2024 Minnesota Nonprofit Finance Conference

Event Detail
  • Date
  • June 18, 2024
  • 8 a.m. – 12:30 p.m. CT
  • Location
  • Minneapolis, MN
  • Hosting, Speaking
  • Recommended CPE
  • 4 CPE credits (.5 Taxes; .5 Auditing; 1 credit Personnel/Human Resources; 1 credit Information Technology; 1 credit Behavioral Ethics)
  • Fees
  • $40

Back by popular demand, its CLA’s nonprofit finance conference.  Join us at Quincy Hall in Northeast Minneapolis for a half day of education, conversations, and networking with your peers.

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

  • Describe new accounting guidance affecting nonprofits and how it could impact your organization
  • Recall current tax developments
  • Recall the facts and law at issue in ongoing court and other challenges to nonprofit racial equity programs
  • Recognize the basics of AI and automation in finance
  • Discuss various ways nonprofits are impacted by fraud and ethics

Who should attend 

This session is designed for nonprofit finance professionals, nonprofit leaders, and board members. 


7:30 – 8 a.m. — Registration

Registration and light breakfast.

8 – 8:15 a.m. — Introduction

15-min introduction and review of the schedule.

8:15 – 9:05 a.m. — Audit and Tax Updates for Nonprofits in 2024

Speakers: Carianne Geerts, Ann Neil
.5 credits Auditing, .5 credits Taxes

During this session, we will discuss current tax and accounting updates related to nonprofit organizations and an overview of what to prepare for.

9:05 – 9:55 a.m. — Racial Equity Work in 2024

Speakers: Mackenzie McNaughton, Heidi Christianson
1 credit Personnel/Human Resources

In the wake of the U.S. Supreme Court’s decision holding that affirmative action in college admissions violates federal law, nonprofit programs focused on racial equity have become the subject of legal scrutiny.

This session will provide:

  • An overview of national litigation challenging the ability of nonprofits to fund and carry out racial-equity work,
  • Insights into how nonprofit grant makers and grantees are responding to the litigation
  • Practical pointers on managing the risk of engaging in racial equity work in 2024
9:55 – 10:10 a.m. — Break

15-minute break

10:10 – 11 a.m. — Automation and AI: Use Cases and What's in It for You

Speakers: Ben Aase, Keven Truhler, Troy Hollings
1 credit Information Technology

Delve into the dynamic world of automation and artificial intelligence (AI) in the realms of accounting and finance. Our focus will be on the practical applications and benefits of automation in streamlining accounting and finance-related processes.

We’ll explore a variety of use cases demonstrating how automated systems and AI technologies — including business intelligence reporting, generative AI, and large language models — are revolutionizing data processing, accuracy, and decision-making for nonprofit organizations.

Engage with insights and real-world examples showcasing the transformative power of these technologies in enhancing efficiency, reducing manual workload, and unlocking new potentials in financial management and reporting.

11 – 11:50 a.m. — Nonprofit Fraud and Ethics: Trends, Hot Topics, and Scary Stories

Panelists: Phoebe Trepp, Susan Carter, Mat Larson Krisetya, David Anderson
Facilitator: Kelsey Vatsaas
1 credit Behavioral Ethics

Warning: listening to this panel discussion may result in feelings of anxiety, fear, or inspiration to make sure your organization is well-situated to keep your data and money safe and your strategy ethical.

Join leaders from the nonprofit sector, as well as CLA’s own, for a panel discussion about the various ways fraud and ethics impact nonprofits. Topics will include ethical investing, gift acceptance, bank fraud, impact of federal fraud on the sector, and cybersecurity.

11:50 – 11:55 a.m. — Closing

Closing thoughts

11:55 a.m. – 12:30 p.m. — Lunch and networking

Lunch and Networking



$40/per attendee 

Please make payment via PayPal


Quincy Hall
1325 Quincy Street NE
Minneapolis, MN 55413

Please register by June 3, 2024.


Recommended CPE: 4 credits (.5 Taxes; .5 Auditing; 1 credit Personnel/Human Resources; 1 credit Information Technology; 1 credit Behavioral Ethics)
Prerequisites: None 
Program level: Overview 
Advance preparation: None 
Delivery method: Group Live
View CPE sponsorship information

Register for this event

For more information:
Kelsey Meyer
Marketing Coordinator

Experience the CLA Promise