Agenda

Mindy Caliguire, Founder and President, Soul Care

(CPE: Specialized Knowledge)

Ministry leaders face many demands and pressures, and ensuring their spiritual, emotional, and mental well-being is crucial to maintaining an effective and healthy ministry. Learn how you can help foster a culture of well-being and holistic care within your organization. We’ll discuss the vital role of soul care in supporting senior leaders and helping prevent burnout, isolation, and exhaustion that can have a long-term impact on an organization. You’ll learn how to advocate for the well-being of your executives and senior leaders and gain resources you can share with your organization’s leadership and board.

Learning objectives:

Outline the concept of soul care and its importance in ministry leadership health and well-being
List common risks and challenges executives and senior leaders face when soul care is not prioritized
Explore practical resources and strategies you can use to advocate for and help implement soul care initiatives for your leadership team

Tim Sims, Partner and Professional Practice Leader – Attest, CapinCrouse LLP
Daren Daiga, Partner, CapinCrouse LLP
Chris Purnell, Partner and Tax Counsel, CapinCrouse LLP

(CPE: Tax)

Nonprofit organizations must manage complex tax, accounting, and financial reporting requirements. Join us for a look at the latest tax developments and recently issued accounting and reporting standards changes and guidance. We’ll cover what you need to know to understand and address the changes efficiently and effectively.

Learning objectives:

Identify recently issued accounting pronouncements that will be effective in the current and upcoming fiscal years
Review recent tax changes that directly impact nonprofit organizations
Formulate strategies for addressing these changes and preparing for the future

Ken Tan, Partner, CapinCrouse LLP
Rachel Malone, Supervisor – Consulting, CapinCrouse LLP 

(CPE: Specialized Knowledge)

Technology changes quickly, and if you do not evaluate your organization’s software and systems frequently, they can become outdated and inefficient. During this session for nonprofits using small accounting platforms, we will share considerations and tips to help you create and maintain an effective accounting tech stack that can save time and reduce errors while supporting your mission-focused goals.

Learning objectives:

Assess your current financial management processes and systems to identify gaps or areas for improvement
Recognize additional data and features that could optimize your workflows and decision-making
Evaluate potential accounting technology solutions to find the right fit for your nonprofit’s budget and needs

Dave Gunter, Partner, CapinCrouse LLP
Courtney Gregory, Partner, CapinCrouse LLP 

(CPE: Specialized Knowledge)

In today’s fast-paced digital world, the right technology can help nonprofit organizations enhance their efficiency, accuracy, and insight. During this session for nonprofits using large accounting platforms, we will provide essential accounting tech stack considerations and strategies to help you assess your current workflows and needs and streamline your organization’s financial management process.

Learning objectives:

Evaluate the efficiency of your accounting software in meeting current and future needs
Apply practical considerations and steps to optimize your accounting tech stack and build a robust system that fits your organization’s unique requirements
Calculate the cost of making a change

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: Tax)

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

Tim Sims, Partner and Professional Practice Leader – Attest, CapinCrouse LLP
Junice Jones, Partner, CapinCrouse LLP 

(CPE: Auditing)

Join us as we delve into key considerations for internal audits at international organizations. We’ll discuss the function of an effective internal audit and share practical tips and strategies to help you approach an internal audit arrangement, develop a plan, and use the internal audit process as part of your organization’s overall risk assessment and management.

Learning objectives:

Identify the function of an internal audit and its use in the overall risk assessment and management of your organization
Analyze how to approach an internal audit arrangement
Apply the basics of developing an internal audit plan

Jason Malec, Director, Gloo AI
Nathan Salsbery, Partner and Executive Vice President, CapinCrouse LLP

(CPE: Information Technology)

As artificial intelligence (AI) technology advances and is adopted more widely, nonprofits face unique opportunities and considerations. From simplifying and streamlining administrative tasks to enhancing outreach and donor engagement, AI offers many possibilities. However, factors such as privacy, accuracy, and maintaining the human touch must also be carefully weighed. During this session, we’ll demonstrate practical examples using recommended AI tools and share key considerations and tips to help you evaluate the potential role of AI at your organization.

Learning objectives:

Recognize and evaluate practical applications for AI in your nonprofit’s operations
Identify and assess key considerations around using AI at your organization
Address common issues and apply best practices to incorporate the use of AI in a way that supports your mission and goals

Robert Doll, CEO and Chief Investment Officer, Crossmark Global Investments, Inc.
Bryan Taylor, CEO and Chief Investment Officer, Cornerstone Management
Brian Shepler, President and CEO, Blue Trust
Stan Reiff, Partner and Professional Practice Leader – Consulting, CapinCrouse LLP 

(CPE: Economics)

As nonprofits continue to face evolving economic challenges and considerations, staying informed and adaptable is essential. We’ll share key economic data, analysis, and insights to help you navigate change, seize opportunities, and enhance organizational resilience as you prepare for what’s ahead.

Learning objectives:

Outline key economic indicators and forecasts affecting the nonprofit sector
Analyze the potential impact of economic conditions on your organization’s strategic and financial planning 
Implement strategies to build organizational agility and prepare for economic uncertainties