2022 Florida Nonprofit Training Academy

Registration and breakfast.

Welcome and housekeeping items.

Presenters: John Ter Louw, BizOps Chief Financial Officer
Recommended CPE: 1 credit Accounting 

We will provide the participants a high-level overview of the new lease standard. We will talk through a lease standard implementation from start to finish, including discussing the key elements of an implementation, common mistakes to avoid, and leading practices from both a project management and technical accounting point of view.

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

Presenter: Zoran Jovic, Senior Cybersecurity Consultant
Recommended CPE: 1 credit Information Technology

CLA’s cybersecurity professionals will discuss the current cyber threat landscape and the most common attacks being utilized to compromise sensitive information or deploy malware. We will show how real attackers target you through a demonstration of common attacks. Finally, we will discuss the key strategies to reduce the risk of becoming a victim of a cyberattack.

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

15-minute break

Presenter: Ron Horton, Digital Growth Director
Recommended CPE: 0.5 Information Technology

When done right, digital transformation helps connect people, processes, technology, and finances. For nonprofits, a digital strategy can help you better serve your constituencies and help fulfill your mission. But what does a nonprofit digital transformation look like? This session is designed to teach you fundamentals of the digital journey.

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

Presenter: Amy Chapman, Principal
Recommended CPE: 1 credit Taxes

We will discuss together what it means to be a public charity and publicly supported organization.

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

Enjoy lunch and network with friends in the industry.

Presenter: Heidi Grinde, Principal and Kelsey Vatsaas, Managing Principal of Industry—Nonprofit
Recommended CPE: 1 credit Accounting

A strong month-end close process is the backbone of an accounting function that delivers timely, accurate, relevant information to your nonprofit’s leadership to inform management decisions. And yet, for many nonprofits, instituting a solid process is often backburnered for the fires we all run into daily. In this session, learn from CLA nonprofit outsourcing leaders – who personally do month-end close for many nonprofits – about ways to structure your month-end close, options to introduce automation and technology to the process, ideas to balance strong controls with efficiency, and options for how to use that extra time created to add value through dashboards, analytical tools, and more.

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

15-minute break

Presenters: Jessica Smith, HRCO Consultant
Recommended CPE: 1 credit Personnel/Human Resources

We will focus on some key components of successful employee recruitment and retention practices. We will look at the use of metrics to evaluate success or opportunities for improvement in these functions, as well as related tools and processes such as job descriptions and postings, rewards and recognition strategies, and aspects of organizational culture.

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

Presenter: Amy Cooper, Principal, and Tori Lehman, Principal
Recommended CPE: 0.5 credit Accounting

We will discuss the upcoming new standards within the nonprofit industry.

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