Home / Events / AICPA & CIMA 2025 Not-for-Profit Industry Conference

GRF is pleased to sponsor and exhibit at the 2025 AICPA & CIMA Not-for-Profit Industry Conference.

Each June, the best and brightest in the not-for-profit field gather for a big-picture view of all things not-for-profit accounting at the AICPA & CIMA Not-for-Profit Industry Conference. This year, GRF’s Nonprofit Tax team will participate in five sessions focused on post-election expenditures, Schedule A challenges, UBI, retaining 501(c)(3) status, and annual reporting requirements.

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.

Featured Presentations

NFP Tax Game Show

June 17, 10:50 AM – 12:05 PM | Featuring Dick Locastro

Come test your knowledge of nonprofit tax law in a fun, fast-paced learning environment. Participants will have an opportunity to learn about both the ordinary and some of the more esoteric rules facing exempt organizations of all types specifically focusing on their annual reporting requirements.

Post Election Expenditures

June 17, 2:25 PM – 3:40 PM | Featuring Dick Locastro

The sequel to last year’s session about election year activities, this session will address compliance as attention shifts to public policy advocacy at the federal, state, and local levels. Come learn about IRS 501(c)(3) lobbying limits and reporting, federal and state lobbying disclosure laws, and recordkeeping strategies and tips.

Top 10 Challenges When Completing Schedule A of Form 990

June 17, 4:15 PM – 5:05 PM | Featuring Katelyn Miller

Proper completion of Schedule A is vital for all Section 501(c)(3) organizations but that can be easier said than done. From public support tests to unusual grants, this session will help practitioners and organizations with these and other tough technical issues that arise from Schedule A.

UBI – Services, Royalties, and Sponsorships

June 18, 9:05 AM – 10:20 AM | Featuring Lisa Heller and Dick Locastro

Many organizations struggle with potential unrelated business income issues associated with services, royalties, and sponsorships. This session will focus on these 3 activities and provide guidance about utilizing potential exemptions and exceptions to minimize the tax on Form 990-T.

Top Ten Ways to Lose Sec. 501(c)(3) Status

June 18, 1:15 PM – 2:30 PM | Featuring Lisa Heller

Maintaining tax-exempt status is crucial for organizations serving the public good, and requires strict adherence to IRS rules and regulations. Using a top-ten format from a late-night talk show, we will discuss the most common pitfalls that can put your organization’s tax-exempt status at risk. Our panelists will discuss their own experiences in helping organizations stay compliant and continue to benefit from their tax-exempt status.