Not-for-Profit Conference

Add to Calendar

Apr 30, 2018

Registration: 7:15 AM / Program: 8:00 AM - 4:45 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Click the image above to view the conference brochure!

Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector. Choose the concurrent sessions that specifically meet your needs. A networking reception will immediately follow the conference.

Note: This event qualifies for Yellow Book CPE based on your unique audited entity.

Special Offer for Guests/Clients of OSCPA Members: Enhance education in the not-for-profit arena; invite other not-for-profit  professionals as your guests to attend the 2018 Not-for-Profit Conference for only $245 per person - that's a savings of $75 off of the member conference fee! Two ways for guests/clients of OSCPA members to register:

  1. Complete registration form in the conference brochure (available in mid-March). Indicate that they are a non-member and guest/client of an OSCPA member (listing OSCPA member name); or
  2. Contact the OSCPA at 503-641-7200 / 800-255-1470, ext. 3 to register receiving the guest/client fee. 

Note: the special guest/client fee is not applicable to OSCPA members or CPAs eligible for membership. Uncertified colleagues of OSCPA members qualify for the member fee.

Please join us after the conference adjourns for a networking reception: Includes hosted hors d'oeuvres & one complimentary beverage.

Conference is developed by the OSCPA Not-for-Profit Conference Planning Subcommittee. We appreciate the following businesses for sponsoring the 2018 OSCPA Not-for-Profit Conference:


Bennett / Porter & Associates Inc.


Clark Nuber PS


Columbia Bank


Northwest Bank


Paychex


Revolution Accounting and Advisory

Designed For

CPAs and other accounting professionals in the not-for-profit sector.

Objectives

Provide an overview and update of important issues impacting the not-for-profit arena.

Major Subjects

General Sessions:

  • Beyond the Headlines
    Louis J. Mezzina, CPA
    KPMG LLP, New York, NY
    A look at the not-for-profit sector as covered by the media. 
  • FASB Update
    Richard A. Cole, CPA, CGMA
    Financial Accounting Standards Board, Norwalk, CT

    This session will provide an overview of new accounting standards and active projects.  It will provide an overview of the new standards on pensions, leases, financial reporting for NFPs, etc.  It will also provide an overview of the grants and contracts project which is expected to be issued as a final ASU in June, and other projects the FASB is working on.
  • Tax and Regulatory Update
    Jane M. Searing, CPA, M.S. Taxation
    Clark Nuber PS, Bellevue, WA
    As if the Tax Cut and Jobs Act was not enough, the Treasury also released CPAR rules for audits of partnerships which have implications for tax exempt organizations. Notice 2017-73 on Donor Advised Funds, the GAAP Guys are changing up reporting of net assets and revenue recognition, and we still need to be keeping up with the IRS's Work Plan. We will have an invigorating 60 minute tour of federal tax issues non-profits need to keep an eye on in 2018.  

  • Cyber Security: Why You Got Hacked (and How to Make Sure it Does Not Happen Again) 
    Kevin Villanueva, CISA, CISSP, CCSFP, PCI QSA, HITRUST CCSFP
    Moss Adams LLP, Seattle, WA


Concurrent Sessions: (Refers to registration options listed below)

Session A

  • A-1: Troublesome 990 Topics
    The Form 990 is much more than a financial disclosures and there are many nuances and traps for the unwary.  In addition, due to the IRS having limited resources, the instructions to the form and schedules may contradict the questions on the actual form and schedules.  For many practitioners combing through the pages of Form 990 instructions can be daunting.  The good news is this session will walk through the Form 990 and Schedules and highlight the troublesome areas to pay attention to when preparing the Form 990. The learning objective is to gain a deeper understanding to the Form 990 and Schedules and what the IRS is really requesting. Please note that due to time restrictions this class will not cover Schedules E, H, or K of the Form 990.
  • A-2: FASB Deep Dive
    This session will do a deep dive into the grants and contracts project which is expected to be issued in June of 2018.  It also will highlight implementation issues and concerns which have been raised to the FASB.
  • A-3: Diversity, Equity, and Inclusion Best Practices: What's Working in Organizations?
    Participants will engage in an interactive session to learn about some of the best practices being used by leading edge organizations across the country in regard to diversity, equity and inclusion (DEI). The presenter will present this information in a fun and lively manner, which will include opportunities for information sharing and a Q&A session in a safe environment. Your presenter, Joseph Wahl, is a veteran consultant with over 20 years of experience in leading best in class organizations in the development and implementation of DEI practices.

Session B

  • B-1: Governance: Best Practices
    This session will cover trends and recommended best practices for boards of not-for-profit organizations.
  • B-2: Uniform Grant Guidance - Pitfalls and Implementation Tips
    Uniform Grant Guidance and how to stay in compliance. Now that we are in year 3, what are the pitfalls and lessons learned?  We will look at what areas have been challenging and factors driving single audit quality.
  • B-3: Fraud - Nonprofits Beware
    Nonprofit organizations are especially prone to embezzlement schemes at the hands of their employees. During this session you will learn the reasons why these organizations experience fraud, the red flags of typical schemes, questions board members should be asking, and an easy action plan for mitigating risk and implementing appropriate oversight and internal controls in these organizations.

Session C

  • C-1: Blockchain Technology and Cryptocurrencies 101
    In this introduction to bitcoin and other cryptocurrencies, we explore how they work and some common accounting issues that arise, such as, "hard forks" and cryptocurrency exchange. No prior knowledge of bitcoin or other cryptocurrencies required.
  • C-2: Employee Benefit Plans: Options for Nonprofits
  • C-3: Risk Alert: Not-for-Profit Entity Industry Developments
    This session will provide an overview of recent economic, industry, technical, regulatory and professional developments affecting practitioners working in the Not-for-Profit Industry.

Registration Instructions:

  1. Select one concurrent session from each block (A, B & C blocks).
  2. Select your materials (paperless/electronic or hard copy).
  3. Click "Add to Cart."
  4. Log in to complete registration and go through the cart.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Jennifer Becker Harris

Jennifer Harris is a tax shareholder with Clark Nuber in Bellevue, Washington, where she specializes in tax-exempt organizations. Her practice primarily focuses on consulting and compliance for public charities and private foundations including international matters, alternative investments, unrelated business income tax, fundraising events, commercial co-venturers, corporate governance and IRS controversy. In addition, she assists individuals with charitable gift planning. Jennifer is a co-author and editor of the Form 990 Compliance Guide, Private Foundation Handbook and Compliance Guide, Tax Cuts and Jobs Act Impact Guide to Exempt Organizations, by Clark Nuber and published by CCH, a Wolters Kluwer business. She is frequent speaker on exempt organization and charitable giving matters with the AICPA, state societies and other professionals.

(2/11/19)

Scott Bigelow

Scott Bigelow is a Blockchain Engineer for Augur, a decentralized Ethereum project developing prediction market software. Since the late 1990's, Scott has been developing software and running large distributed systems, working in industries such as enterprise analytics, real estate, and mobile video games. His involvement with cryptocurrencies began in 2013 with Bitcoin and more recently with Ethereum and Smart Contract development.

Richard Cole

Rick Cole is a partner in the New York City office of BKD specializing in audits and advisory services for not-for-profit and higher education organizations. Rick has been a frequent speaker with NACUBO, the AICPA, and various state societies of CPAs. He joined the firm recently from the FASB.

Before joining BKD, Rick worked at the FASB, where he served as a supervising project manager. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made; ASU 2019-03, Updating the Definition of Collections; and the Financial Performance Reporting for business entities project. He was also the coordinator for FASB’s NFP Advisory Committee and the Private Company Council.

Prior to joining the FASB, Rick was the Vice President and Controller at the American Museum of Natural History in New York, where he worked for over seven years, and before that was a senior manager with KPMG LLP, where he worked for over fourteen years. Rick is a lecturer at Columbia University’s School of Professional Studies in their Non-Profit Management program. He is a CPA in New York and New Jersey and is a member of the AICPA and the New York State Society of CPAs.

(2/7/20)

Tiffany Couch

Tiffany Couch is the founder of Acuity Group PLLC, a forensic accounting firm based out of Vancouver, Washington, she specializes in fraud investigations, forensic accounting and complex litigation support. Ms. Couch has conducted dozens of financial investigations, managed litigation cases involving tens of thousands of documents, and has testified in state and federal jurisdictions throughout the US. She has worked with local, state, and federal officials to support their work in several significant embezzlement cases. Ms. Couch is a recognized media source and expert witness in this niche field. She has been featured on National Public Radio's popular "Marketplace" segment and has presented to conferences across the US, delivering highly rated keynotes and seminars while providing accountants, lawyers, and other professionals with continuing education credits. She is also a Faculty Member for the Association of Certified Fraud Examiners (ACFE). Her firm is a three-time winner of the Business Growth Awards presented by the Vancouver Business Journal and Ms. Couch is a past honoree of the Business Journal's "Accomplished & Under 40."

Thomas Kramer

Tom Kramer is a lawyer in private practice with the Bullard Law firm in Portland specializing in employee benefits. He regularly advises clients with respect to retirement plans, health and welfare benefit plans and fringe benefits. Much of his work these days consists of confirming or correcting advice he gave clients during the prior administration and attempting to predict what prior advice he'll have to change later this week or next, in light of new legislation or regulations.

Louis Mezzina

Louis Mezzina is a Senior Advisor with the Not-for-Profit Services Practice at Prager Metis, a member of Prager Metis International Group. Lou brings over 40 years of experience serving a diverse array of not-for-profit clients.

Lou has worked closely with well over 100 colleges, universities, and other not-for-profit organizations, including AARP, American Heart Association, the Archdiocese of New York, Duke University, Fordham University, Johns Hopkins University, Leukemia & Lymphoma Society, the March of Dimes, Metropolitan Opera, the New York Community Trust, and Wildlife Conservation Society. Beyond accounting, auditing, and financial reporting, he has assisted organizations and the nonprofit sector with respect to operations, risk management, and governance.

Lou is a noted speaker and has presented often at industry conferences, including the AICPA Not-for-Profit Industry Conference, NACUBO’s Higher Education Accounting Forum, NJCPA Nonprofit Conference, and the GWSCPA Nonprofit Symposium. His many years of leadership and service have earned him the National Association of College and University Business Officers’ inaugural Business Partners Service Award and the NJCPA Service Medallion.

(8/20/21)

Tonya Moffitt

Tonya Moffitt, CPA is a Partner of Merina+Co where she performs and manages governmental audits. She is the co-chair of the Accounting Standards Review Committee for the Oregon Municipal Finance Officers Association, OSCPA Governmental Accounting and Auditing Strategic Committee and a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program.

She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others.

(7/7/20)

Jason Orme

Jason serves as Partner in Charge of Talbot Korvola & Warwick's Tax Department. He joined TKW in 2002 after fourteen years with a national accounting firm. As a licensed CPA and a Chartered Global Management Accountant (CGMA), he is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). Jason is a Past Chair of the OSCPA and participates as a coach in the Society’s Coaching Program. Over the years, he has presented for the OSCPA as well as numerous other organizations in local and national conferences. Jason’s expertise is in providing tax consulting and planning services to middle-market businesses, their owners, and tax exempt organizations. He also specializes in state and local compliance issues and Internal Revenue Service representations. Another of his strong suits is advising clients with regard to the tax aspects of business sales or purchases, business entity choice and business structure. Jason graduated from the University of Utah with Bachelor of Science degrees in both Accounting and Finance and a Master of Professional Accountancy with an emphasis in taxation. He and his wife are the proud parents of three children: one daughter and two sons. Jason enjoys fly fishing and other outdoor activities; volunteering for his church; spending time at the coast; and listening to his wife play her fiddle (she plays bluegrass, swing, jazz and Celtic music).

Jennifer Perrier

Jennifer Perrier, Manager, joined Hoffman Stewart & Schmidt PC in 2010 and has spent her entire public accounting career at HSS. Prior to joining the HSS team, Jennifer spent 6 years as an accounting specialist and bookkeeper. Jennifer has extensive experience performing assurance and consulting services for nonprofit organizations, with an emphasis on single audits. Her experience also includes assurance services with employee benefit plans and closely-held businesses.

Jennifer resides in Portland with her husband. Outside of work, she enjoys traveling, taking walks, and spending time with her family and friends.

(8/7/20)

Robert Prill

Bob Prill, Partner, has over 20 years of experience in public accounting and has served closely-held businesses in a variety of industries including construction, manufacturing, and mortgage banking; as well as nonprofit organizations and individuals. Bob joined Hoffman Stewart & Schmidt, P.C. in 2000, and is responsible for Continuing Education, Accounting and Auditing Department activities, Technology and Quality Control. He also serves as Corporate Secretary. Bob and his family reside in Sherwood. Outside of work, he enjoys music, sports, and spending time with his family.

Jane Searing

Jane is a tax shareholder with Clark Nuber, P.S. in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Jane is a past chair and current associate member of the AICPA Exempt Organizations Technical Resources Panel. She served as chair of the panel during the years of the Form 990 redesign and continues to provide the IRS with input on continued improvements to the form. Jane also currently serves on the AICPA Tax Reform Task Force, and is a former member of the Tax Executive Committee. She specializes in issues of public disclosure, unrelated business income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies. She has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. Jane is a regular presenter at the AICPA National Not-For-Profit Conference; AICPA Non-Profit and Governmental National Conference, and co-chairs the AICPA Private Foundation Summit. Writing credits include co-author and editor of the CCH Form 990 Compliance Guide, and Private Foundation Handbook and Compliance Guide by Clark Nuber; co-authored with Eve Borenstein the AICPA Form 990 training materials, Form 990: Mastering Its Unique Characteristics and Form 990: Exploring the Form’s Complex Schedules; contributing author to The MBA Women’s Guide to Success (chapter 2); and A Guide to Estate Planning For Parents of Children with Special Needs;, as well as numerous articles on tax issues affecting tax exempt organizations, private foundations, and charitable gift and estate planning. She is a graduate of the University of Washington and holds a master’s of science degree in Taxation from Golden Gate University. Jane is a board member and Treasurer of Washington Women’s Foundation, is Treasurer and board member of Seattle Philanthropic Advisors Network (SPAN), serves on The Seattle Foundation’s Professional Advisors Council, is a member of the AICPA, Washington Society of CPAs, serves as an advisor to the boards of Life Enrichment Options and Cycle the Wave Foundation, and is an alpine Special Olympics ski coach with the Skihawks racing team. Jane lives in Issaquah, Washington with her husband and two boxers, Laila and Brandi. She has two adult children, and in addition to skiing enjoys hiking and running half-marathons. Rev. 12/2017

Kevin Villanueva

Kevin has been in the information technology field since 1997 and leads the IT infrastructure and security practice at Moss Adams LLP. He specializes in government, not-for-profit, private entity, higher education, and health care clients. His areas of practice include IT security assessments; penetration testing; PCI DSS assessments; HIPAA compliance auditing; HITRUST readiness and validation assessments, strategic technology planning; disaster recovery and business continuity planning; policies, procedures, and documentation development; and project management. In addition, he has designed and conducted technology assessments based on the internationally recognized ISO/IEC 27001/2, NIST, and COBIT standards, and has served as technical counsel on hundreds of technology security projects.

Joseph Wahl

After 30 years as a regional and national diversity and inclusion leader, Joe founded Wahl & Associates, LLC. Joe brings deep experience and expertise assisting best in class organizations in the areas of executive recruiting, leadership and organizational development. He is committed and passionate about helping organizations align and demonstrate the values of equity and diversity. Most recently, Joe led the City of Portland’s national search for a new Police Chief, which resulted in the historic hiring of the City’s first African American female Police Chief. Prior to this, Joe was the Assistant Director for the City’s Office of Equity & Human Rights, where he helped further, create and lead many nationally recognized programs and efforts to address racial disparities, including the City’s Workforce Demographic Dashboard, recognized as a diversity best practice. His broad experience and background with diverse communities has helped create strong connections with business, education and government. Joe is a compelling and frequent speaker, presenter, facilitator and consultant to business and government, offering strategies and tools in regard to the needs of developing a high performing, diverse workforce, as well as identifying and recruiting diverse leadership talent. Joe was one of the founders and currently serves as Chair Emeritus of Partners in Diversity, another nationally recognized organization which assists employers in the Pacific Northwest recruit and retain a more diverse workforce. His community involvement also includes past President of the Portland Japanese American Citizens League, past President of the Oregon Buddhist Temple and a founding board member of the Oregon Nikkei Endowment. He was recently elected to the University of Oregon’s Alumni Board. He and his wife, Lora have two grown children, Ryan and Kelsey. Joe enjoys sports, the outdoors, music and travel, when he is not volunteering with local non-profits.