Instructor
This annual conference is built to address challenges, risks and opportunities relevant to the professional Not-for-Profit community.
Attendees will not only receive expert insight into the unique financial aspects of nonprofits, but also provide leadership tools to move organizations forward.
BACK BY POPULAR DEMAND: John Hall will present a two-hour ethics session!
Topics to include:
Receive expert insights into issues affecting the not-for-profit sector.
President
Hall Consulting
John J. Hall, CPA, has worked as an auditor, professional speaker, consultant, and author for over 45 years. He builds and delivers live and virtual keynote presentations, skills training seminars, webinars, and in-person conference presentations for auditors, including over 3,500 live presentations to date.
John is best known for bringing practical, proven, efficient solutions to real-world business challenges (including especially ethics and fraud risks!!!) faced by clients and program participants.
John is the founder and President of Hall Consulting, Inc. In addition to 30-plus years as a self-employed speaker, auditor and consultant, John has worked in senior leadership positions in large corporations and international public accounting and consulting firms. He’s a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.
720 S Colorado Blvd, Classroom, Glendale, Arapahoe County, Colorado 80246-1904
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Professionals who work with and in Not-for-Profit Organizations.
Stay current on the latest financial reporting developments that matter most to nonprofits. This session highlights key Accounting Standards Updates (ASUs), recent implementation challenges, and changes to the FASB’s agenda. Topics include updates on leases—especially common control arrangements—credit losses, reference rate reform, and emerging projects such as crypto assets and software costs. Attendees will gain clarity on judgment areas in new standards and better understand what’s ahead from FASB. Key takeaways include: identifying new ASU requirements, understanding credit loss scope and application, and evaluating recent shifts in FASB’s technical and research priorities.
With a decade of experience in fundraising and leading high-performing development teams, Cristina has a proven track record of driving philanthropic success at both small and large nonprofits, educational institutions, and cultural organizations in Denver. As Senior Director of Philanthropy at Denver Zoo Conservation Alliance, she has played a key role in doubling dollars raised between 2018 and 2024. Previously, she held leadership positions at the University of Colorado - Denver and Emily Griffith Foundation, where she spearheaded innovative fundraising strategies.
Passionate about creative problem-solving and team motivation, Cristina thrives on exceeding institutional goals and fostering meaningful donor relationships. Her background in teaching informs her approach to fundraising, recognizing the parallels in inspiring curiosity and engagement-whether in students or donors.
Originally from New York, she has spent the past 20 years in Colorado while staying loyal to the Yankees-a stance not shared by her two teenage sons.
Artificial intelligence is transforming fundraising—and it’s more accessible than you think. This session explores how AI can enhance donor outreach, boost campaign efficiency, and personalize engagement without losing the human connection. Attendees will discover practical tools like predictive analytics for donor identification, automated communication tactics, and data-driven campaign optimization. Key takeaways include: determining whether AI is a fit for your organization, bringing stakeholders on board, and maximizing the value of AI tools to support fundraising success. Leave with the knowledge and confidence to begin integrating AI at your institution in a thoughtful, mission-aligned way.
Stay ahead of the curve with the latest federal developments shaping the nonprofit landscape. This session provides timely updates on several high-impact areas, including changes to the Corporate Transparency Act, employment law shifts, federal DE&I grant modifications, and the implications of paused U.S. AID funding. Attendees will learn how these evolving regulations affect compliance, operations, and funding strategies. Key takeaways include: understanding how transparency and employment changes impact nonprofit governance, navigating shifts in DE&I grant criteria, and responding effectively to fluctuations in federal aid.
Sloan Smith, CAIA, MBA, CPWA®| Principal, Director
Sloan is a Principal & Director at Innovest and a member of the Investment Committee, which drives the firm’s investment related research and due diligence. He serves as a consultant working primarily with institutions and families. He is the Director of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee. Sloan is responsible for covering traditional equity and fixed income investments as well as alternative investments such as hedge funds, private equity, and real estate. He is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities.
Prior to joining Innovest, Sloan was a Senior Consultant at Northern Trust in Chicago. At Northern Trust he oversaw and performed reviews of client portfolios, ensuring valuation and pricing procedures were followed. He also developed automated systems that allowed clients to effectively manage risk within their portfolios.
Previously, Sloan was a Senior Risk Analyst at Alphametrix, a hedge fund platform in Chicago. While at Alphametrix, Sloan managed relationships with brokers and direct investors, performed manager due diligence and built customized risk reports for the firm’s clientele. Prior to Alphametrix, Sloan was employed by Simplex Investments in Chicago as an equity options trader where he implemented an arbitrage strategy on behalf of the firm.
Sloan, a New Hampshire native, holds an undergraduate and MBA degree from the University of Notre Dame where he graduated cum laude. While receiving his MBA, Sloan was part of the Applied Investment Management (AIM) course, which manages a portion of Notre Dame’s endowment. He is a Chartered Alternative Investment Analyst (CAIA) and is also a former member of the Notre Dame Varsity lacrosse team. Sloan also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.
Sloan is on the Board of Directors for Economic Literacy Colorado, which empowers Colorado students to achieve a lifetime of economic understanding and financial freedom. He also serves as Treasurer and is a member of the Audit and Finance Committees.
Sloan is happily married with four children. He enjoys spending his free time with his family and is passionate about the financial markets, Notre Dame athletics, and the New England Patriots.
In a year shaped by central bank pivots, moderating inflation, and global uncertainty, what lies ahead for investors? This session unpacks the latest trends and projections across major asset classes, including equities, fixed income, real assets, and private credit. Learn how high interest rates, evolving central bank policy, and geopolitical shifts are influencing market dynamics. Key takeaways include: evaluating opportunities in bonds and infrastructure, assessing elevated equity valuations, understanding the implications of central bank rate cuts, and incorporating diversification to manage risk in a volatile environment. Walk away with insights to navigate 2025’s economic landscape and construct resilient, forward-looking investment strategies.
John J. Hall, CPA, has worked as an auditor, professional speaker, consultant, and author for over 45 years. He builds and delivers live and virtual keynote presentations, skills training seminars, webinars, and in-person conference presentations for auditors, including over 3,500 live presentations to date.
John is best known for bringing practical, proven, efficient solutions to real-world business challenges (including especially ethics and fraud risks!!!) faced by clients and program participants.
John is the founder and President of Hall Consulting, Inc. In addition to 30-plus years as a self-employed speaker, auditor and consultant, John has worked in senior leadership positions in large corporations and international public accounting and consulting firms. He’s a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.
By definition, every time there’s a business fraud case, there was a business fraud control failure. Granted that many fraud control failures are due to poor procedural design, implementation and maintenance. But many more happen due to human execution – things like insufficient training/skills, lack of interest, inconsistent supervisor or peer support, plus inadequate time or information.
In this session, we’ll break down the core reasons why fraud controManaging fraud risks and promoting ethical decision-making go hand in hand—and both demand strong, consistent leadership. This session takes a candid look at the state of ethics and fraud in 2025, examining real-world challenges that leaders, managers, and staff face daily. Participants will explore what truly works (and what doesn’t) when building a culture of integrity. Key takeaways include: analyzing current ethics challenges across all organizational levels, understanding why ethical failures happen even when the right choice is clear, and learning how to ask powerful, behavior-influencing questions. This session empowers attendees to lead with confidence and act as visible ambassadors for ethics and fraud prevention.ls fail. Then we’ll build action checklist for supervisors, auditors, executives and every compliance professional to edit and apply on the job every day.
Federal funding is essential to the nonprofit sector—but how does it really work? This session offers a clear, accessible overview of how the U.S. government collects revenue and allocates funds, breaking down common misconceptions along the way. YPTC experts will explain the types of funding available to nonprofits, how federal spending decisions are made, and the compliance requirements organizations must meet once funds are awarded. Key takeaways include: understanding the federal funding flow from collection to distribution, identifying available funding streams, and recognizing essential post-award responsibilities to ensure compliance and accountability.
Colette is a consultant with 18 years of experience providing tax consulting services and analyzing complex tax situations from both sides of the desk. She spent roughly 10 years providing tax saving solutions for clients before going in house to focus on credits and global acquisitions for a Fortune 200 company. In returning to the client service side, focused on R&D credits and Section 174 studies. In joining Eide Bailly’s National Tax Office she is focusing her efforts on energy efficiency incentives while being a resource for the Business Credits & Incentives team. Colette helps our clients understand the ever changing landscape of tax credits and incentives. She works with both tax-exempt and taxable organizations to understand available incentives.
When you work with Colette, you will find a tax nerd who has a personal approach to understanding your organization’s needs. She believes that clear and open communication is a cornerstone in providing professional services. Working with Colette you will experience tailor made solutions to your organization’s challenges.
In her spare time, you’ll find Colette volunteering and enjoying the great outdoors with her husband and kids. When not playing in the mountains, she loves exploring new places, sneaking in a run and reading a good book.
Clean energy tax incentives aren't just for for-profit companies—exempt organizations can benefit too. This session explores how nonprofits can access and monetize federal and state energy tax credits, even without traditional tax liability. Attendees will gain a foundational understanding of available incentives and how recent legislative changes have opened the door to new monetization opportunities. Key takeaways include: identifying the most commonly used clean energy incentives, understanding the mechanics of direct pay and transferability, and discovering how exempt organizations can turn tax credits into financial benefits that support their mission.