Roundtable Discussion: Nonprofit Revenue Recognition Beyond Compliance

Casual Team Meeting Around Table
  • 9/9/2019 – 10/25/2019
  • Various Locations
  • Hosting Speaking

FASB’s Accounting Standards Updates (ASU) 2014-09 and 2018-08 are shaking up how nonprofits report on revenue recognition.

Whether you are a CEO, development professional, finance staff, or program manager, these complimentary roundtables bring you together with your nonprofit peers to discuss new standards on revenue recognition for grants and contributions, then steer the conversation toward creative and strategic uses for those concepts.

Our second nonprofit financial roundtable topic of 2019 will be offered at CLA offices across the country. See below for dates and locations, and join us at a complimentary roundtable near you.

Arizona — Phoenix and Tucson

Phoenix
*This roundtable is a part of a half day training session.
Thursday, October 17
9 – 11 a.m. (registration at 8:30 a.m.)
CLA
20 East Thomas Road, Suite 2300
RSVP to Stephen Holloman

Tucson
Thursday, September 12
2 – 4 p.m. (registration at 1:30 p.m.)
CLA
5255 East Williams Circle, Suite 5000
RSVP to Deborah Harvey

California — Los Angeles

Tuesday, September 24
1 – 3 p.m. (lunch and registration at Noon)
CLA
1925 Century Park East, 16th Floor
Century City
RSVP to Sara Pelster

Colorado — Greenwood Village

Wednesday, September 25
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
8390 E. Crescent Parkway, Suite 300
RSVP to Cathy Channing

Florida — Lakeland, Naples, Orlando, and Tampa

Lakeland
Thursday, September 19
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
402 South Kentucky Avenue, Suite 600
RSVP to Ashley Rudd

Orlando
Wednesday, September 18
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
420 South Orange Avenue, Suite 500
RSVP to Nicole Sanders

Naples
Tuesday, September 17
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
4501 Tamiami Trail North, Suite 200
RSVP to Lori Gentry

Tampa
Monday, September 9
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
One Tampa City Center
201 North Franklin Street, Suite 2500
RSVP to Lori Gentry

Illinois — Chicago

Thursday, September 12
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
1211 West 22nd Street, Suite 120
Oak Brook
RSVP to Nicole Dzwonkiewicz

Indiana — Indianapolis

Tuesday, September 17
8 – 10 a.m. (continental breakfast and registration at 7:30 a.m.)
CLA
9365 Counselors Row
RSVP to Tamea Brinson

Massachusetts — Boston and New Bedford

Boston
Tuesday, September 10
8:30 – 10:30 a.m. (continental breakfast and registration at 8 a.m.)
The University of Massachusetts Club
One Beacon Street, Floor 32
RSVP to Humera Asif

New Bedford
Tuesday, September 17
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
Waypoint Event Center
185 MacArthur Drive
RSVP to Humera Asif

Minnesota — Minneapolis, Owatonna, and St. Cloud

Minneapolis
Thursday, September 12
8:30 – 10:30 a.m. (continental breakfast and registration at 8 a.m.)
CLA
220 South Sixth Street, Eight Floor Impact Center
RSVP to Lee-ann Granger 

Owatonna
Tuesday, September 10
Cancelled 
Questions to Craig Popenhagen

St. Cloud
Thursday, September 19
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
818 Second Street South
Waite Park
RSVP to Lisa Knettel

 
Missouri — St. Louis

Thursday, October 24
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
The Lodge Des Peres — Activity Room
1050 Des Peres Road
RSVP to Jessica Patterson

North Carolina — Raleigh

Thursday, September 19
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
4601 Six Forks Road, Suite 350
RSVP to Emily Gurganus

Ohio — Canton and Toledo

Canton
Tuesday, September 10
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
4505 Stephen Circle, Suite 200
RSVP to Kelly Unger

Toledo
Tuesday, September 24
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
One Seagate, Sixth Floor
RSVP to Kelly Romaker

Virginia — Arlington

Tuesday, October 1
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
901 North Glebe Road, Suite 200
RSVP to Artur Schaller

Washington — Tri-Cities, Wenatchee, and Yakima

Tri-Cities
Thursday, October 24
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
8101 West Grandridge Blvd, Suite 130
Kennewick
RSVP to Patty Oliveira

Wenatchee
Monday, October 21
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
517 North Mission Street, Suite B
RSVP to Angela Spies

Yakima
Thursday, October 17
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
610 North 39th Avenue
RSVP to April Sauve

Wisconsin — Eau Claire, Madison and Milwaukee

Eau Claire
Wednesday, September 18
8 – 10 a.m. (breakfast and registration at 7:30 a.m.)
CLA
3402 Oakwood Mall Dr. Suite 100
RSVP to Lori Mudge

Madison
Thursday, September 19
Cancelled
Middleton
Questions to Laura Stingley

Milwaukee
Tuesday, September 24
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
10401 West Innovation Drive, Suite 300, Training Room
RSVP to Kathleen Lange

 

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

  • Describe the new revenue recognition standards and related risks, as well as the internal control and disclosure requirements
  • Discuss best practices for implementing the new standards.
    • Revenue assessment (ASU 2014-09 Topic 606)
    • Grant assessment (ASU 2018-08)
    • Communications
  • Identify where and how to apply the new standards in accounting practices, when creating financial reports, and in crafting grant proposals and budgets.

Who should attend?

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, develop professionals, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit and higher education organizations.

CPE

Recommended CPE: 2 credits Accounting
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Live
View CPE sponsorship information.

Watch our event calendar to learn more about upcoming gatherings in your area, or sign up to receive electronic invitations to these events.