AICPA & CIMA Not-for-Profit Industry Conference

Develop the power to confidently pursue your mission

Join CLA for a big-picture view of not-for-profit accounting at the 2024 AICPA & CIMA Not-for-Profit Industry Conference. Attendees can expect to gain valuable insights on accounting standards, governance, compliance, risk management, and financial reporting specific to not-for-profit organizations.

Between tax regulation revisions, ASU updates, Uniform Guidance, and much more, it’s been difficult to keep up with the recent changes. Learn from industry leaders who can help you put the pieces together.

The conference agenda typically includes a variety of sessions and workshops, covering a wide range of topics relevant to the not-for-profit industry such as financial management, tax regulations, fundraising strategies, technology advancements, and leadership development within the sector.

Ample networking opportunities for participants to connect with industry peers, thought leaders, and service providers can foster professional relationships and collaboration within the not-for-profit sector.

Don’t miss the sessions presented by CLA professionals:

Tuesday, June 18  |  8 – 8:50 a.m. 
Cash Planning and Management

CLA speakers: Jim Mari, Rebecca Moore, Taylor Powell

Explore how to develop and invest reserve strategies according to the parameters set for each reserve bucket. 

Learning objectives: 

• Cash flow planning and cash reserve development 
• Creating an investment policy statement and portfolio 

Thursday, June 20  |  12:30 – 1:45 p.m.
Sculpting Tomorrow: Navigating the Ethical Labyrinth of Privacy Laws and AI 

CLA speakers: Ben Aase, Lindsay Timcke

AI (artificial intelligence) technologies accelerate decision-making, streamline processes, and allow for quicker brainstorming. Using personal data and AI responsibly helps promote your brand in the market — and is required by law. In this session, you’ll learn more about how to comply with privacy and AI laws while taking advantage of its benefits.

Thursday, June 20  |  2:15 – 3:05 p.m.
The Updated Data Collection Form — Same but Different

CLA speaker: Rachel Flanders 

The Data Collection Form has been revamped. Use this opportunity to explore the new form and new website, and how the data collection form is used by federal oversight and cognizant agencies.