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Nonprofit Conference

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$367.00

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school Credits

  • Up to: 8.00 credits - Accounting and Auditing
  • Up to: 8.00 credits - Other
  • Up to: 1.00 credits - Ethics

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Early Bird Ethics: Michigan Specific Ethics 2019-21 Edition

Changes to CPE, licensure expiration and more. We guide you on a deep dive into Michigan’s accountancy law and administrative rules to help you steer clear of any violations. Explore case studies and ask the experts your questions about licensure and compliance with Michigan’s accountancy act.

Michigan Specific Ethics

 

 

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InPerson

Nite Owl: Hello to Goodbye: Common HR Myths and Misconceptions

All employers are subject to an ever-increasing number of complex laws. HR misconceptions surrounding these laws may leave employers wondering what they really need to do in order to comply. During this presentation, we debunk common myths and misconceptions employers may have about the employment relationship. Topics include:

  • Differences between exempt, non-exempt, and salaried employees
  • How to handle unauthorized overtime and other pay requirements
  • Factors and tests used to classify a worker as an independent contractor
  • Why it’s a best practice to have written job offers and other documentation
  • Questions you should never ask in an interview
  • Why you should avoid probationary periods
  • Why “at-will” relationships don’t shield you from wrongful termination claims
  • When final pay is really due and what it must include

About This Course

Advance or refresh your expertise in nonprofit organizational financial reporting, accounting standards, internal controls and responsibilities while connecting with other auditors and CPAs within the sector. Together, we look at the latest issues including:

  • Retaining stakeholder trust with preventative internal controls that identify fraud.
  • Examining issues that impact the back office through the lenses of an attorney, a CFO and HR.
  • When it comes to fundraising & special event reporting, are your policies up to scratch?

For more information view the conference flyer here.

This Course Is Recommended For

Accounting professionals working in or ser vicing client organizations in the nonprofit sector

Objectives

AGENDA

  • 07:00 AM - Early Bird Ethics Registration & Refreshments
  • 07:30 AM - Early Bird Ethics Begins
  • 08:00 AM - Conference Registration & Refreshments
  • 08:30 AM - Conference Begins with Keynote Presentation: Industry Insights – Nonprofit Accounting & Auditing Update
  • 09:30 AM - Breakout Sessions
  • 10:30 AM - Breakout Sessions
  • 11:30 AM - Breakout Sessions
  • 12:20 PM - Group Luncheon
  • 01:10 PM - Breakout Sessions
  • 02:10 PM - Breakout Sessions
  • 03:10 PM - Breakout Sessions
  • 04:10 PM - Breakout Sessions
  • 05:00 PM - Conference Adjourns & Nite Owl Session Registration
  • 05:10 PM - Nite Owl Session Begins
  • 06:00 PM - Nite Owl Session Adjourns

KEYNOTE PRESENTATION

Industry Insights – Nonprofit Accounting & Auditing Update (A&A credit)
Accounting and auditing standards continue to evolve, and their impacts combine to affect nonprofit entities as well as their auditors. Hone in on FASB and AICPA guidance and projects specific to those working with this industry along with a single audit update.
Allen L. Fetterman, CPA, MBADiscussion Leader, Loscalzo Institute, La Crosse, WI

A special thank you to the Nonprofit Task Force that helped plan this event. For more information on the task force, or to request to join, please click here.

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Sessions

About This Session:

A strong foundation is critical to build expertise in any sector and so it is with nonprofits. We look at the status of today’s industry in Michigan and the country with our eyes on what is coming down the pipeline including recent and pending accounting pronouncements. Finally, review accounting and financial statement best practices. Mark L. Lockwitz, CPA – Shareholder, Maner Costerisan, P.C., Lansing

About This Session:

Let’s explore what’s new from FASB: Example notes and statements related to required changes, clarity around the financial reporting framework and how you can determine whether a government agency is involved in an exchange transaction with your organization. Wendy L. Thompson, CPA – Training Manager, Yeo & Yeo, Saginaw

About This Session:

Tax reform, and its implications, continues to be top of mind on both the business and personal levels. Put a nonprofit lens on the various subtopics, including sales tax/excise tax, fundraising, UBIT and, yes, your staff’s parking expenses. Brandy L. Terwilliger, CPA – Principal, Maner Costerisan, PC, Lansing Kathleen M. Underhill, CPA – Tax Senior Manager, Rehmann, Troy

About This Session:

Your nonprofit’s very existence depends on the trust given by stakeholders. Even a whiff of fraud sets in motion dramatic, long-lasting consequences. Recent examples and case studies of fraud highlight the don’ts and preventive internal controls will act as your guides. Sarah K. Johnson, CPA – Managing Director, Johnson Accounting, LLC, Detroit

About This Session:

Transparency, public perception and funding go hand in hand. And cost allocation is the magic sauce that brings them together for greater impact. We’ll start with basic definitions related to cost allocation, plus its benefit to indirect costs. Stephen W. Blann, CPA, CGMA, CGFM – Director of Governmental Audit Quality, Rehmann, Grand Rapids

About This Session:

Come face-to-face with the nation’s largest and most-utilized evaluator of charities, Charity Navigator. Gain insights into the value of their ratings system while discovering the ins and outs of their process to calculate results and enhance your organization’s profile. Maggie Kurnyta – Program Analyst, Charity Navigator, Glen Rock, NJ

About This Session:

It’s not just real estate or machinery or cars. Even small-ticket items like copy machines and phones fall under the new lease accounting standard. Using actual examples of setting up a lease, we’ll help you understand the new definition and the effects on presentation disclosure. Steve Guarini, CPA – Partner, Cohen & Co., Detroit

About This Session:

This session covers the process to form a nonprofit, including formation of a charity. Specifically, we describe selection of an entity, creation of organizing documents, governance, policies, application for tax exemption (including IRS Form 1023), and registration with the attorney general. John W. Mashni, JD – Attorney, Foster Swift Collins & Smith PC, Lansing Brandy L. Terwilliger, CPA – Principal, Maner Costerisan, PC, Lansing

About This Session:

Maybe it’s your first year to get triggered for a single audit. Maybe you have a calibrated system born out of habit and exposure. Either way, you won’t get very far without these 2019 compliance requirements. Stephen W. Blann, CPA, CGMA, CGFM – Director of Governmental Audit Quality, Rehmann, Grand Rapids

About This Session:

Take a look at the issues affecting your back office through three lenses: Attorney, CFO and HR. Panelists discuss the latest on employment law, an HR update for finance directors, nonprofit legal news and compliance on IRS receipting rules. Mark C. Knoth, JD – Member, Kerr Russell and Weber, PLC, Detroit Mark S. Kopson, JD – Partner, Plunkett Cooney, Bloomfield Hills Additional panelist to be announced Moderator: John D. Gatti, CPA, JD – Member, Kerr Russell and Weber, PLC, Detroit

About This Session:

While nonprofits may not historically have been the earliest implementors of new technologies, savvy customers, security and other needs are pushing the industry to re-evaluate their strategy in this area. Assess technology trends within the nonprofit sector from Microsoft Office 365, cloud ERP systems and financial planning tools to AP automation and outsourcing. Tim Bograkos – Business Development Manager, Maner Costerisan, P.C., Lansing

About This Session:

Take time to understand this unique sector of nonprofit organizations and their particular set of challenges through real-life examples. We cover the importance of internal controls as well as the issue of fraud protection to religious organizations and examine church status benefits. Lorene N. Suidan, CPA – CFO, Leader Dogs for the Blind, Rochester

About This Session:

Cash flow issues. Conflicting short- and long-term goals. Loss of a mission-driven focus. Any one of these issues can become your organization's Titanic. Avoiding the iceberg starts with identifying whether your business is healthy, at a crossroads, in conflict or in a full-blown crisis.

About This Session:

Revenue recognition continues to generate a difficult rollout for many organizations. Let’s troubleshoot your recurring challenges and decide on next steps for implementation. Wendy L. Thompson, CPA – Training Manager, Yeo & Yeo, Saginaw

About This Session:

Time for some frank conversations and honest recap of things that didn’t pan out as expected in 2019. You can think of them as tips on lessons learned and more importantly, how to prevent them in the future.

About This Session:

Congratulations, you’ve formed a new exempt organization! Now you need to understand the structure of the organization and the resulting tax reporting requirements. We’ll review the federal tax compliance issues, including an overview of the Form 990 from the reader’s point of view. Samantha L. Becker, CPA – Tax Associate, Plante Moran, Auburn Hills Alyssa M. Kent, CPA – Tax Associate, Plante Moran, Auburn Hills

About This Session:

The importance of non-profit organizations is arguably immeasurable. However, the effectiveness of individual non-profits is increasingly being evaluated as efficiency and impact metrics continue to be introduced to the industry. This presentation intends to provide a prudent sequence for non-profit decision making and to introduce techniques and best practices as well as quantify the potential result of adopting them. Gary W. Jbara, CIMA, CRPS – Executive Director, Institutional Consulting Director, Family Wealth Director, Morgan Stanley, Farmington Hills

About This Session:

Think back to your last fundraising gala or dinner. How was special event activity reported, did you reconcile sales tax, and what internal control procedures were in place? If you’re not sure, then it’s time for an action plan before your next event. Richard Brummel, CRM, CIC – CEO, Vredevoogd-Brummel Risk Management & Insurance, Hudsonville Judy Gray – Inspector, Charitable Gaming Division, Michigan Bureau of State Lottery Carolyn M. Van Allen, CPA – Partner, Monroe Sweeris & Tromp PLC, Grand Rapids

About This Session:

Ethical people, including accountants, sometimes do unethical things. Not often, but when they do, we ask ourselves, “Why?” This workshop considers the basic notion of “ethical people” versus “unethical people” and examines the spectrum of good and bad behavior that characterizes every reasonable human. We go far beyond the traditional “fraud triangle” to consider ethical leadership, moral awareness, counter-ethical organizational incentives, psychological factors, and “bad barrels” that yield bad apples. Real cases involving unethical behavior by accountants are discussed openly and honestly. Stephen H. Epstein, CPA - Member, MICPA Professional Ethics Committee

Additional Information

Overnight Accommodations:
Overnight accommodations are available at the Radisson Hotel Lansing, and can be made by calling 517.482.0188. When registering, please identify yourself as a MICPA registrant to receive the special rate. Please make your reservation early. The facility may release the room rate 3-4 weeks before the program. Rates cannot be guaranteed after this time.

Electronic materials are available approximately 48 hours prior to the event, and can be downloaded on the My Registration page.

Program Attire:
For your comfort, casual attire is welcome. We recommend using the “layered method” to give you flexibility to adjust to the room temperature.

100% Satisfaction Guarantee:
MICPA delivers the highest quality educational experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.