2023 Florida Nonprofit Training Academy

Registration

Welcome

Presenter: Amy Chapman 
1 credit Taxes

This session will include a discussion on current tax updates and an overview of recent IRS audit trends, the impact of the Inflation Reduction Act on nonprofit organizations, and what to prepare for in 2023.

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

• Recall current tax developments
• Identify tax opportunities and risks that may affect your organization

Presenters: Tori Lehman - Lakeland | Chris Kessler - Estero
1 credit Auditing (Governmental)

This session will focus on practices organizations can implement to tackle the complexities of grant management in the current environment, and review measures for planning new grant programs.

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

• Identify ways to evaluate your organization’s need to improve the grant management business process
• Recognize key considerations used to determine what digital solutions would work for key business processes
• Identify next steps to start simplifying grant management and enabling higher compliance with laws and regulations
• Identify lessons learned and success stories that can be applied to future programs

20 minute break

Presenters: Tori Lehman - Lakeland | Amy Cooper & John Lawton - Estero
1 credit Accounting

This session will include a discussion of upcoming Financial Accounting Standards Board (FASB) accounting pronouncements and how they could impact nonprofit organizations.

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

• Outline new and current accounting guidance affecting nonprofits
• Identify upcoming accounting standards and recognize important items to consider during implementation of the leasing standard

1 hour lunch break

Presenter: Zoran Jovic
1 credit Information Technology

During this session, we will cover recent trends and best practices focused on showcasing the cybersecurity landscape. We will show examples of notable social engineering and phishing incidents in 2023, as well as the threats posed by attackers using artificial intelligence (AI).

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

• Identify potential risks and consequences of cybersecurity vulnerabilities and attacks
• Review strategies for recognizing and avoiding social engineering attempts
• Describe examples of how to secure your cloud services
• Identify potential benefits and risks with increased usage of AI-driven tools

20 minute break

Presenter: Deanna Balkcom - Lakeland | Angela Pruitt - Estero
1 credit Personnel/Human Resources

This session will cover the purpose and benefits of conducting HR assessments within an organization, as well as the various types of assessments that can be used to evaluate employee performance, skills, and competencies. We will explore best practices for analyzing and interpreting assessment results and developing actionable insights that can be used to drive organizational change.

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

• List the advantages of carrying out HR assessments
• Define the key components of a successful HR assessment
• Identify how to apply HR assessment results to drive organizational change

Presenter: Ben Aase
1 credit Specialized Knowledge 

During this session, we will cover updates and trends on data in the nonprofit industry, predictable and similar challenges across nonprofits, and how to use board-specific reporting and data standardization to improve your data management process.

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

• Identify updates and trends on data in the nonprofit industry
• Discuss predictable and similar challenges across nonprofits
• Recognize how board-specific reporting can be a catalyst to digital transformation
• Identify data centralization and centralized data repositories

Final thoughts