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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 $315.00

Non-Member Price $395.00

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, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate.

Note: In-person seats are limited so early registration is suggested.

Post-Conference Networking Social: Join us immediately following the conference for networking, appetizers, and one complimentary drink—included with your conference registration. Stay for just a short while or up to closing time. We hope to see you there!

A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2026 Not-for-Profit Conference.

Thank you to our Gold Sponsors Heritage Bank and Columbia Bank.

            

 

Highlights

General Sessions:

  • FASB Update
  • Artificial Intelligence Panel
  • Not-for-Profit Legal Experts Panel

Concurrent Sessions: (Choose one from each session)

Session A

  • A1: Single Audit & Uniform Guidance
  • A2: Employment Law Update

Session B

  • B1: Grant Management Tools
  • B2: Nonprofit Expense Allocation

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, 2026

General Session

- FASB Update

Jeffrey Mechanick, Sr Project Advisor - Not-for-Profits, Financial Accounting Standards Board

Jeffrey Mechanick

Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the U.S. Financial Accounting Standards Board (FASB).  In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit (NFP) sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's NFP Advisory Committee, and participates in some of the FASB's broader educational activities.  Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the Chief Financial Officer of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm's New York City office and its national Higher Education, Research, and Other Not-for-Profits practice. He is also a past member of the AICPA's NFP Entities 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.

(1/8/26)

In this session, the FASB’s lead staff person for the NFP sector will brief us on the latest developments in GAAP that affect NFPs. We’ll discuss the FASB’s overall current agenda, recent Accounting Standards Updates (ASUs), select projects in process, and the FASB’s ongoing efforts to respond to its recent Agenda Consultation through additions to its technical and research agendas. We’ll leave time for your questions, so please bring them!

This session is available to registrants only.

Breakout Session

- A1: Single Audit & Uniform Guidance

Troy Rector, Clark Nuber PS

Troy Rector

Troy Rector, CPA, CGMA, is a shareholder in Clark Nuber's Not-for-Profit Services Group, where he has dedicated his career to serving tax-exempt organizations. Troy's in-depth knowledge ranges from providing technical accounting advice to clients over significant transactions to advising on compliance with federal grant requirements, where he provides both Single Audits and advisory services to help entities improve their federal grant compliance systems, policies, and processes. Troy leads local and national training sessions and workshops, including classes at the AICPA's National Not-for-Profit Conference and the AICPA Governmental and Not-For-Profit Training Program., and is a prior member of the AICPA's Government Audit Quality Center Executive Committee.

(1/5/25)

Jennifer Keller, Principal, Clark Nuber PS

Jennifer Keller

Jennifer N. Keller, CPA is a Principal in the Client Advisory Services group. She has her M.A. in International Human Rights and has experience working with governmental entities and international and domestic not-for-profit organizations. She has over 15 years of experience working with public sector and not-for-profit clients providing grant management, indirect cost rate analysis and proposal development, program development, budget preparation, internal control assessments, policy and procedure development, and system integrations. Critical to Jen's successful engagements is the combination of both her experience and excellent project management skills. 

(12/29/25)

This session is available to registrants only.

- A2: Employment Law Update

Wilson Jarrell, Partner, Barran Liebman LLP

Wilson Jarrell

Wilson Jarrell advises and represents employers, management, and higher education institutions on a wide range of labor and employment issues. He proactively counsels management in developing effective workplace policies, and works closely with clients to ensure satisfactory resolution when the need for litigation arises. As a member of the firm's Higher Education practice, Wilson often works with institutions of higher education on the unique compliance matters and issues that such institutions face. His labor practice also includes negotiating collective bargaining agreements and assisting employers in grievance disputes. Additionally, he frequently serves as a workplace investigator, regularly conducting investigations into allegations of employee misconduct, harassment, discrimination, retaliation, or other sensitive issues.

(11/7/25)

 

This session is available to registrants only.

General Session

- Artificial Intelligence Panel

John Higgins, Higgins Advisory LLC

John Higgins

Meet John, the visionary behind Higgins Advisory, LLC. Specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today's digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies.

(05/07/2024)

Martin Medeiros, Shareholder, Buckley Law PC

Martin Medeiros

Martin Medeiros is a Shareholder at Buckley Law. His practice area encompasses a range of services to clients including business formations and transactions, intellectual property, technology applications and IT, business succession management, privacy and security, and copyright and trademark law.

With more than 20 years of experience, Martin helps organizations build value by treating intellectual property as a strategic asset. He is a resource for clients who need to manage internal legal issues such as transactions and disputes, and provides leadership to internal resources and management of external professional services. Martin also works with clients to look at what strategic, tactical, operational, and contingent priorities require resources and which do not.

He works with clients globally by creating legal systems that limit risk and preserve value and has authored and edited various parts of the five-volume set "Advising Oregon Business." Martin also served as a Special Assistant Attorney General for the State of Oregon and as Chairman of the Small Business Advisory Counsel for the City of Portland. He has negotiated thousands of transactions, teaches on and authored six books on negotiation, and hosts an award-winning podcast, The Persuasion Lab.

Prior to joining Buckley Law, Martin founded Medeiros Law Group in 2015. The firm joined with Buckley in 2023. Martin received his J.D. from The University of Tulsa College of Law, and a B.S. in Finance from the American University Kogod School of Business. He is member of the Oregon State and Washington State bar associations.

(2/9/26)

 

This session is available to registrants only.

Breakout Session

- B1: Grant Management Tools

Jennifer Keller, Principal, Clark Nuber PS

Jennifer Keller

Jennifer N. Keller, CPA is a Principal in the Client Advisory Services group. She has her M.A. in International Human Rights and has experience working with governmental entities and international and domestic not-for-profit organizations. She has over 15 years of experience working with public sector and not-for-profit clients providing grant management, indirect cost rate analysis and proposal development, program development, budget preparation, internal control assessments, policy and procedure development, and system integrations. Critical to Jen's successful engagements is the combination of both her experience and excellent project management skills. 

(12/29/25)

 

This session is available to registrants only.

- B2: Nonprofit Expense Allocation

Shannon Winter, Assurance Partner, BPM LLP

Shannon Winter

Shannon is a Partner in BPM's Assurance practice. Her experience in public accounting includes providing audit, review, compilation and consulting services to nonprofit organizations and small to medium-sized private businesses. She specializes in advising nonprofit organizations on Uniform Guidance (formally referred to as OMB Circular A-133) and Generally Accepted Government Auditing Standards (GAGAS).

Shannon helps lead the Nonprofit Industry Group at BPM and provides training - both internally and externally - on a variety of nonprofit topics, including government compliance. She consults with clients regarding strengthening internal controls and compliance with recipients of local and federal awards. She has worked with both for-profit and nonprofit entities that have received local, state and federal funds and require federal compliance audits. Her experience includes working with organizations that provide medical assistance to those with mental health issues, substance abuse, financial and housing assistance for low-income and at-risk veterans, individuals and families, as well as the physically disabled homeless and membership organizations. Shannon enjoys helping organizations present their financial results and telling their story.

(12/29/25)

Expense allocation is critical for nonprofits because it ensures transparency and accountability in how resources are used, which is essential for maintaining donor trust. Proper allocation allows organizations to demonstrate that funds are being used efficiently to support their mission, helps satisfy reporting obligations under generally accepted accounting principles (GAAP), and provides stakeholders with a clear picture of program versus administrative spending. Accurate allocation also supports better decision-making and enables nonprofits to communicate their impact effectively to donors and the public. In this session we will go over the important factors to consider for expense allocation and how the present the information in your financial statements.

This session is available to registrants only.

General Session

- Not-for-Profit Legal Experts Panel

Eric Robertson, Miller Nash LLP

Eric Robertson

Eric Robertson helps for profit and not-for-profit clients with a breadth of issues related to corporate formation, policies, compensation, contracts, and agreements. These include entity formation; drafting and reviewing of internal company policies, including conflict of interest, executive compensation, and internal controls policies; and reviewing, drafting, and negotiating contracts, including small- and large-scale service agreements, executive employment agreements, and purchase and sale agreements. Eric also advises clients on a wide range of corporate governance issues involving corporate actions, bylaws, operating agreements, formation documents, and shareholder agreements.
Eric has a background in employee benefits and executive compensation and has advised employers on issues related to compliance with ERISA, IRS, and DOL regulations for single and multiemployer retirement plans. In the area of executive compensation, Eric assists clients in forming multifaceted equity compensation plans and deferred compensation plans for current and incoming executives and key employees who are compliant or exempt from Internal Revenue Code Section 409A.

edited 2/3/25

This session is available to registrants only.

General Session

- Post-Conference Networking Social

Join us immediately following the conference for networking, appetizers, and one complimentary drink—included with your conference registration. Stay for just a short while or up to closing time. We hope to see you there!

This session is available to registrants only.

Non-Member Price $395.00

Member Price $315.00