Not-for-Profit Conference

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Apr 29, 2019

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

Fees

Member Fee: $325.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00

The above fees may not be reflective of the total event price. See below.

Description

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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.

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

Special Offer for Clients of OSCPA Members: Enhance education in the not-for-profit arena; invite other not-for-profit professionals as your guests to attend the 2019 Not-for-Profit Conference for only $250 per person. To register a client contact the OSCPA at 503-641-7200 / 800-255-1470, ext. 3. The client fee is not applicable to OSCPA member, CPAs eligible for membership, or accounting/financial staff. Uncertified colleagues of OSCPA members qualify for the member fee.

Conference is developed by the OSCPA Not-for-Profit Conference Planning Subcommittee. We appreciate the following businesses for sponsoring the 2019 OSCPA Not-for-Profit Conference:

Designed For

CPAs and other financial professionals in the not-for-profit sector as well as CEOs, CFOs, COOs, Board Members, and other not-for-profit professionals.

Major Subjects

General Sessions:

  • FASB Update - Richard Cole, CPA, CGMA, Financial Accounting Standards Board
    This session will provide an overview of new accounting standards such as grants and contracts of not-for-profits and other recent accounting standards that could impact not-for-profits. This session will also discuss certain implementation issues for recently issued accounting standards such as financial statement presentation of not-for-profits, revenue recognition, and leases.  It will also provide an overview of projects in process such as balance sheet classification of debt, goodwill and certain intangibles, and other projects that could impact not-for-profits. 
  • AICPA Assurance Standards Update - Ahava Goldman, CPA, AICPA
    What is changing in Professional Standards? This session will provide an overview of recently issued standards from the Auditing Standards Board (ASB) - SASs, SSAEs, SQCS - and the Accounting and Review Services Committee (ARSC) - SSAEs - as well as current exposure drafts and  projects  in the pipeline. In addition, the session will cover topics addressed in relevant 2019 AICPA Risk Alerts.
  • Tax Update- Jennifer Becker Harris, CPA, MST, Clark Nuber PS
    The last year has been full of changes between the Tax Cut and Jobs Act and finalized charitable contribution regulations. This session will walk through the key tax guidance and changes that will impact exempt organization.  We will have an invigorating 60 minute tour of federal tax issues non-profits need to keep an eye on in 2019.
  • Diversity as a Strategy - Jennifer Rhoads, CFP, Community Foundation Southwest Washington, Matt Morton, Meyer Memorial Trust, & Mariann Hyland, Oregon Community Foundation
    Panel members will share the diversity, equity, and inclusion efforts their foundations have taken internally as well as the impacts such efforts have had on their organizations. They will share how they use diversity, equity, and inclusion as a lens to engage Board and Committee members, work with vendors and consultants, hire staff, and provide grants to nonprofit organizations. If your nonprofit isn't talking about diversity yet, you should be -you don't want to miss this informative panel!

Concurrent Sessions: (choose one from each session)

Session A

  • A-1: 2018 Yellow Book - What's New, What's Not, and What's Nixed  -
    Kristina Oliveira, CPA, Kern & Thompson, LLC
    Learn about the key changes made in the new 2018 edition of Government Auditing Standards, and get a refresher on other important areas of the standards that have not changed. Learn why you need to be ready to implement the auditor independence changes well before the effective date.
  • A-2: Lobbying & Political Activity - What You Need to Know -
    David Brandon, Attorney & Bill Manne, Attorney, Miller Nash Graham & Dunn LLP
    This session will cover the boundaries for permissible and potentially impermissible activities, as well as activities that are strictly prohibited. It will also cover recent developments that could impact your analysis of those rules or foretell future changes.
  • A-3: What I Really Really Want: Leveraging the Functional Needs Assessment for Your Accounting Software - Tom Achor, CPA, CITP, Revolution Accounting & Advisory & Cheryl Olson, CPA, CGMA, Clark Nuber PS
    Are you frustrated with your existing accounting system, but don’t know where to start on changing? This session will provide details on a functional needs assessment approach to identify the needed requirements your organization needs in a new system, not just accounting. The process will also ensure the organization doesn’t lose existing functionality. The organization gets to drive the selection process, not the vendor.

Session B

  • B-1: Fraud: Questions Your Board and Management Team Should Be Asking -
    Nancy Young-Oliver, CPA,CISA,CFE, MBA, Trimet
    Faced with lower wages than the private sector, competing interests for available funding and demands for external fund raising, a nonprofit organization experiences different challenges in the quest to prevent fraud. In this session participants will learn key questions management and/or the Board should be asking in order to deter fraud from occurring, how to respond to the answers, controls necessary to prevent and detect fraud from occuring, and what corrective actions will deter fraud from occurring in the future.
  • B-2: No Margin, No Money: Strategies for Profitable Nonprofits - David Fuks, Cedar Sinai Park, Joni Hartmann, Housing Development Center, Alysa Rose, Relay Resources, & Kay Sohl, PA, Kay Sohl Consulting
    There is now widespread recognition that nonprofits must operate at a profit, with income exceeding expenses in order to build net assets needed to ensure sustainability and to capitalize innovation and expansion. Nationally over 70% of the income supporting the work of charitable organizations is drawn from fees, purchases of services, or product sales relating to their mission.  Clearly charitable gifts, foundation grants, and government grants play important roles, but increasingly nonprofits are working toward development of multiple income streams or lines of business to achieve their mission and ensure sustainability.  Some  work to build 3 legged stool – charitable gifts, earned income, and government support.  For others, the stool has 4 legs – charitable gifts, earned income, government support and substantial investment income. Three outstanding panelists will join Moderator Kay Sohl for a lively conversation about the challenges of identifying, capitalizing, launching, and managing new lines of business in nonprofit organizations, including the challenges of working effectively with Boards of Directors to evaluate risks and analyze potential benefits of new business models. Panelists include: Alysa Rose, President & CEO of Relay Resources (formerly PHC) a large multi-program nonprofit serving adults with disabilities and barriers to employment. Joni Hartmann, Executive Director of the Housing Development Center, a nonprofit training and consulting organization supporting development and management of affordable housing throughout Oregon and Southwest Washington. And David Fuks, consultant and former CEO for Cedar Sinai Park , one of Oregon’s largest nonprofit providers of senior living facilities and services, and special needs and affordable housing”

Session C

  • C-1: Getting the Most Bang for Your Buck: Budgeting Best Practices - Todd Kimball, CPA, CFO Selections
    Budgeting methodologies are numerous and the process can be grueling for all those involved. As accounting professionals, we are looked upon to shepherd management, staff and the Board in delivering a quality product in the wake of increasing constraints. We will touch the basics, but primarily explore what specific methodologies work the best and how to achieve an amazing, impactful result for the organization.
  • C-2: Tax Deep Dive: A Practical Approach to New Tax Law Changes -
    Jennifer Becker Harris, CPA, MST, Clark Nuber PS
    This session will focus on the unrelated business income provisions of the TCJA 2017, including the reporting requirements on the updated 2018 Form 990-T and Schedule M.  Converting transportation benefit expenses into taxable income and siloing unrelated business income are the two most challenging provisions of the 2017 Tax Act for exempt organizations. This session will help organizations and practitioners navigate the new provisions including the IRS guidance that has been provided.  The session will also cover other aspects of the new tax law changes that practitioners and organizations should be aware of during the 2019 filing season.
  • C-3: Implementing Internal Controls with Limited Staff - Cheryl Morgan, CPA, Kern & Thompson, Pedro Nuñez, CPA, People First Accounting, & Erin Zollenkopf, Susan Matlack Jones & Associates LLC
    In this session panelists will cover the dilemma of right sizing your finance/administration staff in areas such as: new entity, forming a finance/admin team, forming a board, how to achieve segregation of duties with no or low budget, your bookkeeper doesn't understand grant accounting - now what?, and you've hired a person with lots of for profit QuickBooks expertise - now what? Panelists will also cover the role of a Board or Finance Committee: Do you have board members who have volunteer hours available? Does at least one member have CPA or nonprofit expertise? What financial information do you give your newly formed board? The Panel will end with a discussion of the role of a consulting CPA or NFP professional and the role of a third party bookkeeper: What should this cost, How much time do you need from them, and Who do they work with?

Select option(s) below:

April 29, 2019

Add one of the following:

2018 Yellow Book - What's New, What's Not, and What's Nixed

Lobbying & Political Activity - What You Need to Know

What I Really Really Want: Leveraging the Functional Needs Assessment For Your Accounting Software

Add one of the following:

Fraud: Questions Your Board and Management Team Should Be Asking

No Margin, No Money: Strategies for Profitable Nonprofits

Add one of the following:

Getting the Most Bang for Your Buck: Budgeting Best Practices

Tax Deep Dive: A Practical Approach to New Tax Law Changes

Implementing Internal Controls with Limited Staff

Add-Ons

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Select option(s) below:

April 29, 2019

Add one of the following:

2018 Yellow Book - What's New, What's Not, and What's Nixed

Lobbying & Political Activity - What You Need to Know

What I Really Really Want: Leveraging the Functional Needs Assessment For Your Accounting Software

Add one of the following:

Fraud: Questions Your Board and Management Team Should Be Asking

No Margin, No Money: Strategies for Profitable Nonprofits

Add one of the following:

Getting the Most Bang for Your Buck: Budgeting Best Practices

Tax Deep Dive: A Practical Approach to New Tax Law Changes

Implementing Internal Controls with Limited Staff

Add-Ons

Paperless / Electronic Materials

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Leaders

Thomas Achor

Tom began his accounting career as an intern at Coopers & Lybrand, later working two years in audit there as well as two years in small firms, doing tax returns. In 1993 he started his own business doing outsourced accounting services and software consulting, which he has evolved ever since. In 2013, Tom launched Revolution Accounting as a cloud-based outsourcing and software resale company, focused on nonprofits and middle-market enterprises. When not in business mode, Tom and his wife Anne enjoy racing outrigger canoes and escaping when they can to Ashland for shows at the Oregon Shakespeare Festival.

Jennifer Becker Harris

Jennifer 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.

David Brandon

David is an attorney with Miller Nash Graham & Dunn LLP in Portland, Oregon. David’s practice focuses on tax and business law, with an emphasis on the tax consequences of significant events and transactions undertaken by for-profit and non-profit organizations. David regularly advises on entity choice, formation, and governance matters, obtaining federal taxexempt status for non-profit organizations, sales and acquisitions of businesses, and domestic and cross-border commercial transactions. Before joining Miller Nash Graham & Dunn, David served two overseas deployments as an avionics technician in the United States Navy. Afterward, he earned a BBA from Gonzaga University, a JD and LL.M. from the University of Washington, and worked as a tax consultant in the Seattle office of Deloitte Tax LLP.

Richard Cole

Rick Cole is a Supervising Project Manager at the Financial Accounting Standards Board (FASB). In that role, he provides oversight to projects involving not-for-profit organizations (NFPs), consults on other projects affecting NFPs (e.g., Restricted Cash), and participates in some of the FASB’s broader outreach activities. He was the Supervising Project Manager on the FASB’s recently issued Financial Statements of Not-for-Profit Entities Accounting Standards Update. He is currently on the Revenue Recognition of Grants and Contracts by Not-for-Profit Entities project team as well as the Financial Performance Reporting for business entities project team. Mr. Cole also provides staff support for the FASB’s Not-for-Profit Advisory Committee. Prior to joining the FASB, Mr. Cole 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 and specialized in audits of higher education institutions and other NFPs. Mr. Cole is a lecturer at Columbia University’s School of Professional Studies in their Non-Profit Management program. Mr. Cole earned a BS and an MBA from Montclair State University. 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.

David Fuks

David has been involved in human services leadership in Oregon for over 40 years. From 1998 to 2015 David Fuks was CEO of Cedar Sinai Park, an organization providing services to elders and the people with disabilities. He was also an Adjunct Professor at the Portland State University School of Social Work where he taught graduate classes in leadership and fundraising. He has worked in the human services arena in Oregon, since 1974, in leadership roles both in the non-profit and governmental sectors including: Director of the Oregon Juvenile Services Commission, Executive Director of the Edgefield Children’s Center, and Metro-Region Child Welfare Administrator. David was President and Legislative Chair of both the LeadingAge Oregon and the Vice-President and Legislative Chair for the Association of Jewish Aging Services, a North American Association. He is a graduate of University of Michigan where he received both a BA and MSW. Fuks works as a consultant serving nonprofit organizations and an actor and was a member of the improvisational comedy group, “Waggie and Friends.” He is a published author of short stories and poetry. Fuks lives in Portland, Oregon with his very patient wife and has two adult sons.

Ahava Goldman

Ahava Goldman, CPA, is an associate director with the Association of International Certified Professional Accountants Audit and Attest Standards team. Ahava is the staff liaison for the AICPA Auditing Standards Board and supports their standard-setting activities. She served as a Technical Advisor on the International Audit and Assurance Standards Board (IAASB) for the years 2015 through 2018. Previously, Ms. Goldman was a senior manager on the AICPA Examinations Team where she was responsible for the content and development of all sections of the Uniform CPA Examination. Before joining the AICPA, she worked in public accounting at both local and national firms. She graduated magna cum laude from Stern College of Yeshiva University with a Bachelor of Science in Accounting.

Joni Hartmann

As executive director of Housing Development Center (HDC) and HDC Community Fund, Joni provides vision and leadership to advance HDC’s mission, achieve organizational strategic objectives and assure excellent service to HDC’s clients and funding partners. A demonstrated leader, manager and partnership builder, Joni is committed to working collaboratively to build equitable, sustainable communities where all people have opportunities to meet their basic needs and thrive. Joni has 20 years of experience in real estate lending and extensive knowledge of affordable housing finance. Joni joined Housing Development Center in February 2016 and began her tenure as HDC executive director in January 2017. Previously, as deputy director of Network for Oregon Affordable Housing (NOAH) for 13 years, Joni oversaw NOAH’s lending functions, managed its affordable housing loan portfolio, and contributed to community-wide efforts to improve regional affordable housing policies and programs.

Mariann Hyland

Mariann Hyland is the Vice President of People and Culture at the Oregon Community Foundation, where she provides leadership for human resources, organizational culture, and advancing OCF’s commitment to equity, diversity, and inclusion. Mariann has more than 20 years of experience in institution-wide leadership at non-profit educational and regulatory institutions in Oregon, including serving as the Oregon State Bar’s director of diversity & inclusion, the director of affirmative action & equal opportunity at Oregon Health & Science University, and in-house legal counsel and director of public safety, risk management, and contracts at Chemeketa Community College. Mariann began her career in law as an associate at Stoel Rives in Portland with an emphasis on labor and employment law. She earned an MSW from Portland State University, a JD from the University of Oregon School of Law, and a BS from the University of Oregon.

William Manne

Bill's practice focuses on taxation, business, and corporate law, with an emphasis on tax-exempt and charitable organizations. He is a member of the firm's business practice, leads the firm’s charitable and nonprofit organizations practice team, and is an Oregon Certified Public Accountant (inactive). Bill is also a member of the OSCPA's not-for-profit committee, working to provide educational programming for CPAs and nonprofits. Bill regularly assists 501(c)(3) charitable and other tax-exempt organizations in analyzing organizational options, including how to structure related foundations, supporting organizations, and for-profit and non-profit operating companies, joint venture and other collaborative relationships, sponsor relationships, and nondisclosure agreements, including advice on related tax exemption and nonprofit compliance matters such as federal and state income tax compliance, state nonprofit governance and realted compliance, and property tax exemption. Bill also has significant experience in handling nonprofit mergers; analyzing and implementing various nonprofit and for-profit organizational structures and addressing related governance issues; and separating or creating new nonprofit or for-profit operating companies by way of spin-offs or other business transactions.

Cheryl Morgan

Cheryl is the Managing Principal of Kern & Thompson, LLC and has been providing public accounting services since 1986. Cheryl’s practice currently includes tax planning and preparation for corporations, partnerships, trusts and individuals. She also provides audit, attestation, and information/tax filing services to approximately 150 not-for-profit organizations. She serves as a Board Member and the Treasurer of the Portland VA Research Foundation, and is on the board and finance committee of Rural Development Initiatives, Inc. She received her Bachelor of Science degree in Accounting from the University of Portland. Cheryl is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. Outside the office Cheryl cares for her flock of chickens and aspires to share as many organic eggs as possible. Along and with her husband, she is also developing her skills in beekeeping.

Matthew Morton

As Meyer’s Equity Education Portfolio Director, Matt Morton is deeply committed to improving educational opportunities in Oregon. He enjoys building authentic cross-system partnerships, designing both policy and practice that shift the educational landscape to better reflect the emerging needs and changing demographics of Oregon. He approaches his work in philanthropy with a clear and sustained commitment to equity – our state’s greatest opportunity to reduce the opportunity gap. Prior to joining Meyer, Matt served as the Executive Director of the Native American Youth and Family Center, a community-based organization in Portland dedicated to enriching the lives of youth and families through education, community involvement and culturally-specific programming.

Pedro Nunez Dieguez

Pedro began his career performing audits for not-for-profit organizations and charter schools. For over 8 years he performed audits for primarily not-for-profit organizations including federal audits as required by the Uniform Grant Guidance. For the past two years Pedro has been consulting with not-for-profit and for-profit organizations as a temporary controller/CFO. Pedro is a member of the OSCPA and AICPA and currently serves as the board chair for the Serendipity Center, a therapeutic school in Portland, Oregon.

Kristina Oliveira

Kris is a Principal of Kern & Thompson, LLC. Her practice focuses on providing auditing, accounting, and tax services to not-for-profit organizations and other privately held organizations. She has experience with audits and accounting systems in a variety of sectors, including not-for-profit organizations and federal and state funded organizations under Single Audit and Yellow Book Audit requirements, educational organizations, arts, affordable housing, environmental, and social service organizations. Kris earned a Post-Baccalaureate Certificate in Accounting at Portland State University, and a Bachelor of Arts degree in Music from the University of Oregon. Kris is a member of the AICPA and the OSCPA. Kris sits on the AICPA Governmental Audit Quality Center Executive Committee and is past Chair and current member of the OSCPA NPO Strategic Interest Team. She serves on the FASB Not-for-Profit Resource Group Committee as well. Kris is also past Treasurer of the Beaverton Symphony Orchestra.

Cheryl Olson

Cheryl is Clark Nuber’s Nonprofit Solutions Strategist, which is both external and internal facing. She helps nonprofit organizations identify strategic solutions to their greatest challenges and opportunities, as well as connect them with relevant Clark Nuber services, external resources, and third-party advisors. Areas of focus that benefit our clients include software functional needs assessments, governance oversight training, and operational and financial process assessments. Internally, she manages the operations of the software solutions team. Cheryl is a member of the Not-for-Profit Services Team and the Software Solutions Team. Cheryl has a Bachelor of Science degree in Business Administration with a concentration in accounting from the University of the Pacific in Stockton, California. Cheryl is an active member of the American Institute of CPAs (AICPA) and serves on the Not-for-Profit Advisory Council. She is also an active member of the Oregon Society of CPAs (OSCPA) and serves on the Not-for-Profit Committee, including being part of the planning team for the annual conference. Cheryl also serves as a member of the Girl Scouts of Oregon and Southwest Washington's Finance Committee and President of the University of Pacific, Portland Metro Alumni Group. Cheryl has made numerous financial presentations to various audiences of board chairs, chief executive officers, chief financial officers and CPA practitioners. She has also written various articles and blogs on finance, governance and software for not-for-profit organizations.

Jennifer Rhoads

Before joining the Foundation, Jennifer Rhoads spent 15 years working extensively in financial planning and wealth management. She has experience with a variety of professional financial planning services for affluent clients, including charitable planning, trust, and estate services. Rhoads is a certified financial planner and a graduate of the Pacific Coast Banking School. Jennifer also graduated from Washington State University, Pullman with a Bachelor of Arts Degree in Communications from the Edward R. Murrow School of Communications. She believes strongly in community service and regularly volunteers at nonprofit organizations and community events. She currently serves as a board member for Grantmakers of Oregon and SW Washington and is a member of the City of Vancouver’s Executive Sponsors Council – “Vancouver Strong”. Jennifer is a lifelong resident of Vancouver along with her husband Don and two children.

Alysa Rose

Alysa Rose is a seasoned business and community leader with 25 years of marketing, branding, manufacturing, retail, and executive experience in a variety of industries and environments. She has demonstrated success stewarding strategy, brand, team, and culture for long-term growth and value. She is currently the CEO of Relay Resources, a $40 million plus non-profit focused on creating opportunities for people to overcome barriers, achieve independence, and realizing a stronger sense of purpose through training, employment, and housing. Her work has included a brand, strategy and culture overhaul, fearlessly championing a commitment to leading a human-driven organization. Alysa has an international relations degree from Tufts University and an MBA from Cornell University. She has two sons and lives with her husband in Portland who she challenges to a tennis match as often as he’ll take her up on it (he always wins).

Kathleen Sohl

Kay Sohl has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 7,000 nonprofit organizations throughout the United States. Kay focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. Kay is co-author of The Oregon Nonprofit Corporation Handbook, and served as founded and Executive Director of Technical Assistance for Community Services (TACS) now known as the Nonprofit Association of Oregon, the northwest's largest consulting and training resource for nonprofits.

Nancy Young-Oliver

Nancy is the Director of Budget & Grants at TriMet in Portland Oregon. She was previous with Moss Adams LLP from 2006 through 2015 and prior to that she was with the Oregon Secretary of State Audits Division for ten years. Nancy has conducted fraud investigations for over 20 years and her experience includes conducting investigations in various industry groups including state, local and tribal governments, not-for-profits; auto dealerships; financial institutions; health care; manufacturing and distribution; colleges and universities; and construction companies. Nancy is also an adjunct professor at Portland State University teaching Forensic and Investigative Accounting. In 2013, Nancy was awarded an Achievement Medal from the City of Portland Police Bureau for the Justice for Fraud Victim’s Program (fighting white-collar crime from the classroom). Nancy was published in the June 2014 Journal of Accountancy and has co-authored a guide on fraud in the dealership industry that was released in 2010.

Erin Zollenkopf

Erin Zollenkopf is CEO of Susan Matlack Jones & Associates, a bookkeeping and accounting firm working exclusively with nonprofit organizations since 1986. Erin brings her background in arts and literature to the job with the goal of helping clients understand financial statements, encouraging those who normally cringe at the sight of too many numbers to be enthusiastic users of their statements. Erin serves as Treasurer on the Board of Directors for two local non-profits, Boom Arts, a presenting arts organization focused on global and socially relevant performance, and ninety-nine girlfriends, a collective women’s giving circle with over 400 members. Erin regularly leads trainings focused on teaching board members to read financial statements. Additionally, she teaches a DIY Accounting workshop for small non-profits in partnership with the Regional Arts & Culture Council biannually.