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2024 Nonprofit Summit

March 5-26, 2024
Anticipated CPE:
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What’s next in the nonprofit industry?
Group of industry leaders attending Plante Moran's Nonprofit Summit.Nonprofit organizations face impending industrywide challenges: fostering a successful organizational culture, adopting new accounting standards, making sense of intricate tax updates, and navigating unusual economic uncertainties. It’s becoming ever more crucial to thoroughly evaluate the potential effects of these transformative factors on your nonprofit — and strategize accordingly.

Are you prepared? Hear from our experts and learn how to navigate new developments and opportunities in 2024 at our Nonprofit Summit.

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


March 5, 2024 | 1:00 – 2:00 p.m. ET | Creating a winning culture

CPE credit: 1 hour, Specialized knowledge

Join our expert panelists as they delve into the pivotal elements that define and enhance a thriving nonprofit culture. They will explore the intricate relationship between leadership and organizational culture, the significance of board diversity, and strategies to ensure a nonprofit’s organizational structures support its mission-driven objectives.


  • Meagan Dunn, executive director, Covenant House Michigan
  • Monica Bordner, senior manager, human resources
  • Jillien Ortel, manager, talent and organizational development


  • Kellie Ray, partner, assurance

March 12, 2024 | 1:00 – 2:00 p.m. ET | Accounting standards update for nonprofit leadership

CPE credit: 1 hour, Audit and accounting

Our panelists will provide an overview of the new accounting standards that should be on your radar for 2024. Experts will discuss an adoption roadmap of the new current expected credit loss (CECL) standard, an overview of the new auditing standards for Auditing Accounting Estimates (SAS 143) and Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (SAS 145), and how the changes will impact your audits.


  • Katie Vought, senior manager, assurance
  • Jeff Zeleji, principal, assurance


  • Kris Ray, partner, assurance

March 19, 2024 | 1:00 – 2:00 p.m. ET | 2024 tax update for tax-exempt organizations

CPE credit: 1 hour, Tax

Hear from industry experts as they provide must-have guidance and insight on the latest tax changes to impact the nonprofit sector in 2024. Experts will discuss the Form 990 compensation reporting requirements and other employment tax issues, recent developments with respect to the Inflation Reduction Act, and a general update on current IRS activity and initiatives to prepare you for the rest of 2024.


  • Jessica Toader, senior manager, tax
  • Amy Ciminello, partner, tax
  • Dori Eggett, partner, tax


  • Ryan Harris, senior manager, tax

March 26, 2024 | 1:00 – 2:00 p.m. ET | Economic trends & outlook

CPE credit: 1 hour, Economics

Join our experts as they discuss the current economic outlook and how it might affect your nonprofit. Learn how to align economic strategies with real estate decisions and what global market conditions could bring throughout the rest of 2024. Don’t miss this opportunity to get insights to inform your organization’s strategic approach within a constantly changing economic landscape.


  • Jim Baird, partner, Plante Moran Financial Advisors
  • John Foss, senior vice president, Plante Moran Realpoint


  • Christina Hardy, 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:

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