Nonprofit Organizations Conference (VIRTUAL CONFERENCE)

More Courses

NFP-WEB  |  Virtual Live  |  Update  |  Scheduled


  • Are you an employee of a nonprofit organization? Call 515-985-7106 to register with special pricing.
  • View the agenda at a glance.
  • You may also purchase/attend each session individually. Click HERE to purchase individual sessions.



  • Accounting & Auditing
  • Management
  • Nonprofit
  • Taxation

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.


To discuss the latest developments affecting nonprofit organizations.


See sessions below

Your Price: $310.00

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 18, 2021

8:10am - 9:30am (Central Time)

This session will provide a brief review of important accounting and auditing issues related to nonprofits.  Final preparation for the leasing standard, getting ready for ASU 2020-07 (Presentation and disclosure of non-financial contributions), new audit and review reports and more, will be covered.

Jim Martin, CPA, CGMA, MAcc

9:40am - 10:40am (Central Time)

While we have been focused on COVID relief over the past 18 months, exempt organizations must continue to monitor tax compliance.  This session will address the current IRS workplan, state activity and other compliance initiatives including unrelated business income, worker classification, state charitable solicitation compliance and more.

Karen Gries, CPA | Karen A. Gries Consulting

10:50am - 11:50am (Central Time)

The good news is you can create a strong professional brand. But it is up to you to own it! In this
session, you will learn what a brand is and how to combine five practices that result in strong professional brands. It’s no fun being a commodity, but it’s great owning a brand that communicates your authentic value every day. The good news is, you can own your brand!

Mike Wagner | White Rabbit

12:35pm - 2:00pm (Central Time)

2020 will go down as the year of the largest shift in work culture in generations. Organizations became 100% remote workforces within a matter of days. Today’s employees are logging in from almost anywhere. And while they are all focused on getting their work done, what might not be so apparent is that they are also opening up their companies to heightened data risk. 

Old-school technologies designed to prevent data from moving outside traditional security perimeters were not built to safeguard collaborative workforces. And if they weren’t equipped to protect routine cloud collaboration, how can they possibly handle the highly distributed workforce we are seeing today? 

The implications? This unprecedented situation is going to shine a light on gaps in security issues that have existed for some time. What can companies do to help secure this growing remote workforce? This session will walk through steps necessary to secure your organization's data. 

• The critical IT risks of remote work
• How to assess the situation at your organization
• Infrastructure, bandwidth and equipment concerns
• Your organization’s maturity in using collaboration tools.
• The degree of visibility you have into data movement
• Best practices for securing data during uncertain times.

Lynn Fountain, CPA, CGMA, CRMA

2:15pm - 3:10pm (Central Time)

Cashflow is the lifeblood of an organization.  It is critical that cashflow needs be estimated for projects, operations and capital budgets.  In this session, we will cover the importance of cashflow, tools to estimate needs and methods to communicate the importance of cash availability to the organization.

Jim Lindell, CPA, CGMA, CSP | Thorsten Consulting Group

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

The generosity of Iowans supports more than 12,000 nonprofits, but the nonprofit sector is experiencing increasing competition for resources and funding. In response, several nonprofits are considering the possibility of mergers, particularly when missions are strongly aligned.  

In 2020, Youth Emergency Services and Shelter (YESS) and Youth Homes of Mid-America (Youth Homes) recognized that there might be opportunities for greater partnership and started to explore the possibility of a merger. The results were clear: both organizations were truly stronger together. The resulting organization, Ellipsis, offers a broader continuum of care for kids and families in Central Iowa. 

In this examination of a nonprofit merger, we’ll share why nonprofit mergers are gaining in popularity, and how nonprofit mergers are unique compared to their for-profit equivalents. We’ll deep dive into the merger exploration process that led to creation of Ellipsis, as well as hear from CEO Chris Koepplin as she shares the lessons she learned along the way. Finally, we’ll share how this merger will directly impact the lives of children and their families in Iowa.  

Andy Haning-Brown | Canary Consulting Group
Chris Koepplin | Ellipsis
Jodi Rhone | Canary Consulting Group