Webinar
January 25, 2023
11:00 am - 12:00 pm
virtual

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Nonprofit State of the Union – 2023 Industry Update for Tax-Exempt Organizations

Full session agenda coming soon.

Join GRF to kick off 2023 with a webinar exploring the outlook for nonprofits and associations. Our presenters will discuss the priority areas of focus that every organization should address in 2023 including implementation of new ASUs, identifying top risks, getting the best value from a new approach to the annual audit, and best practices for the new year. Participants will come away with the knowledge and tools they need to meet challenges head-on and take advantage of opportunities to implement meaningful change.

Discussion Topics:

  • State of the union: The outlook for nonprofits and associations
  • A look ahead at new accounting pronouncements and their implementation
  • Managing risk to nonprofits and associations in 2023
  • Achieving the best value from virtual and hybrid audits

Speakers

Richard Locastro

Richard J. Locastro, CPA, JD

Partner and Director, Nonprofit Tax

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Melissa Musser, CPA, CITP, CISA

Partner and Director, Risk & Advisory Services

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GRF Partner Amy Boland

Amy Boland, CPA

Partner and Director, Audit

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Alejandra Jensen, CPA, CFE

Senior Manager, Audit

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Trevor W. Williams, CPA

Partner, Audit, and Director, Diversity, Equity & Inclusion

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Additional Program Details:

  • Learning Objective: To provide tax-exempt organizations with a better understanding of areas to prioritize in the coming year.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Accounting – Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

GRF CPAs & Advisors is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential and may be applied for 1 (one) credit toward your CAE application or renewal professional development requirements. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.