LMS-NFP


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

NCACPA and the NC Center for Nonprofits have once again teamed up to develop the only state-wide accounting conference focused on elevating the success of the nonprofit sector.

This premier educational experience features 22 diverse sessions filled with robust and critical information delivered by nonprofit experts, as well as opportunities to network with over 400 of your peers from across the state. Specifically designed to help you glide through today’s nonprofit challenges, this program has a fully loaded A&A and tax line-up. You will leave finely tuned for handling pressing issues and efficiently managing financial operations—gearing you up for success!

As an added bonus, there will be optional pre- and post-conference workshops available—Join Eve Borenstein, JD, for “Form 990—A Comprehensive Approach to Complete & Accurate Preparation” and Marci Thomas, CPA, MHA, CGMA, for “Nonprofit Industry Update and GAAP Refresher.” Both workshops require separate registration.

Thank you to our program partner, NC Center for Nonprofits

Conference Schedule

The following agenda is subject to change.

Monday, May 18 (Optional)

7:00–7:50 PM
(OPT1) Beyond Numbers—Making Your Budget a Success with Stakeholders
FREE Bonus CPE!
Brad Johnson, CPA, Minor, Anglin & Associates, PA
FOS: Finance

 

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