Today’s nonprofit leaders are faced with numerous changes and uncertainties in the tax-exempt industry. Challenged by an ever-evolving regulatory framework that tests the stability of their mission and finances, these savvy leaders have become creative and flexible to meet the growing needs of their organizations.

Join Gelman, Rosenberg & Freedman (GRF) and featured guest speakers for a one-day boot camp exploring many of the areas nonprofit executives perceive as challenges for the industry now and over the next several years. You’ll come away with innovative ideas and the leadership tools you will need to meet these demands and lead your organization into the next decade.

Agenda

8:30 – 9:00 am | Registration & Breakfast
9:00 – 9:30 am | Introduction & State of the Union for Nonprofits
9:30 – 10:30 am | New ASUs with Real Life Examples
10:30 – 10:45 am | Morning Break
10:45 – 11:15 am | SALT & Unclaimed Properties
11:15 am – 12:00 pm | Tax Reform Update
12:00 – 1:00 pm | Networking Lunch
1:00 – 1:45 pm | Win at Engaging Board Members in Fund Development
1:45 – 2:30 pm | Nonprofit Enterprise Risk Management
2:30 – 3:00 pm | Internal Audit – Key Procedures to Apply at Nonprofit Organizations
3:00 – 3:15 pm | Afternoon Break
3:15 – 4:00 pm | Nonprofit C-Suite Panel

Speakers

Carol Clark, CPA | Chief Operational Officer
Association of Public Health Laboratories

David Keen, CPA | Chief Financial Officer
American Psychiatric Association

Derry Deringer, CFRE, CPCC | Principal
Deringer Consulting, LLC

Jennifer Arminger, CPA | Nonprofit Audit Partner
Gelman, Rosenberg & Freedman CPAs

Josephine Morris-Young, MBA | Chief Financial Officer
Mary’s Center

Katelyn Miller, CPA | Nonprofit Tax Manager
Gelman, Rosenberg & Freedman CPAs

Karen Syrylo, CPA
State and Local Tax Expert

Mark Tessar, CPA, CIA | Nonprofit Audit Supervisor
Gelman, Rosenberg & Freedman CPAs

Melissa Musser, CPA, CITP, CISA | Risk & Advisory Services Principal
Gelman, Rosenberg & Freedman CPAs

Michael Shaffer | Nonprofit Audit Supervisor
Gelman, Rosenberg & Freedman CPAs

Omid Mohebbi, CPA | Nonprofit Audit Supervisor
Gelman, Rosenberg & Freedman CPAs

Ricardo Trujillo, CPA, CITP, CISA | Nonprofit Audit Partner
Gelman, Rosenberg & Freedman CPAs

Richard J. Locastro, CPA, JD | Nonprofit Tax Partner and Director of Nonprofit Tax
Gelman, Rosenberg & Freedman CPAs

Additional Program Details

Learning Objective: To provide attendees with a better understanding of the financial & accounting challenges for tax-exempt organizations in the current economic environment.
Instructional Delivery Methods: Group Live
Recommended CPE: 5.0 CPE
Recommended Field of Study: Accounting
Prerequisites: None required
Advance Preparation: None
Program Level: Basic
Course Registration Requirements: None
Refund Policy: The $25.00 registration fee will be refunded to any participant upon request or cancellation.
Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details. While there is no penalty for participants’ cancellation, we do respectfully request 48 hours notice if you cannot attend.
Compliant Resolution Policy: Gelman, Rosenberg & Freedman CPAs is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Location

The Army and Navy Club
901 Seventeenth Street, NW
Washington, DC 20006

Registration

Participants will earn 5.0 CPE credits for their participation. The $25.00 registration fee will be donated to The Scholarship Fund of the Greater Washington Society of CPAs. Space is limited!

Registrants will receive a link to pay once the form below is submitted. For questions, email marketing@grfcpa.com.