All topics (199)

Not-for-Profit Financial Sustainability

Speakers: Spencer Conroy, CPA; Stuart Miller, CPA

This session will cover the identification of warning signs that could suggest a threat to the financial sustainability of an NFP. It will focus on early identification of these signs and how to avoid surprises in this area.

Winning the Talent Game

Speakers: Shaara Roman, MBA; Andrew Slatter

Join this session to hear about the latest research and trends to help you shape your talent strategy to appeal to a multi-generational workforce, including the latest GenZ's.

Mergers & Acquisitions

Speaker: Fran Brown, CPA

Discussion of the pros and cons of exploring a merger or acquisition for your nonprofit organization. In this session, we'll provide an overview of the process as well as real-life examples of what has and has not worked for other organizations.

Key Operating Metrics and Analytics

Speaker: Aaron Vandeford, Managing Director, EnerCom Inc, Denver, CO

In this session we will take a data driven approach of identifying key E&P operating metrics and looking at their relationship to valuation in an ever-changing commodity market.

Motivation through Appreciation: Gratitude as an Engagement Tool

Speaker: Rachel Druckenmiller, MS, SIG, Director of Wellbeing, Baltimore, MD

Since we spend at least 1/3 of our waking hours at or on work, focusing on gratitude is one of the best things we could do to transform our workplaces.

Managing the Complexities of Nonprofit Growth

Speakers: Brandy Keller, Director of Product Marketing, Nonprofit Solutions, Community Brands, Austin, TX; Dan Murphy, Sr. Controller, Communities In Schools of Central Texas, Austin, TX

This session will focus on the impact of growth across a nonprofit organization, from budget planning, increasing compliance complexities, shifts in the workforce to growth strategies around grants, and new revenue sources.

"Transaction Structures: How to structure a transaction to minimize tax implications "

Speaker: Lisa Cribben, CPA, ABV, Partner, Wipfli LLP, Green Bay, WI

In this presentation you will learn about how the structure of a transaction could affect the ultimate cash flow a seller receives and impacts the price the parties negotiate.

CVFI and the New Financial Instruments Performance Framework

Speakers: Mark Smith, CPA, Senior Manager, AICPA, Durham, NC; Jeffrey Scroggs, Ph.D., Senior Manager, AICPA, Durham, NC; Susan DuRoss, Executive Director, Global Valuations, Harvest Investments, Burr Ridge, IL

This presentation provides guidance from the new Financial Instruments Performance Framework (FIPF) of the Certified in Valuation of Financial Instruments™ (CVFI™) credential. We will guide you through the new documentation and performance requirements.

KPI Dashboards - The New Financial Reporting Model

CEOs, entrepreneurs and management professionals are clamouring for KPI dashboards. But not everyone knows how to develop and use them in reporting. This video course will give you the competitive edge with the what, why, and how of integrating KPI dashboards into your financial reporting model.

Prevent Cyber-Attacks: What Accounting Professionals Need to Know

Speaker: Michael Foster, CISA, CISSP, PCI CSA

Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you. However, there are a few important and inexpensive steps that add powerful protection into your systems.