May 7, 2026


Webcast

AND

In-Person

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


8 CPE Credits

2026 Not-for-Profit Conference

CPE Credits Available

8 CPE Credits
1
Accounting
2
Behavioral Ethics
1
Economics
1
Information Technology
3
Specialized Knowledge

Galleria Office Towers

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

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Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Not-for-Profit/Nonprofit
  • None

Prerequisites

None

Intended Audience

Any CPA in the Nonprofit realm - Not-for-profit finance professionals, auditors, fractional CFOs, etc.

Provider

Colorado

Agenda

May 7

FASB A&A Update - What’s Changing in Accounting
Speaker:

Kevin Ross

View Bio

Staying current on evolving accounting standards is essential for not-for-profit professionals navigating an increasingly complex reporting environment. This session provides a timely update on developments in GAAP that may impact NFPs, including insights from the FASB’s March agenda consultation and select projects currently in the technical and research pipeline. Participants will also review common and recurring errors in not-for-profit financial statement presentation, along with frequently missed disclosures, and receive practical tax update resources relevant to the sector. Key Takeaways include identifying FASB projects affecting NFPs, recognizing recurring financial reporting errors and disclosure issues, and accessing useful tax resources to support compliance and informed decision-making.


Economic Update
Speaker:

Sloan Smith

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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.


Break

Fraud Risks in a Changing Landscape: Protecting Mission-Driven Organizations
Speaker:

Keely Gohl

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Fraud risks continue to evolve, creating new challenges for not-for-profit organizations committed to serving their communities. This session will help attendees build awareness of both ongoing and emerging fraud risks and understand how these threats can impact mission-driven organizations. Participants will explore common types of fraud, examine the ethical pitfalls that often enable these schemes, and learn practical approaches to strengthening internal controls. With a focus on prevention and accountability, this session provides actionable guidance that organizations can implement right away. Key Takeaways include recognizing common and emerging fraud risks, understanding ethical vulnerabilities, and implementing effective control procedures to better protect organizational resources.


Lunch

Tech Stacks, AI and financial reporting
Speakers:

Debbie Gilmore

View Bio

Angela Weinell

Jeff Roberts

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.


Break

The Nonprofit Funding Model
Speaker:

Michael Gemm

View Bio

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.


Break

Ask the Expert Panel
Speakers:

Debbie Gilmore

View Bio

Michael Gemm

View Bio

Cara Lawrence

View Bio

Kevin Ross

View Bio

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.


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    Price includes $50.00 early registration discount(s) - expires 4/23

    Price includes $50.00 early registration discount(s) - expires 4/23

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    Price includes $50.00 early registration discount(s) - expires 4/23

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