Nonprofit Organizations Conference WEBCAST

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NFP-WEB  |  Webcasts & Webinars  |  Update  |  Scheduled

Special Notes


You may also attend this program in person at the Sheraton West Des Moines. Register for in person seating HERE.

Are you an employee of a nonprofit organization? Call 515-985-7106 to register with special pricing.


  • Accounting & Auditing
  • Business Management & Organization
  • Nonprofit
  • Taxation

Designed For

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


To discuss the latest developments affecting nonprofit organizations.

Your Price: $295.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $50.00 on this event. Not a member? join today.


October 22, 2018

8:10am - 8:55am (Central Time)

Great leadership can change the world. To be a great leader you need emotional and social intelligence. 50 years of research reveals that we each have dominant patterns and behaviors that when understood, provides insight into our strengths, weaknesses, confidence, and stress triggers. Learn how understanding each other’s individual traits can boost productivity and satisfaction at work and home.

Speaker: Jason Kisesau | Aureon

8:55am - 11:10am (Central Time)

The time to implement ASU 2016-14 is here. Are you prepared for the new and significant structural and disclosure changes? During this session, Jim will review implementation issues and examples of changes to your financial statements and disclosures.

Speaker: Jim Martin, CPA, CGMA, MAcc

11:15am - 12:15pm (Central Time)

The frequency and cost of data breaches is on the rise. Hear tips from IT, insurance and public relations professionals on what you should do when your organization’s data is compromised.


  • Charles Adams, QCI
  • Jeremy Gillespe, AJ Gallagher
  • Joe Shannahan, LS2 group
  • Holly Olson, Anawim Housing, Moderator
1:00pm - 2:00pm (Central Time)

Finding employees who fit your organization’s culture and make meaningful contributions is both a challenge and an opportunity. Keeping the best people, once you find them, is easy if you do the are doing the right things.  Are you doing the right things to attract and retain good talent?

Speaker: Chad Van Hauen, SHRM-CP | Aueron

Select One and Only One
2:10pm - 3:10pm (Central Time)

This session will examine the provisions of the 2017 tax reform act directly affecting tax nonprofit organizations, including changes to the determination of the unrelated business income tax and the excise tax on excess executive compensation. 

Speaker: Lori Egger | KPMG LLP

2:10pm - 3:10pm (Central Time)

A top priority for today’s nonprofit leaders should be developing operating reserves at a level that supports financial stability.  Examine a risk-based model for determining reserve levels and learn how to communicate the importance of these levels to the board and other stakeholders.

Speaker: Joanna Koenig | CliftonLarsonAllen LLP

3:20pm - 4:15pm (Central Time)

Not all nonprofit organizations thrive under the same governance model. This session will focus on how organizations can successfully structure their organization to maximize governing roles and responsibilities while avoiding common mistakes.

Speaker: Paul Thelen, J.D., Ph.D | Iowa Nonprofit Resource Center


James D. Martin

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James (“Jim”) Martin is a true “general practitioner” who, for over 32 years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 200 clients, Jim performs up to 70-75 continuing education seminars per year for CPAs and attorneys throughout the United States. To date, he has prepared and presented over 1900 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.

Lori Egger

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Lori Egger is a Tax Managing Director for KPMG LLP in Omaha. She belongs to and manages the firm’s National Development and Exempt Organizations (DEO) Group. Lori has more than 20 years of public accounting and tax experience with hospitals, clinics, universities, colleges, private foundations, and public charities.

Lori’s expertise includes: •Unrelated business taxable income analyses, intermediate sanction reviews, community benefit studies, and IRC Section 501(r) gap analyses. •Tax compliance, including Forms 990 and 990-T. •Alternative investment, Schedule K-1, tax reporting requirements for tax-exempt organizations. •Analysis and identification of structuring methodologies for mergers and acquisitions, joint ventures/partnerships with non-exempt organizations. •Drop down or taxable activities and liquidations of subsidiaries. •Employment tax issues (employee versus independent contractor; taxable and non-taxable benefits). •Obtaining and maintaining tax-exempt status. •Managing IRS audits and representation before the IRS on behalf of tax exempt organizations.

Lori is a frequent speaker on exempt organization tax matters at industry forums, conferences and associated meetings. She serves on the Nebraska Society of CPAs Foundation board and the Nonprofit Committee.

Paul Thelen

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Paul Thelen is the assistant director at the Larned A. Waterman Iowa Nonprofit Resource Center (LAWINRC) in Iowa city. The mission of the LAWINRC is to strengthen the operational capacity of Iowa’s nonprofit organizations by providing information, education, training, and other resources to current and future nonprofit leaders.

In his two years at the LAWINRC, Paul has counseled hundreds of individual clients, created and delivered dozens of unique lectures, and authored numerous articles on contemporary nonprofit issues. Paul teaches interdisciplinary courses on nonprofit organizations to undergraduate and graduate students at the University of Iowa.

Paul earned a BA and BFA from Creighton University. As a merit scholar, he earned his JD from the Iowa College of Law. As a PhD candidate at Northwestern University, he held numerous positions: Fellow and Program Coordinator, Center for Leadership; Graduate Lecturer, School of Communication; Assistant Master, Residential College; and Graduate Mentor, Searle Center for Advancing Learning & Teaching. He is a member of the Iowa Bar Association.

Joanna Koenig

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Joanna has 35 years of experience in accounting and finance including 20 years in nonprofit. Her current role at CliftonLarsonAllen (CLA) includes CFO and controller duties at nonprofits with operating budgets of $2.0M to $16.0M, including social service, membership and educational organizations. Joanna has been with CLA in nonprofit outsourcing for 8 years.

Jason Kiesau

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Jason Kiesau is the leadership and talent development manager with Aureon HR in West Des Moines. He has studied personal, professional and leadership development for over 16 years. His roles as a business coach, business owner, diversity trainer and leadership and talent development manager has given him unique experiences and understanding of people and business. Today he travels across the United States working with leaders and managers; helping them enhance their emotional, social and leadership intelligence.

Chad Van Hauen

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Chad is a HR professional with over 9 years of progressive HR experience. Chad is currently a HR Business Partner with Aureon and has been in this role since July 2016. Chad received his SHRM-Certified Professional in 2017. In his current role, he is responsible for HR consulting, employee relations, employee and leadership development and strategic planning with his clients. Prior to working at Aureon, Chad was the Human Resource Manager at Anderson Erickson Dairy in Des Moines. Chad has an exercise science degree from Central College where he played football and participated in various volunteering opportunities including working with children with special needs and creating exercise routines for residents in assisted living.

Chad is an Iowa native who grew up on a farm in a small town in Central Iowa. In his spare time, he enjoys spending time with his family, landscaping and watching sports.

Charlie Adams

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Charlie Adams is a principal infrastructure consultant at QCI who helps enterprises to build and secure IT infrastructure. Charlie has been an employee at QCI for 11 years. Prior to QCI, Charlie worked for 7 years as a full-time employee for Principal Financial Group. He has built a successful career assisting enterprises in the financial and healthcare spaces in IT remote access, virtualization, cloud and security technologies. Charlie now advises these companies on deploying secure, best practice architectures though education, mentoring and practical technology applications.

Jeremy Gillespe

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Jeremy Gillespie is the regional director of the cyber liability practice at Arthur J. Gallagher. He is responsible for the management, business development, marketing and consulting activities within the products and services related to cyber insurance. These specifically include network security and privacy liability, media liability and technology errors and omissions liability.

Joe Shannahan

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Joe Shannahan is a partner at LS2group, a bipartisan public relations, government affairs, public affairs and marketing firm headquartered in Des Moines with 50 team members located across the midwest. At LS2group, Joe directs and manages crisis communications efforts for a number of high profile clients entangled in national, regional, and state news events. Joe’s extensive background in strategic communications helps LS2group clients deliver targeted and unique messages to help mitigate reputational damage and restore confidence during challenging times. From 1999 to 2002, Joe served as communications director and official spokesman for Iowa Governor Tom Vilsack. Joe is a graduate of the University of Iowa.

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