November 16 - 18, 2021

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GWSCPA Nonprofit Symposium

The Nonprofit Sector: Impacts of COVID and What Comes Next

November 16 | 12:00 PM – 1:40 PM | Featuring Jackie Cardello, CPA

The COVID-19 pandemic has changed how many nonprofits operate and serve their communities, forcing them to evolve at a pace never seen before. This session will feature the insights of four experienced partners of accounting and consulting firms who are leading the way for the sector. They’ll share how their clients have navigated the past year and a half, and what they see as the path forward on a dizzying array of topics:

· General organizational operations
· Financial reporting
· Fundraising
· Travel
· Effects on Specific Types of Organizations (charities, educational, membership, religious organizations, etc)

Federal Grants 101 for Nonprofits

November 17 | 10:50 AM – 12:05 PM | Presented by Paul H. Calabrese

Federal grants and cooperative agreements are not as hard to understand as you may think. Join GRF’s federal grant and indirect rate expert for an overview of the pros and cons, including scenarios for negotiating a NICRA rate with a federal agency and negotiating an indirect rate with the pass-through entity. Participants will also receive an update on the District of Columbia’s Nonprofit Fair Compensation Act of 2020 allowing nonprofits to directly negotiate an indirect rate with a DC agency that is higher than the 10% de minimus rate. If your organization received a Paycheck Protection Program (PPP) loan, don’t miss the opportunity to learn how it impacts your F&A indirect cost pool or non-federal awards directly.


  • The basics of negotiating a NICRA rate with a federal agency
  • The negotiation of an indirect rate with a pass-through-entity or use of the de minimis rate
  • Nonprofit Fair Compensation Act of 2020
  • Impact of PPP loan on federal and non-federal awards
  • Problematic sub-recipients
  • Fixed amount awards
  • Changes to Uniform Guidance

Leadership and Mentoring in a Virtual World

November 18 | 2:05 PM – 2:55 PM | Presented by Tricia Katebini, CPA, MBA and Max Manley, CPA

We all know that leadership and mentoring thrives best when there is clear attention and mindfulness to conversations, goals, motivations and needs, and many leaders and mentors would say this is best achieved face-to-face; however, it is still essential in a virtual environment. Join us as we have a conversation around leading teams and fostering mentorship through this continued virtual environment; we will also discuss the best habits and skills that today’s leaders must encompass to recruit and retain top talent. Whether you are a CEO, CFO, or new manager, building your skills in a virtual environment has become a necessity.


Paul H. Calabrese

Principal, Outsourced Accounting & Advisory Services

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Max Manley, CPA

Partner, Audit

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Jacqueline Cardello, CPA

President and Managing Partner

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