May 15, 2025


Webcast

AND

In-Person

Galleria Office Towers
720 S Colorado Blvd, Classroom, Glendale, Arapahoe County, Colorado 80246-1904


8.5 CPE

2025 Not-for-Profit Conference

  • Instructor

    Various

Learning Objectives

Receive expert insights into issues affecting the not-for-profit sector.

Major Topics

  • Accounting and Auditing
  • Ethics
  • Colorado Energy Credits 
  • and MUCH MORE...

Sponsors

CPE Credits Available

8.5 CPE
2
Behavioral Ethics
1
Economics
5.5
Various

Galleria Office Towers

720 S Colorado Blvd, Classroom, Glendale, Arapahoe County, Colorado 80246-1904

Get Directions

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Not-for-Profit/Nonprofit

Prerequisites

None

Advanced Preparation

None

Intended Audience

Professionals who work with and in Not-for-Profit Organizations.

Provider

Colorado

Agenda

May 15

FASB Update
Speaker:

Ksenia Popke

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.


Retain Fundraisers and Drive Revenue with Al
Speaker:

Cristina Sloan

View Bio

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.


Break

Not-for-Profit Attorney Update - Trends, issues, employment and more...

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.


Economic Update Provided by Innovest
Speaker:

Sloan Smith

View Bio

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.


Lunch

Fraud Risk Management and Ethics in the Not-for-Profit Environment
Speaker:

John Hall

View Bio

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.


Break

Demystifying Federal Funding - Offered virtually by COCPA Preferred Partner YPTC
Speaker:

TBD

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.


How Exempt Organizations Can Benefit from Clean Energy Incentives
Speaker:

Colette Gagnet

View Bio

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.


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