Attend the 22nd Annual Nonprofit and Health Care Conference

22nd Annual Nonprofit and Health Care Conference

Please join us for the 22nd Annual Nonprofit and Health Care Conference. Whether you are an executive director, CFO, board member, or finance or accounting professional, this intensive learning opportunity is right for you.

The conference will feature breakout sessions related to a broad spectrum of organizational concerns — from tax updates to health care reform; from capital planning to accounting standards.

Register online and view our detailed agenda below.

Event Information
Date: May 4, 2015
Location: Radisson Blu Mall of America  
2100 Killebrew Drive
Bloomington, Minnesota 55425
952-881-5258
Registration: Register online
$145 by April 17, 2015; $180 after 
Contact: Shana Vachhani
shana.vachhani@claconnect.com or 612-397-3049

Keynote Speaker: Paul Shoemaker, Social Venture Partners

We are pleased to announce that Paul Shoemaker — founding president of Social Venture Partners International and a leader in the engaged philanthropy movement since day one — will be our keynote speaker.

In his keynote, Shoemaker will suggest that we already have proven solutions for our many challenges. What our world needs, he will argue, is more people prepared to act on their social drives and become committed to an issue for the long haul. Shoemaker will use a mix of storytelling and questions to inspire people to unlock their potential and become positive change agents in our communities and our world. CPE: 1 hour Personal Development

Conference Schedule
7:30 – 8:45 a.m. Registration and continental breakfast
8:45 – 9 a.m.
Introduction and welcome
9 – 10 a.m.
Keynote speaker: Paul Shoemaker, Social Venture Partners
10 – 10:20 a.m. Break
10:20 – 11:10 a.m. Concurrent sessions
  State and Local Tax Update / Sales and Use Tax
  Defense Against Regulators and “Bad Guys”
  Automating Your Operations: Work Smarter, Not Harder!
  Economic Forecast — What Lies Ahead in 2015
  Creating a Business Plan to Scale
11:10  –  11:30 a.m. Break
11:30 a.m. – 12:20 p.m. Concurrent sessions
  Unrelated Business Income Tax Update
  Cyber Fraud Everywhere – Current Risks and Mitigation Strategies
  Audit and Accounting Standards Update
  Single Audit Update
  Health Care Regulatory Update
12:20 – 1:20 p.m. Lunch
1:20 – 2:10 p.m. Concurrent sessions
  How to Prepare For an IRS Exam
  Capital Markets Update 
  Exposure Draft Update
  Affordable Care Act Update
  The Basics of Strategic Planning: Elements for Every Nonprofit to Consider
2:10 – 2:30 p.m. Break
2:30 – 3:20 p.m. Concurrent sessions
  IRS Tax Update for Exempt Organizations
  Employer Benefit Plan Update
  When to Hire Outside Help — A Guide to Outsourcing for Nonprofits
  The State of Business in Minnesota
3:20 – 3:40 p.m. Break
3:40 – 4:30 p.m. Concurrent sessions
  Capital Planning
  Ethics Intact?
  Foreign Tax Reporting
  Financial Due Diligence for Grant Makers and Grant Recipients
4:30 – 4:45 p.m. Networking

 

10:20 – 11:10 a.m.

State and Local Tax Update / Sales and Use Tax

Speaker: Tom Hogan, CliftonLarsonAllen  
In today’s challenging times, with constant news on state taxation of services and talk of reform, it’s important to stay informed about what laws and trends will affect your organization. In this session, we will give you an overview of the state tax environment and the significant developments, as well as what to expect in the near future. You will leave with tips for practical application of these rules and policies in your organization. CPE: 1 hour Taxes

Defense Against Regulators and “Bad Guys”

Speakers: Juli Ochs and Lee Painter, CliftonLarsonAllen  
This session will provide an understanding of the idea of “defense in depth”. Over the years, HIPAA regulations have moved toward a refinement of regulations, definitions, safeguards, and penalties. Regulators are demanding more compliance and providing less guidance; while the hacking communities are becoming more sophisticated by the moment. After this session you will have a general understanding of how to identify where your electronic protected health information (ePHI) lives and flows. As we visit our clients and work on our HIPAA assessment engagements, we find many who don’t have a solid hold on where that data is located. We know the proactive efforts that organizations must put into action to protect their critical data. CPE: 1 hour Specialized Knowledge and Applications

Automating Your Operations: Work Smarter, Not Harder!

Speaker: Keven Truhler, CliftonLarsonAllen  
Do you want to improve your organization's performance, achieve faster closes, provide better financial reporting, and reduce IT and operating costs? 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; learn how Intacct manages multiple business entities and/or office locations effectively; gain real time visibility into your financial operation by using Intacct’s dashboards; and understand a roadmap planning process for incorporating cloud systems in your organization. CPE: 1 hour Specialized Knowledge and Applications

Economic Forecast — What Lies Ahead in 2015

Speaker: John Gustavson, CliftonLarsonAllen Wealth Advisors. LLC  
In this session, we will discuss the current state of the U.S. economy, capital markets, the real estate market, and where to find sustainable income in an era of low interest rates. CPE: 1 hour Economics

Creating a Business Plan to Scale

Speaker: Sarah Curfman, CliftonLarsonAllen
This session is designed for nonprofits interested in exploring options for increasing their impact through expansion, replication, or collaboration. Through a series of case studies and exercises, participants will learn about the tools and resources that are essential to building a scaleable business plan. CPE: 1 hour Management Advisory Services

11:30 a.m. – 12:20 p.m.

Unrelated Business Income Tax Update

Speakers: Matt Stowell and Megan Simon, CliftonLarsonAllen  
Nonreporting of unrelated business income and over-reporting of net operating losses on unrelated business activities continue to be two priority areas for the IRS Exempt Organizations Division during fiscal year 2015. This session will provide an overview of certain issues related to UBIT, including a definition of important terms, exceptions to UBIT, payment, reporting net operating losses, and how to protect an organization’s tax-exempt status. CPE: 1 hour Taxes

Cyberfraud Everywhere — Current Risks and Mitigation Strategies

Speaker: Mark Eich , CliftonLarsonAllen  
Hackers have learned to profit from their activities. While security breaches at large companies like Target and Home Depot dominate the news, the threat is also significant for the small- to medium-sized government agencies and institutions. No industry segment is immune. Indeed, all organizations store information on their network that is of value to today’s cybercriminals. Most conduct some form of online cash management, which is a high value target. This session will describe the threat landscape for nonprofits, discuss regulatory and contractual efforts to address the threat, and provide insight on how nonprofits can effectively address this emerging threat. CPE: 1 hour Specialized Knowledge and Applications

Audit and Accounting Standards Update

Speaker: Cathy Clarke, CliftonLarsonAllen  
Keep abreast of the fast-paced changes in accounting. This comprehensive session will cover all the relevant guidance recently issued in the audit and accounting arenas. CPE: 1 hour Accounting

Single Audit Update

Speakers: Rachel Flanders and Rebecca Field, CliftonLarsonAllen
This session will cover the current status of the Uniform Grant Guidance and help you develop an understanding of the key changes to the Uniform Guidance from pre-award through audit requirements. CPE: 1 hour Auditing (Governmental)

Health Care Regulatory Update

Speakers: Ryan Johnson, Fredrikson & Byron  
In this session, Johnson will discuss some of the top issues in health care today and related legal issues, including ACA implementation, cybersecurity, telemedicine, DIY health care, digital health, new reimbursement models, scope of practice expansion, and provider joint ventures and consolidations. CPE: 1 hour Business Law

1:20 – 2:10 p.m.

How to Prepare for an IRS Exam

Speaker: Karen Gries, CliftonLarsonAllen  
Getting notice for an IRS exam of your organization can be a scary undertaking. In this session, we will give you real world examples and tools to navigate you through the process and provide helpful advice to make sure you are in compliance. CPE: 1 hour Taxes

Capital Markets Update

Speaker: Kurt Apfelbacher, Dougherty & Company  
Over the last several years, health care and nonprofit borrowers have been faced with unprecedented challenges in accessing 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 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 hour Finance

Exposure Draft Update

Speakers: Cathy Clarke and Stephanie Markert, CliftonLarsonAllen  
At an April 7th meeting, FASB approved the release of the NFP Reporting Model exposure draft. The exposure draft is expected to be available on the FASB website (fasb.org) on April 23rd. This proposed standard will have significant impact to the financial statements of all NFP organizations. In this session, we will give you a high level summary of the changes and provide you with tips on how you can get a jump start on dealing with the proposed changes. CPE: 1 hour Accounting

Affordable Care Act Update

Speaker: Larry Adams, CliftonLarsonAllen  
Four years after the Affordable Care Act law passed, new requirements are now effective for large employers in 2015. This session will provide an update of recent developments under the law. We will also be discussing 2015 transition rules, new reporting requirements for large employers starting in January 2016 and planning for the impact of the Cadillac excise tax in 2018. CPE: 1 hour Taxes

The Basics of Strategic Planning: Elements for Every Nonprofit to Consider

Speakers: Kelsey Vatsaas and Jed Heubner, CliftonLarsonAllen  
Strategic planning: Two words may evoke strong positive or negative feelings in nonprofit leaders or board members. Whether your organization goes through a new strategic planning process every three to five years like clockwork; you have moved to a strategic thinking or strategic framework format; or you have yet to embark on a strategic planning exercise, this session will help ground you in why strategic plans became a trend in the first place, and the tenants of a good planning process. The session will also allow you time and space to share with your peers about your strategic planning horrors and success stories, learn from one another, and continue planning for and moving your organization — and the nonprofit sector — forward. CPE:1 hour Management Advisory Services

2:30 – 3:20 p.m.

IRS Tax Update for Exempt Organizations

Speakers: Amy Hendley and Kacie McEwen, CliftonLarsonAllen  
Now more than ever, tax compliance for nonprofit organizations is not limited to annual returns or forms filed with the IRS. This session will provide an update on IRS initiatives, legislative activities, judicial decisions, and other events that may impact your organization; discuss social accountability and how it can help your organization focus on its mission and objectives; and review the key changes in Form 990. CPE: 1 hour Taxes

Employee Benefit Plan Update

Speaker: Doug Bertossi, CliftonLarsonAllen  
The employee benefit plan landscape continues to evolve. From the Windsor amendment, to changing initiatives of regulatory agencies and the latest plan offerings, the challenge of staying abreast of employee benefit plan issues can be daunting. This session will touch on new regulations, trends, techniques, and the general environment for providing qualified employee benefits that may impact your organization. CPE: 1 hour Specialized Knowledge and Applications

When to Hire Outside Help — A Guide to Outsourcing for Nonprofits

Speakers: Kelly Kienholz, CliftonLarsonAllen and panel  
This panel discussion will explore the challenges and opportunities when deciding to outsource. Panelists will include consultants and outsourcing clients from nonprofit organizations who will provide examples and insight into the world of outsourcing. CPE: 1 hour Management Advisory Services

The State of Business in Minnesota

Speaker: Bill Blazer, Minnesota Chamber of Commerce  
Through public policy efforts and business retention visits, the Minnesota Chamber of Commerce has gathered information from businesses statewide on their expansion efforts, workforce planning, new investments and the issues that most affect their bottom line. In this breakout, Bill will share the key findings and gives an outlook on what to expect for the remainder of 2015. CPE: 1 hour Economics

3:40 – 4:30 p.m.

Capital Planning

Speaker: Matt Borchardt, CliftonLarsonAllen  
In this session, we will explore the linkage between operating performance, debt, and capital capacity. We will provide a demonstration of CLA’s process to estimate the debt and capital impacts of various scenarios of growth and cost savings on future affordable debt and capital capacity. This session will provide you with an understanding of the factors you need to consider when planning your next big move. CPE: 1 hour Finance

Ethics Intact?

Speakers: Heidi Neff Christianson, Nilan Johnson Lewis, and Jennifer Tingley, CliftonLarsonAllen  
Are the ethics in your organization intact? This session will explore the common ways organizations allow dishonesty, strategies for reducing it in your organization, and ethics from an organizational perspective. We will give you real life examples of nonprofits where the line of moral and ethical conduct may have been blurred. CPE: 1 hour Behavioral Ethics

Foreign Tax Reporting

Speakers: Deirdre Hodgson and Jim Loizeaux, CliftonLarsonAllen  
Navigating the landscape of foreign tax reporting can be confusing. If you have to report withholdings for foreign persons or vendors, it can be difficult to keep up with the changing forms and tax treaties. In this session, the presenters will discuss the basics of withholding tax and properly obtaining the W-8 BEN as well as completing forms 1042 and 1042-S. Attendees will also learn about the Foreign Account Tax Compliance Act and how this has changed required reporting. CPE: 1 hour Taxes

Financial Due Diligence for Grant Makers and Grant Recipients

Speaker: Brian Peterson, CliftonLarsonAllen  
As grant makers build and refine their grant portfolio to further their mission and impact, they also have a responsibility to consider and understand the financial health and state of their grantees individually and as a whole. Alternatively, as grant seekers pursue support to carry out their mission, they are responding to various levels of clarity and expectations with respect to their financial state. This interactive session is an opportunity to learn from the approach to financial due diligence of the Greater Twin Cities United Way, share and discuss ideas from multiple perspectives, and for grant makers and grant seekers to have this conversation together. CPE: 1 hour Management Advisory Services

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