoff Green

John Higgins

Meet John Higgins, CPA. CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies....

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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.

More about Magaometragim Kisriev

Caitlin Lake

Caitlin Lake, CPA, is a Senior Manager at Johnson Lambert LLP. She is responsible for providing audit and consulting services to not-for-profit and insurance entities. She received her Bachelor of Business Administration in Accounting and Masters of Science in Accounting from James Madison University. She worked for KPMG and the United States Government before coming to Johnson Lambert in 2022. Beyond her client work, she is passionate about p...

More about Caitlin Lake

Jeanette Mei Gim Lee

Jena is a San Francisco based CPA that joined BPM’s non-profit tax practice in 2015. She has worked with some of the largest private foundations in the U.S. with their tax and other compliance, as well within BPM’s Advisory practice providing outsourced accounting services for local charities and private foundations.

More about Jeanette Mei Gim Lee

Michael P Lumsden

I'm a Tax Senior Manager at Moss Adams in San Francisco with 10+ years of experience assisting tax-exempt organizations (including health care, schools and universities, museums, and foundations) with tax compliance, unrelated business income analysis, research, and resolving complex tax matters related to on-going compliance and targeted tax planning.In addition to my experience working with the not-for-profit sector, I also have extensive ex...

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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...

More about Jeffrey D Mechanick

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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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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Logan Weaver

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

Not-for-Profit Organizations Virtual Conference 2026

Member Early Bird

Nonmember Early Bird

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

8:30 – 9:45 a.m. PT

Welcome / Keynote: The AI Revolution in 2026: What CPAs Should Know

Speaker(s)

9:45 – 10:35 a.m. PT

CalNonprofits Update: Policy, Power, and the Nonprofit Economy

Speaker(s)

10:35 – 10:45 a.m. PT

Break

10:45 – 11:35 a.m. PT

FASB Update: What Nonprofits Need to Know Now

Speaker(s)

11:35 a.m. – 12:25 p.m. PT

Tax Update: Navigating Change in the Nonprofit Tax Landscape

Speaker(s)

12:25 – 12:55 p.m. PT

Lunch Break

12:55 – 1:45 p.m. PT

Fraud and Compliance: A Regulator’s Perspective

1:45 – 2:35 p.m. PT

Cybersecurity and Nonprofits: Managing Risk in a Digital World

Form 990 Deep Dive: Smarter Preparation, Fewer Surprises

Speaker(s)

2:35 – 2:45 p.m. PT

Break

2:45 – 3:35 p.m. PT

Audit Hot Topics for Nonprofits: What Keeps Coming Up

Speaker(s)

Form 990-T and UBIT: Navigating Complex and High-Risk Areas

Speaker(s)

3:35 – 4 p.m. PT

Ask the Experts / Adjourn

Speaker(s)

Faculty

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