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Not-for-Profit Conference - Portland

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Sheraton Portland Airport Hotel

8235 NE Airport Way
Portland, OR 97220

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8.0 Credits

Member Price $310.00

Non-Member Price $385.00

Overview

Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector.

YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.

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.

Prefer to attend via livestream webcast? Register to attend via webcast!


A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2024 Not-for-Profit Conference:

Gary Iskra - Chair, Jennifer Perrier - Conference Chair, Thomas Achor, Erica Aitken, Alexandra Aranda, Cynthia A. Barber, Cynthia P. Bartholomew, James H. Brinkman, Gerald W. Burns, Shirley D. Cyr, Christopher Dahlvig, Michael K. Farnsworth, Michelle J. Gall, Ian R. Gelfand, Todd D. Kimball, Lorelei G. Martin, Gary N. McGee, Jason T. McGill, Ryan E. Miller, Sarah K. Moll, John Ng, Kristina L. Oliveira, Cheryl R. Olson, Jennifer Perrier, Russell D. Price, Robert M. Prill, Joseph Rosevear, Katie L. Sheffield, Mylen N. Shenker, Kathleen L. Sohl, Eugene L. Stewart, Brooke A. Stout, Sandra A. Suran, Suzanne B. Taylor and Kellie R. White.


Thank you to our 2024 Gold Sponsors: CLAHeritage BankUmpqua Bank, and YPTC!
                                                

Highlights

Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector.

General Sessions:

  • FASB Update
  • Nonprofit Lightning Round Panel

Concurrent Sessions: (Choose one from each session)

Session A

  • A1: Federal & State Tax Update
  • A2: Revenue Recognition for Grants

Session B

  • B1: Internal Controls in a Hybrid Environment
  • B2: How to Communicate with Board Members

Session C

  • C1: Employment Law/Compensation
  • C2: Single Audit Update

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.

Objectives

Provide an overview and update of important issues impacting the not-for-profit arena.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!

April 22, 2024

General Session

8:05am - 9:35am FASB Update

Jeffrey Mechanick, Assistant Director, Financial Accounting Standards Board

Jeffrey Mechanick

Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB.  In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's Not-for-Profit Advisory Committee, and participates in some of the FASB's broader educational activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).

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 degree program in Nonprofit Management.

(4/8/24)

This session is available to registrants only.

Breakout Session

9:50am - 11:05am A1: Federal & State Tax Update

Valerie Sasaki, Samuels Yoelin Kantor LLP

Valerie Sasaki

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.

(7/13/21)

This session is available to registrants only.

9:50am - 11:05am A2: Revenue Recognition for Grants

Kristina Oliveira, Kern & Thompson LLC

Kristina Oliveira

Kris has been with Kern & Thompson, LLC since 2008. Prior to her association with Kern & Thompson, she was affiliated with a large local firm since 1994. Her practice focuses on providing auditing, accounting, and tax services to not-for-profit 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, homelessness prevention, food programs, 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 American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants (OSCPA). Kris is past Treasurer of the Beaverton Symphony Orchestra and its current Governance Committee Chair. She recently served on the AICPA Governmental Audit Quality Center Executive Committee and is past Chair and current member of the OSCPA Not-for-Profit Strategic Committee. Kris has family in South America, and mentors two Latinx recently graduated accountants in her spare time.

Katie Sheffield, Senior Manager, Kern & Thompson LLC

Katie Sheffield

Katie Sheffield is a Senior Manager at Kern & Thompson, LLC.  Katie has experience working on not-for-profit audits and with organizations subject to the Single Audit requirements, specifically in the social services, education, and housing industries. She is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants

(9/14/21)

This session is available to registrants only.

Breakout Session

11:10am - 12:25pm B1: Internal Controls in a Hybrid Environment

Erin Zollenkopf, Susan Matlack Jones & Associates

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.

(2/11/19)

This session is available to registrants only.

11:10am - 12:25pm B2: How to Communicate with Board Members

Kathleen Sohl, Principal, Kay Sohl Consulting

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. 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.

(11/23/20)

This session is available to registrants only.

Breakout Session

1:25pm - 2:55pm C1: Employment Law/Compensation

Nicole Elgin, Attorney, Barran Liebman LLP

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’s labor practice ranges from strategizing employer campaigns during union elections to negotiating collective bargaining agreements and representing employers in hearings before arbitrators and the National Labor Relations Board. Nicole was also a member of BOLI’s Rulemaking Advisory Committee for Oregon’s Equal Pay Act and has helped numerous employers perform equal pay analyses.

(12/1/21)

This session is available to registrants only.

1:25pm - 2:55pm C2: Single Audit Update

Kathleen Sohl, Principal, Kay Sohl Consulting

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. 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.

(11/23/20)

Troy Rector, Clark Nuber PS

Troy Rector

Troy Rector is a shareholder in the Not-for-Profit and Governmental Services Group at Clark Nuber and has spent his career serving tax exempt organizations. He serves a range of community based organizations including low income housing, healthcare and those receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance related topics. He is the auditing subcommittee chair of the Washington Society of CPA's Governmental Audit & Accounting Committee, a prior member of the AICPA's Government Audit Quality Center's Executive Committee and member of several Not-For Profit Boards and Finance Committees.

(2/19/24)

This session is available to registrants only.

General Session

3:10pm - 4:40pm Nonprofit Lightning Round Panel

Ashley Osten, Partner, Moss Adams LLP

Ashley Osten

Ashley C. Osten, CPA, has practiced public accounting since 2005. She provides accounting, auditing, and consulting services to a wide variety of state and local governments and not-for-profit organizations. She also has experience conducting audits in accordance with Government Auditing Standards and the audit provisions of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (federal compliance audit). She is a member of the Moss Adams specialized practices dedicated to serving governmental and non-for-proft entities, and a member of the group's technical and innovation committees.

(3/19/21)

Andrew Prather, Shareholder, Clark Nuber PS

Andrew Prather

Andrew Prather, CPA is an audit shareholder at Clark Nuber P.S. He is a leader in the firm’s Not-for-Profit Services Group and provides a wide range of not-for-profit organizations with audit and consulting services.  

Andrew is a current member of the AICPA’s Auditing Standards Board. He recently served as chair of the planning committee for the AICPA’s Not-for-Profit Industry Conference. He previously was a member of the FASB’s Not-for-Profit Advisory Committee, the AICPA’s Not-for-Profit Expert Panel and also served on the AICPA’s Not-for-Profit Entities Audit & Accounting Guide Revision Task Force. Andrew has served as the chair of the Washington Society of CPA’s (WSCPA) Not-for-Profit Committee and co-chair of the WSCPA Not-for-Profit Conference. He is a frequent speaker at conferences, seminars, and webcasts for the AICPA, state CPA societies, and industry groups.  

Andrew also serves as his firm’s Quality Control Director overseeing the firm’s audit quality assurance program and serving as a technical resource to the firm’s professional staff.

(11/19/21)

This session is available to registrants only.

Non-Member Price $385.00

Member Price $310.00