CONNFP26: Not for Profit Accounting Conference

The Friday Conference Center

100 Friday Center Dr
Chapel Hill , NC 27517-9495

# of CPE Credits

8

Description

You can receive a bundle discount when you add both the Form 990 Workshop and the NFP Conference to your cart!

Are you ready to elevate your nonprofit organization or practice to new heights? Join us for the 2026 NFP Conference, where staff, leaders, board members, and CPAs serving nonprofit clients come together.  Share insights, strategies, and innovations that drive success in the nonprofit sector.  Build your skills and bring practical ideas back to your organization. Connect with peers, industry experts, and potential partners to expand your professional network during our evening reception and throughout the two-day event.

Specific session(s) in this conference meet the Yellow Book (GAGAS) CPE requirements.

Join us for an evening reception at The Friday Center at 4:45pm immediately following the workshop! All Workshop and Conference attendees are invited to unwind, connect, and continue the conversation in a relaxed setting. This is a great opportunity to network with peers, speakers, and industry professionals while enjoying light refreshments.

Objective

Participants at the Not-for-Profit Conference will hear from peer experts on topics in auditing and accounting, tax revisions and much more. Learn from our NC field of experts and recognized thought leaders in the NFP community.

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

This conference is designed for CPAs, accountants, consultants, tax advisers, auditors, and other financial professionals who work with not for profit clients. It is also intended for not for profit financial executives, including CFOs, CEOs and executive directors, controllers, directors of finance, and board trustees. In addition, fiscal managers and staff working within not for profit organizations will benefit from attending.

Credit Types

    CPE

Event Speaker(s)

Victoria Boon , Rachel Clupper , Amelia Crawford , Susan Glendenning , David Heinen , Calvin Marks , Mig Murphy Sistrom , Tommy Stephens , Michelle Tracz

GS1: Legislative Update
David Heinen

A fast moving overview of the latest federal and state legislative developments affecting nonprofits. This session highlights regulatory changes, economic trends, and policy shifts that influence tax exempt operations, financial reporting, and compliance expectations.

  • CPE – Specialized Knowledge: 1.2
1A: Collaborations for Continuity/Accounting for Shared Services, Cost-Sharing Agreements, and Fiscal Sponsorship Models
Susan Glendenning , Mig Murphy Sistrom

Many nonprofits are exploring partnerships to strengthen sustainability. This session examines mergers, shared services, fiscal sponsorships, and other collaborative models. Participants will be introduced to the financial, and operational considerations that drive successful partnerships, along with red flags.

  • CPE – Business Management & Organization: 1.5
1B: Employee Management & HR Compliance for Nonprofits

Coming Soon!

  • CPE – Specialized Knowledge: 1.5
2A: Single Audit Topic
Rachel Clupper

A clear, practical walkthrough of Single Audit requirements under Uniform Guidance. The session covers major program determination, internal control testing, documentation expectations, and common audit findings. Attendees gain tools to strengthen compliance and audit readiness.

*This session qualifies for Yellow Book CPE requirements. 

  • CPE – Auditing (Governmental): 1.3
2B: Building Your Nonprofit Tech Stack on a Budget
Tommy Stephens

Nonprofits are under constant pressure to do more with less—especially when it comes to technology. Participate in this session to learn how to develop a practical, roadmap for building and optimizing a nonprofit technology stack, without overspending or overengineering. In this session, you will learn how to evaluate core technology needs, prioritize investments, and select cost effective tools to support your organization’s needs. You will also learn real world strategies for leveraging budget-friendly solutions while avoiding common mistakes and pitfalls.  Upon completing this session, you will have a clear framework for making smarter, budget conscious technology decisions.

*Yellow Book – Compliant
Session

  • CPE – Information Technology: 1.3
3A: AI & Automation Strategies for Nonprofit Operations
Tommy Stephens

Two of the most critical technologies facing businesses today – including nonprofits – are Artificial Intelligence (AI) and automation. However, despite the significance of these tools, many managers struggle to understand the “how’s and why’s” of these tools. Participants in this session will learn from practical, real-world examples how to leverage AI and automation for increased efficiency, accuracy, and internal control. Participants will also learn about some of the leading tools in these fields and best practices for putting the tools to work safely and securely.If you are looking for practical guidance on using AI and automation tools in your nonprofit organization, this is a “must-see” session.

  • CPE – Information Technology: 1.5
3B: Coming Soon!
Amelia Crawford

A practical guide to managing grant funds from award to closeout. Participants learn best practices for tracking restricted and unrestricted funds, meeting compliance requirements, strengthening internal controls, and avoiding questioned costs. Includes strategies for improving communication between program and finance teams.

*Yellow Book – Compliant
Session

  • CPE – Auditing: 1.5
4A: Charitable Contributions: Under the Microscope: Deductions, Documentation, and Conservation Easements
Victoria Boon

This session delivers a practical, compliance‑driven overview of charitable contribution deductions under IRC §170, with a focused look at conservation easements and other high‑risk gifts. Taught by a former IRS Subject Matter Expert and a former IRS Chief Counsel attorney involved in the IRS Conservation Easement Campaign, the session covers core requirements for deductibility—qualified organizations, charitable intent, quid pro quo rules, partial‑interest limits, and valuation standards—along with essential substantiation and documentation rules, including acknowledgments, Forms 8283 and 8282, qualified appraisals, and reasonable‑cause considerations.

  • CPE – Taxes: 1.3
4B: Nonprofit Cybersecurity: Protecting Donor & Client Data

A clear explanation of donor restrictions, board designations, and net asset classifications. The session highlights common reporting errors, documentation requirements, and communication strategies for working with development teams. Attendees leave with tools to improve transparency and audit readiness.

*Yellow Book – Compliant
Session

  • CPE – Accounting: 1.3
GS2: Ask the Experts (Panel)
Victoria Boon , Calvin Marks , Mig Murphy Sistrom , Michelle Tracz

A panel discussion unpacking major legislative or regulatory changes affecting nonprofits. Speakers explore compliance burdens, financial implications, implementation timelines, and advocacy considerations. Attendees gain clarity on what’s changing and how to prepare.

  • CPE – Specialized Knowledge: 1.2
Event Level:Update
Event Code:CONNFP26
External ID:CONNFP26
Event Vendor:NCACPA
Fields of Study:CPE, CPE - Accounting, CPE - Auditing, CPE - Auditing (Governmental), CPE - Business Management & Organization, CPE - Information Technology, CPE - Specialized Knowledge, CPE - Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    CONNFP26: 8-Hour Member (add-on/ 990 Workshop)Mem - BUNDLE$370
    CONNFP26: 8-Hour Member (Early Bird)Mem - EB$380
    CONNFP26: 8-Hour Non-member (add-on/ 990 Workshop)NM - BUNDLE$530
    CONNFP26: 8-Hour Non-Member (Early Bird)NM - EB$580
    CONNFP26: NC Center for Non-Profits (add-on/ 990 Workshop)NCCNP-BUNDLE$370
    CONNFP26: NC Center for Non-Profits (Early Bird)NCCNP-EB$380

    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.