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2023 Nonprofit Summit

Date:
Mar. 7-28, 2023
Anticipated CPE:
4
Register Now
What’s next in the nonprofit industry?
Group of people eating lunch at restaurant.

With industrywide demands on the horizon from navigating unprecedented economic issues, implementing new accounting standards, understanding complex tax updates, and avoiding threatening fraud trends, it’s never been more critical to develop a strategy that fully considers how these transformational factors can and will impact your nonprofit.

Are you prepared? Get the bigger picture and discover how to navigate new developments and welcome opportunities in 2023 at our Nonprofit Summit.

Join us for weekly one-hour sessions throughout March, featuring the most up-to-date guidance our experts have to offer and earn up to four hours of CPE credit.

Agenda:

March 7, 2023 | 1:00 – 2:00 p.m. EST | Transforming nonprofit economic challenges into opportunities

CPE credit: 1 hour, Economics

Join our experts as they share critical need-to-know guidance on turning the economic trends and challenges of 2023 into opportunities to grow your nonprofit in the coming year. You’ll hear more on essential topics like navigating inflation risks, developing workplace strategy, accommodating service demand, and more.

Don’t miss this opportunity to get expert insights and answers to your pressing questions.

Presenters:

  • Jim Baird | Partner, PMFA
  • Victoria Manix | Principal, corporate real estate

Moderator:

  • Toni Diprizio | Partner, assurance

March 14, 2023 | 1:00 – 2:00 p.m. EST | Accounting standards update for nonprofit leadership

CPE credit: 1 hour, Audit and accounting

In this session, panelists will provide an overview of the new accounting standards that should be on nonprofits’ radar for 2023. Experts will provide an adoption roadmap to implement the new ASC 842 lease standard and provide clarity to determine whether a contribution is conditional or unconditional. They’ll also dive into reporting on digital assets and the upcoming new standards, such as ASU 2020-07 Presentation and Disclosures by Not-for-Profit Entities for Contributed Nonfinancial Assets.

Presenters:

  • Katie Vought | Senior manager, assurance
  • Jeff Zeleji | Principal, assurance

Moderator:

  • Lisa Meacham | Partner, assurance

March 21, 2023 | 1:00 – 2:00 p.m. EST | 2023 tax update for tax-exempt organizations

CPE credit: 1 hour, Tax

Hear from industry experts as they provide need-to-know guidance and insight on the latest tax changes to impact the nonprofit sector in 2023. Discover how to navigate the Inflation Reduction Act, effectively respond to employment tax audits, and gain best practices for IRS communications and exchanges from our experts.

Presenters:

  • Ryan Harris | Senior manager, tax
  • Grace Leaym | Manager, tax
  • Amanda Coon | Manager, tax

Moderator:

  • Jessica Toader | Senior manager, tax

March 28, 2023 | 1:00 – 2:00 p.m. EST | Top risks your nonprofit is facing

CPE credit: 1 hour, Information technology

Join our experts to discover how to prevent risk and prepare effective response strategies and protocols to stay secure against the top fraud and cybersecurity threats unique to the nonprofit industry. Understand what to look for and prepare now before you’re faced with the fallout from a potentially disruptive or damaging incident.

Presenters:

  • Jessica Whitman | Senior manager, management consulting
  • Eric Conforti | Principal, management consulting
  • Matthew Bohdan | Principal, management consulting

Moderator:

  • Jennifer Culotta | Partner, assurance
Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

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