2026 Nonprofit Summit
- Date:
- Feb. 25-March 18, 2026
- Anticipated CPE:
- 4
Agenda
Session One | State of the industry and a strategic approach to compensation, benefits, and real estate
Wednesday, February 25 | 1:00 – 2:00 p.m. ET
The nonprofit sector is under enormous pressure, driven by funding cuts and shifts, policy changes, and increasing community needs. This session will explore the current state of the industry, highlight emerging trends, and uncover the challenges and opportunities that organizations face today. Participants will gain practical strategies to evaluate potential cost savings in key budget categories, including employee benefits and real estate. In addition, participants will learn about strategies for structuring employee compensation and benefits to increase their ability to attract and retain talent.
- Michael Krucker, Partner, Employee benefits consulting
- Jonathon Trionfi, Partner, Plante Moran Group Benefits Advisors
- Mike Carl, Principal, Plante Moran Realpoint
- Moderator: Kellie Ray, Partner, Not-for-profit industry group leader
Session Two | Accounting standards update for nonprofit leadership
Wednesday, March 4 | 1:00 – 2:00 p.m. ET
Nonprofit leaders must stay ahead of evolving and sometimes complex accounting standards to ensure compliance and transparency. Our experts will cover key accounting areas to focus on to avoid common mistakes by taking a deeper dive into accounting and reporting requirements and presentation options.
- Melissa Stein, Senior manager, Assurance
- Michael Sleva, Manager, Assurance
- Moderator: Jeff Zeleji, Principal, Assurance
Session Three | Process improvement & ERP systems: Selection & implementation
Wednesday, March 11 | 1:00 – 2:00 p.m. ET
Nonprofit organizations face increasing pressure to streamline operations and align technology with mission-driven goals. This session explores how process improvement and enterprise resource planning (ERP) systems can transform organizational efficiency. Participants will learn how to evaluate existing processes, select the right ERP solution, and implement best practices that ensure successful adoption and long-term impact.
- Jack Kristan, Partner, Management consulting
- Chris Carr, Senior manager, Management consulting
- Moderator: Toni Diprizio, Partner, Assurance
Session Four | 2026 tax update for tax-exempt organizations
Wednesday, March 18 | 1:00 – 2:00 p.m. ET
Tax-exempt organizations operate in a complex and evolving regulatory environment. This session provides an overview of the latest federal and state tax developments impacting nonprofits, including changes to Form 990 reporting, updates to unrelated business income tax (UBIT) rules, and charitable contribution regulations. Participants will gain practical strategies to maintain compliance, optimize tax-exempt status, and reduce risk in a shifting landscape.
- Grace Leaym, Manager, Tax
- Jeff Oliver, Manager, Tax
- Moderator: Jessica Toader, Principal, Tax
For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.
Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.
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.
