& we help those same experts build relationships with top reporters. CLA (CliftonLarsonAllen LLP) is not an agent of any other member of CLA Global Limited, cannot obligate any other member firm, and is liable only for its own acts or omissions and not those of any other member firm. Well help you put the pieces together. in Taxation from the University of Washington's Graduate Tax Program in 1998. profession, TSCPA acts on behalf of its members and provides support, enabling its members to Join us for a big-picture view of all things not-for-profit accounting at the AICPA & CIMA Not-for-Profit Industry Conference this coming June. She frequently attends continuing professional education courses made available through her membership in the AICPAs Not-for-Profit Section and The Rainmaker Groups Nonprofit CPAs association. Carter received her J.D. Her passion for While he specializes in audit services, Arvizu has also assisted our clients on several consulting engagements including readiness assessments for the new reporting model, cash and bank reconciliations, capital assets inventory and valuation, expenditure limitation reports, policy and procedural reviews, special investigations, and tax return preparation services for not-for-profit organizations. The rooms were extremely cold! She also loves to travel. CLA Global Limited does not practice accountancy or provide any services to clients. A Single Audit requires additional audit requests, different audit procedures and likely the assistance of the organizations staff that had not previously been involved with the audit. Her client base includes public charities, private foundations, trade associations, social welfare organizations, cooperatives and unions. CliftonLarsonAllen is a Minnesota LLP, with more than 120 locations across the United States. Kamps works exclusively with the not-for-profit industry handling audits, reviews and compilations, consulting and tax returns. It is also an area that potential donors may look at to draw conclusions about how well the organization accomplishes its mission. Within the industry, Melisa serves on the FASBs Not-for-Profit Advisory Committee (NAC), AICPA Council, and the VSCPAs Board of Directors.

Qwoted is a free expert network: we help reporters connect with experts Join CLA professionals at the AICPA and CIMA Not-for-Profit Industry Conference as we discuss critical topics within the current nonprofit landscape. AICPA and CIMA Not for Profit Industry Conference, SVOG Next Steps: SBAs Closeout Process and Audit Requirements, 2022 Denver Government and Nonprofit Training Academy, Essential Tax Guidelines for Managing a Grant-Making Private Foundation, Audit and Tax Updates for Nonprofits in 2022. The California license number is 7083. She is passionate about working with organizations in the nonprofit sector, in no small part because of their passion to make the world she lives in a better place. She represents social enterprises in entity selection, formation, and operational issues. She returned to the Comptrollers Office in 2005 and has 18 years of service with the Comptrollers Office. Our distinguished panel of speakers will answer your 990 questions and provide insight into the issues and challenges they are seeing in their practices. Fran is actively involved in her community through multiple organizations, including as board treasurer for Hammer & Heart, a nonprofit group that repairs homes in the Swannanoa Valley of North Carolina, and through activities at Black Mountain Presbyterian Church. Corey Arvizu, CPA, is a managing partner for the accounting firm Heinfeld, Meech & Co in Tucson, Arizona. Disclaimer Statement and Privacy Policy. Carter has particular expertise in economic development entities, health care and scientific research institutions, grant-making foundations, trade associations and educational institutions. Lisa first joined the Comptrollers Office with the division of State Audit after graduating from Austin Peay State University where she majored in accounting and earned a Bachelor of Business Administration. Jenny McLellan is the president of McLellan and Associates. Mission-Aligned Investing: Strengthen Your Portfolios ImpactSteven Fraley, CFA, MBA, Innovest Portfolio Solutions, LLCWork with organizations to educate key stakeholders (investment committee, staff and volunteers) about mission-aligned investing. Before joining Henry & Horne, LLP in 2003, Kamps worked in public accounting at another firm for six years.

Determine best practices and practical applications for the Form 990. Merrifeld is an active volunteer serving on various business and nonprofit community committees and boards, including the Greater Phoenix Chamber of Commerce. See Yourself Here Principal-ML Weekes & Company, PC, Richard Locastro Sarah Zelhart, Make-A-Wish AmericaGregory Coy, Gregory Michael Coy, CPA, PLLCJulie White, Habitat for Humanity Central ArizonaKristen Bass, CBIZ & MHMMark Hoover, Mark Hoover CPAPam Eggert, Eide Bailly LLP. The Tennessee Society of Certified Public Accountants is the state professional

GAAP Update: Whats Now? Outside of work, you can find Kamps running or hanging out by the pool. The Minnesota certificate number is 00963. Steven Fraley, a St. Louis native, holds an undergraduate degree from the University of Illinois at Urbana-Champaign and an MBA degree from Washington University in St. Louis. Melinda is a member of the Association of Government Accountants (AGA) and the Association of Certified Fraud Examiners (ACFE). Employee Benefit Plan Audits This session will review common errors in completing the Form 990 and related schedules. 212-618-1868. Join us for a big-picture view of all things not-for-profit accounting. Christy is responsible for overseeing and directing investigations involving fraud, waste and abuse in local governments, state agencies, and other publicly funded entities. perform quality professional services while serving the public interest. Job Postings, Single Audits Suite 800 North Kamps is a member of the ASCPA, AICPA, Free Arts of Arizona (finance committee), STARS (finance committee) and Arizona Cactus-Pine Girl Scouts (audit committee). All rights reserved. Transparency in coverage machine-readable files. She serves many types of nonprofit organizations such as health care, social services, arts and cultural, membership associations, schools, foundations and religious organizations, as well as organizations requiring Single Audits. The Maryland permit number is 39235. Non-Profits Understand the differences between GAAP and Form 990, Part IX reporting of expenses. Audit and Assurance The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. She has a Masters Degree in Organizational Management, is a Certified Senior Human Resource Professional through the Society of Human Resource Management (SHRM), a Certified HIPAA Security Professional and a Certified TEFL Academy Instructor. A former adjunct professor at the University of Virginia, she regularly speaks on ethics, audit, and internal control at professional development conferences and training seminars. His past community involvement includes serving as the Treasurer for Bag It!, a Tucson nonprofit organization providing resources to cancer patients. He is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. Speakers: Richard Locastro, CPA, JD; Chris Anderson | Monday, June 13, 2022 | 3:10 PM 4:00 PM EDT. Contributions of Non-Financial Assets: A Deep Dive, Single Audit: Taking a Focused Look at the CARES Act, Gaming Rules With Respect to Charitable Giving, Updating Controls in a Remote Environment. Blunt currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach. Melinda graduated from Georgia State University with a bachelors degree in Business Administration (Major in Economics), and completed an additional 30 semester hours in Accounting at the University of Virginia School of Continuing and Professional Studies. He has provided auditing and accounting services to cities and towns, school districts, grant schools, charter schools, insurance trusts, and not-for-profit organizations. Brenda A. Platinum SponsorEide Bailly LLPGold Sponsors: Information Technology, Governments

They enjoy hiking, snow sports, traveling and cooking together whenever possible. Additionally, she has extensive advisory experience for multiple governmental agencies, primarily focusing on internal controls and risk assessments, financial statement preparation, financial system implementation, and evaluating agencies for audit readiness and compliance with internal control standards and generally accepted accounting principles. In her role she performs technical reviews of audited financial statements for Tennessees local governments and certain not-for-profit agencies and assists in the review of audit working papers. She also assists individuals with charitable planning and in planning major gifts. Lead Partner -SL Business Informatics, SingerLewak, LLP, Gaylord National Resort & Convention Center, 201 Waterfront Street, National Harbor, MD 20745, USA, Mon Jun 13 EDT - Wed Jun 15 EDT (about 1 month ago), Gaylord National Resort & Convention Center, AICPA & CIMA Not-for-Profit Industry Conference 2022. The Great Resignation: How Should Businesses Cope?Jenny McLellan, MAOM, SHRM-SCP, CHSP, CTEFL, McLellan and AssociatesHow can you keep remote workers in check, engaged and accountable? Register online or by phone at (602) 252-4144. Speakers: Max Manley, CPA; Edward Priem, CPA | Wednesday, June 15, 2022 | 1:15 PM 2:30 PM EDT. The New York permit number is 64508. EVP, Head of North America Underwriting, Berkshire Hathaway Specialty Insurance, Scott Konrad A Practical Look at IRS Form 990 Schedules G&ABrenda Ann Blunt, CPA, CGMA, Eide Bailly LLPJoin our discussion of two of the most complex, commonly applicable schedules for the IRS form 990 Sch G (fundraising activities) and Sch A (public charity status). Properties Learn the best practices for monitoring and protecting your organizations most valuable asset: your reputation. Prior to that, she worked in private company accounting for six years at an investigative and litigation support company and a retail furniture business. CBIZ & MHM Potential refunds of up to $5,000 per eligible employee for 2020 and $7,000 per quarter per eligible employee for 2021 could be achieved. Executive Vice President & Chief Financial Officer, AHRC, Christine Botosan Conference AgendaFriday June 24, 20228:05 9:20 a.m. | Overcoming a Ransomware AttackRobert Samuelsen, MBA, Pima Association of GovernmentsA transparent step-by-step account of a ransomware attack and lessons learned from the successful recovery of this security breach.9:20 9:35 a.m. | Networking Break9:35 10:50 a.m. | Audit & Accounting UpdateAllan C. Klose, CPA, CBIZ & MHMLearn about recently issued FASB standards and guidance and how to recognize ongoing FASB projects in framework, recognition and measurement, presentation, and disclosure.

This website uses cookies to ensure you get the best experience on our website. 2019 Arizona Society of Certified Public Accountants, Legislative & Board of Accountancy Updates. Kristen Merrifeld is a proven leader across multiple sectors invested in the development and success of others. This conference is designed for CPAs and individuals working for and with nonprofit organizations and will provide specific, practical coverage of critical nonprofit accounting, tax and legal issues. Prior to her career in public accounting, Melinda served as a commissioned officer in the United States Army, Finance Corps. Vocationally, he has worked in corporate accounting, corporate finance, product management, and strategic planning. Board Member, Financial Accounting Standards Board, Jeffrey Mechanick Online registrations are currently closed, please call for Talent Development Master Trainer designation. National Harbor, MD 20745, CliftonLarsonAllen Wealth Advisors, LLC disclaimers. Has your website domain been blacklisted without your knowledge? Youll learn the latest updates and practical strategies from industry experts in sessions covering the FASB, COVID-19 relief funds, Form 990/UBI, Tennessee not-for-profit fraud and auditing in a virtual environment when you attend this years information-packed conference.Looking for the in-person version of this conference? Senior Director, Governmental Auditing and Accounting, AICPA, Meghan Biss Phoenix, AZ 85040-8908. He is a question writer and reviewer for the AICPA's Uniform CPA examination and approved team captain for the Peer Review Program. All rights reserved. While Form 990 generally follows financial statement reporting, Form 990, Part IX requires more detailed reporting . TSCPAs Not-for-Profit Conference is designed to equip CPAs and other professionals working for and with not-for-profits with knowledge of the current trends, issues and changes affecting this unique sector so that you can best assist the organizations you serve. Principal, CliftonLarsonAllen LLP, Elizabeth Krisher Chairman/CEO, MaherDuessel, Sanjay Godhwani In addition to more than 20 years of public accounting experience, she has five years of internal audit and reimbursement experience with a national healthcare firm and more than three years as a college-level accounting instructor with Belmont University and Appalachian State. As a licensed CPA in North Carolina and Tennessee, Fran works remotely and on-site with clients in both states. 301-951-9090, 14 Wall Street She served on the Arizona Board of Accountancys Peer Review Oversight Advisory Committee from 2015 to 2019 and she currently serves as a member of the California Peer Review Committee, which oversees the acceptance of California and Arizona Peer Reviews.