2026 Florida Nonprofit Training Academy

Registration and breakfast

Opening remarks

1 credit Accounting (Governmental)

Speakers: Jane Callahan

Program description: This session provides a practical overview of the legal and regulatory environment that affects nonprofit organizations. Participants will review core governance and compliance topics, learn how common legal risk areas intersect with day-to-day operations, and identify practices that help support effective oversight and protect the organization’s tax-exempt status.

Learning objectives:

• Identify common legal and regulatory considerations nonprofit leaders should be aware of
• Recognize the role of nonprofit boards and management in supporting sound governance and oversight
• Identify organizational activities that may involve legal or reporting considerations

1 credit Accounting (Governmental)

Speakers:

Program description: This session offers a practical, nonprofit-focused overview of grants management and compliance from award acceptance through closeout. We’ll discuss key requirements commonly tied to public and private funding, documentation and internal controls that support allowability, and strategies to strengthen monitoring, reporting, and audit readiness. Participants will leave with actionable ideas to improve consistency, reduce compliance risk, and support funder expectations.

Learning objectives:

• Identify key grant lifecycle milestones — from application and award acceptance through reporting and closeout — and the compliance risks that can arise at each stage
• Recognize documentation and internal control practices that support allowability, allocability, and consistent grant cost tracking
• Describe practical approaches to monitoring subrecipients/vendors, managing reporting requirements, and improving audit readiness for grant-funded programs

15-min break

1 credit Information Technology

Speaker: Laurena Chan

Program description: Artificial intelligence is no longer theoretical for nonprofits. This session highlights practical AI use cases across nonprofit operations and individual workflows, with a focus on real efficiencies — not hype. Participants will leave with clear examples and a realistic starting point for using AI responsibly in their organization or day-to-day work.

Learning objectives:

• Recognize the different types of AI
• Identify practical AI use cases for nonprofit organizations
• List ways AI could benefit your nonprofit organization or your day-to-day work

Lunch break

1.5 credit Taxes

Speakers: Tina Henton and Amy Chapman

Program description: This session focuses on key areas of IRS Form 990 that frequently draw regulator, donor, and media attention. Participants will walk through common reporting pitfalls, learn how governance and compensation disclosures connect to internal practices, and identify ways to improve completeness and consistency before filing.

Learning objectives:

• Identify high-visibility Form 990 sections and schedules that commonly receive external scrutiny
• Recognize common Form 990 preparation issues that can result in incomplete, inconsistent, or misleading disclosures
• Identify key governance, related-party, and compensation disclosure requirements and the supporting information needed to complete them
• Recognize practical review steps to help improve accuracy, documentation, and internal consistency prior to filing

15-min break

1 credit Management Services

Speakers:

Program description: Nonprofit leaders face increasing pressure to make informed program decisions amid rising costs and limited resources. This session explores program profitability as a leadership and governance tool — not a measure of mission value. Participants will gain a practical framework for understanding which programs are self-funding, break even, or require intentional subsidy, and how cost allocation, payroll, and financial management practices support clearer, more strategic decision-making. The session emphasizes transparency, tradeoffs, and aligning financial insight with mission and long-term sustainability.

Learning objectives:

• Identify the key components of program profitability and how to measure them
• Recognize effective cost control strategies to enhance financial sustainability
• Identify the revenue generation techniques specific to nonprofit organizations
• Recall the leading financial management practices for nonprofits
• Recognize the skills to create and implement a profitability plan for your programs

Program description: This interactive Q&A session provides an open forum to discuss nonprofit outsourcing considerations, audit readiness, and tax-related questions. Bring your real-world scenarios and leave with practical insights and next steps from our CLA professionals across tax, audit, and outsourcing.

Closing remarks