Not-for-Profit Conference

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Apr 29, 2019

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


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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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 members, CPAs eligible for membership, or accounting/financial staff.
  • Uncertified colleagues of OSCPA members and not-for-profit finance professionals qualify for the member fee.

Conference is developed by the OSCPA Not-for-Profit Conference Planning Subcommittee. We appreciate the following businesses for exhibiting at 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.
  • SOLD OUT: 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?

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