2025 Nonprofit Summit
- Date:
- Feb. 26-Mar. 19, 2025
Agenda
Session One | Available On-Demand | Preventing fraud in nonprofits through effective governance
In this session, our experts will provide an in-depth look at the critical issues of fraud risk management within the nonprofit sector. Participants will gain valuable insights into identifying, preventing, and addressing fraudulent activities while enhancing their organization’s governance practices. Nonprofit leaders will leave the session equipped with the knowledge to help safeguard their organization’s assets and maintain public trust.
- Matt Bohdan, partner, management consulting
- Eric Conforti, principal, management consulting
- David Egner, President & CEO | Ralph C. Wilson, Jr. Foundation
- Moderator: Adam Counts, partner, assurance
Session Two | Available On-Demand | Accounting standards update for nonprofit leadership
In this session, panelists will provide an overview of key internal control considerations for leaders. Our experts will provide updates on the upcoming Uniform Guidance changes and how those will impact single audit requirements. We’ll cover key accounting areas to focus on to avoid common mistakes.
- Melissa Sutherland, senior manager, assurance
- Melissa Stein, senior manager, assurance
- Moderator: Jeff Zeleji, principal, assurance
Session Three | Available On-Demand | Embracing AI and managing cyberthreats in nonprofits
Our cybersecurity experts will address emerging AI topics for the nonprofit sector, assist in identifying security risks associated with the use of AI, and explore best security practices for any nonprofit organization. Attendees will understand how to embrace AI while balancing security risks and igniting innovation.
- Scott Petree, partner, management consulting
- Cooper Dayton, senior consultant, management consulting
- Moderator: Toni Diprizio, partner, assurance
Session Four | Available On-Demand | 2025 tax update for tax-exempt organizations
Join us for our annual tax update, which is a technical session dedicated to identifying risks and opportunities for tax-exempt organizations. Our experts will cover essential topics such as the importance of accurate vendor tracking/reporting, Form 990 compensation reporting requirements, and employment tax issues. Additionally, we’ll delve into recent guidance on the Inflation Reduction Act and provide an overview of current IRS activities and initiatives. This comprehensive session will equip you with the knowledge needed to navigate tax compliance in 2025.
- Jessica Toader, principal, tax
- Alyssa Kent, senior manager, tax
- Moderator: David Lowenthal, partner, tax
