- Date
- Location
- Fees
Featured Speakers
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Join CLA for a conference designed for nonprofit leaders and finance professionals.
Throughout the day, you’ll gain practical insights on balancing urgency with oversight, navigating state charitable registration requirements, approaching workforce planning with confidence, and identifying realistic AI use cases for nonprofit teams.
This event also offers opportunities to connect with peers, exchange ideas, and leave with actionable strategies you can apply in your business.
Schedule
Registration
Opening remarks
Speakers: Kelsey Vatsaas, CLA, Jerome Ferson, United Way of Southeast Minnesota, Jennifer Woodford, Rochester Area Foundation, Carrie Moscho, Family Promise Rochester
Program description: Rapid response fundraising can generate critical resources fast — and it’s critical that the financial and compliance foundations keep pace. This session features nonprofit leaders who led successful rapid fundraising efforts this year, sharing real-world approaches to managing controls, donor receipting, and reporting under pressure. Learn what worked, what they’d do differently, and how to prepare your organization before the next urgent moment.
10-min break
Speaker: Ann Neil, CLA
Program description: State charitable registration is a critical compliance obligation for nonprofits operating or soliciting contributions across the United States. This session offers a focused overview of state charitable registration requirements, guiding participants through the processes and documentation needed to maintain good standing in various jurisdictions. The session will also explore the connection between IRS Form 990 filings and state charitable registrations, highlighting how information reported on Form 990 is often used by state regulators to assess compliance. Participants will learn about common errors in state filings, timing issues related to annual renewals, and practical strategies to enable timely and accurate registration, helping organizations avoid penalties and regulatory scrutiny.
Lunch
Speakers: Chris Coon and Greg Griffiths, Dunlop Seeger
Program Description: Join attorneys Christopher Coon and Gregory Griffiths from Dunlap Seeger to learn about the fundamentals and best practices of nonprofit human resources. This session will provide practical guidance and strategies in key areas such as hiring, compliance with state and federal law, employee relations, and more.
10-min break
Speakers: Holly Kellar and Kyle Roberts, CLA
Program description: This session is designed to cut through the noise around artificial intelligence and focus on practical, real-world applications for nonprofit organizations. A panel of finance and technology professionals will share how they use AI in daily work to improve efficiency, reduce burnout, and better support mission-driven goals, with plenty of space for open discussion and “no-judgment” questions.
Closing remarks
Location
Rochester International Event Center
7333 Airport View Drive SW
Rochester, MN 55902
*Parking is complimentary. Please enter through the main entrance and check in at the CLA registration table in the main foyer.