Nonprofit Conference – Webcast

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Apr 26, 2021

Registration: 7:30 AM / Program: 8:00 AM - 4:30 PM Pacific Time

Fees

Member Fee: $295.00
Nonmember Fee: $370.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -147.00

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

Description

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. Click here to view more information about group livestreams. 

  1. Email profdev@orcpa.org with names and emails of participants.
  2. OSCPA confirms with each participant.
  3. OSCPA invoices group contact.
  4. You’re done! It’s that simple.

Conference is developed by the OSCPA Nonprofit Conference Planning Subcommittee.

Designed For

CPAs and other financial professionals in the nonprofit sector as well as CEOs, CFOs, COOs, Board Members, and other nonprofit professionals.

Objectives

Provide an overview and update of important issues impacting the nonprofit arena.

Major Subjects

General Sessions:

  • 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.
Concurrent Sessions: (Choose one from each session)

Session A

  • A1: Tax Update
    Session details coming soon!
  • 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?

Session B

  • B1: Cash Management for Nonprofits 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 Cyber Security 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: Best Budgeting Practices for Nonprofits
    Session details coming soon!

Select option(s) below:

Add one of the following:

A1: Tax Update

A2: Single Audit Update

A3: Automated Workflows and Technology

Add one of the following:

B1: Cash Management for Nonprofits in the Time of COVID

B2: Top Steps That You Should Take Right Now to Improve the Cyber Security Posture of Your Organization

B3: Best Budgeting Practices for Nonprofits


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.

Thomas Bland

Thomas (Tom) 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.

Rene Deras

Rene 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

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

Kevin 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.

Jeffrey Mechanick

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

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

Christian 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.

Amanda Ward

Amanda 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.