Tuesday, December 1, 2026 8:25 a.m. – 4:30 p.m. Virtual 8 CPE credits
Early Bird Cost: $405 Member | $505 Non-Member (Use code EARLYBIRD_ANFP by Nov. 10) Standard Cost: $435 Member | $535 Non-Member
Address complex accounting, audit, tax, and compliance issues affecting not-for-profit organizations. Get practical guidance on applying accounting standards, strengthening internal controls, responding to cyber risks, and navigating areas that require greater professional judgment.
Afternoon concurrent sessions let you focus on the issues most relevant to your work, including single audit developments, control testing, group exemptions, Form 990 reporting, and private foundations. Leave with insights you can apply within your organization or when advising not-for-profit clients.
Session description coming soon.
Richard Cole, Partner | Forvis Mazars LLP
Explore how the AICPA's Audit and Accounting Guide for not-for-profit entities helps you apply FASB and AICPA standards to situations commonly encountered in practice. Drawing on more than 30 years of experience developing and updating the guide, Sue will explain how to find relevant guidance and identify other reliable resources when the guide doesn’t address your question.
Sue Budak, CPA, Consultant and Author
Explore how cyber risks, automation, and third-party service providers affect financial controls in not-for-profit organizations. Go beyond basic segregation of duties to examine risks to sensitive donor and member data. Through practical examples, consider these challenges from the auditor’s perspective, including expectations for documentation, audit trails, and review controls.
Caitlin Lake, CPA, Senior Manager | Johnson Lambert LLC
Examine changes in the 2026 Compliance Supplement, significant Uniform Guidance revisions affecting audits and grant administration, and developments at the Federal Audit Clearinghouse. Explore their implications for audit planning, major program determination, and current-year engagements, with practical considerations for both auditors and auditees.
Kelly Chamberlin, CPA, Audit Managing Director| Deloitte & Touche LLP
Understand the IRS’s updated group exemption procedures and their implications for central and subordinate organizations. Distinguish between group exemptions, group returns, and Supplemental Group Ruling Information (SGRI), then review the new Form 15644 filing process, annual reporting window, and changes to subordinate organizations. Practical scenarios will help you identify applicable transition requirements and actions to complete before Jan. 22, 2027.
Mallory Fairless, CPA, Partner | Crowe
Jan Smith, JD, CPA, Managing Partner | Crowe
Explore practical approaches to applying the Risk Assessment and Walkthrough of Controls process, evaluating the precision of key controls, and determining whether audit evidence is sufficiently appropriate and persuasive.
James Holt, CPA, Assurance Senior Manager | Forvis Mazars LLP
Ciara Leahy, CPA, Senior Manager | Forvis Mazars LLP
Kimberly Marshall, CPA, Managing Director | Forvis Mazars LLP
Examine common blind spots in Form 990 preparation and review, including reporting issues related to organizational changes and mission-related activities. Learn where preparers and reviewers should focus their attention to identify potential red flags.
Brian Yacker, JD, CPA, Principal, Nonprofit Tax | Baker Tilly
Apply updated compliance testing guidance from the 2026 AICPA Government Auditing Standards and Single Audits Guide. Learn how to identify and validate compliance populations, properly design and evaluate dual-purpose tests, and distinguish control deviations from compliance exceptions. Practical examples will address documenting conclusions and issues that may draw scrutiny during peer review and engagement quality reviews.
Megan Angle, CPA, Partner | Porte Brown LLC
Joshua Bream, CPA, Director of Audit Quality | Porte Brown LLC
Examine key private foundation tax and compliance rules, including distribution requirements, PRIs, excise taxes under IRC §§ 4940–4945, and Form 990-PF reporting. Use real-world examples to identify common compliance issues and learn how to avoid costly tax penalties.
Bernadette Zita, CPA, Nonprofit CFO & Strategic Financial Advisor
Megan Angle, CPA, Porte Brown LLC Jennifer Casacchia, CPA, Sikich LLP Monica Funk, CPA, Ann & Robert H. Lurie Children’s Hospital of Chicago Nancy Gonsiorek, CPA, Nancy L. Gonsiorek, CPA Susan Greggo, CPA, Warady & Davis LLP Sarah Hughes, CPA, Deloitte Aleks Kondratyev, CPA, Academy of Nutrition and Dietetics Kimberly Marshall, CPA, Forvis Mazars LLPMarcy Steindler, CPA, Mann Weitz & AssociatesBernadette Zita, CPA, Nonprofit CFO & Strategic Financial Advisor