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2018 Nonprofit Organizations Conference | NPOC01 18




  • COST



May 21 - 22, 2018 8:00am - 4:00pm

Westin Galleria Dallas 13340 Dallas Pkwy
Dallas, TX 75240-6603


Member: $435 Non Member: $610

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor

Platinum Sponsor:

Highground Advisors

Platinum Sponsor:


Gold Sponsor:


Silver Sponsor:

Grant Thornton

WiFi Sponsor:


Break sponsor:


Conference Sponsor:



Conference Sponsor:

TSCPA Insurance Trust

Get the details: Conference brochure

If you work for, or with nonprofit organizations, this conference is the must-attend event of the season!

This conference is designed for accountants in practice and industry who need an in-depth update of recent standards of particular importance to small business and nonprofit organizations.

20% Discount: The first TSCPA member registrant from a firm or company at full price, all other TSCPA members from the firm or company at $308 Early Bird / $348 standard. To qualify for the discounts, registrations must be submitted together. 

Conference hotel: Westin Galleria Dallas | Make hotel reservation
13340 Dallas Pkwy, Dallas, TX 75240 | 972- 934-9494

Hotel cut off date is May 4 or when block fills.

Early bird discount available until May 7.

CPE InfoLine: 800-428-0272 or 972-687-8500 in Dallas | E-mail Customer Service


7 a.m. | Registration & Breakfast

8 a.m. | Cybersecurity
Cybersecurity issues have become a standard headline in daily news as industries, companies, and the public and private sectors grapple with new and emerging threats. This presentation will describe these threats, discuss the SEC’s role in cybersecurity and describe common practices that entities take to prepare for or respond to common threats.
Shamoil T. Shipchandler/Director/Fort Worth Regional Office, U.S. Securities & Exchange Commission/Fort Worth

9:15 a.m. | FASB Update
Hear the latest about recent FASB standards (ASUs) and projects in the pipeline affecting NFPs. Focus especially on FASB’s project to clarify and improve the guidance on the scope and accounting contributions received and made, particularly concerning government and other grants and contracts. Also discuss implementation issues on major standards (NFP financial statements, revenue recognition and leases), other recent ASUs and projects in the pipeline, and FASB’s future agenda.
Jeffrey D. Mechanick, CPA, CGMA/ Assistant Director/ FASB/Norwalk, CT

10:30 a.m. | Break

10:45 a.m. | Concurrent sessions

Social Media in the Workplace

Using social media in the workplace comes with great rewards, including heightened employee engagement, an increased reach for your mission and greater accessibility. Join in a policy-based discussion on the potential pitfalls of social media in the workplace led by one of the labor industries’ foremost thought leaders and author of "Social Media and Labor and Employment Law in 2015 and Beyond."
Karen Denny, J.D./Partner/Haynes and Boone, LLP/Fort Worth

The Risks & Rewards of Financial Sponsorship
Fiscal sponsorships offer charitable projects or new organizations that don’t yet have exempt status the ability to "borrow" the exempt status of a charitable organization for purposes of receiving grants or minimizing administrative burdens. Learn more about the benefits, as well as the significant risks involved with fiscal sponsorship arrangements for both the sponsoring charity and the sponsored project.
Katy Avenson, CPA/Partner/Avenson Hamann CPAs/Austin

Leases: A Practical Guide to Implementation
For 40 years, FAS 13 defined lease accounting. Now we have new guidance that changes everything. This session focuses on the changes and how to implement them.
Terry Kile/Managing Director/Deloitte & Touche/Dallas

12:05 p.m. | Networking Lunch

1:10 p.m. | Concurrent sessions

Develop a Strong and Preventive Control Environment Using the COSO Framework to Determine a Risk-Based System of Internal Control
Introducing the 17 Principles of the COSO Framework 2013 and the emerging trends sparked by PCAOB inspections and the considerations in corporate governance related to its implementation. Discuss marketplace trends and the use of the 2013 COSO Framework and much more.
Alyssa Martin, CPA/Partner-in-Charge, Risk Advisory Services/Weaver/Dallas

Fundraising: Show Me the Money
Learn the key terms for fundraising events and how to get it right. Using real-world scenarios, examine fundraising activities conducted by nonprofit organizations. Discuss reporting activity accurately for Form 990, Schedule G, Part II, differentiating between gaming and fund raising events, and substantiation requirements for donors.
Amy K. Chapman, CPA, CFE/Principal/CliftonLarsonAllen/Orlando, FL

Accounting and Auditing 101
Hear about not-for-profit basic accounting and auditing topics. This session is good for those new to the not-for-profit industry or board/AC members who need a refresher.
Natalie Jackson, CPA/Manager/Grant Thornton LLP/Dallas
Melissa Stivers, CPA/Manager/Grant Thornton LLP/Dallas

2:30 p.m. Concurrent sessions

Crisis Management: What Do I Do When Everything is Burning?
Learn how organizations can prepare for the inevitable crisis and what to do once it arrives. Presentation will include real world examples of good crisis management and poor crisis management and the consequences of both.
Judd Pritchard/Partner/Barlow Garsek & Simon, LLP/Fort Worth

Commerciality: Flirting with UBIT
Review the commerciality doctrine as it relates to the increase in social ventures and fee for service activities by nonprofits. Learn about the types of activities the IRS is concerned about and the factors used to assess commerciality.
Tara Potts, Attorney, CPA/Of Counsel/Cook Brooks Johnson PLLC/Austin

Religious Organization: The Same Yet Different
There are several unique aspects of nonprofit accounting and a few that are specific to just religious organizations. Discuss the similarities and the differences.
Vonna Laue/ Executive Vice President/ECFA/Winchester, VA

3:30 p.m. Break

3:45 p.m. Concurrent sessions

Gift Instruments: Case Studies in Risk and Reward
Gift instruments are great ways to pass on wealth to NFPs but they present operational, accounting and legal challenges. Spend time looking into key donor demographics for potential donors likely to consider gifting to NFPs. Learn how critical it is for development and accounting to work in tandem to monitor bequests, account for them properly, and secure the final gifts.
Marion Armstrong/Associate General Counsel/HighGround Advisors/Dallas
Megan Terrell, CPA/Principal/CliftonLarsonAllen, LLP/Fort Worth

Tips & Tricks to Correctly Preparing Schedules J and L of Form 990
Schedule J and Schedule L – two high profile schedules of Form 990, both request potentially sensitive information regarding transactions with insiders. Review the filing requirements for the two schedules and determine the caution and care to be taken in completing the schedules to avoid unwanted scrutiny from the IRS as well as determine when additional action is required by the organization to avoid adverse consequences.
Elaine Sommerville, CPA/Shareholder/Sommerville & Associates, PC/Arlington

Implementation of ASU 2016-14: Statement of Functional Expenses
This session has been designed to provide attendees with everything they need to know to present a statement of functional expenses as required by the new reporting standard. Attendees will be given specific examples and asked to work through the challenges of the new reporting requirement. Learn more about the enhanced clarification that will impact organizations that already present a statement of functional expenses.
Emily George, CPA/Principal/Lane Gorman Trubitt, LLC/Dallas
Neely Duncan, CPA, CFE, FCPA/Partner/Lane Gorman Trubitt, LLC/Dallas


7 a.m. | Registration & Breakfast

8 a.m. | Economic & Market Outlook

Review the state of the economic recovery which began in 2009. The expected impact of the 2018 changes in tax law on the near and intermediate term economic and market impacts will be presented. Review the outlook for the equity and bond markets.
Mace M. McCain/EVP/Frost Bank/Dallas

9:20 a.m. Concurrent sessions

Cybersecurity Smarts: A 7-Step Plan for Cost-Effectively Strengthening Your Defenses
Hear a graduated plan for intelligently improving an organization’s security posture, starting from effectively free things to do to cut risk, up through spending substantial money to try making a system fairly bulletproof. It’s prioritized, so organizations can move as far up the ladder as they wish, based on risk tolerance and budget.
Kelce S. Wilson, PhD, CIPP-US, CIPM/Cyber Law Attorney /Dallas

Recent Tax Developments Impacting Nonprofit Organizations
The Tax Cuts & Jobs Act passed into law in late 2017 contained provisions impacting nonprofit organizations directly and indirectly. This law and other recent tax developments will be discussed.
Randy Garcia, CPA/Senior Tax Manager/Huselton, Morgan & Maultsby, PC/Dallas

Implementation of ASU 2016-14: Endowment and Net Assets
Learn the fundamental tools necessary to evaluate transaction flow and recording to meet the challenges of the new reporting standard. Using specific examples from AICPA’s guidance, attendees will work through the distinct aspects of the net asset and endowment reporting and disclosure requirements.
Emily George, CPA/Principal/Lane Gorman Trubitt, LLC/Dallas
Neely Duncan, CPA, CFE, FCPA/Partner/Lane Gorman Trubitt, LLC/Dallas

10:35 a.m. | Break

10:50 a.m. | Concurrent sessions

10 Tips to Prepare for a Successful Audit "Before everything else, getting ready is the secret to success" (Henry Ford)
If preparing for your upcoming audit seems daunting, you’re not alone. Many people feel a sense of dread at fiscal year-end as we know those auditors are coming soon. Hear tips that should allow you to be prepared for the arrival of your auditors and the successful, timely completion of your audit.
Trent Foster/TB Foster, LLP
Mendi McMahan/Dallas Baptist University

IRS Red Flags and An Update from IRS Exams Division
Learn about potential IRS red flags and more about the reasons organizations are selected for audit, including primary issue areas, compliance checks and data-driven audit selection approaches, touching on the updated approaches to information document requests (IDRs), and the goal of providing open and meaningful communication between examiners and the organization.
Maria Hooke/Director/IRS Exempt Organizations

Facing the Challenge from the New Revenue Standards
Do you have contracts with customers? Contributions? Grants? Discuss the implementation and potential impacts of FASB’s new (and proposed) revenue recognition standards for nonprofit organizations. The new standards replace almost all current revenue guidance, enhance disclosures, and require, in some cases, significant judgment. Walk through the application of the five-step model and discuss how an organization can start (or continue) the analysis towards implementation.
Susan Powell, CPA/Partner/Whitley Penn/Dallas
Kimberly DeWoody, CPA/Partner/Whitley Penn/Fort Worth

12:10 p.m. | Luncheon Presentation:
Maximizing Team Performance with Emotional Intelligence

People are the number one resource in every organization and creating high performing teams is necessary to success. Misunderstandings, workplace drama and ineffective communication result in a loss of productivity and morale. Emotional intelligence is one of the most impactful strategies to implement in terms of effective communication. Being able to manage emotions effectively and interpret messages correctly allows individuals to have clear, direct conversations leading to improved success. Combine Emotional Intelligence with proven team dynamics and you will maximize potential. In this session, participants will identify the elements that impact team dynamics; learn strategies for dealing with diverse groups; understand the impact emotions have on communication; assess the effectiveness of their personal communication and consider techniques for improvement.
Dr. Stevie Dawn Blakely/CEO/Orange Compass/Fort Worth

1:15 p.m. | Concurrent sessions

Understanding the Roles and Responsibilities of Nonprofit Board Members
A major challenge for many nonprofits is that board members often don’t have a strong understanding of their role in the organization. Learn more about the fundamental legal duties of board members, how that differs from management’s role, and what management can do to help board members provide effective oversight and support without micro-managing.
Tara Levy, J.D./Chief Momentum Officer/Tara Levy Nonprofit Consulting/Austin

Unrelated Business Taxable Income Case Studies
This session will walk participants through a series of case studies involving unrelated business taxable income. Particular attention will be placed on issues which have been the subject of court cases and IRS rulings over the past year.
Dee Rich/Partner/KPMG LLP/Greensboro, NC

The Question: Accept Federal Government Grants? Opportunities and Obstacles
Hear a case study on the opportunities and obstacles for organizations applying, accepting and managing compliance for federal government grants. Whether your organization already accepts government grants or is considering starting a business line of applying for federal grants, come expand your knowledge and gain insight on the extensive federal regulations and compliance requirements to weigh against how federal grants may align with your organization’s mission-related strategies.
Theresa Schaider, CPA, ESQ./Director, Finance Compliance & Operations/American Heart Association, Inc./Dallas

2:30 p.m. | Break

2:45 p.m. | Top 10 Mistakes Employers Make and How To Keep from Making Them | Ashley Scheer/Jackson Walker LLP/Dallas
Employment claims are on the rise and continue to cost employers time and money. Review common mistakes employers make and receive guidance on avoiding costly mistakes and reducing your company’s legal risks of being sued. Additionally, the session will address potential landmines regarding leave issues and how to navigate through FMLA, ADA and worker’s compensation issues.

4 p.m. | Adjourn