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CalCPA Education Foundation's annual nonprofit conference brings together industry and public accounting experts to deliver timely updates surrounding this market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You'll gain a renewed understanding about pertinent accounting, audit, legal, tax and regulatory updates relevant to this industry.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100—Great for nonmembers and firms.
Not a member? Join Today!
Basic understanding of not-for-profit organizations.
CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work in a not-for-profit organization; CPAs who audit or do the financial statements for not-for-profit organizations; and board members who want a better understanding of financial issues facing their organizations.
Bonus Session // Wake Up to Risk and Lean How to Manage It with Mike McGee, CPA | California Academy of Sciences
Welcome with Daniel Figueredo, CPA (East Bay) and Renee Ordeneaux, CPA (Burbank)
Tax Update with Tracy S. Paglia, CPA | Moss Adams LLP
Review IRS audit areas and recent audit results. This session will cover the IRS 2018 workplan and areas of interest affecting exempt organizations. Plus, get an overview of tax reform and the potential impact on exempt organizations.
Accounting Update with Richard A. Cole, CPA, CGMA | Financial Accounting Standards Board
Review implementation issues on recently issued accounting standards while touching on revenue recognition, leases, the presentation of financial statements of not-for-profits and other recently issued standards. Plus, get an overview of the revenue recognition grants project which the FASB expects to issue in June 2018.
Accounting Update continued
Concurrent Sessions 1
Session A: Revenue Recognition (AA)with Renee Ordeneaux, CPA | Armanino LLP
Join Renee Ordeneaux as she walks attendees through grants and contracts in revenue recognition.
Session B: UBIT (Tax)Nanaz Benyamini | SingerLewak LLP and Maga Kisriev, CPA | Hood & Strong LLP
Nanaz Benyamini and Maga Kisriev discuss the general concepts of unrelated business income as well as the exceptions and pitfalls that financial and accounting professionals may face, tips on how to minimize UBI, the impact of TCJA on UBI reporting and recording and UBI tax payments in the new era.
Session C: Oversight of Vendors (Industry)Andrea Wilson | BDO USA, LLP
Andrea Wilson will discuss the oversight of vendors and how to not-for-profit entities and clients can avoid being targeted.
Concurrent Sessions 2
Session A: Single Audit Update (AA)with Kimberly K. McCormick, CPA | Grant Thornton LLP
Kimberly McCormick gives an update on single audits as well as Uniform Guidance, Yellow Book, common deficiencies and sampling.
Session B: Lobbying, Legislative and Political Activity (Tax)with Deborah Kaminiski, EA | Squar Milner LLP (Moderator), Eric K. Gorovitz | Adler & Colvin (Burbank only) and Jean L. Tom | Davis Wright Tremaine LLP (East Bay only)
Are you wondering if lobbying, legislative and political activity is appropriate for your organization? Join Eric K. Gorovitz (Burbank only) and Jean L. Tom (East Bay only) as they discuss 501c(4) advocacy and 1024A.
Session C: Accounting and Development (Industry)with David Haugen, CPA | Silicon Valley Community Foundation (Moderator), Paul J. Velaski, CPA | Silicon Valley Community Foundation and Loraine Binion (East Bay only) | University of California, Berkeley
Paul Velaski and Loraine Binion share their thoughts on the changing face of charitable giving, whether nonprofits should accept digital currencies as donations and financial challenges facing nonprofits.
Concurrent Sessions 3
Session A: Financial Reporting Standards (AA)with Daniel Figueredo, CPA, CGMA | BPM (Moderator) and Andrew Prather, CPA | Clark Nuber P.S.
Join our panelists as they discuss case studies and implementation of financial report standards.
Session B: Demystifying Private Foundations (Tax)with Jane Searing, CPA, MST | Clark Nuber P.S.
Private foundations remain one of the most flexible tools in the philanthropy tool kit. The key ingredient to success is understanding Chapter 42 of the Internal Revenue Code. This session will be a fun and informative discussion of the joys of working with private foundations, with some deeper dives into the perils and pitfalls. Private operating and non-operating foundations.
Session C: HR (Industry)with Laura Canaya, SPHR, SHRM-SCP | Bay.org, Darin Conley-Buchsieb | San Francico Ballet and Wendy Elgin-Silva | ModernHR
Join our speakers as they discuss compensation, employee retainage, the #MeToo Movement and how to compete with the tech industry to attract and retain employees.
Ask the Experts Panel
It's your chance to take part in a Q&A session with a panel of experts!
Richard Cole is a supervising project manager at the Financial Accounting Standards Board (FASB). In that role, he provides oversight to projects involving not-for-profit organizations (NFPs), consults on other projects affecting NFPs, and participates in some of the FASB’s broader outreach activities. He was the supervising project manager on the FASB’s recently issued Financial Statements of Not-for-Profit Entities Accounting Standards Update. He is currently on the Revenue Recognition of Grants and Contracts by Not-for-Profit Entities project team as well as the Financial Performance Reporting for business entities project team. Richard also provides staff support for the FASB’s Not-for-Profit Advisory Committee. Prior to joining the FASB, Richard was the vice president and controller at the American Museum of Natural History in New York, where he worked for over seven years, and before that was a senior manager with KPMG LLP, where he worked for over fourteen years and specialized in audits of higher education institutions and other NFPs.
For 20 years, Wendy Elgin-Silva has dedicated her career to assisting non-profit companies and satisfying their human resources needs. For the past ten years, she has been the top producing business relations manager dedicated to communicating the value of ModernHR’s service models as an outsourcing solution to any employer, large or small. Wendy started her journey into the non-profit world as ModernHR’s Marketing Coordinator. As the nonprofit specialist and business relations manager, Wendy consults with employers on complex employment-related issues, and through MHR offers complete outsourced Human Resources services including: full human resource services, labor compliance, 401k and retirement services, payroll, ACA compliance and administration, health insurance and Fortune 500 Style Benefits, workers compensation insurance, risk and claims management, training, recruiting HR compliance for large or small companies in many different industries. Her reputation as a non-profit specialist began to unfold and attract businesses which led her to develop and instruct her popular seminar, “FIRE ME & I’LL SUE.” Known for their humor and accurate accounts of the risks of being an employer, the seminars received rave reviews while demonstrating how a business can avoid uncomfortable employer-employee situations. She is also a founding member and the Board President of the Nonprofit Advisory Council of Southern California.
Eric Gorovitz has extensive experience in lobbying, legislative drafting, policy development and media advocacy, and has helped non-profits and foundations across the country to understand the federal tax rules governing their advocacy activities. He has represented clients regarding nonprofit and foundation formation and governance, compliance with federal tax law, public policy advocacy, and the intersection of tax and election law. Drawing on his background in public health, Eric has cultivated a client base that includes many public health advocacy organizations and the foundations that fund them, which include: all of the California Planned Parenthood entities; the California Endowment; the Cystic Fibrosis Foundation; and the Coalition to Stop Gun Violence. Between a brief period as a consumer attorney and his return to practicing law in 2007, Eric spent approximately 12 years as an advocate for policy change in public health, engaging directly in legislative and regulatory policy development as a policy director for several local, state, and national nonprofit advocacy organizations. He then opened the West Coast Office of Alliance for Justice, serving as West Coast Director for three years.
Mike McGee has twenty-five years of progressive finance and accounting experience that spans over theme park, family entertainment and museum management. He oversees all accounting, planning, legal and IT functions at the California Academy of Sciences, ensuring that the institution’s resources are managed wisely and aligned with its long-term strategic plan and mission. Before joining the Academy, he served as Vice President of Finance and CFO at Discovery Science Foundation, the operating, marketing, and fundraising arm for Discovery Cube—a nonprofit science education institution with campuses in Orange County and Los Angeles. There, he led the Foundation through the construction and launch of its second Discovery Cube museum located in Los Angeles, which opened in November 2014. Prior to his work at Discovery Science Foundation, Mike served as Vice President of Finance and CFO for Palace Entertainment, the largest operator of water parks and family entertainment centers in the country. He was also an executive with the Walt Disney Company for 11 years, holding key leadership roles in the Theme Park and Resorts segment including CFO of the Anaheim Ducks Hockey Club.
Tracy Paglia has over 22 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates and donors. She is the leader of Moss Adams’ Government, Not-for-Profit and Regulated Entities Tax Committee. Her expertise includes attaining, maintaining and termination of tax-exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries as well as charitable planning options for donors. Tracy’s goal is to link with people interested in exempt organizations, both those working in organizations and outside advisor.
Since February 2012, Lea Howe has served as the Senior Executive Finance Director for External Affairs, taking on the additional role as the Chief Financial Officer (CFO) of the UCLA Alumni Association in September 2013. As a member of the Advancement Services senior leadership team, Lea oversees the operational areas of Foundation Financial Services, Treasury Management, Finance and Business Services and Alumni Finance, Membership and Business Development. She is active in several campus-wide initiatives and serves on POSSSE and the UCPath Advisory Committee. As part of Lea’s role as CFO, she sits on the Alumni Association Board of Directors and staffs the Audit, Finance and Strategic Planning subcommittees. Prior to arriving at UCLA, Lea worked at Northwestern University’s Office of Alumni Relations and Development for over 10 years.
At Davis Wright Tremaine, LLP, Jean Tom represents a diverse array of nonprofit organizations, including public charities, private foundations, social welfare organizations, and trade associations, on corporate, tax, and regulatory matters both domestically and internationally. She counsels on entity choice and formation, tax compliance, grantmaking, governance matters, executive compensation, and organizational structuring (e.g., subsidiaries, affiliates, joint ventures, and mergers), as well as advises clients on public and private partnerships, political intervention and lobbying, and program-and mission-related investments. A frequent speaker on matters pertaining to nonprofits, Jean has also represented organizations in connection with attorney general investigations and before the IRS.
Paul Velaski joined Silicon Valley Community Foundation as the chief financial officer in August 2014. Paul, who had previously served as CFO at the Arizona Community Foundation since 2007, has broad experience in the nonprofit sector as well as the corporate world. He started his career at Arthur Andersen as a senior accountant in the audit division. He left there to work for First Bank System Inc. as a trust auditor, credit analyst and accounting supervisor. Paul then transitioned into the charitable sector with the Special Olympics, where he spent 11 years in finance, operations, development and marketing. He served as vice president and chief financial officer of the Make-A-Wish Foundation of America, and also as interim president and CEO of that organization prior to joining the Arizona Community Foundation.
333 Universal Hollywood Drive
Universal City, CA 91608
Please check back for venue information.
Oakland, CA 94607
June 5 | Burbank
Sheraton Universal Hotel
333 Universal Hollywood Drive
Universal City, CA 91608
June 6 | Oakland & Webcast
Oakland Marriott City Center
Oakland, CA 94607
CalCPA | CalCPA Education Foundation offers a few ways to register. You may:
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded. Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_Tracker.
Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
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