Virtual Sessions

November
10 Risks Facing Not for Profit Organizations in the Coming Years
November 5, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Listen to Risk Advisory and NFP experts discuss risks facing NFP organizations. Learn how to avoid and mitigate these risks through an engaging discussion. Attendees will learn to identify...
Unpacking the 2024 Revised Uniform Guidance Standards
November 7, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) On April 4, 2024, the Office of Management and Budget (OMB) released an updated set of guidelines for federal awards issued on or after October 1, 2024.This release is...
Ask the Nonprofit Attorney: Everything You Need to Know
November 12, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) From one of the country’s most experienced and notable nonprofit attorneys, come armed with your questions as we explore the most pressing legal issues facing nonprofit organizations these days....
Complicated Contributions: Examining Split-Interest Agreements
November 14, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Some contributions aren’t too tough to account for, but split-interest agreements can be very intimidating, even for experienced accountants! As the current generation of stakeholders and donors age, we...
The Power of Noncash Gifts
November 19, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) What are these assets and how to they fit into nonprofit fundraising? This session will identify the different types of assets that donors are leveraging in their gift planning,...
Advocacy, Lobbying, and Political Activities for 501(c)(3)/501(c)(4) Organizations
November 21, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) This course explores the dynamic landscape of multi-entity nonprofits, which are organizations that operate multiple legal entities to advance their missions and influence public policy. These structures allow nonprofits...
TEGE Exempt Organizations Update
November 22, 2024
10:00 am
Explore in detail the latest statutory, regulatory and judicial developments impacting tax exempt organizations. Click to register. After clicking ‘register,’ enter your email address, and select GWSCPA Registration. When prompted for a code, enter GWSCPA to receive your complimentary registration....
VA – Ethics for Not-for-Profit Organizations – 2024
November 26, 2024
1:00 pm
Required VBOA ethics and presentation of ethical cases affecting not-for-profit organizations. Attendees will learn about various ethical dilemma’s facing not-for-profit organizations, recent fraud at not-for-profit organizations, and the required information to comply with the VBOA ethics cpe requirements.
10 Risks Facing Not for Profit Organizations in the Coming Years
November 5, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Listen to Risk Advisory and NFP experts discuss risks facing NFP organizations. Learn how to avoid and mitigate these risks through an engaging discussion. Attendees will learn to identify...
Unpacking the 2024 Revised Uniform Guidance Standards
November 7, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) On April 4, 2024, the Office of Management and Budget (OMB) released an updated set of guidelines for federal awards issued on or after October 1, 2024.This release is...
Ask the Nonprofit Attorney: Everything You Need to Know
November 12, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) From one of the country’s most experienced and notable nonprofit attorneys, come armed with your questions as we explore the most pressing legal issues facing nonprofit organizations these days....
Complicated Contributions: Examining Split-Interest Agreements
November 14, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Some contributions aren’t too tough to account for, but split-interest agreements can be very intimidating, even for experienced accountants! As the current generation of stakeholders and donors age, we...
The Power of Noncash Gifts
November 19, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) What are these assets and how to they fit into nonprofit fundraising? This session will identify the different types of assets that donors are leveraging in their gift planning,...
Advocacy, Lobbying, and Political Activities for 501(c)(3)/501(c)(4) Organizations
November 21, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) This course explores the dynamic landscape of multi-entity nonprofits, which are organizations that operate multiple legal entities to advance their missions and influence public policy. These structures allow nonprofits...
VA – Ethics for Not-for-Profit Organizations – 2024
November 26, 2024
1:00 pm
Required VBOA ethics and presentation of ethical cases affecting not-for-profit organizations. Attendees will learn about various ethical dilemma’s facing not-for-profit organizations, recent fraud at not-for-profit organizations, and the required information to comply with the VBOA ethics cpe requirements.
Accounting & Auditing Update
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.
Complicated Contributions: Examining Split-Interest Agreements
November 14, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Some contributions aren’t too tough to account for, but split-interest agreements can be very intimidating, even for experienced accountants! As the current generation of stakeholders and donors age, we...
Behind the Headlines
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.
Protecting Your Organization from Bad Actors: Best Practices in Fraud Prevention
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....
Internal Controls: Your Blueprint for Maintaining Accountability of Your Federal Grants
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...
10 Risks Facing Not for Profit Organizations in the Coming Years
November 5, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) Listen to Risk Advisory and NFP experts discuss risks facing NFP organizations. Learn how to avoid and mitigate these risks through an engaging discussion. Attendees will learn to identify...
Unpacking the 2024 Revised Uniform Guidance Standards
November 7, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) On April 4, 2024, the Office of Management and Budget (OMB) released an updated set of guidelines for federal awards issued on or after October 1, 2024.This release is...
Harnessing Technology and AI to Enhance Internal Controls
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...
Protecting Your Organization from Bad Actors: Best Practices in Fraud Prevention
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....
Building Your Grant Compliance Team
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...
2024 Revised Uniform Guidance – How the changes will impact NFP Organizations and their Audits
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...
Fraud Avengers: Assembling Industry Experts to Defeat Scams
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...
Behind the Headlines
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.
How to Align Your Nonprofit’s Strategic Planning, KPIs, and Budget for Maximum Impact
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...
Navigating Digital Transformation – Strategies for Success when Selecting and Implementing an ERP
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...
Strategic Planning and Fiscal Sustainability for Finance Leaders
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,...
Financial sustainability strategies for nonprofit organizations
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...
Don’t Panic: Change is Inevitable. Strategies for Success.
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...
Navigating Nonprofit Policies: The Recipe for Success
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...
Let’s Run It Back! A Post-Election Recap and Outlook for the Economy and Markets
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...
VA – Ethics for Not-for-Profit Organizations – 2024
November 26, 2024
1:00 pm
Required VBOA ethics and presentation of ethical cases affecting not-for-profit organizations. Attendees will learn about various ethical dilemma’s facing not-for-profit organizations, recent fraud at not-for-profit organizations, and the required information to comply with the VBOA ethics cpe requirements.
How to Grow Your Endowment: The Strategic Endowment Plan+ Accounting considerations of endowments and donor-restricted funds
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...
How Much Should you Hold In Reserve? Challenges and Opportunities in Sizing Your Operating + Investment Portfolios
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...
Financial sustainability strategies for nonprofit organizations
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...
Don’t Panic: Change is Inevitable. Strategies for Success.
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...
Working with AI: How to Get Along with an Artificial Coworker
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...
The Great A.I. Debate
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...
Data, data everywhere, but it’s doing nothing for me!
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...
AI The Game Changer for Nonprofits
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....
“Honey, We Shrunk the Accountants! Facing the Reduced Talent Pool and What You Can Do About It!”
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...
Is Your Company Worth Quitting For? A Self-Assessment
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...
Ask the Nonprofit Attorney: Everything You Need to Know
November 12, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) From one of the country’s most experienced and notable nonprofit attorneys, come armed with your questions as we explore the most pressing legal issues facing nonprofit organizations these days....
The Power of Noncash Gifts
November 19, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) What are these assets and how to they fit into nonprofit fundraising? This session will identify the different types of assets that donors are leveraging in their gift planning,...
Advocacy, Lobbying, and Political Activities for 501(c)(3)/501(c)(4) Organizations
November 21, 2024
1:00 pm
Previously-broadcast session FOR INFORMATION ONLY (no CPE credit available for re-watching) This course explores the dynamic landscape of multi-entity nonprofits, which are organizations that operate multiple legal entities to advance their missions and influence public policy. These structures allow nonprofits...
A System Implementation – The Process, Best Practices & Pitfalls
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...
TEGE Exempt Organizations Update
November 22, 2024
10:00 am
Explore in detail the latest statutory, regulatory and judicial developments impacting tax exempt organizations. Click to register. After clicking ‘register,’ enter your email address, and select GWSCPA Registration. When prompted for a code, enter GWSCPA to receive your complimentary registration....
Navigating Tax Changes for Exempt Organizations: Year-end review and 2025 Insights
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...
Be prepared! 1099 compliance and mistakes to avoid during a IRS payroll tax audit
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...
Ask the tax experts
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...
For-Profit Tax Considerations for Non-Profits
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:...
Nexus: what nonprofits need to know.
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...

TEGE Exempt Organizations Update Registration Information

Through a partnership with TE/GE Exempt Organizations Council, the Nonprofit Symposium offers access to an additional valuable day of virtual sessions featuring IRS speakers and more. This event is November 22 (no rebroadcast). Symposium registrants who are interested will need to register themselves to attend this event, and will be provided with a complimentary registration code. The agenda qualifies for 5.5 CPE credits.

After clicking ‘register,’ enter your email address, and select GWSCPA Registration. When prompted for a code, enter GWSCPA to receive your complimentary registration. Please note the discount code expires November 15th.

REGISTER HERE

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