Conference
October 8 - 9, 2025
va: Virginia

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Nonprofit Legal, Finance & Grants Conference 2025

For the third consecutive year, GRF is exhibiting at the Nonprofit, Legal, Finance and Grants Conference. Designed for CFOs, CEOs, directors, comptrollers, counsel, and accountants of nonprofit organizations, the conference offers three tracks with essential content to keep nonprofits up-to-date on legal, financial, and grants issues and changes impacting the nonprofit community.

Stop by our booth in the exhibit hall to learn more about GRF’s unique capabilities!

Featured Presentation:

“Is That UBI? Maybe!”

Speakers: Dick Locastro and Lisa Heller | Thursday, October 9, 2025

Unrelated Business Income (UBI) isn’t always easy to spot—but missing it can lead to costly tax consequences for your organization. This session will help participants navigate the complexities of UBI by identifying both common and unexpected sources, exploring key exclusions and exceptions, and uncovering strategic planning opportunities to minimize tax exposure. Whether you’re managing existing revenue streams or evaluating new ones, you’ll leave with a clearer understanding of what qualifies as UBI and how to keep your tax liability in check.

  • Learning Objective 1: Identify common and not-so-common sources of unrelated business income.
  • Learning Objective 2: Recognize potential UBI exclusions and exceptions to minimize tax on these revenue types.
  • Learning Objective 3: Determine planning opportunities to minimize unwanted UBI exposure.

Speakers

Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Lisa W. Heller, CPA

Principal, Nonprofit Tax

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