This webinar will provide tax professionals and advisers to exempt organizations with a practical guide to the planning opportunities, tax risks and reporting obligations of exempt organizations investing in real estate assets. The panel will outline when rental and sale income is exempt and when no... Read More

Speakers:  Zack Fortsch, Tax Partner, RSM US • John R. Luksis, Senior Manager, RSM US

This webinar will give nonprofit advisers and tax professionals a practical guide to the rules governing joint ventures between tax-exempt organizations and for-profit entities. The panel will discuss the control regulations for determining the tax treatment of joint venture proceeds, detail the UBT... Read More

Speakers:  Ryan Oberly, Partner, Wagenmaker & Oberly • Elka T. Sachs, Partner, Krokidas & Bluestein

This webinar will provide tax advisers to private foundations with a thorough and practical guide to completing Form 4720 Private Foundation Excise Tax Return. The panel will discuss how to identify acts in violation of tax codes 4941-4946 by a private foundation, consider requirement that acts be "... Read More

Speakers:  Jody Blazek, CPA, Partner, Blazek & Vetterling • Nancy E. McGlamery, Principal, Adler & Colvin

This webinar will provide not-for-profit (NFP) auditors and professionals with NFP financial reporting responsibilities with a thorough and practical guide to the new FASB ASU 2016-14 reporting standard, applicable to almost all nonprofits, and prepare to implement its significant changes to financi... Read More

Speakers:  Amy Altholz, CPA, CGMA, Partner, Rubin Brown • Kelly Thompson, CPA, Principal, The Bonadio Group

This webinar will give nonprofit tax professionals and advisers a good look at the rules governing unrelated business income tax ("UBIT"), which U.S.-based tax-exempt organizations must pay on UBTI. The webinar will focus on the standards and guidelines for determining whether income is UBTI and thu... Read More

Speakers:  Brenda A. Blunt, CPA, CGMA, Tax Partner, Eide Bailly • Deb D. Nelson, CPA, Partner, Eide Bailly

This webinar will provide auditors and professionals with not-for-profit (NFP) financial reporting responsibilities with a thorough and practical guide to the FASB's new Accounting Standards Update (ASU) 2014-09. The presenters will also discuss Revenue from Contracts with Customers (Topic 606) reco... Read More

Speakers:  Joseph A. Arnone, CPA, CGMA, Senior Manager, CohnReznick • Christopher J. Pentin, CPA, Audit Senior Manager, Grant Thornton • Swami Venkat, CPA, CISA, CFE, ACA, Partner, CohnReznick

This webinar will provide advisers to nonprofit and exempt organizations with a guide to responding to and remedying loss of tax exempt status. The panel will highlight risk areas for exempt status termination, discuss reinstating 501(c)(3) exemption status due to inadvertent lapses, detail how to c... Read More

Speakers:  Louis E. Michelson, Law Offices of Louis E. Michelson • Sally R. Wagenmaker, Wagenmaker & Oberly • Shirley McLaughlin, Adler & Colvin

This webinar will provide employee benefits administrators, auditors and plan sponsors with best practices to prevent serious and costly errors in preparing for 403b plan audits. The panel will differentiate between 401k and 403b audits, explain the pitfalls that practitioners often encounter in the... Read More

Speakers:  Kimberly Flett, CPA, QPA, QKA, CHRS, Compensation and Benefits Services Managing Director, BDO USA • Colleen Sanchez, CPA, Member, Warren Averett • Wendy Schmitz, CPA, Assurance Director, BDO USA

This webinar will provide advisers to tax exempt organizations with a critical first look at the significant impact of the new tax reform law on nonprofit entities. The panel will outline key changes to UBTI/UBIT calculations and reporting, describe new compensation rules, and offer guidance on stra... Read More

Speakers:  Michele A. W. McKinnon, Partner, McGuireWoods • J. Marc Fosse, Director, Trucker Huss

This webinar will provide advisers to nonprofit and exempt organizations with a practical guide to identifying, avoiding and correcting the most common and complex errors in completing Form 990 and Form 990-PF. The panel will focus on the mechanics of tax reporting, offer concrete examples of correc... Read More

Speakers:  Kathryn J. Okimoto, CPA, Principal, Tax, Clark Nuber • Jeanie Gorlovsky-Schepp, CPA, Manager, Alexander Aronson Finning CPAs

This webinar will provide audit professionals and advisers with practical guidance for conducting broker-dealer audits, offering tools to avoid the most common and costly risk areas in broker-dealer audits as identified in PCAOB annual inspections. The panel will offer their experiences and practica... Read More

Speakers:  Kevin G. Breard, Managing Partner, Breard & Associates • Payton Baran, Confirmation.com • Robert V. Cornish, Jr., Of Counsel, Wilson Elser Moskowitz Edelman & Dicker

This webinar will provide tax advisers to exempt organizations with a thorough and practical guide to the reporting requirements and tax traps to avoid in holding alternative investments as part of the nonprofit's funding and investment strategy. The co-presenters will discuss the planning considera... Read More

Speakers:  Jennifer Becker Harris, CPA, Tax Shareholder, Clark Nuber • Deby MacLeod, CPA, CGMA, Shareholder, Clark Nuber

This webinar will provide employee benefit advisers with a thorough and practical guide to the complex area of social security coverage and withholding for inbound employees of U.S. companies. The panel will outline the statutory rules for how these individuals qualify for coverage, discuss the impa... Read More

Speakers:  Stacy Finch, Vice President, International Compensation & Benefits, Marriott International • C. Edward Kennedy, Jr., CPA, JD, Managing Director, C. Edward Kennedy Jr.

This webinar will provide advisers to nonprofit organizations with a practical guide to the new FASB reporting requirements for nonprofit organizations. The panel will discuss the specific changes to various financial reporting requirements required by the new standard, including the reduction in th... Read More

Speakers:  Robert Dyson, CPA, Quality Control Director, MBAF • George I. Victor, CPA, CGMA, Shareholder, Giambalvo Stalzer & Company

This webinar will provide advisers to nonprofit and exempt organizations with a practical guide to navigating some of the more challenging aspects of completing Form 990. The panel will discuss recent IRS changes to form instructions, detail areas of examination emphasis based on the Service's 2017... Read More

Speakers:  Christopher M. Pekula, CPA, Manager, Tax Strategies, Kreischer Miller • Richard Ruvelson, Principal, WithumSmith+Brown • Katherine Breslin, Laura Solomon, Esq. & Associates

This webinar will provide nonprofit advisers with a comprehensive guide to reporting the public support tests of IRC Section 509(a) on Schedule A of the Form 990 Exempt Organization Information Return. Read More

Speakers:  Ingrid Mittermaier, Principal, Adler & Colvin • Richard Ruvelson, Principal, WithumSmith+Brown

This webinar will provide advisers to tax-exempt organizations with a practical guide to the fractions rule, which governs the tax implications of allocations between tax-exempt partners and taxable partners. The panel will detail recent IRS guidance permitting certain partnership allocations that m... Read More

Speakers:  Stephen Butler, Partner, Kirkland & Ellis • John R. Luksis, Senior Manager, RSM US • Demetre Klebaner, Kirkland & Ellis

This webinar will provide nonprofit tax professionals and advisers with a practical guide into various states' rules governing unrelated business income tax (UBIT), which U.S.-based tax-exempt organizations must pay on unrelated business taxable income (UBTI). The webinar will focus on the standards... Read More

Speakers:  Brenda A. Blunt, CPA, CGMA, Tax Partner, Eide Bailly • Dr. Laura Robichaud, DBA, MBA, State and Local Tax Senior Manager, Eide Bailly

This webinar will prepare accounting and tax advisers to private foundations to handle all aspects of Form 990-PF compliance with a thorough review of the material requirements and instructions. The panel will discuss potential risk areas for tax professionals, not only in preparing the return, but... Read More

Speakers:  Amanda M. Adams, CPA, Managing Director, Cherry Bekaert • Brian Yacker, Managing Partner, YH Advisors | The Exempt Org Experts • Jeffrey D. Haskell, Chief Legal Officer, Foundation Source

This webinar will prepare audit specialists to select appropriate sampling techniques for financial statement audits. The panel will explain the rationale for and technical terms of generally accepted standards for sampling methodologies, based on AICPA accounting standards and guides and on profess... Read More

Speakers:  Duane Reyhl, CPA, CGMA, Partner, Andrews Hooper Pavlik • Gregory H. Soule, CPA, CISA, CISSP, CFE, Senior Manager, Andrews Hooper Pavlik

This webinar will prepare audit advisers to identify issues that frequently arise in employee benefit plan audit peer reviews and offer best practices to address potential problems and to work with reviewers. Read More

Speakers:  Jessie T. Kanter, CPA, Director of Quality Assurance, BlumShapiro • Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners

This webinar will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule R, Related Organizations and Unrelated Partnerships. The panel will go into detail on translating the form instructions onto the Schedule and will include examples of co... Read More

Speakers:  Patrick Devine, CPA, Tax Partner, M & R Ferber • David A. Levitt, Principal, Adler & Colvin

This webinar will prepare accounting firm professionals for future AICPA peer reviews with the latest developments on standards and guidance, and will outline best practices for undergoing reviews. Read More

Speakers:  Mary E. MacKrell, CPA, Partner, LCS&Z • Alan Long, CPA, Managing Member, Baldwin CPAS

This webinar will provide employee benefits professionals and tax advisers with a practical and comprehensive guide to completing Form 5500, with a specific focus on Schedule H, Financial Reporting. The panel will offer specific guidance on completing the form, detailing the fair value calculations... Read More

Speakers:  Sharjeel Ahsan, CPA, MBA, Audit Senior Manager, McConnell & Jones • John C. Hughes, Esq., The ERISA Law Group • Stacey I. Snyder, CPA, QKA, Belfint Lyons Shuman

This webinar will provide employee benefits administrators, auditors and plan sponsors with best practices to prevent serious and costly errors in preparing for 401k audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline how to address these issues... Read More

Speakers:  Brian A. Benko, Partner, McDermott Will & Emery • Joanna C. Kerpen, Partner, McDermott Will & Emery

This webinar will provide nonprofit advisers with a comprehensive guide to reporting on political campaign and lobbying activities on Schedule C of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on i... Read More

Speakers:  Deborah Kaminski, Director of Tax Exempt Organizations, DZH Phillips • Eric K. Gorovitz, Principal, Adler & Colvin

This webinar will provide employee benefits auditors with best practices and the proper procedures to remedy serious and costly (but all too common) benefit plan errors through available IRS and DOL retirement plan correction programs. The panel will explain the processes and potential pitfalls that... Read More

Speakers:  Eric Ernest, Partner, McConnell & Jones • Misty A. Leon, Atty, Wilkins Finston Friedman Law Group • Kelly Pointer, Counsel, Seyfarth Shaw

This webinar will provide employee benefits accounting and tax professionals with a thorough and practical guide to preparing responses for a Department of Labor (DOL) investigative audit of a company's health and welfare plan. The panel will discuss required documentation and procedures for submitt... Read More

Speakers:  Erin A. Kartheiser, Partner, McDermott Will & Emery • Joanna C. Kerpen, Partner, McDermott Will & Emery • Sarah G. Raaii, McDermott Will & Emery

This webinar will provide nonprofit advisers with a comprehensive guide to reporting supplemental financial statement information on Schedule D of the Form 990 Exempt Organization Information Return. The panel will offer a practical part-by-part exploration of completing the schedule, focusing on id... Read More

Speakers:  Ingrid Mittermaier, Principal, Adler & Colvin • Rich Ruvelson, Director of Not-For-Profit Tax, Bond Beebe Accountants & Advisors

This webinar will provide tax advisers to exempt organizations with a thorough and practical guide to completing Form 990 Schedule L, Transactions With Interested Persons, focusing on Parts II through V. The panel will go into detail on the "reasonable effort" requirement to identify interested pers... Read More

Speakers:  Frank Giardini, Principal, Tax Services, Grant Thornton • Jennifer Becker Harris, CPA, Principal, Clark Nuber • Michele Melchior, Tax Director, Grant Thornton

This webinar will provide nonprofit organization advisers and professionals with a critical first look at the new IRS guidance on deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical structuring changes to Section 457(f) and define the... Read More

Speakers:  Andrew L. Oringer, Partner, Dechert • Stefan P. Smith, Partner, Locke Lord • J. Marc Fosse, Director, Trucker Huss • Thomas M. Asmar, Counsel, Skadden Arps Slate Meagher & Flom

This webinar will provide employee benefits professionals and auditors with a critical first look at the new IRS guidelines that virtually eliminate the Determination Letter Program for retirement plans. The panel will also detail the specific changes contained in Rev. Proc. 2016-51, and offer usefu... Read More

Speakers:  Luke D. Bailey, Partner, Strasburger & Price • Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners • Henry Talavera, Shareholder, Polsinelli

This webinar will provide advisers to nonprofit organizations with a practical guide to the new FASB reporting requirements. The panel will discuss the specific changes to various financial reporting requirements required by the new standard, including the reduction in the number of net asset classe... Read More

Speakers:  Renee Ordeneaux, CPA, Partner, Armanino • Stacie Kowalczyk, CPA, Senior Manager, Armanino

This webinar will provide nonprofit organization professionals and counsel with a practical guide to the planning and reporting implications involved when a donor contemplates gifting an interest in a partnership or an LLC to an exempt organization. The panel will outline gifting impacts to donors,... Read More

Speakers:  Michael I. Sanders, Partner, Blank Rome • Amanda H. Nussbaum, Partner, Proskauer Rose • Richard F. Riley, Jr., Partner, Foley & Lardner

This webinar will give nonprofit tax professionals and advisers a thorough guide to recognizing and reporting unrelated business taxable income (UBTI) as it pertains to IRAs, qualified plans and other retirement accounts. The webinar will focus on the standards and guidelines for determining whether... Read More

Speakers:  Bill Humphrey, Co-founder and CEO, New Direction IRA • Israel Tannenbaum, Senior Manager, WeiserMazars

This webinar will provide audit and attest professionals with a practical and comprehensive guide to issuing and interpreting SSAE 16 (SOC 1) audit reports of outside service companies. The panel will discuss the specific features and functions of an SOC 1 report, focusing on the peculiarities of pr... Read More

Speakers:  Mitchell Evans, Director, Risk Consulting, Barr Assurance & Advisory • Brad Thies, Principal, Risk Consulting, Barr Assurance & Advisory • Greg Ameden, CISA, Director of IT Assurance Services, Hancock Askew & Co.

This webinar will provide benefit plan professionals, including auditors and plan administrators, with a deep and comprehensive guide to the specific issues involving 401(k) plan transfers from one provider to another. The panel will identify the specific risks and reporting requirements involved in... Read More

Speakers:  Jeffrey M. Holdvogt, Partner, McDermott Will & Emery • Adam S. Lilling, CPA, CFA, Partner, Lilling & Company • Lisa K. Loesel, Partner, McDermott Will & Emery

This webinar will provide tax advisors to exempt organizations with a review of the material terms of accounting standards, tax rules and guidance for gift-in-kind (GIK) donations to nonprofits. The panel will explore challenges that arise in the actual recording of GIKs both conceptually and practi... Read More

Speakers:  Robert C. Brackett, President, Crandall & Brackett • Bruce Levi, CPA, Partner, Lane Gorman Trubitt • Renee Ordeneaux, CPA, Partner, Armanino

This webinar will provide audit professionals with thorough and comprehensive guidance to the Major Program Determination in Uniform Guidance (formerly referred to as Circular A-133) Audits, using the four-step risk evaluation model. The panel will discuss the changes to the MPD process that have ar... Read More

Speakers:  Nina Bahazhevska, Audit Manager, Grassi & Co. • Helen Martin, Manager, EisnerAmper • Jimmy Mo, Director, EisnerAmper • Jennifer Mosera, Audit Supervisor, Grassi & Co.

This webinar will provide employee benefit plan professionals and advisers with a comprehensive discussion of the new standards announced in ASU 2015-12 as part of FASB's "Employee Benefit Plan Simplifications." While the intent of the new standards is to simplify reporting valuation of fully benefi... Read More

Speakers:  Sharon A. Bradley, Partner, Daszkal Bolton • Henry Martin, CPA, Senior Manager, Audit and Assurance, Daszkal Bolton • Susan J. Peirce, CPA, MTax, Principal, Apple Growth Partners

This webinar will provide tax professionals and advisers to exempt organizations with a thorough and comprehensive practical guide to calculating and reporting unrelated debt financed income (UDFI) and unrelated business taxable income (UBTI) rising from the sale of property financed with debt. The... Read More

Speakers:  Garrett M. Higgins, CPA, Partner, PKF O'Connor Davies • Elizabeth M. Mills, Senior Counsel, Proskauer Rose

This webinar will provide audit professionals with practical and concrete guidance on how the new Joint FASB/IASB Lease Accounting Standards will impact their role as auditors and advisors to companies affected by the new reporting requirements. The panel will offer details on what the new lease rep... Read More

Speakers:  Derek Anderson, Managing Director, VisualLease • Chris Rouse, Director, Windham Brannon

This webinar will provide an in-depth exploration into the determinations, calculations, disclosures and tax reporting of foreign investments, accounts and activities held or engaged in by nonprofit/exempt organizations. The panel will offer practical guidance into identifying foreign investments th... Read More

Speakers:  Brian Yacker, Managing Partner, YH Advisors | The Exempt Org Experts • Alycia Mecchella, Tax Manager, Grant Thornton • April Stith, CPA, Tax Senior Manager, Moss Adams

This webinar will provide audit and assurance professionals with a thorough guide to the auditor's duties to detect fraud and to identify potential weaknesses in a company's internal controls that could lead to financial or other types of fraud. The panel will focus on best practices for designing a... Read More

Speakers:  Dr. Fiona Chen, Founder and President, Fiona Chen Consulting • Jamal Ahmad, CPA, CFE, CFF, Managing Director, StoneTurn Group • Roger Siefert, Principal, StoneTurn Group

This webinar will prepare Single Audit auditors to understand sampling concepts applicable to an audit conducted under OMB Circular A-133 and help you apply these concepts to the compliance audit component of a Single Audit. Read More

Speakers:  Collette Cummins, CPA, Managing Director, Auditing Methodologies, Grant Thornton • Lynford Graham, CPA, Ph.D., CFE, Bentley University

This webinar will provide employee benefits administrators, auditors and plan sponsors with best practices to prevent serious and costly errors in preparing for 401k audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline how to address these issues... Read More

Speakers:  Nathan Carlson, President, Retirement Planning Services • David M. Kahn, Managing Member, ERISA Compliance Consulting Services • Joanna C. Kerpen, Partner, McDermott Will & Emery • Brian A. Benko, Esq., McDermott Will & Emery

This webinar will give a detailed overview of the accounting and operational requirements of an IRC 501(c)(7) "social club" organization. The panel will offer concrete illustrations of "non-member" and "nontraditional income," review the safe harbors for unrelated income, and provide guidance on res... Read More

Speakers:  James J. Reilly, Partner, Condon O'Meara McGinty & Donnelly • James W. Gilson, CPA, Condon O'Meara McGinty & Donnelly

This webinar will provide audit professionals with a thorough and solid foundation to prepare GAGAS Yellow Book-compliant audit workpapers for Single Audits under OMB Circular A-133 and successor guidance. The panel will discuss best practices for documenting the contents, sequence and format of aud... Read More

Speakers:  Jay Giannantonio, MS, CPA, CIA, Moderator, BNA Training & IT Solutions • Johnny L. Brooks, CPA, Managing Director, Brooks & Associates

This webinar will provide nonprofit entity advisers with a deep and comprehensive examination of the complex rules governing compensation issues for exempt organizations. The panel will discuss the design, documentation, maintenance and corporate governance requirements of a compensation scheme that... Read More

Speakers:  Luke D. Bailey, Partner, Strasburger & Price • Katherine E. David, Partner, Strasburger & Price • Bob Cartwright, President / CEO, Intelligent Compensation

This webinar will examine the tax and accounting issues specific to IRC Section 509(a)(3) "supporting organizations" and will discuss preparation of Schedule A relating to supporting organizations. The panel will review the "organizational," "operational," and "control" tests prescribed by those reg... Read More

Speakers:  Rebekuh Eley, Tax Senior Director, BDO • Jake Cook, CPA, Tax Manager, BDO

This webinar will provide accounting and tax professionals advising tax-exempt organizations with the tools and understanding to properly report fundraising and gaming activities on Schedule G of Form 990 or Form 990-EZ. The panel will perform a "deep dive" of the accounting calculations and tax rep... Read More

Speakers:  Yigit Uctum, CPA, CFE, MBA, Senior Manager, Wegner CPAs • David Odahl, CPA, QC Manager, Wegner CPAs

This webinar will provide CPAs performing audits of entities receiving and expending federal grants with an exploration of the new 2015 "Uniformed Grant Guidance" Single Audit standards. The panel will offer a comprehensive overview of the Single Audit process, and discuss in detail the changes made... Read More

Speakers:  Jack Reagan, Partner, Audit Services, Global Public Sector, Grant Thornton • Tennyle Walker, Practice Director, Grant Thornton

This CPE webinar will prepare accounting and tax advisors to private foundations to handle all aspects of Form 990-PF compliance with a thorough review of the material requirements and instructions. The panel will discuss potential risk areas which tax professionals must be particularly aware of, no... Read More

Speakers:  Amanda Adams, Tax Partner, Blazek & Vetterling • Jeffrey D. Haskell, Chief Legal Officer, Foundation Source • Brian Yacker, Partner, YH Advisors

This webinar will prepare tax advisers and counsel for tax-exempt organizations to identify, remedy and report excess benefit transactions and to minimize excise tax and other sanctions arising from prohibited transactions. The panel will review different types of excess benefit transactions, and id... Read More

Speakers:  David A. Levitt, Principal, Adler and Colvin • Joel Beck-Coon, Esq., Adler & Colvin

This webinar will provide return preparers with greater understanding of the more difficult aspects of Form 990 arising from recent IRS changes to the form, its schedules and instructions, as well as its longstanding tough demands. Read More

Speakers:  Amanda Adams, Tax Partner, Blazek & Vetterling • Brian Yacker, Partner, YH Advisors

This webinar will provide non-profits' tax advisors with a review the material terms of accounting standards and guidance on accounting for contributions, donations, pledges and grants to non-profits. The panel will also provide insights and perspectives into facing practical challenges that aren't... Read More

Speakers:  Neely Duncan, Partner, Lane Gorman Trubitt • William R. Moss, William R. Moss, CPA

This webinar will prepare corporate accountants and executives to navigate the new FASB guidance on the use of "pushdown accounting" on an acquired entity, as well as detailing major balance sheet items which impact the purchased entity's decision of whether to apply "pushdown accounting" on its fin... Read More

Speakers:  David A. Augustyn, Partner, KPMG • Christopher Pisciotta, Senior Manager, PricewaterhouseCoopers

This webinar will give tax advisors, corporate tax professionals, auditors and valuation professionals a detailed review of the IRS rules and financial accounting standards that impact the reporting, issuance and receipt of employee stock options. Read More

Speakers:  Jeffrey E. Mead, Partner, Audit, AAFCPAs • Raphael Meyara, CEO and Co-Founder, AlgoValue

This webinar will prepare audit professionals to operate under the new COSO Framework for Internal Controls, by detailing the change to a principles-based approach to audits of a company's system of internal control. The webinar will also detail the new areas of emphasis in the Updated COSO Framewor... Read More

Speakers:  Lorraine Kelly, President and Chief Executive Officer, Delaney Consulting • Kim Mobley, Partner, Johnson Lambert

This webinar will provide employee benefits auditors with best practices to prevent most of the serious and costly (but all too common) errors in benefit plan audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline how to address these issues based... Read More

Speakers:  Danielle J. Kimmell, Partner, Bober Markey Fedorovich • Cindy H. Mitchell, Senior Manager, Bober Markey Fedorovich

This webinar will provide audit professionals with a solid understanding of the fundamentals for accounting of derivatives and hedges. The panel will help you identify the key issues, challenges and approaches to prevent or resolve missteps. Read More

Speakers:  Elvis Candelario, Senior Manager, Rothstein Kass • Michael Loritz, Managing Director and Shareholder, Mayer Hoffman McCann

This webinar will prepare Single Audit auditors to understand sampling concepts applicable to an audit conducted under OMB Circular A-133 and help you apply these concepts to the compliance audit component. Read More

Speakers:  Collette Cummins, CPA, Managing Director, Auditing Methodologies, Grant Thornton • Lynford Graham, CPA, Ph.D., CFE, Bentley University

This webinar will prepare accounting professionals to comply fully with new attestation standards pertaining to audits of brokers and dealers, including the new PCAOB auditing standard for broker dealer audits and the SEC amendment to Rule 17a-5. Read More

Speakers:  Kevin G. Breard, Managing Partner, Breard & Associates • John T. Hague, Financial Services Industry Leader, McGladrey

This teleconference will offer an in-depth review for accounting pros and tax preparers who work with non-profit organizations and other clients seeking to qualify for tax exempt status on Form 1023. The panel will equip the attendees with approaches for overcoming Form 1023 and its schedules' tough... Read More

Speakers:  Rich Ruvelson, Principal, Green Hasson Janks • Ofer Lion, Counsel, Hunton & William

This teleconference will provide accounting professionals and return preparers with an in-depth review of the more difficult schedules and forms of Form 990. The panel will outline approaches to the latest IRS changes to the form, schedules and instructions, as well as complex ongoing reporting dema... Read More

Speakers:  Brian Yacker, Partner, YH Advisors • John R. Washlick, Shareholder, Buchanan Ingersoll & Rooney • Wendy Kohno, Principal, 990specialist.com

This teleconference will provide advisors with a framework for the accounting of equity instruments under standards and guidance such as ASC 820, along with a review of the relevant federal tax rules. Read More

Speakers:  Laura L. Ross, CPA, Partner, EisnerAmper • Renee Ford, Assurance Principal, Decosimo • Elizabeth Powell, Senior Manager, Decosimo

This teleconference will provide non-profit finance professionals and their advisors with a review of current trends related to the statement of functional expenses (SFEs) and best practices for creating an effective statement of functional expenses. Read More

Speakers:  Michael Sack Elmaleh, Independent CPA and CVA • Catherine Bendall, CPA, PSA, CGMA, Partner, WithumSmith + Brown

This teleconference will explore the challenges that frequently arise for advisors in providing a valuation of a smaller business ($10 million and under in revenues). The panel will address common traps such as valuation methodology, built-in gains and taxes, proper adjustment to accounting records,... Read More

Speakers:  David Coffman, CPA, President & CEO, N.J. Business Valuations • Troy C. Patton, CPA/ABV, Managing Partner, Patton & Associates

This teleconference will provide a special focus on developing strong internal controls fitted to the unique characteristics of a non-profit organization, under current accounting and marketplace standards. Read More

Speakers:  Frank Monti, Principal, Kahn Litwin Renzi & Co. • Jessica Puckett, Supervisor, Henry & Horne

This teleconference will provide nonprofit advisors with a review of commonalities and exceptions in how states currently qualify non-profit organizations for sales tax exemptions on their purchases and sales, administer the tax break, and apply nexus rules and other general sales tax standards. Read More

Speakers:  Ron Barrett, Vice President of Nonprofit Services, National Corporate Research • Keith Staats, Director, State and Local Tax Practice, Grant Thornton

This teleconference will focus on important and much-watched non-profit independence disclosures on Form 990 and its schedules, against a backdrop of heightened oversight by IRS auditors--and by donors, lenders and the marketplace. Read More

Speakers:  Candice Meth, Senior Manager, EisnerAmper • Richard Ruvelson, Principal, Green Hasson Janks • John Panetta, Tax Shareholder, Non-Profit Services Group, Burr Pilger Mayer

This teleconference will offer advisors a review of Internal Revenue Code provisions and IRS guidance regarding taxability of various employee fringe benefits. The panel will provide an overview of Sect. 409A nonqualified deferred compensation concepts applicable to employee and/or employer tax liab... Read More

Speakers:  Tara Silver-Malyska, Tax Principal, UHY Advisors • James Davis, Shareholder and Chairman, Tax Practice Group, Gunster • Stefan Smith, Partner, Locke Lord • Cynthia A. Moore, Member, Dickinson Wright

This teleconference will review all key material terms of the Auditing Standards Board's new group audit standards, AU-C 600, and put them in the context of practical scenarios facing auditors working in groups. Read More

Speakers:  Trevor Stewart, Senior Research Fellow, Rutgers University • Ahava Goldman, Senior Technical Manager, AICPA • Philip Santarelli, Chief Risk Officer, Parente Beard

This teleconference will provide accounting advisors with a review of the development of indirect cost rates for non-profits in both the conceptual context and a practical, hands-on approach. Read More

Speakers:  Tab Tsukuda, Senior Manager of Assurance Services, Ernst & Young • Joseph Scudese, Partner, WithumSmith+Brown • John Griffin, Assurance Senior Manager, BDO USA

This teleconference will provide audit advisors with a fundamental framework for accounting of derivatives and hedges under standards and guidance such as ASC 815 and ASC 820. Read More

Speakers:  Steven Halterman, Director, PricewaterhouseCoopers • Timothy Woods, Managing Director and Shareholder, CBIZ MHM • Michael Loritz, Managing Director and Shareholder, Mayer Hoffman McCann

This teleconference will provide advisors to non-profits with a review of the business and regulatory benefits and risks of a broad variety of mergers and acquisitions, partnerships, and other business ventures among non-profits. Read More

Speakers:  Michael Peregrine, Partner, McDermott Will & Emery • Barry Sagraves, Managing Director, Juniper Advisory • Dan McCormick, CEO, McCormick Group

This teleconference will offer accounting advisors lessons for dealing with the most complex choices with variable interest entities under FAS 167 (ASU 2009-17). Read More

Speakers:  Ashima Jain, Managing Director, National Office, PricewaterhouseCoopers • Mark Winaiarski, Manager, CBIZ MHM & Mayer Hoffman McCann • Peggy Gallagher, Director, Professional Practices Group, EisnerAmper

This teleconference will prepare advisors to non-profits to effectively meet the costing principals, management procedures and creation of internal controls required when a non-profit receives a federal grant. Read More

Speakers:  Denes Tobie, Partner, Wipfli • Michael Vernick, Partner, Hogan Lovells • Rachel Flanders, Partner, Clifton Larson Allen

This teleconference will provide accounting advisors with an update on new developments involving unrelated business income (UBI) oversight at the federal level. The panel will offer suggestions to improve planning and preparation for IRS non-profit audits. Read More

Speakers:  Patricia Jo Mayer, Senior Tax Manager, Moss Adams • Greg McRay, CEO, Foundation Group

This teleconference will provide accounting advisors with a review of the development of indirect cost rates for non-profits in both the conceptual context and a practical, hands-on approach. Read More

Speakers:  Paul Calabrese, Senior Manager, Rubino & McGeehin

This teleconference will provide accounting advisors with a review of the standards governing examinations of fair valuations during financial statement audits. The panel will explore different approaches involving the practical application of those standards. Read More

Speakers:  Arlene Ravalo-Jao, Senior Manager, Business Valuation, Daszkal Bolton • Michael Blake, Director of Valuation Services, Habif Arogeti & Wynne • Dirk Van Dyke, Managing Director, Valuation Services Practice, Armanino McKenna

This teleconference will prepare advisors to nonprofit organizations to handle all disclosures required under the latest changes for Form 990. Read More

Speakers:  Gary Bode, Owner, Gary Bode • David Lowenthal, Tax Senior Manager, Blackman Kallick • Rich Ruvelson, Director, Wipfli • John Panetta, Tax Shareholder, Non-Profit Services Group, Burr Pilger Mayer

This teleconference will prepare advisors to conduct Form 11-K audits of employee benefit plans, offer best practices from experienced professionals, and outline a prudent checklist of the regulations that all plans must meet. Read More

Speakers:  Michael Kaplan, Senior Manager, Pension Services Group, Eisner Amper • Donna Nevolo, Manager, Employee Benefit Plans Services Group, WithumSmith+Brown • Brad Wall, Audit Partner, Mohler, Nixon & Williams • Bertha Minnihan, Partner, Moss Adams

This teleconference will demystify confusing aspects of preparing SOC 1, SOC 2 and SOC 3 reports by audit advisors examining a service organization client's internal controls. Read More

Speakers:  Suzanne Nersessian, Director, National Service Organization Controls Reporting, Deloitte & Touche • Ryan Buckner, Shareholder, BrightLine CPAs & Assoc. • Nargiz Yusupova, Manager, P&N Consulting • David Palmer, Managing Director, KPMG

This teleconference will provide employee benefits advisors with alternative approaches and best practices to improve 401(k) audit planning and plan self-reviews before an audit is scheduled. Read More

Speakers:  Rance Buss, Partner, McConnell & Jones • Ilene Ferenczy, Managing Member, Law Offices of Ilene H. Ferenczy • Russ Dempsey, VP and Chief Legal Officer, United Retirement Plan Consultants

This teleconference will provide valuation and tax advisors with a detailed, analytical approach to complex valuation decisions that frequently confront advisors planning purchase price allocation matters during the M&A due diligence phase. Read More

Speakers:  Brian Jones, Financial Reporting Practice Leader, Kotzin Valuation Partners • Michael Hauser, Shareholder, Maddin Hauser Wartell Roth & Heller • Steve Hastings, Principal, ValueScope

The teleconference will provide advisors to non-profits with a review of the material terms of OMB Circular A-122 and the practical realities of evaluating whether a particular cost can be charged to the government agency awarding the grant. Read More

Speakers:  Anne Worrell Beech, President, A. Worrell Beech • Paul Calabrese, Senior Manager, Rubino & McGeehin

This teleconference will provide accounting advisors with a review and analysis of the new EBSA rule on disclosure of fee and expense information to self-directed retirement plan participants--and the anticipated demands on plans and advisors. Read More

Speakers:  Stanley Baum, Counsel, Lerner Law Firm & Associates • Kelly Pointer, Atty, Seyfarth Shaw

This teleconference will provide accounting advisors with a solid framework for complying with federal regulation and guidance on permissible lobbying by non-profits. The panel will also offer practical examples and discuss trends in state oversight. Read More

Speakers:  Matthew Sanderson, Caplin & Drysdale • Charles Spies, Member, Clark Hill • Tammera Diehm, Shareholder, Winthrop & Weinstine

This teleconference will provide accounting advisors with a review of applicable standards and best practices for valuations and disclosures of non-profits' alternative investments and donor-restricted funds. The panel will also discuss potential audit issues with such investments. Read More

Speakers:  Michael Sorrells, National Director of Non-Profit Tax Services, BDO USA • Rory Cohen, Partner, Venable • C. Scott Meyer, Partner, Montgomery McCracken Walker & Rhoads

This teleconference will prepare accounting advisors to work effectively with non-profit organizations on a comprehensive approach to create a cost allocation plan that meets the goals of internal NPO management and the requirements of outside government agencies and donors. Read More

Speakers:  Jean Gilbert, Outsourcing Senior Manager, Raffa • Hydeh Ghaffari, Senior Partner, Ghaffari Zaragoza • Colette Kamps, Senior Manager, Henry & Horne

This teleconference will provide accounting advisors with an in-depth analysis of FASB's asset classification standards for non-profit endowments and will explore common compliance challenges to date in preparing future financial statements. Read More

Speakers:  Brian Zygmunt, Senior Manager, Crowe Horwath • Neely Duncan, Partner, Lane Gorman Trubitt • Rhona Kwiram, Shareholder, Clark Nuber

This teleconference will prepare advisors to decide how and when to apply valuation methods to a private business or company that uses a buy/sell agreement, as well as to understand what is expected with different valuation standards under different circumstances. Read More

Speakers:  James Alerding, Partner, Clifton Gunderson • Brian Bornino, Director of Valuation Services, GBQ Consulting • Kelly Noll, Senior Financial Analyst, GBQ Consulting

This teleconference will prepare advisors to pension and welfare plan administrators to report material details on expenses and compensation that must be included on the 2010 Schedule C for Form 5500. Using practical scenarios, the panel will provide guidance on making accurate recommendations on wh... Read More

Speakers:  Linda Fisher, Owner, Linda T. Fisher 5500 Consulting • Linda Shore, Counsel, Mayer Brown • Summer Conley, Counsel, Drinker Biddle

This teleconference will provide accounting advisors with an analysis of compliance with and filing processes for Form 8955-SSA, given the IRS' versions and guidance to date. Read More

Speakers:  Carol Czarnecki, Tax Senior Associate, Compensation and Benefits Consulting, Grant Thornton • Mickie Murphy, Senior Manager, Employee Benefits Services Group, Clifton Gunderson • Penny Wagnon, Senior Manager, ERISA Compliance and Consulting, BDO USA • Susan Mehlman, Director, Moss Adams

This teleconference will prepare advisors to employee benefit plan administrators to comply with the Labor Department's detailed disclosure requirements on plan service provider compensation starting in 2011. Using practical scenarios, the panel will provide guidance on making complete and compliant... Read More

Speakers:  Susan Serota, Partner, Pillsbury Winthrop Shaw Pittman • Marianne Yudes, Attorney, Morgan Lewis • Sarah Lowe, Partner, Kilpatrick Townsend • C. Todd Lacey, President, The (k)larity Group

This webinar will prepare advisors on IRS audits of non-profits in the current economic climate and on preparing a proactive approach with respect to federal audits. Read More

Speakers:  Laura Kalick, Director of Non-Profit Consulting, BDO USA • Pamela Baker, Partner, SNR Denton • Nancy Kuhn, Director, Jackson & Campbell

This webinar will provide accounting advisors with alternatives and best practices to improve audit planning for non-profit retirement plans and for filing Form 5500 and financials under the revised 403(b) regulations and transitional guidance. Read More

Speakers:  Alicia Schmidt, Manager, Employee Benefit Assurance Services Group, LarsonAllen • Kriste Naples-DeAngelo, Partner, Pension Services Group, EisnerAmper • Scott Tuxbury, Director of Retirement and Investments, New Wealth Advisors

This webinar will sharpen advisors' skill set for working on various distressed company valuation situations, using practical scenarios that apply across industries and in business circumstances that frequently arise. Read More

Speakers:  Mark C. Kanaly, Partner, Alston & Bird • James Alerding, Partner, Clifton Gunderson • Michael E. Foreman, Of Counsel, Haynes & Boone

This webinar will provide advisors with best practices for complying with FAS 141R standards for accounting for business combinations and their 2009 revisions, including the valuation of contingent assets and liabilities recognized during mergers and acquisitions. Read More

Speakers:  Rick Martin, Vice President of Technical Accounting, Pluris Valuation Advisors • Mark T. Plichta, Partner, Foley & Lardner • William T. Berry, Jr., Partner, Cherry, Bekaert & Holland • Jay Seliber, Assurance Partner, PricewaterhouseCoopers • David Gaynor, II, Vice President, Pluris Valuation Advisors

This webinar will prepare accounting advisors and corporate finance professionals to make complete and accurate disclosures about fair value techniques and measurements, under the new guidelines provided by ASU 2010-06. Read More

Speakers:  Kenneth Fick, Director, Forensic and Litigation Practice, FTI Consulting • Chris Esposito, Partner, Securitization Advisory Services, Deloitte & Touche • Craig Goodman, Partner, Financial Services Group, Eisner

This webinar will provide approaches to accounting professionals to improve Form 5500 compliance, with particular focus on high-risk areas under the revised IRS Sect. 6694 paid preparer penalties. The panel will review how and when those penalties can also apply to outside advisors. Read More

Speakers:  Jewell Lim Esposito, Shareholder, Chamberlain Hrdlicka White Williams & Martin • Alex Brucker, Partner, Brucker & Morra • Becky Miller, Director, National Professional Standards Group, McGladrey & Pullen

This webinar will analyze scenarios that frequently arise in valuing shares held by an Employee Stock Option Plan (ESOP) and outline new approaches for optimal valuation decisions. Read More

Speakers:  Jeff Faust, Director of Business Valuations, Greenstein Rogoff Olsen & Co. • David Williams, Partner, Schiff Hardin • Adrian Loud, Shareholder, Valuation and Litigation Support Services Department, Bennett Thrasher

This webinar will review and explain key terms of the new IRS regulations on employee stock purchase plans and related rules on incentive stock options, performance-based incentives, and parachute payments in M&A. Read More

Speakers:  Edward Burmeister, Partner, Global Equity Compensation and Executive Compensation Practice, Baker & McKenzie • Mark Ritter, Atlanta Compensation and Benefits Practice Leader, Grant Thornton

This webinar will review the factors an accounting advisor must include to ensure a well-executed risk assessment or audit tailored to the non-profit organization. Read More

Speakers:  Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center • Melanie Gray, Director of Quality Assurance, Human Resources and Risk Management, Doorways for Women and Families • Bob Broda, Founder and Managing Partner, Visage Solutions • Kathy Miller, Vice President and Lead Counselor, Non-Profit Practice, Oswald Companies

This seminar will prepare benefit plan administrators and their accounting advisory firms for next year's new Form 5500 e-filing mandate. The panel will outline detailed steps for handling each step of the e-filing process from registration through actual filing. Read More

Speakers:  Kristina Kananen, Customer Service Director, DATAIR Employee Benefit Systems • Holly Roussel-Godfrey, Marketing Director, Fort William • Debbie Mettenleiter, Marketing Director, Atessa Benefits

This seminar will analyze scenarios that frequently arise in valuing and allocating value among common and preferred stock options and rights. The panel will offer new approaches to making optimal valuation decisions for employee stock compensation. Read More

Speakers:  Jeff Faust, Director of Business Valuations, Greenstein Rogoff Olsen & Co. • Jeffery Banish, Partner, Compensation and Employee Benefits Group, Troutman Sanders • Robert Webb, Partner, Manager of Labor, Employment and Benefits Group, Nutter McClennen & Fish • Michael Frank, Partner, Morrison & Foerster

This seminar will offer alternatives and best practices to improve audit planning for examinations of the new Form 5500 and under the revised 403(b) regulations. Read More

Speakers:  Diane Wasser, Partner-In-Charge, Pension Services Group, Amper Politziner & Mattia • Justin Amico, Partner, Pension Audit Group, Feeley & Driscoll • Stacy Meyer, Manager, Benefit Services Group, LarsonAllen • Aimee Hollenhorst, Senior Manager, Rubino & McGeehin

This seminar will discuss and analyze all of the material provisions of changes to USPAP for 2010 and 2011. The panel will outline best practices for adjusting current practices in order to fully comply. Read More

Speakers:  Barry Shea, Owner, Barry Shea and Associates

This seminar will provide an in-depth review of FASB Statement 164 and offer guidance and best practices to advisors for non-profit organizations on proper accounting and disclosures in mergers and acquisitions. Read More

Speakers:  Colette Kamps, Senior Manager, Henry & Horne • Jay Meglich, Shareholder, Schneider Downs • Russell Coleman, Partner, Cherry Bekaert & Holland

This seminar will outline steps for non-profit advisors to craft a general strategy for working with investment committees and trustees to scrutinize and revise investment policies. Read More

Speakers:  Robert Venezia, Founder and Chief Investment Officer, Key Investment Team • Nasi Raissian, Senior Manager, Non-Profit Organizations Practice, Ireland San Filippo • John Nihill, Shareholder and Non-Profit Industry Group Practice Leader, Elko & Associates

This seminar will analyze the new FASB mark-to-market guidance for accounting advisors to banking, financial services and other industries, offer a framework to make sound valuation decisions under the new rules, and discuss the impact of the new rules. Read More

Speakers:  Xihao Hu, Partner, Regulatory and Capital Markets Consulting Group, Deloitte & Touche • David Larsen, Managing Director, Duff & Phelps • Kenneth Fick, Director, Forensic and Litigation Practice, FTI Consulting • Mark C. Kanaly, Partner, Alston & Bird

This seminar will review the material changes to Form 5500 and its schedules and recommend approaches to obtain and report the new data needed for complete compliance. Read More

Speakers:  Brenda DeSaro, Manager, Pension Services Group, Amper Politizner & Mattia • Lona Ebert, Senior Manager, Retirement Services, Virchow Krause & Co. • Cynthia Whitacre, Partner, 5500 Tax Group

This seminar will provide the bottom line for accounting professionals on all new and anticipated revisions to the Section 403(b) regulations on non-profits' employee retirement plans. Read More

Speakers:  Karen Sanchez, Partner and Director, Employee Benefit Plans Group, Sikich • Jerome Patterson, Partner, Eide Bailly • Jason Newman, Member in Charge, Employee Benefits Plan Audit Group, Kostin, Ruffkess & Co. • Marcia Mueller, Partner, Hinshaw & Culbertson

This seminar will provide a detailed examination of how SAS 104-111 reshapes auditing firms' examinations of non-profit organizations and will offer approaches to deal with the most frequently faced challenges in analyzing their special risks and controls. Read More

Speakers:  Chris Rouse, Principal, Windham Brannon • James Kraft, Partner, Lindquist von Husen & Joyce • Harvey Metro, Founding Partner, Metro Metro & Assoc.

This seminar will help accounting firm professionals evaluate the advantages and disadvantages of OCBOA cash basis and modified cash basis alternatives for compilations and reviews. Read More

Speakers:  Gary O'Krent, Shareholder, Bluestein O'Krent & Bluestein • Patrick Callahan, Partner, Quality Review and Assurance, Goodman & Co. • Seid Sadat, Partner, Magidoff Sadat & Gilmore

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Speakers:  David Riley, Director, Schlenner Wenner & Co. • David Bolton, Partner, Cherry Bekaert & Holland • Gary O'Krent, Shareholder, Bluestein O'Krent & Bluestein

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Speakers:  Robert Reilly, Managing Director, Willamette Management Associates • Edward Dupke, Senior Consultant, Valuation and Forensic Services, Clifton Gunderson • Randie Dial, Senior Manager, Clifton Gunderson

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Speakers:  Jim Gero, Partner and Shareholder, Hobe & Lucas • Steve Bodine, Principal, CliftonLarsonAllen • Danielle Thompson, Executive, Crowe Chizek and Co.

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Speakers:  Neil Beaton, Partner-in-Charge of Valuation Practice, Grant Thornton • Ron Seigneur, Partner in Valuation Practice, Seigneur Gustafson • Martin Lieberman, Partner in Valuation Practice, Weiser • Mary O'Connor, Partner, RGL – Forensic Accountants & Consultants

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Speakers:  Thomas Selling, Independent CPA and Consultant, Independent CPA and Consultant • John Formica, Partner, PricewaterhouseCoopers • Mike Maffei, Manager, National Accounting Department, BDO USA

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Speakers:  Lee Nunn, Senior Vice President, Employee Benefits Practice, AON • Stephen Whipple, Executive Vice President, Benmark • Chris Rich, Managing Director, Boston Office, Retirement Capital Group