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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.
Topics to include:
720 S Colorado Blvd, Classroom, Glendale, Arapahoe County, Colorado 80246-1904
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Any CPA in the Nonprofit realm - Not-for-profit finance professionals, auditors, fractional CFOs, etc.
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Kevin began his career at Eide Bailly after graduating from Regis University with his bachelors and master’s degree in accounting and finance. Throughout the 10 years with Eide Bailly, Kevin has gained experience providing public accounting services in many industries, primarily in not-for-profits and financial institutions.
During his time at Eide Bailly, Kevin also gained experience in the Quality of Earnings Due Diligence department for mergers and acquisitions, and most recently managing Non-Profit Business Outsourcing & Strategy consulting engagements. He appreciates expanding his knowledge beyond auditing and believes in a balanced professional career.
He has been involved in multiple Eide Bailly pilot projects to incorporate artificial intelligence driven techniques into the audit processes in order to streamline and make them as efficient as possible. He is also involved in the community as part of Eide Bailly’s Colorado Philanthropy Committee, recruiting and training of incoming Eide Bailly staff.
Outside of the work, Kevin enjoys staying active through sports, hiking, camping, traveling, and is an admitted foodie. Standing still usually is not a normal occurrence. Any chance Kevin can get to explore something he hasn’t seen before he will take advantage of – new experiences are one thing he always looks forward to.
While standard-setting activity may appear quiet, important developments and common pitfalls continue to impact practice. This session explores insights from the March agenda consultation project, highlights frequently encountered errors such as missed disclosures, and examines challenges in revenue recognition, including where to locate relevant guidance when working in these areas. Participants will also receive a high-level overview of recent tax updates, along with curated resources for further exploration. Key takeaways include identifying areas prone to error, navigating available guidance more effectively, and leveraging trusted resources to stay informed and compliant in a shifting professional environment.
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.
Gain a clear perspective on today’s economic environment and what it means for nonprofit organizations. This session explores key macroeconomic indicators—including GDP growth, inflation, interest rates, and labor market trends—and connects them to evolving market conditions and investment landscapes. Attendees will examine how monetary policy, federal debt, and fiscal decisions influence financial markets, with a focus on practical implications for nonprofit financial management. The discussion will also address budgeting, reserve strategies, and long-term investment planning in uncertain conditions. Key takeaways include interpreting economic signals, evaluating policy-driven market shifts, and aligning financial strategies to support organizational stability and mission success.
Keely Gohl CPA, CGMA
Keely Gohl obtained her Bachelor’s and Master’s Degrees in Accountancy from the University of Denver. The first 14 years of her career were with KPMG – 11 years in the Audit practice, 3 years in the National Industry Learning & Development office. Keely decided to use her experience to give back to organizations who had helped her along the way. She served the University of Denver (in the Arts, Humanities and Social Sciences divisions) as the Director of Budget and Planning from 2012 to 2016.
She then served the Denver Dumb Friends League as Controller from 2016 to 2018. She went on to serve as the Director of Finance & Administration for a local church that also ran a pre-K through 8 th school. Her service in not-for-profits helped her to realize that many organizations need the expertise of a CPA but do not always have the resources they need to employ one full-time. This led her to form her own consulting business, Favor Financial LLC, to help organizations with that expertise. She launched this is May 2019. This has also allowed her time to re-engage in executive education – which she loves!
She is currently developing and instructing executive education courses for the Colorado Society of CPAs, CPA Crossings LLC, the University of Denver Daniel’s College of Business, and other private clients.
Fraud continues to evolve, presenting new risks for organizations that often prioritize trust and mission over formal controls. This session explores common types of fraud and the specific vulnerabilities that can arise in mission-driven environments, particularly when internal controls are overlooked. Attendees will also examine how artificial intelligence is increasing the sophistication of fraudulent schemes, making detection more challenging. Through practical insights and real-world context, participants will gain a clearer understanding of where risks emerge and how to respond effectively. Key takeaways include recognizing fraud red flags, strengthening internal controls without compromising culture, and adapting risk management strategies to address emerging, technology-driven threats.
Debbie Marsh Gilmore is a Financial Systems Consultant and Sage Intacct Implementation Specialist dedicated to helping organizations streamline operations and drive growth. With deep expertise in translating complex business requirements into powerful software solutions, Debbie manages full-cycle implementations — from defining requirements and configuring systems to data migration, report development, and staff training. She's known for delivering best practices that keep solutions both effective and maintainable long after go-live. Beyond implementation, Debbie remains a trusted advisor to her clients, providing ongoing support to ensure their systems continue delivering value. She takes pride in building lasting, reliable relationships with every client she serves.
Explore how artificial intelligence and modern technology can enhance financial reporting, audit processes, and overall nonprofit operations. This session will guide participants through evaluating their current tech stack to ensure systems are delivering meaningful value, particularly in managing grants, fundraising efforts, and financial reporting needs. Attendees will also examine key risk considerations related to software selection and usage, along with practical applications of AI in nonprofit environments. Key takeaways include assessing whether existing systems meet organizational needs, identifying risks associated with technology adoption, and leveraging AI-driven tools to improve efficiency, transparency, and decision-making across financial and operational functions.
Mike Gemm is a consultant and coach, committed to dramatically improving the impact of non-profits through targeted fundraising, accurate financial data, and transformational coaching for leaders and their teams.
Mike’s fundraising career started at For Impact | The Suddes Group. During his time at The Suddes Group, Mike partnered with organizations across the social impact sector to raise over $60M+ through direct "in the field" asks and client coaching.
With over 15 years of experience in the nonprofit world, and a strong background in business and finance, Mike is uniquely positioned to offer actionable insight to civic-minded organizations looking to grow their influence and impact.
Many nonprofit organizations approach fundraising as a series of disconnected activities rather than a cohesive strategy, often resulting in fragile revenue and reactive decision-making. This session introduces a practical framework for building a sustainable funding model that aligns mission, leadership, and revenue generation. Participants will explore how to move beyond the annual budget mindset by clarifying funding priorities, identifying the most strategic sources of capital, and strengthening coordination across leadership, finance, and development functions. Drawing on real-world examples, this session provides actionable insights to support long-term sustainability. Key takeaways include recognizing structural weaknesses in revenue strategies, aligning funding sources with mission priorities, and implementing a more disciplined, integrated approach to nonprofit funding.
Debbie Marsh Gilmore is a Financial Systems Consultant and Sage Intacct Implementation Specialist dedicated to helping organizations streamline operations and drive growth. With deep expertise in translating complex business requirements into powerful software solutions, Debbie manages full-cycle implementations — from defining requirements and configuring systems to data migration, report development, and staff training. She's known for delivering best practices that keep solutions both effective and maintainable long after go-live. Beyond implementation, Debbie remains a trusted advisor to her clients, providing ongoing support to ensure their systems continue delivering value. She takes pride in building lasting, reliable relationships with every client she serves.
Mike Gemm is a consultant and coach, committed to dramatically improving the impact of non-profits through targeted fundraising, accurate financial data, and transformational coaching for leaders and their teams.
Mike’s fundraising career started at For Impact | The Suddes Group. During his time at The Suddes Group, Mike partnered with organizations across the social impact sector to raise over $60M+ through direct "in the field" asks and client coaching.
With over 15 years of experience in the nonprofit world, and a strong background in business and finance, Mike is uniquely positioned to offer actionable insight to civic-minded organizations looking to grow their influence and impact.
Cara represents nonprofit and tax-exempt organizations in all aspects of their operation and management. She provides business and tax advice to public charities, private foundations, professional societies and trade associations, corporate and community foundations, and political organizations. In addition, she counsels tax-exempt organizations on political, lobbying, and advocacy activities; complex tax issues such as unrelated business income tax and the self-dealing rules; property and sales tax; corporate governance and fiduciary duties; grant-making; business contracts; mergers and acquisitions; joint ventures; and the use of complex legal structures.
Cara is on the planning committee and is a frequent presenter at the Annual Institute on Advising Nonprofit Organizations in Colorado. She also regularly presents for the Colorado Society of Association Executives. Cara is a contributing author of A Guide for Colorado Nonprofit Organizations (second edition 2018).
Kevin began his career at Eide Bailly after graduating from Regis University with his bachelors and master’s degree in accounting and finance. Throughout the 10 years with Eide Bailly, Kevin has gained experience providing public accounting services in many industries, primarily in not-for-profits and financial institutions.
During his time at Eide Bailly, Kevin also gained experience in the Quality of Earnings Due Diligence department for mergers and acquisitions, and most recently managing Non-Profit Business Outsourcing & Strategy consulting engagements. He appreciates expanding his knowledge beyond auditing and believes in a balanced professional career.
He has been involved in multiple Eide Bailly pilot projects to incorporate artificial intelligence driven techniques into the audit processes in order to streamline and make them as efficient as possible. He is also involved in the community as part of Eide Bailly’s Colorado Philanthropy Committee, recruiting and training of incoming Eide Bailly staff.
Outside of the work, Kevin enjoys staying active through sports, hiking, camping, traveling, and is an admitted foodie. Standing still usually is not a normal occurrence. Any chance Kevin can get to explore something he hasn’t seen before he will take advantage of – new experiences are one thing he always looks forward to.
Bring your questions and engage directly with a panel of experienced professionals across nonprofit finance, strategy, technology, and compliance. Featuring presenters from prior sessions—along with a legal expert specializing in tax-exempt organizations—this interactive discussion offers practical insights on today’s most pressing challenges. Panelists will address topics ranging from funding models and economic trends to financial reporting, technology, and regulatory considerations, including governance, tax compliance, and complex legal structures. Participants will benefit from real-world perspectives and tailored guidance. Key takeaways include clarifying complex issues, gaining multidisciplinary insights, and identifying actionable approaches to strengthen organizational effectiveness and compliance.