2023 Florida Nonprofit Training Academy

Event Detail
  • Date
  • June 14, 2023 (Lakeland, FL) & June 15, 2023 (Estero, FL)
  • Location
  • Lakeland, FL & Estero, FL
  • Hosting, Speaking
  • Recommended CPE
  • 6 CPE credits
  • Fees
  • $50 per person

Registration now open! Join us in person for the 2023 Florida Nonprofit Training Academy. 

This event offers a full day of thought-provoking and energizing dialogue. You’ll gain knowledge and insight to help you navigate the complex accounting and financial reporting issues facing many local nonprofit organizations. 

Who should attend 

This session is designed for nonprofit professionals in operations, finance, accounting, and leadership roles.


8 – 8:30 a.m. — Registration and breakfast


8:30 – 8:40 a.m. — Welcome, housekeeping, and introductions


8:40 – 9:30 a.m. — Nonprofit Tax Update: What’s New for 2023?

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
9:30 – 10:20 a.m. — Grant Management: Current Events and Best Practices

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
10:20 – 10:40 a.m. — Break

20 minute break

10:40 – 11:30 a.m. — Nonprofit Audit and Accounting Update

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
11:30 a.m. – 12:30 p.m. — Lunch and networking

1 hour lunch break

12:30 – 1:20 p.m. — Cybersecurity Update

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
1:20 – 1:40 p.m. — Break

20 minute break

1:40 – 2:30 p.m. — HR Assessments

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
2:30 – 3:20 p.m. — Data Drive Board Reporting

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
3:20 – 3:30 p.m. — Closing remarks

Final thoughts


Wednesday, June 14
Florida Polytechnic University (IST Building) Classroom 1067/1068C
4700 Research Way
Lakeland, FL 33805
Park in Parking Lot 4 – Parking pass is required and will be emailed to the attendee prior to the training.

Thursday, June 15
Embassy Suites by Hilton – Estero (Egret-Heron Room)
10450 Corkscrew Commons Drive
Estero, FL 33928

Please register by June 6, 2023.


The fee for this event is $50 per person, payable through PayPal.
For more information:
Kristie Winand
Marketing Coordinator

Experience the CLA Promise