CLA Nonprofit and Health Care Conference

Connect Learn Achieve 25
  • 5/2/2018
  • Minneapolis, MN


CLA has been serving the nonprofit and health care industries for more than 60 years, and this May we will celebrate the 25th anniversary of Minnesota’s premier learning and development conference. With more momentum than ever before, this year’s CLA Nonprofit and Health Care Conference will feature a full line-up of speakers and sessions that challenge you to:

  • Connect with your community
  • Learn with your peers, and
  • Achieve your mission

Up to 7.5 CPE credits available.

With a regional reach, professional tracks, and timely content, this event has set the regional standard for professional development and learning. We expect 2018 to be the best conference yet!


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

8:30 – 8:40 a.m. — Introduction & Welcome (Don Loberg & Terry Fraser)

8:40 – 9:40 a.m. — Keynote

What Community Means During Turbulent Times

Sarah Caruso, President and CEO, Greater Twin Cities United Way
There are always disrupters during times of intense change. What does this mean in 2018 in the social sector? With both public and philanthropic funding changing, how should nonprofits respond? What are the community implications of the persistent opportunity gaps for people of color in the Twin Cities and around Minnesota? Sarah witnessed firsthand the power of bringing people together to create positive social change in our community, and she will share her observations on how communities have come together to address some of our toughest problems.

CPE: 1 credit Specialized Knowledge

9:40 – 9:50 a.m. — Break

9:50 – 10:40 a.m. —Concurrent Sessions

FASB Update

Cathy Clarke of CLA
In this session, we’ll discuss recent accounting standards updates (ASUs) and ongoing FASB projects of interest to nonprofit organizations. We’ll focus especially on nonprofit financial statements (ASU 2016- 14), revenue recognition from contracts with customers (ASU 2014-09 and various follow-up FASB and AICPA guidance), leases (ASU 2016-02), and FASB’s current project on revenue recognition of grants and contracts by nonprofits.

CPE: 1 credit Accounting

High Risks in Human Resources

Heidi Neff Christianson and Veena Iyer of Nilan Johnson Lewis
In 2018, your organization is sure to confront the employment law issues that are dominating the headlines. This session will prepare you to: assess sexual harassment policies, procedures, and protocols in the era of #metoo and #timesup; plan for compliance with the Minneapolis minimum wage ordinance (and an anticipated ordinance in St. Paul); avoid common mistakes in complying with the Minneapolis & St. Paul sick and safe time ordinances; take steps to reduce the risk of whistleblower claims after the Minnesota Supreme Court's decision in Friedlander; and understand new federal tax law impacting executive compensation and employee benefits

CPE: 1 credit Personnel/Human Resources

Technology Trends

Keven Truhler and Cindy Ische of CLA
Do you want to improve your organization's performance, achieve faster closes, provide better financial reporting, and reduce IT and operating costs while strengthening your IT security? This presentation provides an overview of the benefits of cloud accounting and a demonstration of the Intacct cloud accounting system. At the end of this session, you will be able to understand the advantages of cloud systems; understand how to address security concerns with cloud and on-premise systems; visualize how to manage multiple business entities and/or office locations effectively; gain real time visibility into your financial operation with dashboards; walk away with a clear understanding of a roadmap on how to incorporate cloud systems in your organization.

CPE: 1 credit Information Technology

10:40 – 10:50 a.m. —Break

10:50 a.m. – 11:40 a.m —Concurrent Sessions

Single Audit Update: Common Findings and How to Avoid Them

Rebecca Field of CLA
In this session, we will go over the most common findings in single audits under the Uniform Guidance and give you tips on how to avoid them. Rebecca Field will discuss areas such as the Schedule of Expenditures of Federal Award preparation, subrecipient monitoring, procurement, indirect costs, personnel costs, and the issues most commonly noted in those compliance areas. The session will also include some grants management best practices that can help your organization stay clear of these findings!

CPE: 1 credit Auditing (Governmental)

Nonprofit Mergers: Observations and Insights

Kate Barr of Propel Nonprofits
Propel Nonprofits is the result of the January 2017 merger of MAP for Nonprofits and Nonprofits Assistance Fund. There have been lots of guides, articles, presentations, and case studies about the goals and process of combining nonprofits. Kate Barr will share the experience of Propel Nonprofits, including the goal of the merger, the process of integrating two organizations, and the lessons, successes, and insights gained along the way.

CPE: 1 credit Specialized Knowledge

External Cybersecurity and Internal Fraud Opportunities

Ernie Cooper of CLA
Organized crime has created “business models” to facilitate cybercrime as a growth industry. Everyone is a target because of the interconnectedness of today’s technology and modern business infrastructures. In this session, we’ll identify strategies that can be used to mitigate risks related to phishing, ransomware, and other costly data breaches.

CPE: 1 credit Information Technology

FASB Working Session

Sarah Reichling, Heidi Tatro, Heidi Grinde, Trent Fast, Daniel Persaud, Brenda Scherer, and Sara Backes of CLA
Now what? We’ll use this working session to start the discussion on implementing the new standards discussed at the previous FASB Update session. Bring your questions, financials, examples, and general excitement for the change.

CPE: 1 credit Accounting

State Tax Considerations for Nonprofits and Healthcare

Tom Hogan and Kathleen Thies of CLA
This session will provide an overview of common state and local tax issues concerning nonprofits and healthcare institutions– including what creates nexus for state tax purposes and common sales tax misconceptions and exposure-creating activities. There will be a Minnesota-specific discussion on structuring nonprofit fundraising activities to comply with Minnesota sales tax laws as well as an update on recent audit activity.

CPE: 1 credit Taxes

Exploring Trends Within the Retirement Plan Space

Colman Collins of CLA
In this session, we will discuss ideas for employers to consider as you evaluate how your plan stacks up amongst your peers. CLA’s retirement plan team shares ideas around plan design, investing options and other ideas to help attract and retain key talent.

CPE: 1 credit Specialized Knowledge

11:40 a.m. – 12:30 p.m — Lunch

12:30 p.m. – 1:45 p.m — General Session

The State of Demographics in MN

Susan Brower of the MN State Demographers Office
Susan became the State Demographer in February 2012. She will discuss the social and economic realities that are brought about by recent demographic shifts. You will leave with an understanding of demographic trends to changes in a range of areas including the state’s economy and workforce, education, health, immigration and rural population changes.

CPE: 1 credit Specialized Knowledge

Disruption and Innovation

John Tauer of CLA
This fast-paced 25 minute session will explore the ever increasing pace of change and how it will continue to impact our industry and lives. We may not be able to predict your future, but we can share with you our perspective on everything from the mega-trends affecting nonprofits and health care organizations to artificial intelligence. You will walk away with a greater awareness and insights into how you can best position your Organization for the ever changing environment.

CPE: .5 credit Specialized Knowledge

1:45 p.m. – 2 p.m — Break

2 p.m. – 2:50 p.m — Concurrent Sessions

Better Communication, Collaboration, and Creativity...Through Improv

Tane Danger of The Theater of Public Policy
In this engaging and outside-the-box session, participants will learn some simple, low-risk improv exercises that stretch and tone their communication and creativity muscles. There will be take-home tools for participants to practice on their own and/or bring back to their workplaces to encourage more creativity and collaboration. The session will also show how an improv mindset and “Yes, and…” can help any group create things together that are stronger, more engaging, and long-lasting than if we were to just stay in our silos.

CPE: 1 credit Personal Development

Building a Foundation: Understanding Key Information on Your Organization’s Financial Statements and 990

Grant Latanision and Deirdre Hodgson of CLA
We often get asked to ‘boil it down’ to what is important for a board member or member of management to pay attention to in their reporting. Through compiling commonly asked questions as well as example financials, we will walk through where you should spend your time on these documents, what are areas of heightened attention or risk, and tips on communicating to those stakeholders.

CPE: 1 credit Taxes

Finance Function Dysfunction: Assessing and Improving your Financial Operations

Kelsey Vatsaas of CLA
Turnover. Bad data. Slow and manual processes. Gads of excel schedules. Late financials… or none at all. Any of these sound familiar? Often these pain points are really symptoms of deeper challenges within an organization’s finance function. In this case-study based session, learn about a holistic approach you can take to assess the people, rules, and tools your finance function uses to operate, and how to develop a road-map to get you from today’s challenges to the high-performing finance function of your future.

CPE: 1 credit Management Services

New Payment Models: What’s Working, What’s Not, and What’s on the Horizon

Rob Schile of CLA
There have been a variety of different innovations and payment models being tested across the country. Some of these have shown promise, while the jury remains out on others. This session will provide insights into key observations from models being tested, overview of successes and areas for improvement. In addition we will cover other models under consideration and key strategies health care providers should be considering in order to adapt to these new models.

CPE: 1 credit Specialized Knowledge

Capital Markets Update

Mark Landreville of HJ Sims
Over the last several years, healthcare and not-for-profit borrowers have seen very low interest rates and higher demand from the capital markets for campus improvement and expansion projects. This session will give an outline of the most viable financing options for borrowers and assess the evolving state of the capital markets. In the end, prospective borrowers will learn what financial options may be open to them and where to look to start planning their construction projects.

CPE: 1 credit Economics

2:50 p.m. – 3:05 p.m — Break

3:05 p.m. – 3:55 p.m — Concurrent Sessions

Are You Prepared? Considerations for Building a Robust Financial Plan

Michael Pohl of CLAWA
You devote your time to focusing on the financial health and sustainability of your nonprofit, but what about your own personal financial health? Whether you are retiring in the next year or just starting your career, this session will highlight the key components to consider when establishing your own financial plan. The five broad areas that will be covered include retirement planning, investment planning, risk management, college planning, and estate planning. You will leave this session with actionable items to consider in developing your own financial plan and how to develop a path to achieve your goals.

CPE: 1 credit Personal Development

Cyber Security Risk Update

Randy Romes of CLA
This session will cover the latest cyber security and operational IT risks and strategies to manage and mitigate those risks. We will explore updated information related to Internet of Things (IoT), background from significant breaches (e.g. Equifax), and the latest hacker attack and cyber fraud tactics. Mitigation techniques including preventative controls, monitoring and response capabilities, and third party support will be addressed.

CPE: 1 credit Information Technology

M&A: Lessons Learned from a Combination of Industry Leaders

Ben Aase of CLA, Bruce Paradis and Kent Schoen of Homeownership Preservation Foundation and Greenpath Financial Wellness, and Sharon Sayles-Belton of Homeownership Preservation Foundation
Born out of the federal government’s response to the housing crisis in 2007 and with roots in Minnesota and Washington, DC, the Homeownership Preservation Foundation, also known as HPF, has served more than nine million homeowners facing foreclosure. The housing market recovery—coupled with evolving consumer needs, the emergence of fintech, and sharp changes in the mortgage finance industry—caused HPF’s leadership to pause and deeply consider its relevance, business model and potential for impact in the face of change. This ultimately led to HPF’s 2017 affiliation with Detroit-based Greenpath Financial Wellness. This new combination of two industry leaders will ensure the viability of the organizations’ shared missions and solidify their place at the forefront of the consumer financial wellness space. This session will unpack the story and experience of this affiliation, highlighting key considerations, approach taken, and lessons learned along the way.

CPE: 1 credit Specialized Knowledge

Tax Reform Update

Claire Topp of Dorsey & Whitney and Karen Gries of CLA
The 2017 tax legislation significantly impacted many exempt organizations, but also left many unanswered questions. Join us in this interactive session where we will discuss the tax implications offering both the legal and practical considerations of compliance.

CPE: 1 credit Taxes

3:55 p.m. – 4:10 p.m — Break

4:10 p.m. – 5 p.m — Concurrent Sessions


Fr. Jean-Pierre Bongila of University of St. Thomas
The process of decision making is based upon tough ethical issues or moral dilemmas, which a leader does not like making but knows must be made. Father Bongila will discuss a model of decision making that help you identify and critique the foundation of your ethical decision making, as well as introduce you to an ethical method dubbed DIRR (Description, Interpretation, Rehearsal, Re-discernment) as a democratic process of decision making.

CPE: 1 credit Behavioral Ethics

Health Care Policy – Updates from D.C. and CLAs Perspective on What to Expect in the Future

Rob Schile of CLA
Health care policy has been at the forefront of the national discussion, and with the new appointment of Alex Azar as the new leader of Health and Human Services (HHS) and Seem Verma leading CMS, it will undoubtedly remain there. There are many signals coming from D.C. as to the future direction of health policy, and with new leadership at HHS there is strong belief 2018 will see an escalation in changes. This session will outline key priorities of the administration, HHS and CMS, our expectations of the corresponding impact on providers and key strategies that should be considered as a result of these changes.

CPE: 1 credit Specialized Knowledge

Meaningful Reporting for Boards and Management

Sarah Reichling and Heidi Grinde of CLA
Reporting to Management and Boards can be a cumbersome process leaving many wondering “Am I providing the right information” or “Why don’t they see what I’m saying” month after month. In this session, we will discuss what items you should include in your reports and how to best communicate this information.

CPE: 1 credit Finance

Total recommended CPE: 7.5 credits
Prerequisites: Knowledge of nonprofit operations
Program level: Overview
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.


DoubleTree by Hilton - Bloomington Minneapolis South
7800 Normandale Boulevard
Minneapolis, MN 55439

Who should attend

Executive directors, CFOs, board members, or finance or accounting professionals will gain valuable insights at this intensive learning opportunity.



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For more information:

  • Shana Vachhani
  • Marketing/CRM Coordinator