Sessions:

• Strengthening Internal Controls to Prevent Fraud - Explore fraud prevention controls tailored for nonprofits. Learn about effective internal controls, the risks of not having them in place, and real-world examples to help you protect your organization's assets and reputation.
  • Presented by Gregory Hall, CPA, CMA, CFM, and Timothy Peters, CPA, CFF, CGMA, Members of the Firm
     
• Functional Expense Allocations: Avoiding Pitfalls & Getting It Right - Functional expense allocations are crucial for nonprofits, as they provide transparency and accountability, ensuring that funds are used effectively to support the organization's mission. They also help in demonstrating to donors and stakeholders how resources are being utilized, which can enhance trust and encourage further support. 
  • Presented by Erin Clark, CPA, MBA, Member of the Firm
     
• Retirement Plans for Nonprofits - Overview of key considerations for nonprofit retirement plans, including a comparison of 401(k) and 403(b) options, updates on SECURE 2.0 Act provisions, and insights on upcoming Cycle 2 and Cycle 4 Plan Document Restatements.
  • Presented by Cory Cuffley, QKC®, QKA®, CFP®, CPA, Retirement Plans Manager
     
• Financial Foundations for Long-Term Stability - Overview of key strategies for evaluating your organization's financial health, ensuring program sustainability, and effectively communicating your financial story to stakeholders.
  • Presented by Krista Gardner, CPA, Member of the Firm
     
• Federal Funding & Uniform Guidance Updates - Explore updated thresholds for single audits and enhanced documentation requirements, providing valuable insight to help nonprofits navigate the evolving regulatory landscape.
  • Presented by Gary Snyder, CPA, Manager
     
• Financial Statements vs. Form 990: Key Differences - Understand the differences between financial statements and IRS Form 990. Gain insights into unique reporting requirements, compliance considerations, and best practices for transparency with stakeholders.
  • Presented by Gregory Hall, CPA, CMA, CFM, Member of the Firm
     
• QuickBooks Online Best Practices - High-level overview of best practices for general ledger clean up and transaction entry, along with insights on improving efficiencies in QuickBooks Online. There will also be time for open Q&A.
  • Presented by Kendra Barnhart, Support Accountant
  • Note: QuickBooks will be the final session. Those who do not use QuickBooks will have the option to drop off the webinar before the final session and receive reduced CPE credit.