June 13 - 15, 2022

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AICPA & CIMA 2022 Not-for-Profit Industry Conference

Join us for a big-picture view of all things not-for-profit accounting at the AICPA & CIMA Not-for-Profit Industry Conference this coming June. Between tax reform, ASU updates, Uniform Guidance and much more, it’s been difficult to keep up with the recent changes. We’ll help you put the pieces together.

COVID-19 Relief Update / ERC

Speakers: Richard Locastro, CPA, JD; Chris Anderson | Monday, June 13, 2022 | 3:10 PM – 4:00 PM EDT

It’s not too late for taxpayers, including not-for-profit entities, to claim the Employee Retention Tax Credit (ERTC) for 2020 and 2021. Potential refunds of up to $5,000 per eligible employee for 2020 and $7,000 per quarter per eligible employee for 2021 could be achieved. We will also look at other COVID-19 relief programs that can be beneficial to your organization or clients.

Learning Objectives:

  • We will explore the ERTC calculation in depth including the special definition of gross receipts for not-for-profit entities.
  • We will review troublesome ERTC rules and PPP loan forgiveness nuances.

Does Google Think You’re Sexy? The Cost of Having a Bad Reputation

Speakers: Melissa Musser, CPA, CITP, CISA; Ricardo Trujillo, CPA, CITP, CISA | Darren Hulem, CISA, Security+; Mac Lillard, CPA, CFE, CISA, CRISC, CITP, PCIP | Tuesday, June 14, 2022 | 9:30 AM – 10:20 AM EDT

Has your website domain been blacklisted without your knowledge? Are visitors not coming to your site because it’s flagged as unsafe? Are your donor lists being shared on the dark web? Learn the best practices for monitoring and protecting your organization’s most valuable asset: your reputation. Understanding your reputation risk goes way beyond just googling your company name. In this session, we will cover the many ways your online reputation can be compromised and offer recommended tools available for monitoring these risks. We will also discuss remediation steps for addressing any issues uncovered.

Learning Objectives:

  • Best practices for managing your online reputation
  • Recommended tools for monitoring reputation risk and how to remedy issues identified
  • Learn how reputation risk fits into an ongoing cybersecurity program

Reviewing Form 990 (compared to FS) The Battle Royale: GAAP v. Form 990 Reporting

Speakers: Max Manley, CPA; Edward Priem, CPA | Wednesday, June 15, 2022 | 1:15 PM – 2:30 PM EDT

While Form 990 generally follows financial statement reporting, Form 990, Part IX requires more detailed reporting . It is also an area that potential donors may look at to draw conclusions about how well the organization accomplishes its mission. Differences between the financial statement functional and Part IX of the Form 990 may need to be explained to Board member and to readers of the Form 990. This session will explore the GAAP vs. Form 990 functional reporting beyond just donated services and investment expenses, and offer practical tips on financial statement and Form 990 reporting to help the organization “put its best foot forward” on expense reporting.

Learning Objectives:

  • Understand the differences between GAAP and Form 990, Part IX reporting of expenses.
  • Assess practical tips for preparing a proper financial statement and Form 990 functional expense statement.

Embracing the Power of AI in Your Assurance Engagements

Speakers: Tricia Katebini, CPA, MBA; Kris Ray, CPA | Wednesday, June 15, 2022 | 2:45 PM – 3:35 PM EDT

According to the 2018 ACFE Report to Nations, two out of the top three categories of occupational fraud are asset misappropriation and financial statement fraud. Throughout the past decade, CAATs have been discussed and broadly used, but what about the next wave of auditing tools? Is your firm embracing AI as the next powerful solution? In this session you will learn:

  • What embracing AI can do to enhance your assurance process and results
  • Best practices in the planning and implementation process when embracing AI
  • A case study – how AI detected fraudulent transactions before the client alerted the team

Learning Objectives:

  • Describe how data analytics tools and resources that may be leveraged in the current audit cycle
  • Identify ways to leverage data insights to inform work on those things that matter most

Form 990 Q&A

Speakers: Richard Locastro, CPA, JD; Chris Anderson; Eve Borenstein, JD | Wednesday, June 15, 2022 | 3:50 PM – 5:05 PM EDT

Our distinguished panel of speakers will answer your 990 questions and provide insight into the issues and challenges they are seeing in their practices. We will collect unanswered questions about 990 matters from previous sessions and answer as many queries as possible.

Learning Objectives:

  • Understand issues that continue to challenge 990 preparers and filing organizations.
  • Determine best practices and practical applications for the Form 990


Max Manley, CPA

Partner, Audit

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Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Melissa Musser, CPA, CIA, CITP, CISA

Partner and Director, Risk & Advisory Services

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Audit & Risk Advisory Services Supervisor

Darren Hulem, CISA, Security+

IT RAS Supervisor