June 19 - 21, 2023

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AICPA & CIMA 2023 Not-for-Profit Industry Conference

GRF is pleased to sponsor and exhibit at the 2023 AICPA & CIMA Not-for-Profit Industry Conference. Join us for a big-picture view of all things not-for-profit accounting at the 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.

Visit GRF in the Exhibit Hall

Start working smarter, not harder! Stop by GRF’s exhibit to learn how our nonprofit and tax experts can help your organization reach its full potential.

Attend our Sessions

GRF Partner and Tax Director, Dick Locastro, CPA, JD, Audit Partner, Ricardo Trujillo, CPA, CITP, CISA, and Senior Manager, Katelyn Miller, CPA, MST, will offer their expertise during multiple learning sessions. Full agenda here!

Form 990 Primer

Presenter: Katelyn Miller, CPA, MST | June 14, 4:00 – 5:40 PM

During this in-depth session, we will delve into the details behind the questions and information requested on Form 990 and its schedules. We will share tips, tricks, and best practices. This session will be especially helpful to those who have little to no experience preparing or compiling information for Form 990.

Deploying 501(c)(4) to Maximize Impact

Presenter: Dick Locastro, CPA, JD | June 20, 1:30 – 2:45 PM

More wealthy people using c4s – what are the advantages/disadvantages?

Overcoming Growth Challenges with Innovative Strategies

Presenter: Ricardo Trujillo, CPA, CITP, CISA | June 21, 8:00 – 8:50 AM

Every firm has the goal to grow their practice and be a trusted partner that their clients can rely on. However, there are several factors that are impeding our ability to achieve this goal. In this session between GRF Audit Partner, Ricardo Trujillo and Makosi CFO, Wayne Kaplan, you will hear about how the Not-for-Profit practice challenges became opportunities for innovation and growth.

  • How new regulations, technology, and staffing shortages presented challenges to the firm.
  • Identifying opportunities to apply private company audit practices.
  • Solutions you need to consider for scalable growth.

Ask the Tax Experts

Presenter: Dick Locastro, CPA, JD | June 21, 4:20 – 5:35 PM

Bring your questions for the tax experts!


Katelyn Miller

Katelyn Miller, CPA, MST

Principal, Nonprofit Tax

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Richard Locastro

Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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