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*Participants who register after 5:00 p.m. on Friday, April 23 will receive materials by 7:30 a.m. on Monday, April 26.
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the nonprofit sector.
Note: Individuals working at a nonprofit and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, please call 503-641-7200 / 800-255-1470, ext. 3.
YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
Businesses — save when 6+ attendees are registered. Attendees will still stay safe and socially distanced. Read more about group livestreams.
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Conference is developed by the OSCPA Nonprofit Conference Planning Subcommittee.
We appreciate Columbia Bank for sponsoring the 2021 Nonprofit Conference.
CPAs and other financial professionals in the nonprofit sector as well as CEOs, CFOs, COOs, Board Members, and other nonprofit professionals.
Provide an overview and update of important issues impacting the nonprofit arena.
- FASB Update
Jeff Mechanick, CPA, MBA, Financial Accounting Standards Board
The FASB’s lead staff person for not-for-profit matters will guide you through recent and potential developments in GAAP that affect the sector. This session will focus especially on: the FASB’s efforts and guidance regarding COVID-19-related reporting challenges (including CARES Act and other government funding); the new Leases standard (Topic 842), recently deferred for most NFPs; the FASB’s recent ASU (2020-07) aimed at increasing transparency in the reporting of gifts-in-kind; and the FASB’s current project on goodwill and intangibles. We’ll leave time for Q&A, so please bring your questions!
- Fraud in the Era of COVID-19
Kevin McAdams, CMA, MBA, De Paul Treatment Centers & Mike Nurse, CPA, CFE, MBA, Clark Nuber PS
This session will cover important internal controls necessary for your organization to implement to guard against possible fraud in this new COVID-19 environment.
- Employment Law Update: Legislative Updates & Best Practices for Employers
Nicole Elgin, Attorney, Barran Liebman LLP
In this presentation, Barran Liebman attorney Nicole Elgin will cover the most recent employment law changes impacting Oregon employers and anticipated legislation in the coming year. Topics will also include COVID-19-related leave post-FFCRA, vaccination program considerations, and Oregon OSHA’s latest set of workplace rules. With each legal development, Nicole will provide attendees with practical tools and advice on how to adapt to these changes and maximize compliance in their workplaces.
- A1: State & Federal Tax Update for Not-for-Profits
Cynthia "Cindy" Bartholomew, CPA, Perkins & Co., & Valerie Sasaki, Attorney, LLM (Taxation), Samuels Yoelin Kantor LLP
State and local tax update including responses to the business and compliance challenges of the COVID pandemic. The federal portion of this session will bring participants up to date on federal tax changes.
- A2: Single Audit Update
Amanda Ward, CPA, Plante & Moran PLLC
This session will assist participants in navigating single audits as a result of the COVID-19 pandemic and the significant influx of federal funding. This session will provide an update on the following: key changes to the 2021 Compliance Supplement, COVID-19 implications, the updated Uniform Guidance regulation, and other single audit developments.
- A3: Automated Workflows and Technology
Tom Achor, CPA, CITP, Revolution Accounting and Advisory & Rene Deras, CPA, CGMA, MBA, Portland Art Museum
This session will help you learn how to decide if you are ready to implement an automated workflow for your organization. What questions do you need to ask in order to smoothly transition to an automated workflow? What are you looking for in an automated workflow system? How do you select a software and software vendor? What criteria do you use and how do you implement your automation? What are the pitfalls of implementation?
- B1: Cash Management for Not-for-Profits in the Time of COVID
Thomas Bland, CPA, Sequoia Financial Consulting PC
This session will discuss what nonprofit organizations can do to effectively manage cash. The speaker will talk about spreadsheets to assist them, as well as operational strategies that they can use to manage the cash they have and raise additional cash from a variety of sources.
- B2: Top Steps That You Should Take Right Now to Improve the Cybersecurity Posture of Your Organization
Christian Perrier, Fixed Fee IT
One breach could be business ending. What steps are you taking to protect your organization from the catastrophic risk of cyber-attack? We are all targets, and cyber defense is too often not understood, not implemented, or not effective. Explore the steps that you should be taking within your organization to elevate your defenses and lower your risk.
- B3: Complex Budget Challenges: A Roundtable with Colleagues and Experts
Jessica Clark, CPA, FiscalWorks & Kathleen "Kay" Sohl, Kay Sohl Consulting
Bring your toughest budgeting challenges to this reality-based roundtable session discussing applicable strategies, and perhaps new ways of thinking about your budgets. Consultants Kay Sohl and Jessica Clark have worked with a remarkable variety of nonprofit organizations – all seeking ways to engage their staff and boards in making meaningful financial choices as part of the budget process. Jessica and Kay will challenge each other with some of their own toughest budgeting problems and then ask participants to pose their dilemmas and discuss their creative and practical solutions to these challenges. How do you show carry over or restricted funds? How do you show uncertainty in your budget? Join this session to find out more!
If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email firstname.lastname@example.org.
Tom Achor 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.
Whether she’s backpacking in the Wallowas or sightseeing in Europe, Cynthia Bartholomew's quiet enthusiasm bubbles over into all that she does – including her work at Perkins. A senior tax manager, Cindy is a self-professed superfan of the 990. “I have a soft spot for nonprofits,” she explains, “because these organizations work to better lives.” She also has a passion for working with individuals and small businesses. “I appreciate the heart that goes into small businesses and the longstanding connections I make with clients.” And Cindy is thrilled to be part of a company that shares her values. “Perkins shareholders love their clients, their employees and the community.”
Curiosity and creativity abound in Cindy’s life. She’s an expert seamstress who used to whip up intricate Halloween costumes for her kids. She loves the outdoors and has hiked extensively in eastern Oregon. She’s an avid reader of historical novels and is especially enthralled by European history. One day, she hopes to visit the British Isles. And she can’t help but laugh at her travel plans when she considers her childhood family road trips. “My dad was a civil engineer. I’ve seen every dam and power plant west of the Mississippi!” For our part, we’re just glad to share the journey with this lovely accountant!
Thomas (Tom) Bland owns Sequoia Financial Consulting and provides tax and consulting services to a variety of individuals, businesses, corporations and nonprofit organizations. Tom began his career at Arthur Young and Company in San Francisco, California and then, in 1993 relocated to Lake Oswego, Oregon and joined Coopers and Lybrand. In 1996 he started his own firm and worked primarily with technology startup companies in Portland and in the Silicon Valley. Tom built the company’s operational systems from the ground up, establishing their financial and budgetary systems, human resources, facilities management, governance, banking, trademark and legal structures, risk management, and external reporting processes. In 2003 he was approached about a similar position at the Wild Salmon Center (WSC), a nonprofit working to “save the last best places for salmon” around the Pacific Rim. WSC was in a high growth mode and needed the systems and processes necessary to allow it to go to the next level. With the assistance of great staff and a willing CEO, he built the systems to allow WSC to grow and succeed. In 2009, Tom took on a similar position at Cascadia Green Building Council located in the same building as WSC and again with the help of great staff and a willing CEO, built the systems necessary for Cascadia to grow, and then transition to become the International Living Future Institute, the leader in “greener than LEED”, Green Building. He retired from ILFI in 2017 and is now semi-retired, doing primarily taxes and assisting nonprofits as a consultant building operational structure.
Tom sits on the boards of six nonprofit organizations as treasurer, including ILFI, the Leach Botanical Garden, Friends of Springbrook Park and the Oswego Lake Watershed Council. In his “spare” time he is an avid gardener, a world traveler – 40 countries so far, a genealogist and 23andme aficionado, and spends as much time as he can with his wife and grandchildren. A scientist who became a CPA, he has a BS in Genetics from the University of California, and an MS in Genetics from the University of Arizona, and a postbaccalaureate from California State University in Management and Accounting. He is a Certified Public Accountant.
Jessica Clark understands what it’s like to be on the “inside”, but utilizes her years of auditing to ensure that organizations are complying with the important rules and regulations that are expected by the stakeholders of nonprofits. She is the President of FiscalWorks which provides high level financial expertise to nonprofit organizations; allowing them to have a CFO within the organization without employing one full-time.
Prior to FiscalWorks, Jessica was the Director of Finance & Administration at New Avenues for Youth, managed the non-profit assurance sector of AKT, LLC (now Aldrich) and served as an audit manager at KPMG, LLP.
She is a graduate of the University of Oregon where she received a B.A. in Accounting. Jessica is a licensed CPA in the state of Oregon, a member of OSCPA, and serves on several Boards of local nonprofits.
Rene Deras received his Bachelors in Accounting from Texas Tech University and his MBA from Western Governors University. Rene has provided accounting and financial support to small businesses, real estate, tribal economic development, and non-profits for the past 25 years with over 13 years of that in the non-profit sector. Within that time, he has gained experience implementing various types of software systems and automation systems to improve efficiency and reduce costs. Currently, Rene works at the Portland Art Musuem and has implemented an AP Automation system and process within the last year.
Nicole Elgin is an attorney at Barran Liebman LLP, where she represents employers in a variety of labor and employment law matters. Nicole’s employment law practice includes working with employers to adapt workplace policies to the ever-evolving legislative and regulatory changes at the local, state, and national levels. Nicole defends employers facing investigation by Oregon’s Bureau of Labor and Industries (BOLI), Washington’s Labor & Industries (L&I), and the Equal Employment Opportunity Commission (EEOC), to name a few. Nicole also advised the state in drafting its regulations on Oregon’s Equal Pay Act as a member of BOLI’s Rulemaking Advisory Committee and has helped numerous employers perform equal pay analyses.
Kevin McAdams has a finance degree from the University of Oregon, an MBA – Accounting emphasis from Santa Clara University, and is a Certified Management Accountant (CMA). Kevin is the current President of the Portland IMA (Institute of Management Accountants). Kevin was with Wayne-Dalton/Overhead Door for over 15 years starting as a Cost Accountant and moving up to Western Regional Controller covering 15 states. Kevin also worked with Knowledge Universe for 8 years as Senior Director of Finance and Business Development and lead efforts in building a $150M corporate childcare business segment that was ultimately sold to private equity.
For the last 4 years, Kevin has been at De Paul Treatment Centers where he led efforts to turnaround a 60-year-old nonprofit from bankruptcy to financial and operational long -term viability, and is currently expanding service footprint to additional facilities.
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).
Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group.
Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs. He is also an adjunct instructor in Columbia University’s MS program in Nonprofit Management.
Mike Nurse, CPA, CFE, MBA is a principal in Accounting and Consulting Services at Clark Nuber. He focuses on serving businesses in the professional services and healthcare industries. Mike is also a Certified Fraud Examiner, has a certificate in COSO Internal Control Framework, and specializes in fraud and forensic accounting. He has over fourteen years of proven outstanding client service, and has held positions in both the private and public accounting industries.
Whether it’s climbing 19,341 feet to summit Mt. Kilimanjaro, reaching terminal velocity while skydiving, or rescuing feral cats, Mike is always up for an exciting new adventure.
Christian Perrier specializes in helping people with their technology so that they can achieve success in their business. He has spent the last 15 years working with organizations to allow them to harness the power of new technology while defending themselves against cyber-attack. As the Vice President of Technical Solutions at Fixed Fee IT, Christian oversees the security posture, policies, and management of a SOC II Type II audited organization and has experience with SEC, FINRA, HIPAA, PCI, SOC, and NIST compliance standards. He has a passion for helping people and organizations navigate the ever-changing world of cybersecurity and implementing solutions to keep themselves protected.
Valerie Sasaki is a partner with Samuels Yoelin Kantor LLP where she chairs the Taxation Practice. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars. She regularly appears on behalf of clients in US Tax Court and the Oregon Tax Court.
She is a “Big-4” accounting alumna who worked as a State and Local Tax Manager for KPMG LLP as well as with the Miller Nash LLP tax department. Valerie has served as Chair of Portland Tax Forum, The Oregon State Bar Taxation Section, and the Oregon State Bar Business Law Section. Valerie has served on the laws committee of the Oregon State Bar’s Taxation Section since 2003. She is now involved in leading an Oregon Laws Commission Project to modernize and restate Oregon’s Limited Liability Company Act.
Valerie serves and has served as an Adjunct Professor of Taxation with: Portland State University’s Masters in Tax Program; Northwestern School of Law, Lewis & Clark College; Portland Community College; and the University of Oregon School of Law. She is a fellow of the American College of Taxation and has been recognized as an outstanding tax attorney by the SuperLawyers and Best Lawyers in America organizations.
Valerie received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.
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. She is a frequent presenter for state and regional coalitions of nonprofit human service providers.
Kay has authored multiple financial management toolkits for nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the Uniform Guidance.
Kay founded and lead TACS (Technical Assistance for Community Services) now known as the Nonprofit Association of Oregon, the northwest’s largest and most comprehensive capacity building resource for community based nonprofit organizations. She is co-author of the Oregon Nonprofit Corporation Handbook, an 800-page guide to legal, financial, and governance requirements and strategies for nonprofit organizations. Now in its 5th edition, the Handbook has sold over 11,000 copies and is a must-have resource for founders, board members, managers, and funders of nonprofit organizations.
Amanda Ward is the partner in charge of Plante Moran's single audit technical practice. In this role, she focuses on quality control, provides technical consultations to engagement teams, develops and issues firm guidance on emerging topics, and oversees training and development. Because of her single audit expertise, Amanda speaks on this topic at conferences sponsored by the AICPA, state CPA societies, and various industry groups. Amanda is a member of the AICPA's Governmental Audit Quality Center executive committee and serves on the planning committee for the AICPA Not For Profit Conference.