Skip to main content

Nonprofit Organizations Conference (WEBCAST ATTENDANCE)

Monday, October 17 8:00am - 4:05pm

Add to Calendar

Webinar

123 Webinar Way
Webinar, IA 00000

Get Directions

8.00 Credits

Member Price $275.00

Non-Member Price $325.00

Overview

 

Highlights

See "Agenda" tab for session descriptions.

Designed For

CPAs who have nonprofit organizations as clients, financial officers or board members of nonprofits, and staff accountants involved with tax and accounting issues of nonprofits.

Objectives

To discuss the latest developments affecting nonprofit organizations.

Notice

  • Are you an employee of a nonprofit organization? Call 515-985-7128 to register with special pricing.
  • You may also attend this conference in-person at the Sheraton West Des Moines hotel. Register for in-person attendance HERE.

Monday, October 17

General Session

8:00am - 8:10am Welcome messages

This session is available to registrants only.

General Session

8:10am - 9:40am Accounting and Auditing Update

Popular speaker Jim Martin is back to provide an overview of the pressing A&A issues currently affecting nonprofit organizations. He'll cover the leasing standard, ASU 2020-07 on non-financial contributions and more.

Speaker: Jim Martin, CPA | Martin & Co CPA, P.C.

This session is available to registrants only.

General Session

9:50am - 11:00am IRS Challenges and Their Impact on the Not-for-Profit Sector

Tax professionals and not-for-profits alike are frustrated with current IRS errors, backlogs and staffing issues. Gain guidance on how to navigate these challenges and overcome problems specific to the not-for-profit tax world. Explore the context of the IRS's resource constraints and appreciate arenas where you will need to continue to be patient (and flexible). Learn how to document and respond to IRS notices (including erroneous notices) when they're urging only a single response be made.

Speaker: Eve Borenstein, J.D. | Eve Rose Borenstein, LLC

This session is available to registrants only.

General Session

11:10am - 12:25pm Navigating the New Workforce Paradigm

The COVID-19 pandemic has been one the most impactful events for businesses in recent memory. It has affected many areas of employee management from human resources practices and employment law changes to business growth and recruitment. A business facing these realities must re-evaluate its current employment practices. From the employee handbook, recruitment strategies, reasonable accommodation and more. Safety and OSHA issues have come to the forefront in the last two years as never before.  Employers have had to rethink attendance policies and adjust hybrid and remote work to the requirements of the Fair Labor Standards Act. This presentation will  guide employers through the legal web of compliance.

Speakers: Hugh Cain, J,D, and Brent Hinders, J.D. | Hopkins & Huebner, P.C.

This session is available to registrants only.

General Session

1:10pm - 2:40pm The Future of Work in Nonprofits: You, Your Employees and Your Prospective Employees

Our organizations are the sum of our workforces. During Covid, companies had problems finding staff, and virtual work became the norm. Increased layoffs are being announced and employment stability is still a problem. Our long-term strategic success depends on the people we choose to work for us, and our efforts to recruit, retain and develop will dictate how successful we can be in the long run. In this session, we will discuss:

  • What will the future workforce look like?
  • How has the pandemic altered businesses, and what are the implications for future staffing?
  • What will be the impact of volatility on the workforce?
  • How to create a process to identify and qualify future staff.

Speaker: Jim Lindell, CPA, CGMA, CSP | Thorsten Consulting

This session is available to registrants only.

General Session

2:50pm - 4:05pm Data Analytics for Nonprofits

There are stories in your data. Can you identify the stories and their implications? Can you use the story to influence the strategies for your company? Nonprofits need to improve their internal and external data usage to be more successful. In this session, Jim explains how data analytics has become an expectation of accountants, as reporting is a base commodity and can (and must be) improved with data analytics in the accounting/finance department. Learn how visual application can complement and sometimes outweigh traditional financial reporting. Discover the four phases of analytics, their relationship to the accounting function and career advancement, and how business intelligence impacts the accounting role for staffing, data acquisition, analysis and machine learning. In this session we will discuss:

  • What is the business purpose for adopting these technologies
  • Identify the four levels of analytics
  • Recognize the need for visual analytics
  • Understand how AI, BI and DA will impact the auditing and accounting function and positions
  • Identify resources in the AI BI DA journey.

Speaker: Jim Lindell, CPA, CGMA, CSP | Thorsten Consulting

This session is available to registrants only.

Leader(s):

Leader Bios

Brent Hinders

Brent Hinders, J.D. has been practicing law in Iowa since 2005 and joined Hopkins & Huebner in 2011. A graduate of Simpson College and Drake University Law School, Brent now practices in the areas of labor, employment, criminal and government law. Brent has substantial experience in advising boards on legal matters, interpreting ordinances and statues, writing policies, reviewing and recommending modifications to ordinances, negotiating collective bargaining agreements, representing municipalities in court and has tried numerous jury and non-jury trials. Prior to joining the firm, Brent was an assistant Warren County Attorney.

Return to Top

Eve Borenstein

Eve has practiced law since 1985, operating for 15 years the Tax Exempt Law Office of Eve Rose Borenstein, LLC until that firm merged in 2004 into the then-created Borenstein and McVeigh Law Office (www.BAMlawoffice.com). Her practice in both firms has been dedicated to the unique tax and regulatory rules applied by the IRS and state agencies to “tax-exempt” organizations. Officed in Minneapolis, Eve consults with both CPAs and individual non-profits nation-wide; through 2014 she had represented just over 1000 tax-exempt organizations before the IRS. Eve represents medium and large organizations, typically on planning or IRS audits and correspondence, as well as organizations with gross revenues of less than $1,000,000 per year. [June ’16]

Return to Top

Hugh Cain

Hugh Cain, J.D. is a shareholder at Hopkins & Huebner PC in Des Moines. A graduate of the University of Washington School of Law, he has practiced in the state and federal courts of Iowa since 1983. Hugh primarily works in employment and local government law. He has advised and litigated cases for private employers and local governments on a wide variety of employment, civil rights, safety, and wage issues. Hugh has negotiated collective bargaining agreements and assisted local government boards with governance issues, along with open meetings and open records issues. He has substantial experience representing and advising Iowa municipalities on city and state code as well as state and federal law compliance. Hugh is a member of the American, Iowa State and Polk County Bar Association’s Employment Law and Government Practice Sections.

Return to Top

James Lindell

James (Jim) T. Lindell is the president of a Wisconsin based provider of strategic and financial consulting and executive coaching. Jim has an extensive background in senior management including positions as CFO and corporate assistant controller. He has worked with a variety of industries including: manufacturing, health care, non-profit, distribution and food processing. Jim has been involved in more than 50 M&A projects. He is a CPA with experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee), a member (and instructor) for the American Institute of CPA’s, the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim a 11-time recipient of the AICPA Outstanding Discussion Leader Award. Jim has received the Certified Speaking Professional (CSP) designation and is one of less than 10 CPAs to hold this credential.

Return to Top

James Martin

James (“Jim”) Martin is a true “general practitioner” who, for 35 years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 150 clients, Jim performs 75-80 continuing education seminars per year for CPAs and attorneys throughout the United States. To date, he has prepared and presented over 2300 full and half-day seminars on accounting and taxation topics. Jim’s philosophy of CPE is simple: spend the class time on topics of applicability and relevance to all and present the topics in an entertaining and fast moving manner. Jim also regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.

Return to Top

Non-Member Price $325.00

Member Price $275.00