Start your conference experience on the right foot by attending our optional networking breakfast with espresso cart, sponsored by Leaf Software Solutions. This exclusive event will be located in the foyer and is designed to facilitate meaningful connections and enhance your conference experience.

Not-for-Profit Expert Panel Update

Chris DuKate, CapinCrouse LLP

Pete Ugo, CPA, Crowe LLP

Of the 15 members on the AICPA's Not-for-Profit Expert Panel, Indiana is home to a few! We are lucky enough to have two members of the panel, Pete Ugo (current Chair) and Chris DuKate join us to present top items discussed by the panel this year. This session will cover CECL, Q&A from AICPA members that come to the NFP Panel, NFP Audit Guide, and common errors in financial reporting.

It's time to network with colleagues and visit sponsor tables.

1. Chat GPT & Copilot: What You Should Know

   John Higgins, Higgins Advisory, LLC

   Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This short course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession.

   
   

2. Managing your Tech Stack: Where to Start?

   Ann Hirschfeld, Leaf Software Solutions

   Jim Selvio, Leaf Software Solutions

   In today's ever-evolving technology landscape, navigating where to begin and prioritizing what changes to make can feel like a daunting task. Whether you're evaluating your current tech infrastructure or planning for future needs, the sheer volume of options can be overwhelming. Join us for an insightful presentation where we'll guide you through the crucial first steps and strategies for effectively managing your technology transformation journey.

   
   

3. GAAP Update & Key Reminders (A&A)

   Daniel Waninger, FORVIS

   This session will provide an overview of recent GAAP that applies to nonprofit organizations. It will provide a brief overview of projects the FASB is working on that could impact nonprofits. It also will discuss some common mistakes made in nonprofit accounting and what the correct accounting is.

   
   

It's time to network with colleagues and visit sponsor tables.

1. Creating Competitive Grant Proposals

   Sidney McManus, Hedges

   Melanie Priest, Hedges

   This session focuses on what an organization needs to do to become grant ready and the components necessary to create a winning grant proposal.

   
   

2. Performance Anxiety: Managing the Tough Ones

   Judy Hissong, Nesso Strategies

   Managing people requires tough decisions, and communicating through difficult situations. Let’s discuss strategies and tactics to deal with the performance challenges swiftly and effectively.

   
   

3. Donating Cryptocurrency & Avoiding Traps for the Unwary

   Allison McLeod, CPA, JD, LLM, University of North Texas

   As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized.

   
   

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided.

Economic Update

Suzie Kovatch, CFA, J.P. Morgan Private Bank

Non-for-profit entities are directly impacted by the state of the economy. This session will review key aspects of the global economy and corresponding investment implications. Topics covered will include: GDP/Economic Growth, Inflation, Geopolitics, Consumer Spending, and Labor Dynamics, using J.P. Morgan Asset Management’s Guide to the Markets.

It's time to network with colleagues and visit sponsor tables.

1. Ethics of AI: A CPA's Guide (Ethics)

   John Higgins, Higgins Advisory, LLC

   The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work.

   
   

2. Solve the Talent Shortage: Unlock Time, Money & Sustainability

   Karl Ahlrichs, ExpertSpeaks

   Welcome to a transformative session that distills the essence of "Back to Basics - Solving the Talent Shortage" by Karl J. Ahlrichs. In this power-packed session designed for organizatonal leaders and managers, Karl unveils a counter-intuitive “People roadmap” that acknowledges the shifting talent shortage and equips attendees with strategic insights to thrive in the evolving landscape. The talent shortage can end for those bold enough to embrace this new blueprint. Challenge the status quo, propel your organization toward a future-ready workforce, and be a leader at the forefront of change. The winner of this challenge will gain time through work/life balance, earn money through productivity and growth, and achieve sustainability with an agile workforce. The answer is here. Are you ready to lead it?




3. Yellow Book & Single Audit Update (A&A and Yellow Book)

   Justin Hayes, CPA, CGMA, Katz Sapper & Miller, LLP

   Amanda Horvath, CPA, CGMA, Katz Sapper & Miller, LLP

   This presentation will cover key updates in auditing standards relevant to engagements subject to Government Auditing Standards (Yellow Book) and the Uniform Guidance. It includes discussions on the revisions to the Yellow Book, which focus primarily on quality management standards. Additionally, amendments to AU-C Section 935 will be explained, which relate to SAS 142 and SAS 145. Revisions to the Uniform Guidance will be addressed, highlighting changes such as the Single Audit threshold and classification criteria for Type A programs. The presentation will also cover significant modifications to the 2024 Compliance Supplement and the continuing impact of COVID-19 and IIJA funding on Single Audits.

   
   

It's time to network with colleagues and visit sponsor tables.