CLA’s Texas Nonprofit and Governmental Conference has pivoted again for 2021 to a 4 to 6-hour virtual training session and will feature a full lineup of speakers and sessions that challenge you to:

• Connect with your community
• Learn with your peers
• Achieve your mission

This complimentary professional development virtual conference offers timely content that will likely resonate with nonprofit and governmental professionals.

Our instructors will provide engaging discussions about compliance and reporting, cybersecurity risks, fraud, and human resource management. Feel free to engage in all available sessions or just the ones of particular interest to you.

At the end of this session, you will be able to:

Accounting and Auditing Update for Nonprofit Organizations

• Identify the latest updates in U.S. GAAP reporting related to nonprofits
• Identify reporting standards to consider during economically distressed environments and how to account for receipt of federal economic incentive programs
• Identify federal awards and prepare for a first-time single audit

Elegant Financial Storytelling – The Art of Reporting

• Identify the concepts of elegant financial system design and true program costs (full-cost accounting)
• Recognize elegant design principles and use them to build out your chart of accounts, cost centers, allocation processes, and reports
• Recognize how to integrate the elegant financial systems model into your processes and systems  
• Identify how to apply the principles of elegant financial reporting to communication with funders and with your own boards, leadership, and staff

Cybersecurity Effects and Failures

• Identify current trends and key risks regarding cybersecurity
• Discuss recent cybersecurity events and case studies
• Determine types of attacks
• Identify reasonable and simple measures to mitigate cybersecurity risks

Developing adaptive employees

• Describe how managers can foster adaptability in their workers to prepare them to respond successfully to changes in the workplace

Fraud Case-Embezzlement in a Nonprofit School

• Recall the various methods trusted employees do use to embezzle funds from a nonprofit 

GASB Update 2021

• Identify recently issued GASB pronouncements
• Review the effective dates
• Summarize key provisions

Single Audit Update 2021

• Identify key changes in the 2021 Compliance Supplement
• Summarize key provisions of COVID-related single audit programs that may impact state and local governments

Who should attend

This conference is designed for executive directors, CFOs, controllers, board members, and finance or accounting professionals.

Speakers

• Megan Terrell, Principal, Nonprofit
• Bhakti Patel, Principal, State and Local Government
• Phillip Del Bello, Principal, Business Risk Services
• Martin Laffer, Principal, Fraud Investigation
• Robert Pavao, CLA Search Advisor, Talent Solutions
• Trae Holmes, BizOps Chief Financial Officer, Nonprofit
• Roy Cobb, Manager, State and Local Government
• Jennifer Marecki, HRCO Consultant 

Schedule

8 – 9 a.m. — Accounting and Auditing Update for Nonprofit Organizations
9 – 10 a.m. — Elegant Financial Storytelling — The Art of Reporting
10 – 10:30 a.m. — Break
10:30 – 11:30 a.m. — Cybersecurity Effect and Failures
11:30 a.m. – noon — Developing Adaptive Employees
Noon – 12:30 p.m. — Embezzlement in a Nonprofit School — A Case Study
12:30 – 1 p.m. — Break
1 – 1:30 p.m. — GASB Update 2021
1:30 – 3 p.m. — Single Audit Update 2021

CPE

Recommended CPE: 6 credits
Accounting Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information

Please register by October 11, 2021.

Event Cancellation Policy