Agenda

Clay Scroggins, Author

(CPE: Personal Development)

In his book How to Lead When You're Not in Charge, Clay Scroggins delves into the concept that leadership isn’t solely about holding a title or position. Clay emphasizes the importance of influence and how individuals can harness it to lead effectively, even without formal authority. Through actionable insights and personal anecdotes, this session will offer strategies for navigating organizational challenges and driving positive change from any role.

Learning objectives:

Summarize the importance of influence
Discover how you can use influence to lead effectively
Develop a plan for leading yourself well

Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP
Daren Daiga, Partner, CapinCrouse LLP

(CPE: Taxes)

We live in a constantly evolving tax landscape. In this session, we will summarize the most important recent tax developments, with a look at what lies ahead in 2024.

Learning objectives:

Identify recent tax changes that directly impact nonprofit organizations, including the current state of Employee Retention Credit claims and the new energy credits
Evaluate how recent IRS pronouncements, court cases, and other changes will affect your organization
Determine what your nonprofit might need to do to prepare for the future

Ted Batson, Partner, Tax Counsel, and Professional Practice Leader – Tax, CapinCrouse LLP
Daren Daiga, Partner, CapinCrouse LLP
Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP  

(CPE: Taxes)

There are a significant number of tax changes and issues for exempt organizations to manage. Join us to have your questions on tax matters, IRS actions, and more answered.

Learning objectives:

Recognize and review how recent tax changes and issues may affect you
Determine which recent changes may be relevant to your organization
Address questions about current nonprofit tax issues

Allison Ward, Partner, CapinTech

(CPE: Information Technology)

With the continued evolution of cyber threats, cyber preparedness must be ongoing. We’ll discuss recent cyber trends, mitigating technologies, and the latest updates to help you think like a hacker and reduce your organization’s risk.

Learning objectives:

Review several recent breaches and identify the underlying trends
Discuss lessons learned and evolving controls and technologies that can mitigate these risks
Apply knowledge of lessons learned and suggested controls within your organization

Stan Reiff, Partner, and Professional Practice Leader – Consulting, CapinCrouse LLP
David Beroth, Chief Financial Officer, Billy Graham Evangelistic Association
Jeremy Tedesco, Senior Counsel, Senior Vice President of Corporate Engagement, Alliance Defending Freedom
Mark Frederiksen, Executive Director, Legal Department, Focus on the Family

(CPE: Management Services)

There are several key areas for mission-focused nonprofits to consider as they plan strategically for the future. In this session, we’ll examine current challenges, considerations, and operational risks related to the current banking environment. Our panelists will share insight and practical steps you can take to address and mitigate these challenges.

Learning objectives:

Review current banking challenges, considerations, and operational risks mission-focused nonprofits may face
Assess how these challenges may affect your organization
Identify steps your organization can take to evaluate your banking relationships and address risks

Dave Gunter, Partner, CapinCrouse LLP

(CPE: Specialized Knowledge)

In our view, outsourcing companies are accelerating their acquisition of talent and technical capabilities, which can have significant advantages for the organizations they serve. Join CapinCrouse Consulting Partner Dave Gunter as he examines how outsourcing companies can benefit nonprofits by helping them define the roles for, enable, and retain accounting talent; turn accountants into problem-solvers who collaborate and consult; employ software platforms and artificial intelligence to move accountants away from routine transactions and toward value-added work; and leverage ecosystems to connect supporting platforms to primary platforms to foster high growth in their organizations.

Learning objectives:

Contrast the number of accountants entering the workforce to the current shortage of accounting talent in the market
Identify key areas of transaction automation provided by modern accounting platforms
Recognize ecosystems that evolve around major accounting platforms

Stan Reiff, Partner and Professional Practice Leader – Consulting, CapinCrouse LLP 
Robert Doll, Chief Investment Officer, Crossmark Global Investments, Inc.
Bryan Taylor, CEO and Chief Investment Officer, Cornerstone Management
Jerry Bowyer, Economist and Writer

(CPE: Finance)

As rapid economic change and uncertainty continue, nonprofit leaders can take a strategic approach to minimizing negative outcomes. During this panel discussion, we’ll provide an overview of the current economic forecast and delve into potential implications for nonprofit organizations. We’ll share key economic data, analysis, and insight to help your organization make informed decisions in an ever-changing economic landscape.

Learning objectives:

Assess key economic data and the current economic forecast
Analyze the potential impact of economic conditions on your organization’s strategic and financial planning
Outline steps your organization can take to address and respond to this impact

Tim Sims, Partner and Professional Practice Leader – Attest, CapinCrouse LLP
Lisa Wabby, Partner, CapinCrouse LLP

(CPE: Accounting)

Learn how recently issued Financial Accounting Standards Board (FASB) accounting and reporting standards changes and guidance may affect your organization. We’ll cover what you need to know to understand the standards and guidance and implement the changes efficiently and effectively.

Learning objectives:

Identify recently issued accounting pronouncements that will be effective in the current and upcoming fiscal years
Formulate strategies for implementing the standards efficiently and effectively