Apr 24, 2023
Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM Pacific Time
|Full time Accounting Educator:||-152.00|
The above fees may not be reflective of the total event price. See below.
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector.
Registration 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.
Note: In-person seats are limited so early registration is suggested.
Thank you to our sponsors Clark Nuber, Columbia Bank, Heritage Bank, and Your Part-Time Controller (YPTC) for supporting the 2023 Not-for-Profit Conference!
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.
Provide an overview and update of important issues impacting the not-for-profit arena.
- Economic Update: Back Towards Low Inflation in a Challenged World
John Mitchell, PhD, M & H Economic Consultants
The pandemic, the responses plus extraneous events like war, drought ,and avian flu brought a brief recession and a surge in inflation. The unwinding of the inflation is the current objective of the Federal Reserve and the path forward is uncertain as to whether or not a recession in in the offing. Labor markets have remained tight offering opportunity, income and challenges for policy makers. Rates are likely to stay higher longer. Prospects and risks for the nation and the state will be covered.
- State & Local Tax Update for the Pacific Northwest
Adam Abplanalp, CPA, CEO, Cobalt, P.C.
Join Adam Abplanalp, CPA for an overview of changes to state and local tax programs in Oregon and Washington. We'll go over many developments, some of which directly affect not-for-profit entities, and also discuss some indirect effects that not-for-profit entities should be in tune with.
- 2023 Nonprofit GAAP Update
Gary McGee, CPA, Gary McGee & Co, LLP
- A1: Nuances of Nonprofit Risk Assessment
Kevin McAdams, CMA, MBA, Albertina Kerr
How to implement and maintain a Risk Assessment program and difference b/t for profit and non-profit.
- A2: Single Audit Update
Troy Rector, CPA, Clark Nuber PS
- A3: Top Steps to Improve Your Cybersecurity Posture
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 and not effective. Explore the steps that you should be taking within your organization to elevate your defenses and lower your risk.
- B1: Compensation Questions
Suzanne Taylor, CPA, Legacy Health
Marley Masser, J.D., Barran Liebman LLP
How do you attract talent without signing bonuses under the pay equity act? What other possible options are available? Additional moving benefits, loans, education plans...
- B2: Risk Assessment - What It Is And What It Is Not (Audits)
Richard Proulx, CPA, Kern & Thompson LLC
Review of Risk Assessment process in an audit of financial statements and the related professional standards requirements.
- B3: Fraud Update
Tonya Moffitt, CPA, Merina+Co
In this course, we will examine instances of accounting fraud to demonstrate the importance of internal controls, management oversight including the board of directors. Moreover, I will share my experience of working on a recent case where the FBI seized all computers of a not-for-profit organization from their office. I will also explain how I discovered further fraudulent activities when the FBI returned the computers.
Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.
After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."
Adam R.K. Abplanalp
Adam Abplanalp has been a Certified Public Accountant since 2010, and since 2015 has served as founder and Managing Principal of Cobalt, P.C., a real estate-focused CPA firm located in Portland. Adam's practice focuses on providing world-class tax, accounting, and advisory services real estate owners, investors, managers, brokers, and developers, and Adam is also a licensed real estate Principal Broker (Oregon) and Managing Broker (Washington). Adam has been an OSCPA member since 2010.
Marley Masser is a member of Barran Liebman's employment advice, litigation, and higher education practices. An avid researcher and writer, Marley prides herself on developing practical solutions to complex legal issues facing public and private employers alike.
Prior to joining Barran Liebman, Marley served as a Judicial Extern to the Honorable Chief Judge Marco A. Hernndez of the U.S. District Court for the District of Oregon and as a Law Clerk for Clackamas County's Office of County Counsel. In addition to her passion for employment law, Marley enjoys matters involving constitutional law, public health law and policy, business law, and the development of corporate governance and social responsibility initiatives.
Marley earned her J.D. with a Certificate in Business Law from Lewis & Clark Law School. As a law student, she served as the President of Lewis & Clark's Labor & Employment Law Society, Associate Editor for Animal Law Review, and as a Peer Mentor for other law students. As a member of her school's moot court team, Marley won first place in three out of four competitions, advanced to the regional semi-finals, and was awarded as the 2020 Best Oral Advocate during her 1L year. Most recently, she received Lewis & Clark Law School's 2021-2022 Pro Bono Honors Award for her community service.
Before pursuing her legal career, Marley received her B.A., cum laude, in Religious Studies from Cal Poly Humboldt, during which time she studied abroad in Bangalore, India. When not buried in a good book, Marley enjoys traveling internationally with her partner, painting, and experimenting with new recipes to share with family and friends.
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.
Gary McGee, CPA, is the founder and managing partner of Gary McGee & Co., a highly specialized independent accounting firm based in Portland, Oregon that works exclusively with nonprofit, tax-exempt organizations, and their donors. Formed in 1992, the firm provides audit, tax, accounting and advisory services to nonprofit clients throughout the U.S. and to many of Oregon's best known and most respected public and private tax-exempt institutions.
Gary has worked in the tax-exempt community for more than thirty years and represents a broad range of nonprofit organizations including private foundations, charities, U.S. affiliates of foreign charities, associations, and organizations interested in public policy.
Gary studied philosophy and the humanities at Portland State University, and received training as a classical musician at The Juilliard School and at the Institut de Hautes Etudes, St. Moritz, Switzerland, receiving M.M. and B.M. degrees from Juilliard in 1975 and 1974. His formal accounting education was taken at the Lubin Graduate School of Business at Pace University, New York, where he received an M.S. degree in accounting, summa cum laude, in 1985. He is a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants.
John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in July of 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007. He wrote US. Bancorp's regional publications including the Update, The Business Barometer, Northwest Portrait, and US Territorys and was a columnist for Oregon Business Magazine. He wrote Sterling Bank's economic newsletter from 2007 to 2012. He currently speaks to conventions and business groups around the nation. He was a business analyst for KPTV in Portland. He has been making economic presentations on the nation and the region for more than 47 years.
John was a member of the Western Blue Chip Forecast Panel, the ABA's Panel of Economists and is a Trustee of the Aquila Tax Free Trust of Oregon, and a Board member of Northwest Bank. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He was Chairman of Governor Kitzhaber's Tax Review Technical Advisory Committee.
John and his wife, Carol, live in Coeur d' Alene, Idaho. He enjoys biking, railroading, sea kayaking, and his granddaughters.
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.
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.
Troy Rector is a principal in the Not-for-Profit and Governmental Services Group at Clark Nuber and has spent his career serving Not-For-Profit and Governmental organizations. He serves community-based organizations including those receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance related topics. He is the chair of the WSCPA's Governmental Audit & Accounting Committee and is a member of the AICPA's Government Audit Quality Center's Executive Committee.
In 2006, Suzanne Taylor joined Legacy Health as Director of Tax after 25 years in Public Accounting. She oversees all aspects of taxation for Legacy Health including tax-exempt filings (Form 990); taxable corporate filings; property tax exemption requests, tax filings and appeals; Washington Sales & Use and Business and Occupation Tax, pension plan and benefit issues and tax research.
In 2009, Suzanne added oversight of payroll for Legacy's 13,000 employees in Oregon and Washington. Recently, Suzanne just became responsible for accountants payable including 14 employees and over 260,000 invoices. Prior to joining Legacy Health, Suzanne was a Tax Partner with Moss Adams, LLP working with nonprofit and healthcare clients as well as estate planning clients. Prior to Moss Adams, she was with Yergen and Meyer and started her career at Arthur Andersen & Co.
Suzanne is active on the OSCPA Nonprofit Strategic Committee presenting Knowledge Network sessions and chairing the Membership and Recruitment subcommittee including the "What Matters Not-for-Profits" series. Suzanne completed a term on the OSCPA Board of Directors in 2013.
Suzanne is married to Steven Taylor, an attorney and professor. Steven and Suzanne are active in Retrouvaille – a peer ministry for hurting marriages. They have two children, Matthew and Theresa. In 2011, they welcomed their daughter-in-law, Julia and now have three grandchildren, Mason, Nolan and Max plus a girl on the way.