Events

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 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...