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2023 Nonprofit Summit

Date:
Mar. 7-28, 2023
View On-Demand
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. 

Agenda:

    Transforming nonprofit economic challenges into opportunities

    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

    Accounting standards update for nonprofit leadership 

    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

    2023 tax update for tax-exempt organizations

    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
    • David Lowenthal | Partner, tax

    Moderator:

    • Jessica Toader | Senior manager, tax

    Top risks your nonprofit is facing 

    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

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