Welcome!
DECEMBER 3RD & 4TH are your days to:
Engage, Equip and Evolve!
Join us and the incredible nonprofit finance and accounting community as we gather to reconnect at the Washington DC Convention Center. This one and a half day program features 12 CPE hours, offers ample time to network and explore resources and our sponsor partners, and includes one of our favorite festive networking receptions on the annual calendar at the end of day one.
The event is being held on the FIRST FLOOR of the Allen Y. Lew Building (formerly known as the Mt. Vernon Place building.)
SCHEDULE
Click here to access the session details for in person sessions, including descriptions, speaker bios, downloadable materials, and evaluation links. 12 CPE credit hours and plenty of face-to-face connection time … this is the “don’t miss” event of the year!
TUESDAY, DECEMBER 3rd:
- 1:00-1:30 pm: Badge pickup opens, 1st Floor, Allen Y. Lew Building
- 1:30 – 3:10 pm: Education Sessions
- 3:10-3:30 pm: Break in the Premium Sponsor Lounge
- 3:30 – 5:00 pm: Education Sessions
- 5:10-7:00pm: Community Connections Reception sponsored by Wipfli
WEDNESDAY, DECEMBER 4th:
- 7:00-8:00 am: Badge pickup opens, 1st Floor, Allen Y. Lew Building
- 7:00-8:00 am: Breakfast in the Premium Sponsor Lounge
- 8:00 am – 5:15 pm: Breakout education sessions (4 choices per timeslot)
- 11:30am-1:00 pm: Mix & Mingle buffet lunch
- 5:20pm: Symposium officially closed for the 2024 year!
LOCATION
The Symposium is held at the Washington DC Convention Center., on the FIRST FLOOR of the Mt. Vernon Building. A coat/bag check will be available in Salon F – just past the FedEx Office on the grand lobby level.
December 3rd In Person Sessions
December 3, 2024
1:30 pm
This session will provide an update on new accounting standards required to be implemented as well as projects the FASB is working on. Additionally, it will go over common errors in practice.
December 3, 2024
3:30 pm
Guylaine St. Juste joins us to share her perspective on many facets of her leadership of NABA. We’ll learn about her leadership journey, the strategy behind the shifting scope of NABA and her thoughts on the many challenges facing the...
December 3, 2024
4:20 pm
This session will focus on generational differences and their impact on the workplace, fundraising, and volunteering. It will also cover accounting, auditing, and financial reporting considerations.
December 3, 2024
5:10 pm
Join us for our annual Community Connections Reception sponsored by Wipfli.
December 3, 2024
3:30 pm
Guylaine St. Juste joins us to share her perspective on many facets of her leadership of NABA. We’ll learn about her leadership journey, the strategy behind the shifting scope of NABA and her thoughts on the many challenges facing the...
December 3, 2024
4:20 pm
This session will focus on generational differences and their impact on the workplace, fundraising, and volunteering. It will also cover accounting, auditing, and financial reporting considerations.
December 3, 2024
5:10 pm
Join us for our annual Community Connections Reception sponsored by Wipfli.
December 4, 2024
8:00 am
Join us for an informative session where we’ll explore critical tax developments for exempt organizations. This session will cover recent updates from the Treasury and IRS, highlight key matters to watch in 2025, discuss election impacts, and review new Treasury...
December 4th In Person Sessions
December 4, 2024
8:00 am
Join us for an informative session where we’ll explore critical tax developments for exempt organizations. This session will cover recent updates from the Treasury and IRS, highlight key matters to watch in 2025, discuss election impacts, and review new Treasury...
December 4, 2024
8:00 am
This course will delve into the relationship between strategic planning, KPIs and multi-year budgeting. It will look at how organization-wide strategic planning and multi-year budgeting helps organizations institute tactical KPIs. It will examine the relationship between strategic budgeting and the...
December 4, 2024
8:00 am
In today’s rapidly evolving landscape, technology and artificial intelligence (AI) are transforming the way that internal controls are implemented and managed. Is your organization maximizing these resources? Join our experts as we discuss how recent innovations can enhance the effectiveness...
December 4, 2024
8:00 am
The Symposium comes just weeks after the outcome of one of the most anticipated elections. The markets are still digesting the news of another Trump term with Republican control of both chambers of Congress. With another Federal Reserve interest rate...
December 4, 2024
9:10 am
Implementing a new accounting system can be a daunting task. This session will lay out a plan for a successful system implementation that includes a redesigned cart of accounts, the potential for a payment solution implementation, and improvements to processes...
December 4, 2024
9:10 am
Tackle definitions to determine whether the organization has an employee or independent contractor -Understand compliance requirements for 1099s and W-9s -Discuss implications of failure to file 1099s and response for Notice CP2100 (also how to respond to Notice CP2100) -Provide...
December 4, 2024
9:10 am
Technology advancements and a shrinking pipeline of accountants are driving Artificial Intelligence (AI), especially Generative AI (GenAI), into the workflows of nonprofit accounting, auditing, and reporting. This session explains the toolkit you’ll need, individually and organizationally, to engage GenAI effectively...
December 4, 2024
9:10 am
This session with help organizations gain and understanding of the importance of finance transformation in supporting an organizations growth. Specifically, this session will focus on how to develop a systems roadmap (high level) and dive into the process for selecting...
December 4, 2024
10:15 am
This session will provide an overview of common frauds that non-profit organizations have recently fallen victim to, real-life case studies highlighting the sophisticated techniques used by bad actors those perpetrate frauds, and best practices organizations can implement to protect themselves....
December 4, 2024
10:15 am
In this session the panel of speakers will share the importance and benefits of having, building and managing a strategic endowment plan. The presenters will discuss how nonprofits are most effective by focusing their efforts on both their fundraising and...
December 4, 2024
10:15 am
The number of accountants is shrinking by the year and that future talent pool doesn’t look promising. This course will take a look the current staffing environment and the impact this is having on nonprofit accounting and financial reporting. Then...
December 4, 2024
10:15 am
It’s easy to call changes in the way we work “unprecedented”, but the truth is that change is part of our nature as nonprofit organizations, and we must adapt to address and engage with the environment around us. Join us...
December 4, 2024
1:00 pm
Nonprofit executives stand at the intersection of data and engagement, where harnessing the potential of data is key to attracting and retaining donors and supporters. Most of those same executives are challenged with getting access to timely, trustworthy and actionable...
December 4, 2024
1:00 pm
A good practice for all nonprofit organizations is to have an “emergency fund” in reserve to cover a potential shortfall of revenues versus expenses. A cushion can also be helpful if/when other spending needs arise. So, how much should your...
December 4, 2024
1:00 pm
For over 20 years, Attorney Jeffrey Pargament has provided an employment law update to GWSCPA. This year the focus will be on new employee rights and protections, anticipated changes to employment laws, and how to minimize employment law claims. Join...
December 4, 2024
1:00 pm
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools, methods, and systems to better serve their mission*. As a finance leader, what steps can you and your team take to meet the needs of financial users (Boards,...
December 4, 2024
2:30 pm
In the rapidly evolving landscape of technology, Artificial Intelligence (AI) stands out as a transformative force, reshaping the way organizations operate, make decisions, and interact with their stakeholders. “AI: The Game Changer” is designed specifically for CFOs of nonprofit organizations....
December 4, 2024
2:30 pm
In this session, we’ll break down the different federal grants compliance requirements and identify the specific “department” that they should fall under. It is important to establish a culture of compliance, and resource allocation is a critical piece. Even if...
December 4, 2024
2:30 pm
Back by popular demand! Do you have a burning 990 or exempt organization tax question? Ask it here and allow our experts to weigh in on the matter. Join our panel of seasoned tax experts to gain insights on your...
December 4, 2024
2:30 pm
Join us for an insightful session where we will provide a comprehensive overview of the recent revisions to 2 CFR Part 200, also known as Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). This course...
December 4, 2024
3:30 pm
We’ll explore the critical aspects of financial sustainability for nonprofit organizations. We’ll delve into strategies for long-term financial planning. This includes identifying business lines, mapping programs based on impact and profitability to set strategy. Using that information to developing strategic...
December 4, 2024
3:30 pm
The session will focus on Tax Strategy for non-profit’s in the for-profit space or looking to enter the for-profit space. The session will go through the life cycle of a for-profit investment, including considerations, benefits, and pitfalls. Attendees will learn:...
December 4, 2024
3:30 pm
Since 2020, nonprofit and governmental organizations have received unprecedented federal government funding (peaking at over $1 Trillion). There are new federal grant recipients, sub-recipients, and contractors entering the space and trying to figure out how to manage the complex federal...
December 4, 2024
3:30 pm
In this session, we’ll address the challenges and considerations involved in transitioning the controller role in not-for-profit organizations, catering to both executives facing a controller’s departure and incoming controllers stepping into the role. We’ll provide guidance and practical strategies for...
December 4, 2024
4:30 pm
This presentation is designed to guide financial leaders in communicating the unique strengths of their organization to candidates in a way that attracts and retains top talent. In this session we discuss how to best showcase your organization’s strengths to...
December 4, 2024
4:30 pm
Most nonprofit leaders have heard of “nexus”, but many do not know if and how it applies to their organization. If your organization hosts virtual fundraising events, engages in business across multiple states, or has funds generated from non-mission aligned...
December 4, 2024
4:30 pm
Good governance is like a recipe—carefully mixing the right ingredients, providing leadership, and following thoughtful policies. This session will do a deep dive into the essential policies and procedures that every nonprofit should have in place or be considering for...
December 4, 2024
4:30 pm
Fraud can encompass waste and abuse, improper payments, money laundering, terrorist financing, public security, cybersecurity issues as well as reputational risk. Fraud is often perpetrated through synthetic identities, customer account takeover, nefarious applications, digital payments and authentication, procurement policies, weak...
December 4, 2024
8:00 am
This course will delve into the relationship between strategic planning, KPIs and multi-year budgeting. It will look at how organization-wide strategic planning and multi-year budgeting helps organizations institute tactical KPIs. It will examine the relationship between strategic budgeting and the...
December 4, 2024
8:00 am
In today’s rapidly evolving landscape, technology and artificial intelligence (AI) are transforming the way that internal controls are implemented and managed. Is your organization maximizing these resources? Join our experts as we discuss how recent innovations can enhance the effectiveness...
December 4, 2024
8:00 am
The Symposium comes just weeks after the outcome of one of the most anticipated elections. The markets are still digesting the news of another Trump term with Republican control of both chambers of Congress. With another Federal Reserve interest rate...
December 4, 2024
9:10 am
Implementing a new accounting system can be a daunting task. This session will lay out a plan for a successful system implementation that includes a redesigned cart of accounts, the potential for a payment solution implementation, and improvements to processes...
December 4, 2024
9:10 am
Tackle definitions to determine whether the organization has an employee or independent contractor -Understand compliance requirements for 1099s and W-9s -Discuss implications of failure to file 1099s and response for Notice CP2100 (also how to respond to Notice CP2100) -Provide...
December 4, 2024
9:10 am
Technology advancements and a shrinking pipeline of accountants are driving Artificial Intelligence (AI), especially Generative AI (GenAI), into the workflows of nonprofit accounting, auditing, and reporting. This session explains the toolkit you’ll need, individually and organizationally, to engage GenAI effectively...
December 4, 2024
9:10 am
This session with help organizations gain and understanding of the importance of finance transformation in supporting an organizations growth. Specifically, this session will focus on how to develop a systems roadmap (high level) and dive into the process for selecting...
December 4, 2024
10:15 am
This session will provide an overview of common frauds that non-profit organizations have recently fallen victim to, real-life case studies highlighting the sophisticated techniques used by bad actors those perpetrate frauds, and best practices organizations can implement to protect themselves....
December 4, 2024
10:15 am
In this session the panel of speakers will share the importance and benefits of having, building and managing a strategic endowment plan. The presenters will discuss how nonprofits are most effective by focusing their efforts on both their fundraising and...
December 4, 2024
10:15 am
The number of accountants is shrinking by the year and that future talent pool doesn’t look promising. This course will take a look the current staffing environment and the impact this is having on nonprofit accounting and financial reporting. Then...
December 4, 2024
10:15 am
It’s easy to call changes in the way we work “unprecedented”, but the truth is that change is part of our nature as nonprofit organizations, and we must adapt to address and engage with the environment around us. Join us...
December 4, 2024
1:00 pm
Nonprofit executives stand at the intersection of data and engagement, where harnessing the potential of data is key to attracting and retaining donors and supporters. Most of those same executives are challenged with getting access to timely, trustworthy and actionable...
December 4, 2024
1:00 pm
A good practice for all nonprofit organizations is to have an “emergency fund” in reserve to cover a potential shortfall of revenues versus expenses. A cushion can also be helpful if/when other spending needs arise. So, how much should your...
December 4, 2024
1:00 pm
For over 20 years, Attorney Jeffrey Pargament has provided an employment law update to GWSCPA. This year the focus will be on new employee rights and protections, anticipated changes to employment laws, and how to minimize employment law claims. Join...
December 4, 2024
1:00 pm
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools, methods, and systems to better serve their mission*. As a finance leader, what steps can you and your team take to meet the needs of financial users (Boards,...
December 4, 2024
2:30 pm
In the rapidly evolving landscape of technology, Artificial Intelligence (AI) stands out as a transformative force, reshaping the way organizations operate, make decisions, and interact with their stakeholders. “AI: The Game Changer” is designed specifically for CFOs of nonprofit organizations....
December 4, 2024
2:30 pm
In this session, we’ll break down the different federal grants compliance requirements and identify the specific “department” that they should fall under. It is important to establish a culture of compliance, and resource allocation is a critical piece. Even if...
December 4, 2024
2:30 pm
Back by popular demand! Do you have a burning 990 or exempt organization tax question? Ask it here and allow our experts to weigh in on the matter. Join our panel of seasoned tax experts to gain insights on your...
December 4, 2024
2:30 pm
Join us for an insightful session where we will provide a comprehensive overview of the recent revisions to 2 CFR Part 200, also known as Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). This course...
December 4, 2024
3:30 pm
We’ll explore the critical aspects of financial sustainability for nonprofit organizations. We’ll delve into strategies for long-term financial planning. This includes identifying business lines, mapping programs based on impact and profitability to set strategy. Using that information to developing strategic...
December 4, 2024
3:30 pm
The session will focus on Tax Strategy for non-profit’s in the for-profit space or looking to enter the for-profit space. The session will go through the life cycle of a for-profit investment, including considerations, benefits, and pitfalls. Attendees will learn:...
December 4, 2024
3:30 pm
Since 2020, nonprofit and governmental organizations have received unprecedented federal government funding (peaking at over $1 Trillion). There are new federal grant recipients, sub-recipients, and contractors entering the space and trying to figure out how to manage the complex federal...
December 4, 2024
3:30 pm
In this session, we’ll address the challenges and considerations involved in transitioning the controller role in not-for-profit organizations, catering to both executives facing a controller’s departure and incoming controllers stepping into the role. We’ll provide guidance and practical strategies for...
December 4, 2024
4:30 pm
This presentation is designed to guide financial leaders in communicating the unique strengths of their organization to candidates in a way that attracts and retains top talent. In this session we discuss how to best showcase your organization’s strengths to...
December 4, 2024
4:30 pm
Most nonprofit leaders have heard of “nexus”, but many do not know if and how it applies to their organization. If your organization hosts virtual fundraising events, engages in business across multiple states, or has funds generated from non-mission aligned...
December 4, 2024
4:30 pm
Good governance is like a recipe—carefully mixing the right ingredients, providing leadership, and following thoughtful policies. This session will do a deep dive into the essential policies and procedures that every nonprofit should have in place or be considering for...
December 4, 2024
4:30 pm
Fraud can encompass waste and abuse, improper payments, money laundering, terrorist financing, public security, cybersecurity issues as well as reputational risk. Fraud is often perpetrated through synthetic identities, customer account takeover, nefarious applications, digital payments and authentication, procurement policies, weak...