LMS-NFP


May 19  •  Grandover Resort & Conference Center, Greensboro
Register  |  Details
Code: NFP15  |  CPE: 8 hours
Qualifies:
icon-ethics=Ethics
icon-yellowbook=Yellow Book

Conference Schedule

The following agenda is subject to change.

Tuesday, May 19

7:30–8:00 AM
Registration & Continental Breakfast

8:00–9:00 AM
(GS1) Current Topics in Nonprofit Accounting and Reporting
Kevin Leder, CPA, CliftonLarsonAllen, LLP
FOS: Accounting

9:00–9:10 AM
Stretch Break

9:10–10:25 AM
icon-yellowbook(GS2) Common Frauds Found in Not-for-Profits
Lynda Dennis , CPA, PhD, CGFO, University of Central Florida
FOS: Accounting

10:25–10:40 AM
Refreshment Break

10:40–11:55 AM
Concurrent Sessions:
(1A) Independence Issues for Auditors
Lynda Dennis, CPA, PhD, CGFO, University of Central Florida
FOS: Accounting
(1B) Identifying UBIT for Industry
John Huskins, Johnson Lambert, LLP
FOS: Taxes
(1C) Comparison of the A-122 Cost Principles with those in the New Super Circular
Paul H. Calabrese, Rubino & Company
FOS: Accounting
(1D) HR Update—Rethinking Key Employee Policies & Practices
Kim Korando, JD, Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan
FOS: Business Law

11:55 AM –12:45 PM
Lunch

12:45–1:35 PM
Concurrent Sessions:
icon-yellowbook(2A) Audit Quality
Rebecca Faris, CPA, CGMA, AICPA; Karl Ruben, CPA, AICPA
FOS: Auditing
(2B) Tax Issues in Advertising & Sponsorships
Eve Borenstein, JD, Borenstein and McVeigh Law Office, LLC
FOS: Taxes
icon-yellowbook(2C) Developing Indirect Rates for Nonprofits & Changes Under the New Super Circular
Paul H. Calabrese, Rubino & Company
FOS: Accounting
(2D) Best Accounting for Churches and Religious Organizations (Part 1)
Steve Chaney, COA, Chaney & Associates
FOS: Accounting

1:35–1:45 PM
Stretch Break

1:45–2:35 PM
Concurrent Sessions:
icon-yellowbook(3A) Improvements to Not-for-Profits Financial Statements and Disclosures
Marci Thomas, CPA, MHA, CGMA, Loscalzo Associates
FOS: Auditing
(3B) Advanced Tax Issues of Foreign Transactions
Eve Borenstein, JD, Borenstein and McVeigh Law Office, LLC
FOS: Taxes
(3C) Tax Consequences of Lobbying
Charles Marshall, JD, Brooks, Pierce, McLendon, Humphrey & Leonard, LLP
FOS: Business Law
(3D) Best Accounting for Churches and Religious Organizations (Part 2)
Steve Chaney, COA, Chaney & Associates
FOS: Accounting

2:35–2:50 PM
Refreshment Break

2:50–3:40 PM
Concurrent Sessions:
(4A) Advance Accounting Issues of Nonprofit Events, Auctions, & Raffles
Darren Hunicutt, CPA, Mig Murphy Sistrom, CPA, PC
FOS: Accounting
(4B) Sales & Use Tax for Nonprofits
Eric Wayne, North Carolina Department of Revenue
FOS: Taxes
(4C) Advanced Tax Issues of Private Foundations—Form 990PF
Michele Melchior, CPA, Grant Thornton, LLP
FOS: Taxes
icon-ethicsicon-yellowbook(4D) 2015 Professional Ethics & Conduct (Part 1)  *
Cal Christian, CPA, PhD, East Carolina University
FOS: Regulatory Ethics

3:40–3:45 PM
Stretch Break

3:45–4:45 PM
Concurrent Sessions:
(5A) Using Annual Budgets for Course Corrections—Before Overruns & Deficits Occur
Paul H. Calabrese, Rubino & Company
FOS: Accounting
(5B) Nonprofit Tax Q&A
Eve Borenstein, JD, Borenstein and McVeigh Law Office, LLC
FOS: Taxes
(5C) Legislative & Legal Update
David Heinen, NC Center for Nonprofits
FOS: Business Law
icon-ethicsicon-yellowbook(5D) 2015 Professional Ethics & Conduct (Part 2)  *
Cal Christian, CPA, PhD, East Carolina University
FOS: Regulatory Ethics


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

RECOMMENDED CPE CREDIT: 8 Hours
METHOD OF PRESENTATION: Lecture
CONTENT/LEVEL OF KNOWLEDGE
: Not-For-Profit Update
ADVANCED PREPARATION/PREREQUISITE: None


Wednesday, May 20

Optional Post-Conference Workshop
Workshop requires separate registration and fees

8:30 AM–4:15 PM
(NFP2W15) Nonprofit Industry Update and GAAP Refresher
Marci Thomas, CPA, MHA, CGMA, Loscalzo Associates
FOS: Accounting
CPE: 8 Hours