Developing a Game Plan for Success in a Changing Not-for-Profit Landscape
Tuesday, October 22, 2019
8 a.m. – 3:30 p.m.
Spooky Nook Sports
2913 Spooky Nook Road
Manheim, PA 17545
Does your not-for-profit organization understand the interim guidance on the Tax Cuts and Jobs Act and how it affects your bottom line? Are you adopting the latest fundraising techniques to maximize your organization’s profitability? Can you recognize the most common not-for-profit fraud schemes and do you have effective internal controls in place to mitigate the risk? The not-for-profit landscape is changing and RKL wants to provide you with the tips, insights and best practices to navigate these changes and position your organization for success at our annual industry seminar.
This event is by invitation only and is exclusive for not-for-profit executives and their board members. A hot breakfast buffet and lunch will be provided. There is no cost to attend, but be sure to register early; seating is limited.
Questions about our Not-for-Profit Forum, or need the password to secure a seat for you and your board member? Contact Lindsey Chretien at firstname.lastname@example.org.
The 2019 Not-for-Profit Forum will feature insights and knowledge on a broad range of topics delivered by RKL experts and guest speakers.
8 – 8:30 a.m. – Registration and Hot Breakfast Buffet
8:30 – 9 a.m. – Tax Reform Update: Understanding Interim Guidance on Not-for-Profit Tax Reform Issues
Stephanie E. Kane, CPA, Manager, RKL Tax Services Group
The interim guidance on the recently enacted Tax Cuts and Jobs Act impacts every organization’s bottom line. Attendees of this session will understand the changes in legislation and their impact on their not-for-profit, and be able to implement proactive tax strategies to minimize the effect of the guidance on their organization in areas such as parking, excessive compensation and unrelated business taxable income. (Qualifies for 0.5 Taxation CPE credit).
9 – 9:50 a.m. – Next Level Leadership: Maximizing Your Recruitment and Retention Efforts
Robert E. Pozesky, RKL Operations Consulting Practice Leader
Stephane L. Smith, SPHR, SHRM-SCP, HR Consultant, RKL Business Consulting Group
To combat the growing problem of effective employee recruitment and retention, not-for-profit organizations must adopt a people-focused corporate culture in order to identify next-level leadership. This session will offer the latest strategies and solutions to attract quality talent and strengthen employees’ commitment to the organization to ensure a robust leadership pipeline. Attendees of this session will be able to describe key success factors for future leader development and understand how training and performance management can be used to retain quality employees. (Qualifies for 1 Specialized Knowledge CPE credit).
9:50 – 10:10 a.m. – Break
10:10 – 11 a.m. – What’s Changing in Fundraising & How Not-for-Profits Should Adapt
Chad Barger, CFRE, Not-for-Profit Fundraising Strategist, Trainer & Coach
Join fundraising master trainer, Chad Barger, for a workshop highlighting recent findings in fundraising research to shed insight on how not-for-profit fundraising is changing. The latest data on donor trends, academic research, articles from fundraising thought leaders and stories from the front lines, will provide a snapshot of where fundraising is today and where it is headed. In addition, specific tactics and strategies will be provided to assist not-for-profit organizations with planning for these changes and better position the organization for fundraising success. By the end of this session, attendees will understand current fundraising trends and the effectiveness of fundraising techniques. Furthermore, participants will be able to create actionable next steps to adapt their organization’s fundraising to capitalize on changing trends. (Qualifies for 1 Specialized Knowledge CPE credit).
11 – 11:45 a.m. – Improvise, Adapt & Overcome
Chris Kaag, USMC Sergeant, Founder & President of the IM ABLE Foundation and Corps Fitness
“Only when someone goes beyond his or her perceived limits and is forced to dig deep into their soul to find strength, can they have a greater understanding of who they really are.” – Chris Kaag
Hear from Chris Kaag, a successful not-for-profit executive and be inspired as he aims to redefine what being disabled looks like and provides motivation and inspiration to others that may have obstacles to overcome.
11:45 a.m. – 12:30 p.m. – Lunch
12:30 – 1:20 p.m. – Fraud is Prevalent in the Not-for-Profit Industry – Is Your Organization at Risk?
Bethany A. Novis, CPA/ABV, CVA, CFE, Partner, RKL Business Consulting Group
Jeremy L. Witmer, CPA, CVA, CFE, Consultant, RKL Business Consulting Group
Not-for-Profit organizations are more susceptible to fraud than other companies for several reasons including the elevated number of cash and check transactions and difficulty in implementing segregation of duties with limited staff. So what can be done to mitigate the risk? Attendees of this session will be able to describe common not-for-profit fraud schemes, summarize the psychology of a fraudster and identify what internal controls are most effective to help prevent embezzlement and theft. (Qualifies for 1 Specialized Knowledge CPE credit).
1:20 – 1:50 p.m. – Not-for-Profit Financial Reporting Standard Updates
Adam Waszkiewicz, CPA, Manager, RKL Audit Services Group
Changes are coming to not-for-profit accounting for revenue recognition requirements under ASU 2014-09, Revenue from Contracts with Customers (Topic 606) and ASU 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. Attendees of this session will be able to compare and ultimately categorize grants and contracts as either exchange or non-exchange, determine when a contribution transaction is conditional or unconditional, and apply the guidance with recipients and resource providers. (Qualifies for 0.5 Audit and Accounting CPE credit).
1:50 – 2 p.m. – Break
2 – 3 p.m. – Not-for-Profit Organizations: How to Avoid Common Errors and Adopt Strategies to Minimize Risk
Richard Caputo, Partner, Fox Rothschild
Do your bylaws say what you think they say? Do the right people sign off on your organizational decisions? Do your directors and officers understand their duties? Does your organization fully understand potential risk arising from mergers? Do you know how to use insurance and modify a not-for-profit’s organizational structure to minimize liability exposure? Nearly every aspect of not-for-profit governance is regulated or controlled, and mistakes can be costly. From structural changes to daily operations, attendees of this session will be able to identify the most common errors not-for-profits have made in 2019 and learn how to avoid these errors in their own organizations to minimize risk. (Qualifies for 1 Specialized Knowledge CPE credit).
3 p.m. – Wrap up
3 – 3:30 p.m. – Optional Tour of Spooky Nook Sports Facility
CPE: Earn up to 5 hours in the fields of specialized knowledge, taxation, and audit and accounting. See course descriptions.
Cancellations: Cancellations outside of unforeseen circumstances are requested by October 16, 2019.
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.
RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.