2025 Florida Nonprofit Training Academy

Speaker: Tina Henton
1 credit Taxes

Dive into the hottest tax topics impacting nonprofit organizations in 2025! Participants will learn leading practices to streamline the filing process, compliance, and transparency and avoiding common pitfalls. Our dynamic presenter will guide you through the latest changes and updates; you’ll leave with practical insights and answers to your questions.

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

• Describe the latest developments impacting 990 reporting for nonprofits.
• List the potential responses to the latest development.
• Explain the leading practices to streamline the filing process.

Speaker: Zoran Jovic
1 credit Information Technology

Threats from cybersecurity are real and nonprofit organizations need to have a plan and policies in place to protect them from an attack. Review what data is important and the components of security education that staff should receive. Take the time to analyze how vulnerabilities are managed within your organization. Learn if you are ready for an attack and what an attacker could do in your environment. Participants will also learn how to respond to a security incident.

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

• Recognize common threats and social engineering techniques
• Identify online behaviors that can lead to increased exposure
• Recognize where your organization can focus on valuable risk mitigation resources
• Recall the ways to develop and refine a framework of knowledge to plan future security efforts

Speaker: Ben Aase
1 credit Management Services

Explore how AI can transform nonprofit organizations by enhancing digital presence, streamlining donor management, and improving operational efficiency. Gain practical insights and see real-world examples of AI integration into daily operations, providing valuable guidance on leveraging AI to achieve mission-driven goals.

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

• List the different stages and how AI can be strategically implemented at each stage to enhance digital presence and operational efficiency.
• Identify practical AI tools and solutions.
• Describe the common challenges and successful strategies for integrating AI into nonprofit operations.

Speaker: Kristen Labbe
.5 credit Management Services

Board governance training equips board members and management with the skills and knowledge necessary to govern with confidence and competence. By fostering a deep understanding of their roles, responsibilities, and the importance of collaboration, training helps to deliver essential skills needed on the road to a successful nonprofit organization. By clearly delineating their respective roles and responsibilities, both can work together effectively to achieve the organization's mission and create a positive impact in the community.

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

• Define the purpose of a board.
• Identify governance recommended practices for nonprofit organizations.
• Recognize the role of management versus governance.

Speaker: Adam Bourk
1 credit Finance

Explore various investment strategies, highlight the importance of endowments in sustaining long-term financial health, and discuss leading practices for maintaining and using reserves to support organizational goals. Get the knowledge and tools necessary to navigate these complex financial areas successfully.

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

• List the key principles and strategies for managing investments to boost returns and reduce risks.
• State the role of endowments supporting long-term financial sustainability and how to effectively manage them.
• Identify leading practices for maintaining and using reserves to support the financial health and goals of your organization.

Speakers: Katie Bermingham, Amy Cooper, Kristen Labbe, Tori Lehman, and Tina Henton
1 credit Specialized Knowledge

In this panel discussion, attendees can ask CLA accountants questions about the audit, tax, and outsourcing process.

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

• Recall what you learned from experienced accountants.
• Identify different approaches, strategies, and leading practices.
• Identify emerging trends and developments related to the nonprofit industry.

Speaker: Melissa Parziale
1 credit Personnel/Human Resources

Discover the essential guide to building a robust HR strategy for small businesses with HR 101: The HR Function. This presentation covers key HR functions, debunks common misconceptions about HR, and provides practical insights to enhance your company's performance. Equip your business with the knowledge to navigate HR challenges and drive success.

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

• Describe the strategic role of the HR function.
• Recognize and debunk common misconceptions about human resources.
• List current HR competencies and requirements through the HR Checklist.