May 20  •  Grandover Resort & Conference Center, Greensboro
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Code: NFP14 ● CPE: 8 hours
icon-yellowbook=Yellow Book

Conference Schedule

The following agenda is subject to change.

7:30–8:00 am
Registration/Continental Breakfast

8:00–9:20 am
Welcome Remarks & Concurrent Sessions:
(1A) Hot Topics in FASB Accounting Issues for NFPs icon-yellowbook
Jeff Mechanick, Financial Accounting Standards Board
FOS: Accounting
(1B) IRS Hot Topics
Amy K. Chapman, CPA, CFE, CliftonLarsonAllen, LLP
FOS: Taxes
(1C) Protecting Your Organization through Risk Management and Insurance
Linda Folger, CPCU, CIC, ARM, CRM, TriSure Corporation
FOS: Management Advisory Services

9:20–9:35 am
Refreshment Break

9:35–10:50 am
Concurrent Sessions:
(2A) A Deeper Dive into FASB Issues for NFPs (Q&A)
Jeff Mechanick, Financial Accounting Standards Board
FOS: Accounting
(2B) Advanced Unrelated Business Income Tax (UBIT) icon-yellowbook
Tony Pandiscia, JD, CPA, Langdon & Company, LLP
FOS: Taxes
(2C) Technology—It’s Not Just for Big Budgets Anymore
Kim Lanphear and  Stephanie McKee; Apparo Solutions, Inc.
FOS: Information Technology
(2D) Dining, Dancing, and Debits—Fundraising Strategies & Accounting
Ruth A. Peebles, The INS Group, Inc.
Susan C. Martin, CPA, Gospodarek & Dreher, PA
FOS: Accounting/Specialized Knowledge

10:50–11:00 am
Stretch Break

11:00 am–12:15 pm
Concurrent Sessions:
(3A) The Super Circular is Final! What Auditors and NPOs Need to Know to Get Prepared!
Marci Thomas, CPA, MHA, CGMA, Nonprofit Board Resource
FOS: Governmental Accounting
(3B) State Compliance Issues for Nonprofits
Dianne C. Bailey, JD, Robinson Bradshaw & Hinson
FOS: Taxes
(3C) Understanding Nonprofit Financial Statements
Jim Hazel, CPA, Elliott Davis, PLLC
FOS: Accounting
(3D) Human Resource Update
Susie Gibbons, JD, and Kate Paradise; Poyner Spruill, LLP
FOS: Personnel/HR

12:15–1:15 pm

1:15–2:30 pm
Concurrent Sessions:
(4A) Audit Roundtables
Facilitated by members of the Not-for-Profit Committee
FOS: Audit
(4B) Tax Consequences of Lobbying & Political Advocacy
Charles Marshall, JD, and Adam Tarleton, JD; Brooks, Pierce, McLendon, Humphrey & Leonard, LLP
FOS: Taxes
(4C) Fraud in Not-for-Profit icon-yellowbook
William A. Barbee, CPA/ABV/CFF, CIRA, GreerWalker, LLP
FOS: Accounting
(4D) The Value Added Finance Officer
Wendy Laxton, CPA, Laxton CFO Services, LLC
Laura Belcher, Arts & Science Council
FOS: Business Management & Organization

2:30–2:45 pm
Refreshment Break

2:45–3:40 pm
Concurrent Sessions:
(5A) Auditing and Accounting for Alternative Investments icon-yellowbook
Steve Corns, McGladrey, LLP
FOS: Auditing/Accounting
(5B) Evaluating Joint Ventures
Kristen Hoyle, CPA, Thomas, Judy & Tucker, PA
Sally Edwards, Marbles Kids Museum
FOS: Taxes/Specialized Knowledge
(5C) 2014 Professional Ethics & Conduct, (Part I)* icon-ethics icon-yellowbook
Cal Christian, CPA, PhD, East Carolina University
FOS: Regulatory Ethics
(5D) Investment Strategies, Performance Measurements, and Governance for NPO’s
David Piscorik, CPA, Stancil & Company, CPAs
FOS: Specialized Knowledge

3:40–3:50 pm
Stretch Break

3:50–4:45 pm
Concurrent Sessions:
(6A) Reporting Deficiencies icon-yellowbook
Kevin Leder, CPA, CliftonLarsonAllen, LLP
FOS: Accounting
(6B) Tax Issues of Private Foundations
Michele Melchior, CPA, Grant Thornton, LLP
FOS: Taxes
(6C) 2014 Professional Ethics & Conduct, (Part 2) * icon-ethics icon-yellowbook
Cal Christian, CPA, PhD, East Carolina University
FOS: Regulatory Ethics
(6D) 2014 Nonprofit Legislative & Legal Update
David Heinen, NC Center for Nonprofits
FOS: Specialized Knowledge

*In order to receive credit for the two-hour Ethics requirement, you must attend both sessions.

: Not-For-Profit Update