Not-for-profit virtual fiscal workshop 2022

Join not-for-profit specialists from across the country for our annual fiscal workshop.

Participants will have the opportunity to meet and interact with passionate philanthropist, and nationally renowned author and speaker, Dan Pallotta.

During this two-day virtual event, we will lead off with a conversation about how views on philanthropy are changing. Our specialists will then tackle trending challenges not-for-profits are facing, such as cybersecurity, cryptocurrency, donations through apps and workforce issues perpetuated by The Great Resignation. We’ll also cover topics that are critical to the financial and operational health of your organization, including tax and accounting updates, internal controls with a remote team, lease accounting standards and ways to spot fraud in Form 990s.

The presenters

During the two days, we will hear from guest presenters and industry leaders, as well as members from across Baker Tilly’s national team of not-for-profit specialists.

Who should attend

Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers and audit and finance committee and board members of any type of not-for-profit organization, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations or others.

Learning objectives

After attending this workshop, you will be able to:

  • Consider new and digital ways of accepting donations for your organization
  • Determine the adequacy and needs of your organization’s cybersecurity and internal controls
  • Prepare for single audit requirements related to noncash and in-kind contributions
  • Address staffing gaps and challenges

Bring a guest

Know someone who would benefit from this event? Our workshop is open to all not-for-profit accounting professionals and board members. Share with your team and professional contacts.

Information about CPE eligibility

There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event.

Level: Overview

CPE credit: Up to four (4) hours total credit

Field of study: (1) Tax, (1.5) Specialized knowledge (1.5) Audit

A certificate of completion will be emailed to you four to six weeks after the event. 

For more information regarding administrative policies such as complaint and refund policies, please email [email protected] 

NASBA logo

Baker Tilly US, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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