Not-for-Profit Conference

Transcription

1 The Georgia Society of CPAs Not-for-Profit Conference May 11, 2016 Cobb Galleria Centre, Atlanta Event Code: LS13032 The Georgia Society of CPAs

2 Not-for-Profit Conference May 11, 2016 Cobb Galleria Centre, Atlanta Event Code: LS hours of CPE credit with a possible 2.5 hours of A&A Not-for-profit organizations are faced daily with a variety of challenges, including limited resources, an increased need in the community, and navigating the changing landscape of the relationship between government and not-for-profits. With so many obstacles to traverse, it can be difficult for CPAs to effectively respond to the issues. The 2016 Not-for-Profit Conference will provide you with the tools you need to be an agent of change for your organization and your clients, as well as tackle the critical issues not-for-profits are facing. A comprehensive update and insightful perspectives from a mixture of leaders in the not-forprofit world will cover everything from crowdfunding to trends and issues in executive compensation to what s on the horizon for single audits. Who Should Attend: CPAs, consultants, tax advisers, auditors and other financial managers who work for not-for-profit organizations or who have not-for-profit clients. Live Stream Attendance Event Code: LS13032 CPE Credit: 8 hours of CPE credit including 1 hour of A&A Live stream allows you to attend the conference from your home, office or anywhere you can access the Internet. You view the sessions in real time as part of the audience and have interaction with other attendees via chat areas. Live streamed sessions are indicated with the following symbol: For more information or to register, visit olc.gscpa.org or call or , Opt. 3. GOLD SPONSOR BREAKFAST SPONSOR SILVER SPONSOR WI-FI SPONSOR

3 Wednesday, May 11 7:15-8 a.m. Continental Breakfast and Registration 8-8:05 a.m. Welcome and Announcements 8:05-9:20 a.m. A - Succession Planning: An Essential Ingredient for Organizational Success Terri Theisen, Theisen Consulting LLC, Atlanta, Ga. Succession planning is not just for large not-for-profits; organizations of all sizes need to carefully plan for the succession and transition of their leaders both board and staff. Planning for a transition is not the same as making a transition: we ll discuss preparation for planned and unplanned leadership succession, how to deal with the challenges that accompany transition in leadership, and who s responsible for managing leadership transitions. Practical steps will outline how to move through a transition and have a thriving organization on the other side. 9:20 9:35 a.m. Break 9:35-10:25 a.m. B - Evolving, Leading and Innovating in Not-for-Profit Environments Alicia Philipp, MBA, The Community Foundation for Greater Atlanta, Atlanta, Ga. Get an inside view on what it is like to lead the state s second largest foundation, with assets of almost a billion. Ms. Philipp will share her 30+ years of experience on talent, trends and tenacity. The foundation, which has served the 23-county Atlanta region since 1951, provides quality services to donors and innovative leadership on community issues, granting over $100 million annually to not-for-profits. 10:35-11:25 a.m. C - Crowdfunding Panel Discussion Rachel Ezzo, Kate s Club, Atlanta, Ga. Lara Smith, Dad s Garage, Atlanta, Ga. Camille Russell Love, City of Atlanta - Mayor s Office of Cultural Affairs, Atlanta, Ga. Robert Brawner, Atlanta BeltLine Partnership, Atlanta, Ga. Learn the ins and outs of crowdfunding from local not-for-profit leaders with experience in executing crowdfunding campaigns. We will discuss best practices and regulations, as well as take questions from the audience. 11:25 a.m. - 12:15 p.m. Lunch 12:15-1:30 p.m. D1 - Operating Without Borders Deborah Priest, CPA and Carlye Dooley, CPA, Windham Brannon, Atlanta, Ga. The web has made it possible for charities to reach beyond the borders of their resident state to solicit donations. Such solicitations and other charitable activities may trigger state charity registration requirements. In addition, many charities with unrelated business taxable income for federal purposes must report this income to state authorities for taxation. Discuss the activities that could result in state registration and/or income reporting requirements for the not-for-profit organization.

4 D2 - Accounting Update (A&A) Brian Muia, CPA, Jones and Kolb, Atlanta, Ga. Here is your opportunity to stay abreast of the recent accounting changes and to see what is on the not-for-profit accounting horizon. Dive into recently issued accounting guidance that directly impacts the not-for-profit industry. 1:30-1:40 p.m. Break 1:40-2:30 p.m. E1 - Filling Up the Fund Development GAAP : A Close Examination of Fund Development vs. GAAP Debra Scott, JD, MPH, The Scott Practice, LLC, Atlanta, Ga. Inherent in fund development is a different perspective and compilation of what counts in terms of gift recognition under GAAP, which sometimes results in a tug of war between development and financial accounting over reporting and recognition of planned gifts and pledges. Procedural consistency and reconciliation between development and accounting is necessary to avoid confusion with respect to what is reported internally among governing boards and audit committees and reports generated for external constituencies. Attendees will gain a clearer understanding of the reporting discrepancies between these two worlds. We will also discuss best practices in overcoming reporting and recognition challenges faced by not-forprofit accounting professionals. E2 - Labor and Employment Update: The Continuing Threat of Wage and Hour Suits and Independent Contractor Considerations Charlie Morgan, Esq., Alston & Byrd, Atlanta, Ga. The number of wage and hour lawsuits under the FLSA continues to rise. In addition, the landscape for who is and who is not an independent contractor or joint employer is changing rapidly. Review the most common mistakes that employers make that provide opportunities for wage and hour suits, as well as the latest developments regarding independent contractors and the contingent workforce. 2:30-2:45 p.m. Break 2:45-3:35 p.m. F1 - Single Audit Update (A&A) Joel Black, CPA, Mauldin & Jenkins, Atlanta, Ga. Review the significant changes required of single audits of years ending December 31, 2015 and later due to the new Uniform Guidance and discuss changes in the 2016 OMB Compliance Supplement and get information to you that you need to know for upcoming single audits. F2 - Form 990 Update Marc Azar CPA/ABV, CVA and Sabre Linahan, CPA, Smith & Howard, Atlanta, Ga. Although Form 990 is no longer new the form still causes confusion for many organizations and tax preparers. Address areas such as foreign reporting, changes for supporting organizations and the most recent clarifications from the IRS. 3:45-4:35 p.m. G1 - Good Governance: Principles of Not-for-Profit Karen Kemp, Lighthouse Counsel, Athens, Ga. Gain clarity about effective governance, responsible fundraising and strong financial oversight in the charitable organization and discuss the nature and scope of a typical not-for-profit, including the fiduciary and core responsibilities of boards of directors. Best practices of successful not-for-profit organizations will be highlighted and consist of a discussion of how ethical practices ensure that the organization fulfills its mission, lives up to its values and remains viable for the future. G2 - Executive Compensation in Not-for- Profit Trends and Issues Phillip Blount, MBA, CCP, GRP, Phillip Blount & Associates, Lawrenceville, Ga. While not-for-profit organizations face different challenges from an accounting and financial standpoint, they also encounter unique issues in attracting, retaining, and motivating executive leadership. Review the current trends in not-for-profit executive compensation along with some of the unique issues faced by the sector.

5 REGISTRATION Event Code: Name MI Last Member # Company/Firm Name Address City State Zip Phone Fax Registration Confirmation: Mail OR Check here if registration includes a change of address: PRICING INFORMATION Members Nonmembers LIVE STREAM Members LIVE STREAM Nonmembers Early Registration Fee by April 20 $255 $355 $255 $355 Standard Registration Fee $315 $415 $315 $415 Late Registration Fee after May 6 $355 $455 $355 $455 Cancellation Policy: Cancellations/Transfers made up to three weeks before the seminar or conference will not incur an administration fee. Cancellations/Transfers made during the Standard Fee time frame are subject to a $50 administration fee. Cancellations/Transfers made within three business days are subject to a $100 administration fee for members; $150 for nonmembers. Cancellations/No shows on the date of the event forfeit the entire registration fee. No refunds or transfers of course fee will be made after the date of the event. Turn Form Over for Payment Information REGISTER TODAY! CALL GSCPA CPE Department at or , Opt. 3 to place a credit card order FAX a completed registration form with credit card information to GSCPA at INTERNET registration available at MAIL your completed registration with credit card information or check made payable to The Georgia Society of CPAs to: The Georgia Society of CPAs Six Concourse Parkway, Suite 800 Atlanta, GA 30328

6 BREAKOUT SESSIONS Choose one session per time slot 12:15-1:30 p.m. D1 - Operating Without Borders D2 - Accounting Update (A&A) 1:40-2:30 p.m. E1 - Filling Up the Fund Development GAAP : A Close Examination of Fund Development vs. GAAP E2 - Labor and Employment Update: The Continuing Threat of Wage and Hour Suits and Independent Contractor Considerations 2:45-3:35 p.m. F1 - Single Audit Update (A&A) F2 - Form 990 Update 3:45-4:35 p.m. G1 - Good Governance: Principles of Not-for-Profit G2 - Executive Compensation in Not-for-Profit Trends and Issues MATERIALS Choose how you wish to receive conference materials Download ematerials Printed Materials No printed materials provided at the conference Will receive printed materials at the conference Live Stream Attendees will receive ematerials PAYMENT INFORMATION In Person Attendance OR Live Stream Attendance Use Money on Account Check for $ made payable to The Georgia Society of CPAs Amount to charge credit card $ Personal Card OR Company Card Discover MasterCard AmEx Visa Card Number Expiration Date Name as it appears on card Signatures ITEMS TO NOTE If you have a specific dietary or other need, please contact the CPE Department at least one week prior to the conference at or , Opt. 3. If you have special needs under the Americans with Disabilities Act, please attach a written description or call or , Opt. 3.

7 Facility Cobb Galleria Centre Two Galleria Parkway SE, Atlanta, Ga Directions: Hotel Renaissance Waverly Hotel 2450 Galleria Parkway, Atlanta, Ga Website: Please mention GSCPA when making your reservation. *GSCPA does not have a room block established at any hotel Photography By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials. Task Force Members CHAIR: Matthew Gunning, CPA, Carr, Riggs & Ingram, LLC, Atlanta, Ga. VICE-CHAIR: Deborah Minor, CPA, American Academy of Religion, Atlanta, Ga. MEMBERS: Marc A. Azar, CPA, Smith & Howard, PC, Atlanta, Ga. Paul Chancey, Jr., CPA, Cherry Bekaert, LLP, Atlanta, Ga. Kira Hilden-Minton, CPA, Grant Thornton, LLP, Atlanta. Ga. Aleisa Howell, CPA, Mauldin & Jenkins, LLC, Atlanta, Ga. Brian Muia, CPA, Jones and Kolb, CPAs, Atlanta, Ga. Dale Palmer, CPA, Georgia State University Foundation Inc., Atlanta, Ga. Randy Shrum, CPA, Grant Thornton LLP, Atlanta, Ga.

8 The Georgia Society of CPAs Six Concourse Parkway Suite 800 Atlanta, GA Not-for-Profit Conference Pre-Sorted Standard U.S. Postage PAID Atlanta, Georgia Permit No. 6495