Workshops

101. UG Subpart D and E

June 21, 8:00 AM - 9:40 AM
CPE Credits: 2
Price: $135

This session will provide participants with an in-depth perspective from auditees and auditors on the implementation of the Uniform Guidance (specifically Subpart D and E) and its impact on single audits.  The presenters will discuss common challenges that not-for-profit entities are facing in implementing UG. Topics to be covered include:
• Changes/clarifications to the administrative requirements, such as the use of risk assessments and subrecipient monitoring.
• Changes/clarifications to the cost principles, including level of effort reporting and application of de minimus rates.
• Upcoming issues that could impact your single audit.

Learning Objectives:
- Understand changes required to subrecipient monitoring and risk assessments 
- Understand other changes impacting your single audit

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102. NFP Accounting Fundamentals

June 21, 8:00 AM - 9:40 AM
CPE Credits: 2
Price: $135

This session will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, this session will focus on the typical transactions and account balances unique to NFPs, including, net assets, agency transactions, contributions, grants, endowments and programmatic investments.

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103. Developing a Standard Operating Procedures Manual – Policies and Procedures that Every Non-Profit Should Have

June 21, 8:00 AM - 9:40 AM
CPE Credits: 2
Price: $135

This “roll-up your sleeves” interactive session will focus on policies and procedures that every nonprofit should have.   The importance of having a clear, well-written and comprehensive policies and procedures manual in place and developing a framework for balancing controls with operating efficiencies will be emphasized.   The effective use of process maps and charts versus word documents will also be discussed.  Participants will leave this session with the tools and techniques necessary to successfully develop and implement a policies and procedures manual.

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104. Choose your own adventure - Advanced UBIT

June 21, 8:00 AM - 9:40 AM
CPE Credits: 2
Price: $135

There will be 3 speaker with 3 topics each.  Survey monkey registrants before materials are due so the requested topics are covered, use the polling app to determine which topic is presented next.

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105. UG Subpart F

June 21, 9:50 AM - 11:30 AM
CPE Credits: 2
Price: $135

This session will cover the elements of Subpart F - Audit Requirements.  This will include discussion of when to have a Single Audit, the SEFA, audit finding follow-up, corrective action plan and report submission as client responsibilities.  And discussion of auditors responsibility for major program determination, testing and reporting.

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106. Behind the ratings - what your 990 says

June 21, 9:50 AM - 11:30 AM  
CPE Credits: 2
Price: $135

The session will provide an overview of how various rating organizations rate charities. We will also discuss some of the things organizations can do to improve their ratings and how to educate their board and donors on the significance of these ratings, and other information presented on Form 990.
Learning Objectives:
- Understand the criteria the major charity rating agencies use to rate charities
- Determine steps charities may undertake to improve their ratings - Understand the significance of the ratings and explain this to their board and donors

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107. Split-interest agreements: GAAP requirements for accounting and financial reporting

June 21, 9:50 AM - 10:40 AM
CPE Credits: 1
Price: $70

Many not-for-profit organizations rely on split-interest agreements, also known as planned giving, to support their long-term missions. Would you know a split interest agreement if you saw it? Would you know how to account for it? This session will cover accounting for the various types of split interest agreements, including charitable lead trusts, charitable gift annuities, pooled income funds, and gifts of real estate with a retained interest. Through various examples of these types of gifts, we will cover the GAAP requirements for initial recognition (including what assumptions and estimates to use), subsequent re-measurement, and financial statement presentation and disclosure. We will explore best practices for controls surrounding identifying, tracking, and recording such agreements.

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108. Part I - The Relationship Between Leadership and Emotional Intelligence

June 21, 9:50 AM - 10:40 AM
CPE Credits: 1
Price: $70

Many not-for-profit organizations rely on split-interest agreements, also known as planned giving, to support their long-term missions. Would you know a split interest agreement if you saw it? Would you know how to account for it? This session will cover accounting for the various types of split interest agreements, including charitable lead trusts, charitable gift annuities, pooled income funds, and gifts of real estate with a retained interest. Through various examples of these types of gifts, we will cover the GAAP requirements for initial recognition (including what assumptions and estimates to use), subsequent re-measurement, and financial statement presentation and disclosure. We will explore best practices for controls surrounding identifying, tracking, and recording such agreements.

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109. Expense Allocations and the New ASU

June 21, 10:50 AM - 11:40 AM
CPE Credits: 1
Price: $70

Despite all the research that has been done on leadership, there is still a great deal we have not understood that might finally be clarified through research in emotional intelligence. 

In addition, there are many claims by so-called “Experts” that they know what Emotional Intelligence actually is.  The truth is that the American Psychological Association accepts only ONE model for EI, and only ONE assessment is considered the most definitive one to take for determining your emotional intelligence skills.  Ninety-nine percent of what you see out there is not emotional intelligence.  In this session, you will learn exactly why.

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